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I was charged for using turbo tax btw 2018 and 2022. How do I get the money ba k you’ll charge me “ when it was advertised as free refund ?

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2 Replies
Hal_Al
Level 15

I was charged for using turbo tax btw 2018 and 2022. How do I get the money ba k you’ll charge me “ when it was advertised as free refund ?

rjs
Level 15
Level 15

I was charged for using turbo tax btw 2018 and 2022. How do I get the money ba k you’ll charge me “ when it was advertised as free refund ?

The settlement covers only tax years 2016, 2017, and 2018. Any other years that you used TurboTax don't matter.


All of the information about the settlement payments is on the settlement web site. Note the following statements from that web site.


"Consumers to Receive Payments Automatically, Without Filing a Claim"


"The settlement is being administered by a third-party administrator, please do not contact Intuit [TurboTax] with questions."


You should also look at the Common Questions on the settlement web site.


The payments are being sent by the settlement administrator, not by TurboTax.


You cannot sign up for the settlement. The settlement applies to a very specific set of circumstances. If you are a "Covered Consumer" as defined in the settlement, you will automatically be sent a notice and a payment. You do not have to do anything to be included, and there is nothing that you can do. Most TurboTax users are not Covered Consumers. Here is the definition of "Covered Consumer" from the settlement agreement.


"Covered Consumer" means any individual, or individuals if a joint return was filed, who in Tax Years 2016, 2017, or 2018 was (1) eligible to use an Intuit IRS Free File Product; (2) began his or her tax returns using a TurboTax Free Edition Product; (3) was informed that he or she was ineligible to use a TurboTax Free Edition Product; (4) subsequently paid to use a TurboTax Paid Product, and (5) had not used the Intuit IRS Free File Product in a previous tax year.

 

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