If I did not choose to use any special products and declined every offer, and at the start of my filing said “Start for free” why am I being charged $100 for services?

[dorito1213]

I have always filed my taxes on TurboTax and have been very happy with the free and easy use of services. This time around, despite me turning down every offer that popped up (way too frequently, mind you) and supposedly doing the free service like I’ve always done, at the end of my filing TurboTax says I owe over $100 before I continue. Why? I didn’t buy anything from you and was not informed at any point during the process that I was using any services that required additional payment.

[mesquitebean]

What product edition did you end up with?   If not Free Edition, are you in Deluxe or Premium?

Check your fees with one of both of these 2 ways.

With your return interview open, in the top right is a shopping cart icon.  Click that and a popup of your fees should appear.  What all does it show?

Or you can try this.  In the left menu column click on TAX TOOLS, then TOOLS.  In the tools window choose the blue button MY FEES.   It may show the same thing as the shopping cart.

Depending on what all you find, we may be able to tell you how to remove something, or possibly downgrade to Free Edition--IF you don't have any situations in your return that Free Edition doesn't handle.

[dorito1213]

I clicked on free and never clicked to accept any of the other pop up offers. When I clicked the shopping cart, it was empty. But after the review tab on my taxes, it told me I owed turbo over $100 for federal and state taxes. Didn’t say any plan that I used or specify any tools that aren’t included in the free edition. 

[mesquitebean]

---

@ dorito1213 wrote:

I clicked on free and never clicked to accept any of the other pop up offers. When I clicked the shopping cart, it was empty. But after the review tab on my taxes, it told me I owed turbo over $100 for federal and state taxes. Didn’t say any plan that I used or specify any tools that aren’t included in the free edition. 

---

Hopefully you didn't go ahead and pay.   Wait until this is figured out.   But before people in the forum can tell you how you may be able to remove something, we need to know what all it's charging for.

You didn't say what you see when you go to the left menu column and click on TAX TOOLS, then TOOLS, then the blue button MY FEES.

Also, with your return open, what product edition is showing up in the top left corner?

[dorito1213]

I did not go ahead and pay. I’m using the mobile app, so I don’t see anything in the top left except the home button. The top right is just a pop up for “Get Expert Help” but when I begin the checkout stage, it charges me $99 (reduced from $139) for premium for the federal tax filing, which again I never agreed to or was made aware I would be using until the checkout stage, and then for state it just says “2025 state filing” for $39, reduced from $64 for a subtotal of $138 excluding sales tax and a little congratulatory message saying that I saved $65.

[DoninGA]

@dorito1213 The filing is free when using the mobile app and you did Not file with TurboTax for tax year 2024.

Otherwise, if your tax return has tax data that is not supported by the TurboTax Free online editions then you will have to upgrade to either the Deluxe or Premium online edition.  The state program when using either Deluxe or Premium is an additional $39.

If you have entered any type of investment income, rental or royalty income, a Schedule K-1, or self-employment income and expenses using a Form 1099-MISC or Form 1099-NEC you would be required to use the Premium edition.

[mesquitebean]

@ dorito1213 

ADDENDUM:   Looks like @ DoninGA and I were answering at the same time.  He left additional info above about a free mobile app offer if you didn't use TurboTax last year.   I'm not familiar with the mobile app, so I'm not familiar with that offer.  If that offer doesn't apply to you, you may still be able to downgrade as I explain below.

*****************************

Original comment:

My instructions above were all for Online TurboTax, which mobile app users can also access.   But it's not necessary since I now know you ended up in Premium for some reason, which is the top level, and mainly for people with investment gains/losses, Schedule E, or Schedule C self-employed.    Whenever someone is in a paid edition, there is also a fee for the state return.     You can try downgrading to Free Edition, but if you encounter something that Free Edition can't handle, it will ask you to upgrade.   

NOTE:  TurboTax Free Edition is for customers who are filing simple Form 1040 Returns only (no additional forms or schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest).  If Schedules 1,2, or 3 are required, it will ask you to upgrade.

FAQ:  How do I downgrade to a different Online TurboTax product?

https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-pri...

[dorito1213]

I had a 1099-R but none of those others. If it’s the case that I’m required to be upped to premium or deluxe, why was I not made aware before getting to the very end of this process?

[dorito1213]

Also, when I click on my uploaded documents, it says there’s a 1099-NEC, but I did not upload one, nor do I have one for this tax season. When I click on the uploaded 1099-NEC, nothing comes up, it just says that there is one there.

[DoninGA]

@dorito1213 See if there is a Form 1099-NEC listed in your tax return forms, schedules and worksheets.  If it is listed delete the form

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

Note - There may be multiple pages of your tax return forms and schedules so click on the page number or right arrow (>) shown at the bottom of the federal tax return forms.