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New Member
posted Mar 30, 2021 9:47:21 AM

I have been a long time turbo tax customer. In 2017 I qualified to file for free because I earned under $39,000. My AGI for the year was $36,537.

Am i eligible for a refund of the turbo tax product in 2017 ?

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7 Replies
Level 15
Mar 30, 2021 10:09:10 AM

You are just asking this now, three (or four) years later?  I doubt TT would grant your request.

New Member
Mar 30, 2021 11:19:13 AM

I just realized I did not have to pay for the service in 2017. 

i have been a long time customer of turbo tax 

 

it is up to turbo tax if they want to issue the refund.

Expert Alumni
Mar 30, 2021 1:48:11 PM

Probably not since you used regular TurboTax.  TurboTax FreeFile is a service provided under the IRS.gov free tax filing program.  For 2020, if your adjusted gross income is below $39,000, you would qualify to use TurboTax FreeFile.  This is a separate product from regular TurboTax and has its own dedicated website.  Returns filed through TurboTax.com are provided more options for upgrades, product support, and year over year carryforward tax information that is not available in the IRS FreeFile product.  

 

Since you filed through TurboTax.com, you had available to you these additional options and services not provided to taxpayers that use the FreeFile service through IRS.gov.  Therefore, we would not be issuing a refund. 

 

Click here to find out more about TurboTax FreeFile.

Level 15
Mar 30, 2021 1:52:42 PM

And back in 2017 the limits to qualify for Tax Freedom Edition were lower.  So you might not have qualified.  Each year the limits are higher.

New Member
Mar 31, 2021 12:10:51 AM

Do you know what the tax limita were in 2017 ?

New Member
Mar 31, 2021 12:11:30 AM

Do you know what the tax limits were in 2017 ?

Level 15
Mar 31, 2021 12:51:46 AM


@ isaac-attias82 

wrote:

Do you know what the tax limits were in 2017 ?


Over the years a filer had to meet ONE of these requirements:

 

1) AGI at or below the max requirement for that year (see amount by year below)

2) Or eligible for EIC (Earned Income Credit) aka EITC

3) Or active duty military (including Reservists and National Guard), with a higher income limit, and a military W-2.

 

Here are the income qualifications for the TurboTax IRS Free File Program (at one time called "Freedom Edition") for the last few years, according to my quick search of old forum threads.   These are the figures for non-military filers.   Military filers had a higher income limit.

 

2017 AGI  $33,000 or less
2018 AGI  $34,000 or less
2019 AGI  $36,000 or less
2020 AGI  $39,000 or less