Question

Amended Return and Surprise Fee

Forum|Forum|3 years ago
August 28, 2022
1 reply
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I purchased the most expensive TurboTax version available on the website "Full Service Self-Employed" I submitted my returns but received a few simple K-1s two months later. I requested an amendment but was told I would have to play an extra $300 + a MA state filing fee. I'm a little upset about a surprise fee not listed on their website that doubles the cost of my return.

- Do I really have to file an MA state return if I did not make any money in MA? I have only a ($2,200) K1 passive loss. MA returns only need to be filed if you make $8,000. Did the tax agent incorrectly tell me I have to file an MA return?

- Can I downgrade to the Self-Employed Live plan somehow, so I can just enter the information myself? (obviously not looking for a refund, but I'm perfectly content amending and filing myself in the usual interface).

It just seems entirely unreasonable to have to pay $400 to file an amendment that probably takes 30 minutes.

TurboTax Self Employed Online

DoninGA

Employee

If you used the 2021 online Full Service option for Self-Employed ($389) there is no charge to amend your 2021 tax return.

You need to contact your Full Service Tax Expert for assistance with this issue during business hours, 5 AM to 5 PM, PT, Monday–Friday

See this TurboTax support FAQ for how to contact your Full Service Tax Expert - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-expert/contact-full-service-expert/L9ShBBNDa_US_en_US?uid=l7dn7iuf

C

CM123456Author

I did that. The Tax Expert was the one who told me it will cost an extra $312 for a total cost of $599. Seems strange because I don't see that advertised, and I had a discount code on the original price which that doesn't account for.

DoninGA

Employee

There is no filing fee for either a federal or state tax return using the online editions.

There is a charge for the use of the state software which would be $54 if using any of the Live editions (except Basic).

Take a look at your actual charges for the online account and verify that you were charged for one of the Live editions. See this TurboTax support FAQ for checking your account fees - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=l7do61gy

The only reason for an up charge when amending a tax return is if you need to upgrade your account because your current account does not support the reason for amending. Such as using the Basic or Deluxe edition and adding investment income where you need the Premier edition. Or using the Basic, Deluxe or Premier edition and you need to amend for self-employment income and expenses using the Self-Employed edition.

Not knowing why the Tax Expert indicated you needed to upgrade Contact TurboTax support on Monday for assistance.

See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax