TurboTax Advantage Terms
When you sign up for (or renew your membership in) TurboTax Advantage, you elect to receive your selected TurboTax product automatically each year in early November (timing varies by release date and your location) until or unless you change or cancel your enrollment. Upon enrollment, we will provide you with an enrollment confirmation that includes notification of your product selection and the card to be charged. If you renew, beginning with your second year and every renewal year thereafter, you will be notified before we charge your credit card on file for the price in effect at that time. We’ll also notify you of your Advantage member benefits and product information for the new tax year. You may cancel at any time. To edit or cancel your enrollment for the upcoming tax year you must update your account online by the stated deadline at turbotax.com/advantage-account.
Membership renewals are processed and billed each year in early November when the new version of TurboTax Desktop becomes available. This means that if you subscribed to TurboTax Advantage at any time prior to November 1st of a given year, you will be billed upon signup and receive the Software that is currently available at the time of your signup, and you will then be charged again for annual subscription renewal in early November when the new version of TurboTax Desktop is published.
If you want to change your payment method or card, or if there’s a change in your credit card validity or expiration date, you may edit your payment information by logging into your account. If your payment method reaches its expiration date and you do not edit your payment method information or cancel your account, you understand and agree that you authorize us to: (a) continue billing your account on file when we attempt to process your order and (b) ship your product and/or make your download available in your account. Your credit card will be billed at the time each product ships and becomes available on turbotax.com. Your credit card information will only be used to process your order.
Should you choose to cancel your enrollment, we will not charge your credit card for next tax season’s product as long as you cancel before renewal is processed. Upon cancellation, you will no longer receive TurboTax automatically each year or TurboTax Advantage exclusive benefits. If you already received your product for the current tax year, canceling your membership does not initiate a refund. We will not save your payment information.
Your TurboTax Advantage subscription entitles you to the following benefits:
1) One free Audit Defense which will be activated from your TurboTax Advantage software license code; and 2) Option to purchase live tax advice for $50 for one 2023 tax return, which will be activated from your TurboTax Advantage software license code. You must activate Audit Defense (at no additional charge) for the current subscription year by 10/31/24. Audit Defense benefits expire on 4/15/25. Live Tax Advice purchase option expires 10/31/24, and must be used by 10/31/24. If you return your TurboTax Advantage software or cancel your TurboTax Advantage membership, you will forfeit both of these benefits.
If you previously purchased licenses to use prior-year products within TurboTax Advantage, online access to download your prior-year TurboTax Desktop products from within your account is available for 3 years from date of license purchase.
Your use of TurboTax Desktop Software is governed by the TurboTax Desktop End User License Agreement.
As always, all TurboTax Desktop products are subject to our satisfaction guarantee: If you’re not satisfied, contact us within 60 days of your purchase for a full refund of your purchase price.
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