I learned years ago that this is not an acceptable statement. Because my wife and I (using OneDrive, a Mac and a Windows 11 computer) prepare tax returns for our out of state children, we need both a Mac and Windows version for any states above the one free download.
When I chatted recently with Product Support [phone number removed]), I could tell from the questions asked that neither had probably used TT to prepare a return using more than one state. In the past, I have worked with reps who knew the ropes and who downloaded the state version I needed (after checking my Intuit file and that I had paid) to my Intuit file in less that 15 minutes. When I convinced them of my need, they grouped a state file (supposedly) to a main Premier software for me to download. I installed same, wiping out data that I had previously entered, and guess what -- no state software included. When I attempted to download that state from within TT, I had to pay for the software a second time. The rep had even sent me a zero tax receipt by email to justify my purchase.
Am I using the wrong Support group? Wrong telephone number? Should I immediately ask for a senior advisor? Any chance of getting my $43 purchase refunded?
Thanks for your help!
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You can request a refund by going to: How do I request a refund for my TurboTax product?
Thanks for the lead. The process is a bit ubiquitous. It asks the reason for the refund, and I respond that it was a double purchase. This is confirmed under order history. but once submitted, these is no message. I suppose I wait until TT contacts me, or I try all over again.
Regardless, many thanks.
May I ask why you are using both Mac and Windows? Maybe just download the second state on one computer and use that computer for the kid's returns.
It's getting so that TurboTax is more expensive than hiring a CPA. Deluxe version next year won't do investment income or losses, so tack on an extra $35+, extra state download for Mac, $40, for Windows, another $40, e-file two states, $50.
It's faster for us to prepare returns jointly. I do most of the financials (Form 1099s for dividends and stock sales), and my wife homes in on rental properties and their expenses. (We just have to ensure that both of us are not working on the same tax return at the same time!) My thought is that TT has grown so rapidly that it is difficult to maintain and train a support group that can answer the myriad of questions posed. The request is a simple one, and our Intuit accounts have all of the information that is needed to fulfill the requests. I suppose it is the luck of the draw on whom you get when you call in. Although there is a system in place for requesting refunds, there is no acknowledgement of one's request, so one is left in the dark as to whether the request is being processed or not.
Thanks for. your response!
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