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jillkr13
New Member

Is there a way to get an invoice that states the amount Turbo Tax charges? I cannot figure out how they come to the amount I am getting charged?

I have a federal amount due, then a state amount I am getting back. Shouldn't I just be able to subtract the state amount from the federal amount, then add the Turbo Tax charge?
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8 Replies

Is there a way to get an invoice that states the amount Turbo Tax charges? I cannot figure out how they come to the amount I am getting charged?

jillkr13
New Member

Is there a way to get an invoice that states the amount Turbo Tax charges? I cannot figure out how they come to the amount I am getting charged?

This still only shows the amount that cant be correct? I am including a screenshot, in it you can see none of the amounts match so I need like an invoice that shows how Turbotax came to that amount in the "fees" box:

TT.png

Is there a way to get an invoice that states the amount Turbo Tax charges? I cannot figure out how they come to the amount I am getting charged?

@jillkr13 The state amount shown is the price TurboTax is charging you for the TurboTax Iowa state program.

Is there a way to get an invoice that states the amount Turbo Tax charges? I cannot figure out how they come to the amount I am getting charged?

@jillkr13 

 

The Turbotax Fees are ONLY for paying for the software.

 

What you owe [Edit] to TurboTax has nothing to do with that Federal Due $$ amount.  You will be asked how you want to pay the Feds after you pay for the software.

 

The state refund won't be involved either.....any State refund $$ cannot be directed to paying for the software......those are handled separately during your actual filing steps.

________________________

There is only one situation where a refund can be used to pay for the TurboTax Software...that is IF and only if you have a Federal refund which is at least $40 greater than your TTX software fees.   And that is usually a HORRIBLE choice to make anyhow, and is not recommended by any of the experienced (non-TurboTax) folks in this forum.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
jillkr13
New Member

Is there a way to get an invoice that states the amount Turbo Tax charges? I cannot figure out how they come to the amount I am getting charged?

Do you know why the state amount is not showing up? That 0 is what is coming up on the final screen also and when I finish I think I need to enter an account or address for this refund to come to? Im worried if I dont get this entered correctly I just will not get the money.  TT2.png

Is there a way to get an invoice that states the amount Turbo Tax charges? I cannot figure out how they come to the amount I am getting charged?

@jillkr13 

 

Don't know why it's showing that. 

Unless you already answered yes to that question before.

 

i.e. if you said YES to applying the 2025  state refund to next year's Iowa taxes  (see the text??: Apply Refund to your 2026 Taxes), then the IA refund shows as zero, because you told IA to NOT send the $246 to you after you file...but instead, to let IA keep that refund as an estimated tax payment against your possible 2026 IA income axes. 

IF you actually want the refund $$ in your pocket, you need to re-do that question and say No.  (BEFORE you actually file)

 

Another reason possible for the refund meter to indicate a zero...even if there is an apparent $246 IA refund, is if you indicated that you wanted part or all of your refund to go to the IA Fish/Wildlife Fund, or the Child Abuse Prevention Fund as donations.  Those donations would have been selected during the IA Q&A.

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
jillkr13
New Member

Is there a way to get an invoice that states the amount Turbo Tax charges? I cannot figure out how they come to the amount I am getting charged?

I went back and made sure those were correct and it is still giving me 0. Im not sure if I need to start over or what is wrong?

Is there a way to get an invoice that states the amount Turbo Tax charges? I cannot figure out how they come to the amount I am getting charged?

@jillkr13 

 

Then I have no idea either.  You could either go tot he left side Print Center, and save a PDF copy of your tax return to download and look at to see what the lines say around the Iowa Refund line in the state tax return.

 

Or call Customer Support and see if they can find it  (Screen Share).

How do I contact TurboTax?

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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