In doing a family member's tax return, I paid to e-file, but then TurboTax would not allow the e-file. TurboTax was stuck in a loop because this family member had a return where his Massachusetts-Middlesex County retirement system benefits are not taxed by the state, but are taxed by the federal government. At the time he contributed to the fund, Massachusetts taxed his contributions, so they are not taxing the distributions. My call was escalated two levels, but this expert could not solve the problem either, so I had to print it and mail it in. I called back again to get the e-file fee refunded, and this has been escalated as well and I am waiting for a call back. I am growing doubtful that anyone at TurboTax can actually process such a refund, which I think is a little absurd. I hope it doesn't come down to requesting a refund on the TurboTax product itself or disputing the charge through the credit card company. Since TurboTax provide a receipt with a corresponding order number, there should be a way to get a successful refund, no?
