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Why Am I Charged for a Free TurboTax Online Product?

We do not charge our customers for free versions of TurboTax. If you selected additional products and services, you will be charged fees for those items, depending on your version of TurboTax.

Reviewing your fees

If you see unexpected charges and would like to review your TurboTax Online fees before purchasing or e-filing, follow these steps:

  1. Sign in to TurboTax Online.
  2. Once you have signed in, click the Tools icon in the upper right corner. The Tools Center popup will appear.
  3. Click My Fees to see the breakdown of your TurboTax fees.
  4. To remove an item before payment or e-filing, see steps below for your version of TurboTax.

Note: You can't remove items you've already paid for and used. If you no longer want an item you've paid for but haven't used, you can request a refund. Contact us.

 
 

 

TurboTax Federal Free Edition

If you're using TurboTax Federal Free Edition (www.turbotax.com), you'll be prompted for payment if you:

  • Upgraded to a fuller-featured version of TurboTax because either your tax situation required certain forms that are not included in the Free Edition, or you chose to take advantage of the extra benefits offered in our higher-end products.
    • Federal Free Edition is for taxpayers with very simple returns (Form 1040EZ filers) – in other words, taxpayers who don’t need help or guidance while preparing their simple tax returns. Can I downgrade?
  • Prepared a state return. Federal Free Edition is a free solution for your federal taxes. The additional fee is for the preparation, print and efile of your state return. By completing your state taxes with TurboTax, you can be completely done with your taxes and be confident knowing that you're getting your maximum refund, guaranteed. How do I remove my state return?
  • Selected an additional service, such as Audit Defense. With Audit Defense, you never have to meet with the IRS in case of an audit.
  • Deducted any TurboTax fee from your federal refund using Refund Processing Service, an optional $29.95 service provided by University National Bank of St Paul, MN or First California Bank of Palm Desert, CA. To avoid the $29.95 fee, switch your payment method to credit or debit card. Click here for instructions.

TurboTax Freedom Edition

If you're using TurboTax Freedom Edition (www.taxfreedom.com), you'll be prompted for payment if you:

  • Upgraded to a fuller-featured version of TurboTax because your tax situation didn't meet the qualifying criteria to prepare and e-file for free.
    • You must qualify to use TurboTax Freedom Edition. Certain IRS income limits and other tax situations may apply. Can I downgrade?
  • Selected an additional service, such as a return for a state that does not participate in the Free File Alliance (and therefore charges a prep fee). How do I remove my state return?
  • Deducted any TurboTax fee from your federal refund using Refund Processing Service, an optional $29.95 service provided by University National Bank of St Paul, MN or First California Bank of Palm Desert, CA. To avoid the $29.95 fee, switch your payment method to credit or debit card. Click here for instructions.
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