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Here's how to see what product you are in and also how to see what fees you are being charged, as well as info on how you might be able to remove a service or downgrade to lower your fees if you qualify.
Are you in the Expert Assist Premium product, which is $199 for a Federal return and $64 for a state return? You can quickly tell with your return open, look up in the top left corner. What product is shown there?
You can check your fees this way. With your return open, go to the left menu column and click on Tax Tools, then the subtab Tools. In the Tools window, choose MY FEES.
You can remove the TurboTax Expert Assist if you ended up with it by mistake and don't need a tax expert to help you.
FAQ: How do I remove TurboTax Expert Assist?
Regular Premium edition (without Expert Assist) is currently $129 for a Federal return and $59 for a state return. Premium is for people who need features such as Schedule C (business with expenses), Schedule D (capital gains/losses from investment sales), Schedule E (rents/royalties), Schedule F (Farm income and expenses), or need to enter a K-1. If you don't need any of those, you may be able to downgrade to the Deluxe Edition, which is currently $69 for Federal and $59 for state.
If you were charged $199 for your TurboTax it is likely because your tax situation required more than the basic forms (for example, itemizing investments), you may have been upgraded to Deluxe or higher, as XmasBaby0 mentions above.
The TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify.
If your tax situation requires more than the basic forms (e.g., itemizing, investments), you are upgraded to Deluxe or higher.
A separate charge is added for preparing state tax returns in most TurboTax online versions.
You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any unwanted Fees Why am I being charged for TurboTax Free Edition?
You may also be able to downgrade How do I downgrade to a different TurboTax Online product?
You can review your fees in TurboTax online as follows:
Click here for How do I review my fees in TurboTax Online?
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
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