How do I submit a claim under the TurboTax Maximum...

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TurboTax Support
Intuit

How do I submit a claim under the TurboTax Maximum Refund Guarantee?

We'll find you the maximum refund you deserve (or the lowest tax payable), when filing your taxes as part of our TurboTax Maximum Refund Guarantee.

If you get a larger refund or smaller tax due from another tax preparation method, we'll refund the purchase price paid. TurboTax Free customers are entitled to a payment of $9.99.

 

Note: It may take up to eight weeks to process your request and deliver your cheque. If after eight weeks you have not received your cheque, contact us.

  • You must submit your claim within 60 days of your TurboTax purchase date, but no later than May 31, 2021 (For TurboTax Self-Employed, TurboTax Home & Business, and TurboTax 20, the deadline is July 15, 2021).
  • This guarantee cannot be combined with the TurboTax 100% Satisfaction (Easy) Guarantee.
  • The larger refund or smaller balance owing cannot be attributed to variations in data you provided to the other tax preparation method, or to positions taken by you or your preparer that are contrary to the law.
  • TurboTax Business Incorporated is excluded from this guarantee.
  • The cost of optional add-on services like Audit Defence and ProReview are non-refundable.

If you used the CD/download edition of TurboTax, ensure that you've registered your copy of TurboTax with us.

Have the following information/documents available:

  • Name, address, and daytime phone number.
  • Your TurboTax store sales receipt, purchase confirmation email, or shipment packing slip.
  • Proof of payment for another tax preparation method (if applicable).
  • Copy of the tax return prepared with TurboTax.
  • Copy of the tax return prepared with another tax preparation method.

 

  1. Go to TurboTax Contact Us page.
  2. Follow the prompts and enter your information. Once you've entered your information, a phone number and an incident ID will appear.
  3. Make a note of your incident ID.
  4. Call the number provided. A qualified agent will process your claim.

 

Note: When processing your claim request, we might need a copy of your TurboTax data file. It is Important to keep copies of any documents you share with us.

Related information:

TurboTax Guarantees

How do I get a refund for a TurboTax product?

How do I submit a claim under the TurboTax 100% Accurate Calculations Guarantee?

How do I submit a claim under the TurboTax 100% Accurate, Expert Approved Guarantee?

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