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New Member
posted Jul 8, 2019 7:10:56 PM

I can't download my TurboTax refund the service supposed to be free is asking for a fee

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2 Replies
Level 15
Jul 9, 2019 6:33:27 AM

Are you sure you did not stray into a paid version of the software?  Or did you prepare a state return?  Even using the Free Edition there is a fee for preparing a state return.  Or did you add PLUS or something else?

Major tax reform and major changes in the tax forms have also resulted in changes to the tax software.

WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION

The information that you can enter in Free Edition is pretty limited now.  Thanks to the new tax laws, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a little “postcard-size” Form 1040 that has six extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.

https://www.irs.gov/forms-pubs/about-form-1040 

If you qualify to use it, there is another free version of the software:

Try Free File: 

You qualify if your income was $34,000 or less, or $66,000 or less if active duty military, or if you qualify for Earned Income Credit

https://ttlc.intuit.com/questions/1900583-what-is-turbotax-free-file-program

 

https://ttlc.intuit.com/questions/4511011-what-happened-to-the-1040a-and-1040ez

 

Note:  If you do not qualify to use Free File then you will have to upgrade to Deluxe or higher in the paid versions of the software

 

 

Level 15
Jul 9, 2019 7:03:55 AM

Another thought--are you trying to get to your 2018 return -- a previous year?

 

https://ttlc.intuit.com/questions/3355524-when-does-access-to-my-prior-year-turbotax-online-returns-expire

 

You can get a free transcript from the IRS:   

https://www.irs.gov/individuals/get-transcript

How do I get a copy of a return I filed using online TurboTax?

https://ttlc.intuit.com/questions/1900748

 

Note:  Every year, before mid-October, print a copy of your current year tax return and save it as a tax file and pdf, too.  That way you will have it when you need it for school, a loan, next year’s tax return, etc. without going through a lot of aggravation (and expense)  to get it.

 

https://ttlc.intuit.com/questions/1899645-how-do-i-save-my-2018-turbotax-online-return-as-a-tax-data-file

https://ttlc.intuit.com/questions/1912544-how-do-i-save-my-2018-turbotax-online-return-as-a-pdf