Turbotax Offers $25.00 Refunds for Forced Upgrades from Deluxe to Premier

turbotax 25 refund for deluxe users 2015

January 23, 2015: You’ve probably already heard about the uproar that Turbotax made this year by removing schedules C, D, E and F forms from the Deluxe versions (we first reported it here) which in essence forced millions of people to upgrade Premier or Home & Business if they wanted to file with TurboTax this year. Well, Intuit just issued an apology for their “poor execution” of the policy change and announced that all desktop customers that filed with Deluxe in 2014 (2013 tax year) and needed to upgrade to Premier or Home & Business in 2015 (for the 2014 tax year) can apply for a $25.00 refund. You’ll have up until April 20th, 2015 to make your request and will need to provide Intuit your social security number, email address and zip code to complete your request (updated January 30, 2015 – Intuit has announced a reversal to the policy change. Select customers can now upgrade to Premier or Home & Business for free and next year’s Deluxe desktop version will once again include Schedules C, D, E, and F… here’s more info).

Not. So. Fast.

Well, the refund is great but $25.00 back won’t cover the $30.00 to $40.00 extra that you’ll need to shell out this year for the upgrade. And from the looks of it, the change is here to stay. So you can expect that if you now need to use Premier or Home & Business, you’ll have to use it going forward and next year it will cost you more – much more! Plus this refund is only for a select group of existing customers so if you’re using TurboTax for the first time this year, used a different version of TurboTax, or used the online version of TurboTax last year, then you will not qualify for the refund. TurboTax Advantage users are also ineligible for this offer.

TurboTax Alternatives

Two of the most popular alternatives to TurboTax this year is H&R Block at Home software and TaxCUT – both of which are substantially less expensive that TurboTax. Both programs let you start working on your tax return for free so you can get a feel for how it works before making your decision to switch. Plus, you will be able to import your TurboTax data from last year so that should make things a little bit easier.

Your Thoughts

Is Intuit honestly trying to make good with this refund or simply attempting to make the problem go away? Leave your thoughts below.

  1. January 11, 2016


    It’s hard to get a real human. They forced to upgrade to premier then they would make us go through the process of refund. When I try to get the process to get a refund. No help available. Turbo Tax should be shamed of themselves. Last year experience has forever tarnished Turbo Tax. No matter what they said about they made amends, it was forced and only late filers received the benefit. Those people who started earlier had to paid for the upgrades then they cumbersome refund process made it hard. If they were sincere, then why didn’t they just give us premier at $25 discount for the repeat customer? Once again, software company doing slight updates each year to reap the benefit. No wonder this is Intuit cash cow.

  2. February 20, 2015

    Robert C.

    I have been using TurboTax for years but this is an insult. First they change the product wtih no advance notice and then offer a refund that does not even cover the cost of the needed upgrade. I am also somewhat perplexed that they need my social security number given again on its page to get the refund?????????

  3. February 6, 2015


    Really! WHY was the change made?

  4. January 26, 2015

    Bill G

    I have been a long-term user of TT, but no longer.

  5. January 25, 2015


    Why does TT need your Social Security number to determine if you are eligible for $25 refund

    I hope they are not accessing my tax return and storing information.

    • January 27, 2015


      Intuit, the company that makes TurboTax, has admitted that it stores client’s Social Security numbers, names and other private data… While that’s expected for those using the online versions (after all, it’s web based), it may come to a surprise that they store data for for all their customers using the boxed/cd desktop versions as well. Scary stuff to think about, and even more if a hacker every gets their hands on this data.

  6. January 25, 2015

    E C

    That’s ridiculous. Intuit has lost me as a customer for sure. And will never recommend their product to anyone anymore. Dropping feature that customers expect to be there is not how you do things. $25 is not going to make things right.

  7. January 24, 2015

    Michael Richey

    I have bought the Deluxe program 2014 online and there was not a thing about this on the website and if there had been I would have got a different tax program. I have used TurboTax for years. I say this is FALSE ADVERYISEMENT

    • January 25, 2015


      Hey Michael,

      Remember that all TurboTax CD/Download versions will qualify for Intuit’s 60-day return policy (even if the store that you bought it from does not accept returns on opened software). Here are more details on how to process your return for a full refund.


  8. January 24, 2015

    Steve K.

    I’m with Dave G. Really bad decision by TT to force upgrades in order to handle Sch D. They lost me as a customer, as well as my son, daughter, and so far 3 co-workers (more to come, I hope). Congratulations.

  9. January 23, 2015

    Dave Germond

    Have been using TT for over 10 years, now going to switch to either Tax Act or HR Block. Poor decision by TT that appears to be a greedy move to force what I suspect to be millions of users (need Sch D) into a higher priced product.

Leave a comment


Rebecca EvansWritten by Rebecca

This article was written by Rebecca Evans, an expert on software discounts and news. Connect with her on Google+

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