I luckily get plus in case I need to amend but after starting an amendment, it is now telling me I have to also purchase the Deluxe edition as well. Now I feel like I am being ripped off. If I had known in order to amend, I needed deluxe and not plus, I would’ve simply gotten that. Paying $70 to simply add one form that I should’ve been asked for in the first place just doesn’t sit well with me. Can I have my plus refunded and applied to Deluxe?
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Did you get a letter about Form 8962? If so, you do not need to amend your return.
Here is how to get the form 8962 filled out. Please note: You are NOT going to amend your return and you are NOT going to add a state return. These directions are quirky but will get the job done.
The IRS may adjust your refund once they receive your form 8962.
To my knowledge, I haven’t received anything about Form 8962.
You can contact TurboTax support and they may be able to process a credit for you if you have been over-billed. You can contact us as follows:
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632
I have attempted to use the support.
The lady I dealt with seemed confused by what I was asking. We screen shared and had to wait for a supervisor. After awhile, the supervisor joined us. The lady helping me seemed to think that I was confused as to why deluxe was more expensive than plus. I even got a great metaphor about how Plus is like a one bedroom house and Deluxe is a two bedroom house and it has more space so it costs more.
Despite my insistence that I understood the difference in the packages, she seemed convinced that the metaphor was what I needed.
I'm sorry you had a bad experience with the agent you were speaking to. Your situation is not typical so there is probably not a prescribed procedure to handle it. Thus, a lot depends on the experience and skill of the individual you are speaking with. I suggest you make another call as you may have a better outcome.
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