I purchased Turbo Tax Deluxe (8 Returns). Why does Turbo Tax state that there will be an additional cost of $42 for my and my spouse's tax returns?

With TurboTax Online, you pay based on what is on the return. If you start a Deluxe return, but enter something that’s not available in Deluxe, then you’ll be upgraded. If you have activated a Deluxe 8 Return code, then you will only have to pay the difference between Deluxe and whatever your return needs.

I don't understand. I purchased and activated Turbo Tax Deluxe which is supposed to provide up to 8 Returns. I start to input my information when it asks if I am including  my wife's Return.  I indicated "yes" and all of a sudden Intuit says it will cost me an additional $42?  Why? I already paid for 8 Returns when I purchased the Deluxe version.

Did you enter your activation code at turbotax.ca/activate before starting your returns?

Yes I input the activation code where you stated.  This makes no sense to me.

The information entered might be making you upgrade. Are you claiming any investments? If yes, then you need to use Premier edition or it may be that your code wasn't entered properly.  Please log back into your TurboTax Online and see if it shows that you purchased 8 returns.

Thank you for choosing TurboTax.

Thanks.  It definitely shows that I purchased turbo tax deluxe 8 returns.  Can I deactivate then reactivate?

Unfortunately deactivation is not an option. In order to help you with this situation, we believe your best option is to contact our telephone support team for further assistance, as they have the option to view your screen to help resolve the issue. To contact them, please follow this link: Contact Us. 

​​​​​​​Thank you for choosing TurboTax.

Exact same thing is happening to me.

I purchased TurboTax deluxe 8 returns online and started my son's return, imported information from last years downloaded version without any issues.

I then started a second return for me and my wife. Imported the tt22 file for my wife and I from last years downloaded version of TurboTax and am being asked to pay $42 if I want to file the returns jointly or $21 for each return if filed separately.  Haven't even really started the second return. Only just started importing the information from the 2022 return.

It appears that I can only prepare and file one return even though paid for 8 returns.

Used downloaded version for years without any issues.  Only have ever filed 3 returns. No issues with the downloaded version.  Real issue with doing more than one return with online version for the first time this year. 

Why did turboxtax did not include investments this year in the deluxe version and moved it to the premier edition?

There have been changes made to TurboTax Online. Please see these TurboTax FAQs for more information: Why did I have to upgrade my TurboTax Online edition?

Thank you for choosing TurboTax.

I understand but I purchased the 8 returns at costco based on all the previous years experience and now they are unusable and cannot be refunded simply because I have T5s and T5008 in my returns...

I wish I would have known that turbo tax had changed their pricing structure beforehand.

Thank you for your feedback, we value your opinion and will share this information with the proper TurboTax team. The software can still be used with an upgrade when needed. If you wish to apply for a refund, please see our TurboTax FAQ: How do I get a refund for a TurboTax product? Please make sure to choose From another retailer.

Thank you for choosing TurboTax.

I  have same situation as Frank. I have always used the Deluxe version from Costco and have never had any issues filing T5013 or T5008. This year it will not let me go any further until I upgrade. This is a money grab as now I have to pay double. So I guess I will go back to paper form as your program offers nothing to the consumer except more money out of their pocket. Why did you have to make these changes?

Thank you for your feedback. If our software detects that your tax situation requires expanded coverage, we'll prompt you to upgrade to a version that supports the forms you need so that we can maximize your credits, tax deductions and ensure you file an accurate return.

Thank you for choosing TurboTax.

This is the first time that I bought Deluxe Online Edition - 8 returns at Costco -   I always bought the Deluxe Edition with a CD - 8 returns.  I activated  the Deluxe Edition - I transferred the information from 2023 to 2024 and then this is the message that I got - I did not enter any info for 2024!!!!

If you activated your Deluxe edition and then signed into your online account, it should show you that you have 8 returns. Then it will not charge you anything. Please try again; if its going to charge you, it will do so before you file your return; otherwise, it will just mention how much it would be. 

Thank you for choosing TurboTax. 

I purchased the Deluxe Online Version and have a T5013, small business income and rental income and now I'm finding out that to file in 2024 I will need to purchase a $129.00 version.  I've used the Standard Version for the last 10 years and never had a problem.  What is going on? Why can't I just enter this information like I used to? 

@JBBlair1 In 2021, TurboTax optimized its editions to ensure that our customers are getting access to the forms need to make the most out of every individual's tax need to the most out of every individual's tax situation, and to respect his accuracy guaranty of the calculation. Since certain claims/expenses were moved to the appropriate edition. TurboTax is better able to guide our customers through their filing journey and ensure that no credits or deductions are missed. If you have Self-Employed income , even though no expenses, you still have to complete T2125 which is not available in Deluxe version. If the claim/ Expense is not covered by the Deluxe version, you will be automatically prompted to upgrade to the appropriate edition. 

According to live agent I spoke with, she said you can only use all 8 returns in one tax year! Meaning you should have filed 8 returns like for each people submitting their return that year you purchased the said deluxe box. So good for 8 returns (8 people) so sadly if you purchased it like me for you and your spouse thinking you can use it for both of you for multiple tax years thinking you both can submit up to 4 years, turbotax don't want that much savings for us they are greedy and want your money each year so must purchase said deluxe box per tax year. I suggest you try Rakuten then get discounted turbotax submission $16 approx per person

I have the same case, I am being charged $42 when I was about to submit our 2024 tax returns. Our tax profiles are exactly the same as 2023 but how come I was being charged now? The packaging clearly states that I can use it for 8 returns and I just used 2 last year (for mine and my wife) so I still have 6 left. 

I saw a comment that your customer service mentioned that the 8 returns should be used in a year which is quite impossible for individual users like us. Is this a case of false advertisement and money grabbing scheme? We bought this turbotax deluxe online edition thinking that we'll have a smooth tax filing and will save money but seeing charges of $21 per individual is I believe not right because we've already paid for this.

This is really frustrating for consumers like us. So we are hoping @tubrotax can resolve this the soonest possible or can provide clear explanation on these additional charges.

Thanks

After calling Customer Service, I realized that TurboTax has eliminated access to many forms (self-employed income, real estate income, T5008, etc.)  in the Deluxe version that were included last year. As a result, I submitted a request for a refund for the Deluxe version and had to purchase the Home and Office version instead.  It is an obvious money grab from Turbo Tax.

@JBBlair1 Thanks for the feedback! The online version doesn't have any forms; form mode is available in the desktop version only. You can see the forms once you print a PDF for your record. 

Same here! My girlfriend and I were asked to pay before we can file our taxes. This is surely a scam and false advertising! 

Did you activate your license code before you started your returns? If yes, it should say how many returns you have left once you open TurboTax.  

If you purchased TurboTax Online Deluxe, you would have had to go to turbotax.intuit.ca/activate; there you would have activated your code, and then you would have signed into your online account to see the counter of how many returns you have. 

Did you happen to upgrade? Can you verify what TurboTax software it shows when it says an additional $42?