Note: The refund won't be paid until a taxpayer files his 2014 return and the application for a refund must be submitted by April 20th.ĭepending on what version they buy this year and how good a deal they get, some customers will get a few dollars more back than they paid for moving up from Deluxe, and some will get back less than they paid, Goodarzi said. In addition, customer service representatives at the 800 number should be able to explain the rebate and confirm whether a user is eligible. Information about the refund will be contained in new updates that software users download and will appear in a message from Intuit after eligible taxpayers electronically file this year. Eligibility is limited to those who filed electronically in 2013 using Deluxe, but this year use a more expensive version.
Instead, all past Deluxe users who have been forced to upgrade-whether they call to complain or not-will get the same $25. Goodarzi said today, however, that TurboTax will no longer be offering callers free upgrades.
This year, those who need to file a Schedule D or E must trade up to TurboTax Premier, while a Schedule C or F requires the even more expensive TurboTax Home & Business.įorbes reported two weeks ago that dissatisfied Deluxe users who were forced to upgrade could call TurboTax's toll free number (80, from 8 AM to 8 PM EST) and demand a free upgrade. What’s angered many long-time users of the boxed and download versions of the tax prep program, is that while TurboTax Deluxe 2014 sells for the same list price as TurboTax Deluxe 2013 did, it can no longer be used to electronically file Schedule D, for capital gains and losses Schedule E, for rental real estate, royalties and distributions from partnerships Schedule C, for profit and loss from a sole proprietorship business or Schedule F, for farm income.
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