Why am I being charged for the deluxe edition, I have a simple return?
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New Member

Why am I being charged for the deluxe edition, I have a simple return?

 
9 Replies
Level 15

Why am I being charged for the deluxe edition, I have a simple return?



Major tax reform and major changes in the tax forms have also resulted in changes to the tax software.

WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION

The information that you can enter in Free Edition is pretty limited now.  Thanks to the new tax laws, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a little “postcard-size” Form 1040 that has six extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.

https://www.irs.gov/forms-pubs/about-form-1040 

If you qualify to use it, there is another free version of the software:

Try Free File: 

You qualify if your income was $34,000 or less, or $66,000 or less if active duty military, or if you qualify for Earned Income Credit

https://ttlc.intuit.com/questions/1900583-what-is-turbotax-free-file-program


Note:  If you do not qualify to use Free File then you will have to upgrade to Deluxe or higher in the paid versions of the software. 


**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.**
Returning Member

Why am I being charged for the deluxe edition, I have a simple return?

And none of the extra fees for using the Deluxe Edition are made known until the very end when you are ready to file not up front and to me this is criminal and dishonest. It should be added up front so you know they plan to take twice as much with all the extra fees. Whatever happened to transparency and customer value. Instead they weave a web of lies and deceit to be known only at the very end....just criminal.

Level 15

Why am I being charged for the deluxe edition, I have a simple return?


@Mex01 wrote:

And none of the extra fees for using the Deluxe Edition are made known until the very end when you are ready to file not up front and to me this is criminal and dishonest. It should be added up front so you know they plan to take twice as much with all the extra fees. Whatever happened to transparency and customer value. Instead they weave a web of lies and deceit to be known only at the very end....just criminal.


When you make a entry that requires a form that requires an upgrade you are alerted at that time that an upgrade is necessary.   You can (or should) review the forms that yiu might need and which version supports those forms before starting.

 

Each version and the forms supported are right on the webpage for selecting the online versions.

https://turbotax.intuit.com/personal-taxes/online/

(Use details for the exact forms in each version)

https://turbotax.intuit.com/personal-taxes/online/deluxe.jsp#tax-forms

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Level 15

Why am I being charged for the deluxe edition, I have a simple return?

You can quit posting to this forum ... no one is going to read your rants especially since the costs are revealed every step of the way.  You have to agree with the upgrade and the cost is revealed.  

 

If you have not paid or registered the account you CAN clear the return and start over.  If you did register you can abandon this account and start again in a new account in the free version OR  try out one of the FREE FILE options thru the IRS ...https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

Returning Member

Why am I being charged for the deluxe edition, I have a simple return?

Actually no they are not and just the $40 fee was there until the very end when it comes up with the fees to file the fees for the bank to deduct the cost of the deluxe fee and then the fee to send the rest of the refund to your account. You are obviously either an employee or an admin here so why don't you leave it to the the others who have also been duped into this thing too. I've been looking through the posts and am not nearly the only one who was duped into this. Turbo tax see you later!!

Returning Member

Why am I being charged for the deluxe edition, I have a simple return?

You figure if a million people in the US use this service and half get duped into this sort of thing...bingo...that's quite a large amount for someone who came here to file for free #1 and second not be taken advantage of by hidden fees and the truth is the truth or haven't you forgotten about that? Now I'm just ranting and done posting for stupid people because of stupid things like this. So what now I know and will use someone else next time and that's the end of that....dumb ass!

Level 15

Why am I being charged for the deluxe edition, I have a simple return?

The extra 39.99 Refund Processing Service charge (44.99 in California) at the end is optional.  You don't have to select that option.  You can avoid it by paying the fees upfront with a credit card.  It is not required to get Direct Deposit.  Just read the screens more slowly and watch what you click on.  It can be easy to click on the wrong button.

 

RTF Pay Screen.png

Returning Member

Why am I being charged for the deluxe edition, I have a simple return?

You missed my point I didn't realize there was a $39.99 charge to begin  with and didn't want to pay for it right then so I figured it may as well come out of the return but they then charged me more for not paying for it right away. All these things were not made known to me. I didn't realize the extra $ was on top off the $39.99 already being charged. It's really my fault for being so naive.

Level 15

Why am I being charged for the deluxe edition, I have a simple return?

And again, you have to be at least 18 to use the refund processing service which means you are old enough to sign a contract and read all the screens ... you had to get by at least 4  and you had to agree to the extra fee twice.  If at any time prior to filing you want to change your mind that is also an option.  You have no one to blame but yourself for not reading the instructions ...

 

refund processing fee..2018.PNGrefund processing fee..2018..3.PNGrefund processing fee final 2.PNGrefund processing summary 2018.PNG

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