topic Re: 1st Refund Transfer Fee ? Why am I being charged additional ? in Get your taxes done using TurboTax

1st Refund Transfer Fee ? Why am I being charged additional ?

pache1999 — Mon, 09 Mar 2026 06:14:31 GMT

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

MichelleLO — Fri, 11 Feb 2022 23:28:05 GMT

To clarify, did you use the Pay with my Refund for your TurboTax fees?

Were the amounts charged the same?

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

pache1999 — Fri, 11 Feb 2022 23:41:11 GMT

Yes I used pay with my refund and no the amounts are not the same I’m being charged extra on the sbtpg site .

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

MichelleLO — Sat, 12 Feb 2022 00:02:20 GMT

If the fee is being charged from Santa Barbara Tax Products Group, you will need to reach out to them for assistance. You can find their contact information below.

Santa Barbara Tax Products Group

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

Critter-3 — Sat, 12 Feb 2022 00:08:29 GMT

The Deluxe fee was $39 plus another $39 if you had a state return PLUS another $39 fee to have the first 2 fees withheld from your federal refund. Check the PDF of the return (with the worksheets) to see the banking agreement you signed and all the fees.

If you have filed your federal tax return and it has been accepted by the IRS -

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.

This will take you back to the 2021 online tax return.

Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return.

Choose the option Include government and TurboTax worksheets

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

pache1999 — Sat, 12 Feb 2022 02:20:34 GMT

I agreed to the amount I was charged on turbo tax not anything extra …

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

Critter-3 — Sat, 12 Feb 2022 13:11:43 GMT

To contact TurboTax customer service/support use their contact website during business hours. If the problem concerns any type of refund for fees, use the key words billing issues and do Not use the word Refund or you will get a phone number for tax refunds.

Submit your question/problem during business hours and then use the option for Call (a phone number will be provided for Call) to speak directly with a TurboTax agent –

https://support.turbotax.intuit.com/contact/

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

Nls5 — Sun, 13 Feb 2022 05:54:05 GMT

@pache1999 Same here

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

Nls5 — Sun, 13 Feb 2022 05:55:24 GMT

Exactly, we don’t file with the Sbtpg but expected to contact them lol

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

pache1999 — Sun, 13 Feb 2022 06:11:53 GMT

Smh messed up

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

pache1999 — Sun, 13 Feb 2022 06:12:17 GMT

Smh

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

Ashleyhpiz87 — Mon, 14 Feb 2022 04:37:27 GMT

Same here! I sent a message to SBTPG a week ago with no response! This didn't appear until Thursday of last week. Before it only showed the two $39 fees. I did not agree to a 1st Refund Transfer fee for $40!

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

MichelleLO — Mon, 14 Feb 2022 15:14:15 GMT

Please reach out to TurboTax Customer Support to have agent review the fees with you. To get you to the right person, use the keywords billing issues.

What is the TurboTax phone number?

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

Nls5 — Mon, 14 Feb 2022 20:54:45 GMT

And when I call Sbtpg the automated system tells me they received my application for fast cash advanced it is processing. Why? So last year was the irs and this year it’s the preparers and banks smh go figure.

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

Winte21 — Wed, 16 Feb 2022 04:20:56 GMT

This fee was also added to my total it went from $119 to $160 yet we have no answers as to why we are being charge an additional $40, that was not anywhere in the fine print

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

pache1999 — Wed, 16 Feb 2022 04:41:01 GMT

I’m def disputing the $40 extra because I didn’t agree to it and turbo tax never told me anything about it

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

Winte21 — Wed, 16 Feb 2022 05:15:46 GMT

@pache1999 how do you go about disputing?

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

pache1999 — Wed, 16 Feb 2022 05:26:22 GMT

I think contacting turbo tax or sbtpg

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

Cinnastaxx — Wed, 16 Feb 2022 13:31:57 GMT

I'm having the same issue yet TurboTax never advised we would be paying additional fees since the funds get distributed by tpg

Re: 1st Refund Transfer Fee ? Why am I being charged additional ?

DoninGA — Wed, 16 Feb 2022 13:37:01 GMT

@Cinnastaxx wrote:

I'm having the same issue yet TurboTax never advised we would be paying additional fees since the funds get distributed by tpg

If you have an additional $40 fee from SBTPG over and above the $39 refund processing fee, than that charge is from the third party processor, Santa Barbara Tax Product Group. You will need to contact SBTPG about this fee and why you are being charged.

Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information