I did not upgrade and was paying the fee to do them myself since ours and pretty simple, and was charged $159 for expert review which I did not select. I called customer service and went through the ‘billing’ error. I was able to talk to a lady for a while, but she was not able to help me and sent me a link for the refund options but none of those options are for what I’m looking for. I have seen a lot of complaints like this and it looks like TurboTax is finding a way for people to accidentally click or do something so that they have to pay the higher amount. How do I receive a refund for the overcharge? This is not ok.
You'll need to sign in or create an account to connect with an expert.
Underneath your question is a tag that indicates desktop software, but I suspect you are actually using Online TurboTax, so that's what I will address.
Sorry you had that experience. I assume you already paid. It would have been better to ask for help in removing any extra fees prior to paying when it would have been easier to resolve and tell you how to switch to another product. In my experience, it's difficult for most people to get a refund for Online TurboTax. TurboTax support will often say that continuing to pay and file indicates acceptance of the terms. I would tell you to call TurboTax Support and plead your best case, but it sounds like that's what you already did. You can try again if you wish. You'll likely get a different agent, but they tend to have a script to go by.
TurboTax Support hours 5AM-9PM Pacific, 7 days/week
https://ttlc.intuit.com/turbotax-support/en-us/contact/
You could try the online refund request tool mentioned in this FAQ, but I don't know how far you can get in it. You may hit a roadblock after indicating Online TurboTax. See this FAQ about their refund policies:
FAQ: How do I request a refund for my TurboTax product?
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
T_ault21
New Member
MaryMikeTax
New Member
timhaynes33
New Member
miketracypeanut
New Member
chas-riley
New Member