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New Member
posted Apr 13, 2025 11:01:49 AM

I am having difficulty reaching anyone with Turbo Tax. I want an explanation or adjustment to the outrageous amount I was charged by Turbo Tax. Any suggestions?

0 4 443
4 Replies
Expert Alumni
Apr 13, 2025 11:11:20 AM

  Refer to the TurboTax Help article How do I contact TurboTax? and What's the TurboTax phone number?

New Member
Apr 16, 2025 7:07:56 AM

I have attempted to reach them to get a better understanding as to why I was charged such an excessive amount. Unfortunately, I still don’t have an explanation. I have used Turbo Tax for well over a decade and this is the first time I have left in a state of confusion. I do thank you for your response.

Level 15
Apr 16, 2025 7:38:23 AM
Level 15
Apr 16, 2025 7:38:59 AM

 If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.

 

 

 

TurboTax Online: Important Details about Filing Simple Form 1040 Returns

If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.

Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

  • W-2 income
  • Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction
  • Taxable qualified retirement plan distributions
  •  

Examples of situations not included in a simple Form 1040 return:

  • Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
  • Stock sales (including crypto investments)
  • Income from rental property or property sales
  • Credits, deductions and income reported on other forms or schedules 
  • 1095A for marketplace health insurance