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New Member
posted Oct 31, 2019 12:30:34 AM

I purchased the "Plus Bundle" but I didn't use any of its features. Is a refund possible? Not sure what I even got by purchasing it...

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5 Replies
Level 15
Oct 31, 2019 12:30:35 AM

The Plus Bundle provides you benefits after your TurboTax Free tax return is completed. Your filed tax return is:

  • Time stamped and saved up to 7 years
  • Securely stored online in your TurboTax account and organized by tax year
  • Easy to retrieve with 24/7 access in case it's ever reviewed.

It also give you access to Specialist Support via phone. 

If you decide after paying that you do not want these features, you'll have to contact our Customer Support team for a refund. If you have not paid for your return and would like to just continue on using the Free version of TurboTax, you'll have to start a new free return.

New Member
Jul 18, 2020 7:56:30 PM

I am not able to remove Plus benefits even if i start a new return (or) in review order page. There is no remove option & i get only payment screen. Please help

Level 1
Feb 12, 2021 4:21:26 PM

I'm really confused by this interface. I'm using TurbotTax online and I checked out the help menu before starting a new return. One of it's options stated a "plus" bundle which included talking to a specialist. When I selected that option it said I need to pay only when I file the return and I'll be charged an amount per return. However, clicking the "talk to specialist" button took me back to the main page where I can start a new return.

 

I'm not really sure what's the state of my account. Have I added the plus package already? Will I be charged an additional amount per return? If I wish to keep the bundle, how do I access the specialist? Will I gain access only after starting a new return? If I don't want the bundle how do I remove it? Is the plus bundle a global configuration which applies to all subsequent returns in my account or can I opt for it per return.

There are many unanswered questions and I'd appreciate it if TurboTax could provide some clarity on this.

Returning Member
May 7, 2021 3:40:17 PM

You have to start a new return from fresh. I logged out and logged in again, started fresh and the free one came up without the bundle. 

Returning Member
May 7, 2021 3:40:49 PM

But don't you get all that except maybe phone support with the free version?