When does a Service Code get applied and credited to my account?

[ejderuby-outlook]

I entered a service code, then payed the full cost of TurboTax Premium (with an affiliate, USAA discount). I want to know if it was supposed to reduce the price before I payed it, or if I'll be refunded the price, or the charge will be canceled on my credit card.

[LenaH]

Service codes apply a discount to the TurboTax Online fee and are granted by our Support Specialists on a case-by-case basis for support-related reasons. These are separate from TurboTax online discounts and coupons, such as those offered through an affiliate. 

To get your partner discount, you would have had to make sure to you started on the affiliate partner’s website, such as your bank, credit union, insurance company, or other affiliate like Uber or Lyft. Select the TurboTax link from the partner’s website to access your tax return in TurboTax. Even if you just need to make a small change to your tax return, be sure to start from the affiliate partner’s website and select the TurboTax link. By doing this, the system recognizes the affiliate partner and then applies your discount. Do not start directly at TurboTax.com, which charges the non-affiliate price.

Just follow these steps:

1. Go to the special website provided by your bank, credit union, or insurance company and select the TurboTax link or icon.
   • This will take you to the special TurboTax-branded affiliate site with the discounted pricing.
2. Select your TurboTax product, sign in, and start on your tax return. (If you already set up an account at TurboTax, just sign in to work on your return).
3. When you get to the Review your order screen (in the File section) you'll see the discounted price along with the message, Your discount has been applied.

Note: Our agents are unable to apply or issue refunds for affiliate discounts if the return was prepared at the regular TurboTax.com site.

If Your Affiliate Partner Discount for TurboTax is Not Applied

If you followed the steps above and your affiliate discount has not been applied, try deleting your cookies. Then:

1. Go back to the special website provided by your bank, credit union, or insurance company and select the TurboTax link or icon.
   • This will take you to the special TurboTax-branded affiliate site with the discounted pricing.
2. Sign in to TurboTax and open or continue your return.
3. Select Tax Tools on the left, and then Tools.
4. Now select the My Fees button. It should show the discount.

[ejderuby-outlook]

I don't care about the affiliate discount. I called to get a refund/change from TurboTax Premier to TurboTax Free edition, yet my credit card was still charged for Premium (with affiliate discount of $15) after inputting the Service Code. The service rep implied that it would fix my issue, but it seems to have done nothing.

[EbonyA]

Does your tax situation qualify for filing under the Turbo Tax Free edition? This could be the issue; once you attempt to enter information that is not supported by the Free Edition of Turbo Tax, the system will prompt you to upgrade to the most suitable version for your tax situation. The FAQ's below provide further details:

 
Is the Turbo Tax Free Edition right for me?

Turbo Tax 2020 Product Guide

[ejderuby-outlook]

Yes. I didn't use any of the upgraded features.

[CarissaM]

If you need a refund from the product fees, please click here to contact customer support. 

We are unable to do any refunds here in this public forum.