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New Member
posted Mar 30, 2020 7:40:46 AM

Does anyone know how to request a refund for TurboTax Deluxe Online (not the download or CD)? I already submitted payment but haven't filed.

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11 Replies
Level 15
Mar 30, 2020 7:43:10 AM

See this TurboTax support FAQ on how to contact Support - https://ttlc.intuit.com/questions/3401489
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.

New Member
Apr 2, 2020 5:00:31 AM

I have contacted customer support twice.  The first person gave me the instructions for "clear and start over" which didn't work because I've already paid for Deluxe Online but I haven't filed yet.  So when I try to clear and start over, it tells me it can't because I've already paid.  So I called a second time.  After being on the phone and hold for over 30 minutes, they tell me they can't cancel or refund, that I have to fill out a refund request form.  So they email me the form. Except it won't LET me fill it out because it's to get a refund for TurboTax Download or CD!  I need to cancel TurboTax Online AFTER I've paid, but before I've filed.  And I'm getting NO WHERE!

New Member
Apr 10, 2020 5:42:58 PM

I am having the same issue! Customer service is talking me in circles and keeps referring me to the refund request for the download/CD, which is not my problem because I submitted payment for TurboTax Deluxe Online! Would love some guidance on this issue.

Returning Member
Feb 11, 2021 9:14:43 PM

Same, I've called customer service three times to no avail. Upon filing a refund request using the online form, I had received no update on my case via email and had to check said status using the same form, to which it said case closed. Was wondering what this means and how I should proceed.

Intuit Alumni
Feb 13, 2021 8:26:49 AM

We are not able to assist you with your TurboTax account in this public forum. Please reach back out to TurboTax Customer Support to discuss your options. Please visit the Contact Us page and select your product to get you to the right person.

@aczoo

Level 2
Mar 1, 2021 8:12:45 AM

I have the same issue. I talked to 3 different people. They told me 3 different things. Now 

Intuit refund request is closed. I don't know what it means.
 

Intuit Alumni
Mar 1, 2021 9:13:06 AM

@Pear, Please take a look at the following reference: How do I request a refund for a Turbo Tax product?

New Member
Oct 11, 2022 9:24:21 AM

I am also having the same problem. Its not clear that (a) you can't directly edit forms in the online version (b) there is a limit of 5 states (~$250!), I need to file 6. I have paid for online but haven't filed, but need to the download version to address.

 

Can you please clarify the path to address quickly as tax deadline is near.

 

Thanks,

Mike

Level 15
Oct 11, 2022 9:27:28 AM

@msansone7 Do you mean you want to switch from using online to using the CD/download software?   You must have a full PC or Mac----the CD/download cannot be used on any sort of mobile device.

 

https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129

Returning Member
Apr 8, 2023 3:11:21 PM

Same thing, a screen saying to continue to wrap up your return, then no indication that you are about to be charged for "TurboTax Deluxe" and not having to say pay for your return if you owe. Then you are prompted with a payment form you fill it out, then it shows a lovely order summary of the subtotal, taxes, and order total AFTER you put in your info and pay.

It is blatantly unclear that this is about to charge you for a deluxe package rather than you entering in your information for your return. It's very anti-user, and scummy business practice, I'm so glad that instead of paying the mere 6$ I owed that now I had to pay 65$ additional for the Deluxe because of the unclear review and filing flow. Absolute garbage and it seems many others have had the same experience.

Garbage company, hope you go under

Intuit Alumni
Apr 9, 2023 8:16:58 AM

If you wish to request a refund, please reach out to us directly using the Help Article here.  This ensures you will get to the correct department as quickly as possible.  

 

@kyleb804