Turbotax Refund & Return Policy (2021 Update)

turbotax return and refund policy 2021

Updated on Monday January 25th, 2021: So you bought a copy a TurboTax at your favorite store, maybe it was on sale and you were caught up in the moment, and now you suddenly realize that you no longer need it. Or maybe you ended up buying the wrong version, bought two copies on accident, got another copy as a gift, found a better deal elsewhere, decided to go with an accountant or another tax preparation program, or simply found the software too complicated to use for your specific tax situation this year.

Whatever the reason, most boxed versions of TurboTax qualify for a 60-day money back guarantee even if the store that you bought it from does not accept returns on opened software purchases or have a restocking fee.  But before you return anything, just keep in mind that all versions of TurboTax let you upgrade to a higher version within the software itself so if you plan on upgrading then you don’t have to go through the hassle of returning the box (just pay the pay the price difference between the two versions within the TurboTax program that you already own).

TurboTax products that qualify for a refund

In general, all boxed versions of TurboTax purchased at an authorized retailer (i.e. Amazon, Costco, Best Buy, Walmart, etc.) will qualify for Intuit’s 60-day money back guarantee. This includes TurboTax Basic, Deluxe, Premier, Home & Business, and Business versions. If you purchased your CD or download from Intuit directly (i.e. from the TurboTax Store), then you also qualify for the 60-day return policy.  Just be sure to have a copy of your receipt or invoice handy as it will be required to process your return.

How to process the refund.

Because most local stores generally don’t accept returns on opened software, you’ll have to return any order made from a retailer to Intuit directly by mail. Make sure sure you include your name, mailing address, phone number, a copy of the receipt, and the software with original box, and send it to one of the two addresses below.

  • If using a courier, like UPS, DHL or FedEx, then send your return to:

Intuit Inc.
ATTN: Returns Department, Door 20
11500 80th Avenue
Pleasant Prairie, WI 53158

  • If sending it via the U.S. Postal Service (highly recommend that you add tracking service), then send your return to:

Intuit Inc.
ATTN: Returns Department
PO Box 79276
Pleasant Prairie, WI 53158

If you purchased a CD or download version of TurboTax directly from Intuit, then use this form to send in your return.  Remember that most returns on orders made from Intuit do not require you to send in the physically software as they delete the license over the web.

Intuit processes returns between 6 to 8 weeks from the date Intuit receives your request. Once processed, you’ll receive a check in the amount of your purchase price to the mailing address that you provided in your request.

Are the online version of TurboTax refundable?

No, the online versions (web-based) are not returnable because you pay for their software and service at the time of filing your taxes. Intuit argues that because you pay for it once you’ve gone through the entire tax preparation process, with the option of not paying if you didn’t like it at any point, then there shouldn’t be a reason for you to have to return it. Even if you accidentally and unnecessarily started with a more expensive program than needed, you have the option to have a clear start over and switch to a lower version before paying for it.

Questions & Comments

If you need help with your TurboTax return or if you have an experience to share with us, then let us know in the comments section below. We look forward to hearing from you!

  1. April 20, 2021

    Annmarie Sherman

    Is there a number I can call to speak to someone’

  2. February 13, 2021


    Trying to return an unopened unused turbo tax and Costco will not accept it even though I bought another version.
    I have to go through you and you keep customers on the line for hours!!
    Your policy is really bad!!!
    Your customer service is terrible!

    Come on figure it out!!
    have your phone system take our number and call us back instead of this wait with your awful music!

    I think you have a good product but this wait is ridiculous!

  3. February 11, 2021

    Bradford Cooley

    I purchased the 2020 Turbotax from Amazon and accidentally clicked the PC version. I am unable to resolve getting the correct version from Intuit and Amazon does not seem to have a way to resolve getting the correct version.

  4. March 30, 2020

    Daniel Dolan

    Hello. I bought Turbo Tax from Costco 1 month ago. I have used it for 10+ years with no issues, so saw no value in keeping the receipt! No I want to return it and get my $ back, since I just learned while loading it on my computer that my 2018 Turbo tax info cannot be imported to my CD purchased version for 2018. This is unacceptable. A printed pdf copy won’t suffice – i need the data transferred, and have already started my 2019CY return using an online version. How do I get refunded for the Costco-purchased version (since I refuse to pay twice for the same product)?

  5. April 16, 2016


    I purchased the 2015 turbo tax the box says 5 e filings when I tried to use it for the first time it wanted me to pay $39! I would like a refund !

  6. February 8, 2016

    keith fuqua

    I have used turbo tax in past with no problems what so ever. I purchased new computer with window 10 and turbo tax 2015 deluxe and would need to be a computer guru to get it installed and updated. This is more problems that turbo tax solves relative to taxes!!!!!

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Rebecca EvansWritten by Rebecca

This article was written by Rebecca Evans, an expert on software discounts and news.

Helpful Tax Tip:

Historically, TurboTax is known for teaming up with some of the top banks across the country to provide extra savings and perks for their customers. Be sure to check out your Bank of America, Chase, Citi, Capital One, or your other favorite financial institution to see if they are offering anything special this year. You may be able to save even more either by using your partner credit card at purchase or by picking up a copy of TurboTax for 2021 directly through them.