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New Member
posted May 14, 2023 11:36:28 AM

Any information on settlement?

Anybody know how to get a rebate on the settlement ?  Paid for tax prep when it should have been free

0 2 411
2 Replies
Level 15
May 14, 2023 11:48:12 AM

Go to this website for information - https://agturbotaxsettlement.com/Home/portalid/0?portalid=0

Level 15
May 14, 2023 6:27:53 PM

All of the information about the settlement payments is on the settlement web site. Note the following statements from that web site.


"Consumers to Receive Payments Automatically, Without Filing a Claim"


"The settlement is being administered by a third-party administrator, please do not contact Intuit [TurboTax] with questions."


You should also look at the Common Questions on the settlement web site.


You cannot sign up for the settlement. The settlement only applies to a very specific set of circumstances. If you are a "Covered Consumer" as defined in the settlement, you will automatically be sent a notice and a payment. You do not have to do anything to be included, and there is nothing that you can do. Most TurboTax users are not Covered Consumers. Here is the definition of "Covered Consumer" from the settlement agreement.


"Covered Consumer" means any individual, or individuals if a joint return was filed, who in Tax Years 2016, 2017, or 2018 was (1) eligible to use an Intuit IRS Free File Product; (2) began his or her tax returns using a TurboTax Free Edition Product; (3) was informed that he or she was ineligible to use a TurboTax Free Edition Product; (4) subsequently paid to use a TurboTax Paid Product, and (5) had not used the Intuit IRS Free File Product in a previous tax year.