Refund on TurboTax deluxe

[Qtracker]

How do I get a refund on TurboTax deluxe? 

Back ground - I was going to file my tax but it told me to upgrade to Turbotax deluxe to continue. I had no other choice and I don't see any difference. 

[mesquitebean]

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@ Qtracker wrote:

How do I get a refund on TurboTax deluxe? 

Back ground - I was going to file my tax but it told me to upgrade to Turbotax deluxe to continue. I had no other choice and I don't see any difference. 

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Are you using Online TurboTax?   What product did you start out in?   Did you start out in Free Edition and had to upgrade to Deluxe?

What was it asking you to upgrade to be able to do?   There are several things that Free Edition cannot handle.    For example, does your return have any of the Schedules 1-3?    If you needed any of those Schedules 1-3, then you cannot use the regular Free Edition.

FAQ:  Why do I have to upgrade from Free Edition?
https://ttlc.intuit.com/community/upgrading/help/why-do-i-have-to-upgrade-from-free-edition/00/26379

So you already paid and filed?  It would have been good to ask here in the forum when you saw it was upgrading you and before you paid.  Then we might have been able to steer you to a different product.  TurboTax has another free product  (TurboTax IRS Free File Program) that can handle all the usual Federal forms and schedules; it's even more powerful than Deluxe.  But you would have had to meet one of the qualifications to use it.

• Your 2020 AGI is $39,000 or less (if filing jointly MFJ, this figure is for the AGI of both spouses combined.)  ; or
• You qualify for the Earned Income Tax Credit (EITC); or
• In 2020, you served as active duty military (including Reservists and National Guard) with a maximum AGI of $72,000, and you have a military-issued W-2.

If you think you ended up in the wrong product, or if you met one of those qualifications above, you could talk to TurboTax Support, plead your case, and tell them you would have qualified (if so) had you known.  I don't know what they will say.  

Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern) 7 days/week.

FAQ: What is the TurboTax phone number?
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

Or you can use this contact form to get a phone number.
https://support.turbotax.intuit.com/contact

[carolynlsl2412]

I want a refund on this turbo tax deluxe. I am only getting a run around.

[mesquitebean]

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@ carolynlsl2412 wrote:

I want a refund on this turbo tax deluxe. I am only getting a run around.

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This is a user community forum, not a direct route to TurboTax Support.  Nothing account-specific can be handled here.  

What did you mean by " a runaround?"   Did you already phone and ask Customer Support about a refund?

We don't know what platform your TurboTax Deluxe is--whether it's desktop TurboTax (CD/download) or Online TurboTax.   A refund is easier to come by for the desktop software since it has a 60-day satisfaction guarantee. A refund for Online TurboTax can be more difficult.

See the FAQ below where there is an online refund request form where you can read more about refunds.  Choose the version of TurboTax you are using to read more.

FAQ:  How do I request a refund for my TurboTax product?

https://ttlc.intuit.com/community/tax-topics/help/how-do-i-request-a-refund-for-my-turbotax-product/...

In any case, you can speak to TurboTax Support to plead your case by phone.  Here's how to reach them.  Or did you already talk to them?  

Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern) 7 days/week.

FAQ: What is the TurboTax phone number?
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

Or you can use this contact form to get a phone number, or it might schedule a callback.
https://support.turbotax.intuit.com/contact

[999martin]

Is it possible to get a advance on my taxes 

[Critter-3]

REFUND ADVANCE LOANS

The refund loan will not be available until later in January when you can e-file your 2021 return.   The money for the loan is not given to you until the IRS ACCEPTS your e-file.  The IRS will not begin to accept e-files until late January or early to mid-February.

You cannot apply for the refund loan.  It has to be offered to you, and you have to agree to the terms—-which have changed since last year——so read some information——and pay attention to the details in the fine print in the contract.

Click here for more details.