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Why Am I Charged for a Free Product?

Updated: 1/22/2009
Article ID: 75

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

  • Upgraded to a fuller-featured version of TurboTax.
  • Filed a state return. (States other than AL, AR, AZ, GA, ID, IA, KY, MA, MI, MN, MO, MS, NY, ND, NC, OK, OR, RI, SC, VT, WV are chargeable in TurboTax Freedom Edition. All states are chargeable in TurboTax Free Edition, where there is no income limitation.)
  • Selected a service, such as Audit Defense or Pro Review.
  • Chose to pay any TurboTax fee using Refund Transfer. (Refund Transfer allows you to deduct any fee from your refund. Refund Transfer is an OPTIONAL $29.95 service provided by Santa Barbara Bank & Trust. If you don’t select this service, you can pay by credit card, where there is no service charge.)

Additionally, TurboTax Freedom Edition requires you to meet qualifying criteria to prepare and e-file your federal tax return for free. If you don’t meet these criteria, you'll be prompted to upgrade to one of the fee-based TurboTax products.

Select a link for more information:

View fees and charges

Follow these steps:

  1. In TurboTax Online, click Tools, and then click My TurboTax Fees.
    tto-fees-1
  2. For additional information, click Help with My TurboTax Fees in the My TurboTax Fees window.
    help-turbotax-fees

Remove Refund Transfer service

Note: If you remove the Refund Transfer service, you'll need to use a credit card to pay for any fees associated with your tax return.

 

Follow these steps to remove Refund Transfer:

  1. Select the Print & File tab, and then select File a Return.
  2. On the File & Return screen, select E-file.
  3. Continue through the Interview to the Confirm Your Direct Deposit Decision screen, and then select Yes.
  4. On the Decide How to Pay for TurboTax screen, select Charge It.

Delete TurboTax State return

Follow these steps to delete a TurboTax State return:

  1. Select the State Taxes tab, and then select Your State Returns.
  2. Next to the state return to remove, select Delete.
    delete-state-return
  3. Select Yes to confirm.

 

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