Can I pay for my TurboTax fees with my refund?
Yes, you can use your federal or state (if applicable) refund to cover your TurboTax fees. When your tax refund is processed, a $40 processing fee will be deducted from your refund in addition to your owed TurboTax fees.
If you are eligible and receiving both federal and state refunds, the fees will be deducted from whichever refund is deposited first, provided it is large enough to cover the total cost.
What are the eligibility requirements to pay with my refund?
To use this option, you must meet the following criteria:
Your federal or state (if applicable) refund must be large enough to cover your total TurboTax fees.
You must e-file your federal return with TurboTax, and your tax forms must be final and available for e-file.
You must have a valid US address (PO boxes or commercial addresses are not accepted)
You (and your spouse, if filing jointly) must be 18 or older.
You must direct deposit your refund into a single U.S. bank account. You can't split your refund across multiple accounts.
The name on the bank account must match the name on your tax return.
You must enter a valid Social Security number.
You can't have taken out a TurboTax Flex Advance loan.
Note: TurboTax fees can be deducted from either your federal or state refund (if applicable).
How do I select to pay with my refund?
To use your refund for payment, follow these steps:
Open or continue your tax return.
Select File from the menu on the left.
On the Just a few steps left... screen, select Start or Revisit for the first step.
Select View payment options.
Under Pay for TurboTax, select Use your refund.
Can I pay using my state (instead of federal) refund?
Pay With My State Refund is currently available for taxpayers in the following states: Arizona, California, Colorado, Georgia, Hawaii, Illinois, Indiana, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New Mexico, North Carolina, Ohio, Oregon, Pennsylvania, Virginia, and Wisconsin.
Are there any restrictions for state refund payments?
Yes. You must meet the standard eligibility requirements listed above, and your state refund must be sufficient to cover the total fees. Additionally, the "Pay With Your State Refund" option is not available for TurboTax Expert Full Service customers.
What happens if my return is rejected?
If your return is rejected, you may need to re-enter your bank account information, but you will not be charged the processing fee a second time.
