After you file

Critter-3 · ‎July 19, 2023

Ok ... I think it is generous of them to offer a discount on the future program however the satisfaction guarantee you mention is not valid on the online program.

Our TurboTax Satisfaction Guaranteed refund policy

SOLVED•by TurboTax•398•Updated January 13, 2023

Please be aware that you only qualify for our unconditional 60-day money-back guarantee if you purchase a TurboTax CD/Download or a TurboTax Live with State product through a retailer or one of our authorized resellers.

Thank you for choosing TurboTax, the #1-rated, best-selling tax software

Our Satisfaction Guaranteed (or Guaranteed Easy) policy says that if you're not satisfied with your TurboTax product, you can return it within 60 days of purchase for a full refund.

You can read the fine print at the Intuit Software End User License Agreement for TurboTax Desktop Software. Enter Satisfaction Guaranteed (or Guaranteed Easy) into the Find feature in your browser to go to it quickly.

To submit a refund request online, simply fill out our TurboTax Refund Request Form. If you purchased a CD, make sure you send us all the packaging that came with your CD.

Related Information:

https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/turbotax-satisfac...

Does your unconditional 60-day money-back guarantee also apply to the mobile app?

No, our unconditional 60-day money-back guarantee only applies to TurboTax CD/Download products which are installed on computers and laptops.

Per our Terms of Service for the mobile app:

You may use the Service without charge up to the point you decide to print or electronically file your tax return. Printing or electronically filing your return reflects your satisfaction with software, at which time you will be required to pay for the Services.

What is your "Maximum Refund (or Tax Savings) Guarantee or Your Money Back" all about?

Simply put, our Maximum Refund (or Tax Savings) Guarantee says that if you get a bigger tax refund (or owe less taxes) through another tax preparation method, we'll refund the purchase price you paid for TurboTax.

As with any guarantee, there are stipulations — for example, you have to notify us within 60 days of filing your return in TurboTax, and your return must be identical to the return prepared using the other tax-prep method.

You can read the fine print at the Intuit Software End User License Agreement. Type "maximum refund" in the Find feature in your browser (usually listed under Edit) to go to it quickly.