Was charged a fee this year for using turbo tax, but my income is less then $66k for the year, and it should have been free? Will I receive a refund for the charge?

Level 15

Jun 19, 2019 3:53:37 AM

The $66K limit is for military. It's $34 for others. But there other qualifiers, see below.

TurboTax also has another free product called the Free File Edition (not to be confused with the regular Free Edition). It has free Federal preparation and free State preparation. There is no efiling fee. It is not available after October 15

The Free file Edition can handle a 1099-MISC.

The Free file Edition is more fully-featured than the regular Free Edition. The Free File Edition can prepare Schedule A, C, D, E, and F that the Free Edition cannot.

For Free File Edition a user needs to meet only ONE of these qualifications:

AGI of $34,000 or less
or active duty military (including Reservists and National Guard) with a military-issued W-2 and a 2018 AGI of $66,000 or less
or eligible for the Earned Income Credit (EIC aka EITC).

The FREE FILE Edition is located at:
https://turbotax.intuit.com/taxfreedom

How to switch and start over in Free file Edition
https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-freedom-edition

Level 15

Jun 19, 2019 3:55:08 AM

This is mainly a user community forum, so nothing account-specific can be handled here. Request for refunds should be directed to TT Support. https://turbotax.intuit.com/support/contact/ use the term “billing issues” in the question box, not "Refund" or it will just give you the IRS phone number to check your refund status. Week days 5 AM - 5 PM Pacific time

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Was charged a fee this year for using turbo tax, but my income is less then $66k for the year, and it should have been free? Will I receive a refund for the charge?