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SF216
New Member

Why am I being charged for free services?

You guys are unbelievable. I've been using turbotax for years and have never had a problem... until now.  This is the first year I've had a 401k retirement plan. Since I've contributed to it, I'm eligible for a credit. However, Turbotax free edition doesn't cover Schedule 3 nonrefundable credits, so I was forced into upgrading to the Deluxe Edition. I wax fine with it at first. I would be paying $40 to getting a $55 credit from my retirement contributions. $15 profit right?  WRONG! For some god forsaken reason, with the Deluxe Edition, you have to pay to file your federal and state returns! So now I'm paying $120, all over a measly $55 credit. WHY AM I PAYING FOR SERVICES THAT ARE FREE WITH THE FREE EDITION. 

6 Replies
DoninGA
Level 15

Why am I being charged for free services?

The Free edition does not support the Retirement Savings Contributions Credit so you would have to upgrade to the Deluxe edition at $40.  The state programs are an additional charge of $40 when using the Deluxe edition or higher.

If your charges are $120, then you selected the option to pay the TurboTax account fees with your federal tax refund.  The service charge for this option is $39.99.  You can remove the pay with refund fee and pay the TurboTax account fees with a credit/debit card, see this TurboTax support FAQ - https://ttlc.intuit.com/community/downgrading/help/how-do-i-remove-pay-with-my-refund-fees-in-turbot...

 

IRS Free File Program - https://apps.irs.gov/app/freeFile/
If you are eligible you can use the TurboTax Free File Program which is free to file both a federal and state tax return. The Free File Program edition is a full featured personal tax program and on a separate website from the TurboTax online editions.

 

To qualify for free 2019 federal and state tax returns with the Free File Program, you'll need to meet at least one of these requirements:

  • A maximum 2019 adjusted gross income (AGI) of $36,000; or
  • You qualify for the Earned Income Tax Credit (EITC); or
  • You served as active duty military (including Reservists and National Guard) with a maximum 2019 AGI of $69,000 (you'll also need a military-issued W-2).

See this TurboTax support FAQ on the Free File Program - https://ttlc.intuit.com/questions/1900583-what-is-the-turbotax-free-file-program

See this TurboTax support FAQ for the difference between the Free File Progam and the Free edition - https://ttlc.intuit.com/questions/2572617-what-s-the-difference-between-free-file-program-and-free-e...

And see this TurboTax support FAQ on how to switch to the TurboTax Free File Program - https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-free-file-program

maxo24
Returning Member

Why am I being charged for free services?

Maybe you should let people know this info BEFORE you tack on all of your exorbitant fees at the end - after people have taken the time to enter all of their financial info and after you have allowed them to see what their refund COULD BE...

 

Or would telling people what your product costs upfront be too radical?

ab13fan
New Member

Why am I being charged for free services?

I was also charged $80 on 5/1/20 for a 1040 that was SUPPOSED to be free?? Never again will I use this method. So many hidden charges...UNBELIEVABLE!!! And when you call the number listed on my bank account, it's only a recording. It doesn't give you an option to speak to someone. TERRIBLE 

c_Brown71
New Member

Why am I being charged for free services?

Attempted to file Federal & State taxes on April 18th.  Submissions rejected by both Feds and State.  Reason given was that my 2021 AGI did not match even though TurboTax imported this number from last years 1040.

Taxes printed and paperwork submitted via USPS.  Was charged $25 for the efile service even though it did not work.

 

How do I obtain a credit/refund for this service?

DoninGA
Level 15

Why am I being charged for free services?


@c_Brown71 wrote:

Attempted to file Federal & State taxes on April 18th.  Submissions rejected by both Feds and State.  Reason given was that my 2021 AGI did not match even though TurboTax imported this number from last years 1040.

Taxes printed and paperwork submitted via USPS.  Was charged $25 for the efile service even though it did not work.

 

How do I obtain a credit/refund for this service?


You will need to contact TurboTax support to get the e-file charge removed from your account.  Use the key words Billing Issue

 

See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

 

Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

xmasbaby0
Level 15

Why am I being charged for free services?

@c_Brown71 

 

 If it was rejected for AGI—-be aware that many 2020 returns took so long for the IRS to process that your 2020 AGI might not be in the IRS system.   Try using zero instead.

 

If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.

 

 

https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311

 

If that does not work and you still cannot e-file, then print, sign, and mail your tax return.

 

 

 

 

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”

 

 

https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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