CassLO
Intuit Alumni

After you file

@jhope929 First, I am sorry you are going through all of that! I am just going to explain a little bit below why you would have started in the Free Edition then upgraded to a version that charged you.

TurboTax Free Edition (and TurboTax Live Basic) are intended for taxpayers with very simple returns that can fit on the new 1040 form without any schedules.

If we detect that your tax situation requires expanded coverage, like deductions for owning a home or self-employment income, we'll prompt you to upgrade to a version that supports the forms you need so we can maximize your tax deductions and ensure you file an accurate return.

Depending on what your tax situation was last year, you might need to use new tax forms to claim the same deductions, credits, or forms of income. Some of the situations that are now in TurboTax Deluxe and TurboTax Live Deluxe, instead of in Free Edition.

 

Please reach out to our TurboTax customer care and speak with an agent regarding your fees. TurboTax customer service/support does not have a single phone number but has many different phone numbers based on the type of platform used.  So that we can direct your call to the best person/department to help you:

  1. Click on this link: Contact Us
  2. Select your TurboTax platform.  
  3. Ask your question / state your problem.  Do NOT use the word "refund' or you will get a phone number for tax refunds.
  4. Click Submit.
  5. On the next screen, choose the Call option and follow the instructions.  You will be given the approximate wait time.  

You'll get a toll-free number to a TurboTax expert who is specially-trained to handle your particular issue.

"Irene2805 Employee Tax Expert"

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