We've all been there – you've just filed your taxes, the relief washes over you, and then a few months later, a question pops into your head: "Wait, how much did TurboTax actually charge me last year?" Whether it's for budgeting, comparing services, or simply satisfying your curiosity, finding this information can feel like a scavenger hunt. But don't worry, it's usually easier than you think! Let's dive in and figure out your previous year's TurboTax fees together.
Discovering Your Last Year's TurboTax Charges: A Step-by-Step Guide
Step 1: Let's Start Your Investigation!
First things first, where do you think you might have encountered the charge? Did you pay with a credit card directly? Was the fee deducted from your tax refund? Or perhaps you purchased a CD/download version? Knowing your payment method can give us a good starting point. Take a moment to recall how you usually handle your TurboTax payments.
Step 2: Accessing Your TurboTax Online Account
If you used TurboTax Online for your previous year's filing, this is by far the easiest way to find your charges. TurboTax generally keeps records of your filed returns and associated fees for several years.
Sub-heading 2.1: Logging In
Go to the TurboTax website: Open your web browser and navigate to
www.turbotax.com.Sign In: Look for the "Sign In" button, usually located in the top right corner of the page.
Enter your credentials: Use the same User ID and password you used for the tax year you're trying to investigate. This is crucial! If you've forgotten them, look for the "Forgot User ID or Password" link to recover access.
Sub-heading 2.2: Navigating to Your Past Returns and Order History
Once you're successfully logged in, you'll need to find your "Tax Home" or "My TurboTax" section.
Locate "Tax Home" or "My TurboTax": This is usually a prominent link on your dashboard or in a navigation menu.
Scroll down to "Your tax returns & documents": You should see a section that lists your tax returns by year.
Select the relevant tax year: Use the drop-down menu or click on the specific year you're interested in (e.g., "2023 Tax Year" for last year's filing).
Look for "View order details" or "My Fees": Within that year's section, you should find a link that allows you to view the details of your order or the fees charged. This might be labeled "View Order Details," "My Fees," "Payment Receipt," or something similar. Click on it!
Sub-heading 2.3: Reviewing Your Charges
On the "Order Details" or "My Fees" page, you'll see a breakdown of the services you used and the corresponding charges. This will typically include:
Federal Filing Fee: The cost for preparing and e-filing your federal return.
State Filing Fee(s): If you filed state returns, these fees will be listed per state.
Refund Processing Service Fee (if applicable): If you opted to have your TurboTax fees deducted from your federal refund, there's often an additional processing fee charged by a third-party bank for this service. This is a common source of confusion, so pay close attention to this line item!
Product Upgrades/Add-ons: Any premium features, Live Assisted, or Live Full Service upgrades you might have chosen.
Take a screenshot or print this page for your records!
Step 3: Checking Your Payment Method for Direct Charges
If you paid for TurboTax directly with a credit card or debit card, the simplest way to confirm the exact amount is to check your financial statements.
Sub-heading 3.1: Credit Card/Bank Statements
Log in to your online banking or credit card account: Access the account you used for payment.
Filter by date: Look for transactions around the time you filed your taxes last year (typically between January and April of the following year, or whenever you completed your filing).
Search for "Intuit" or "TurboTax": TurboTax charges will usually appear under the merchant name "Intuit" (their parent company) or "TurboTax."
Locate the specific charge: Identify the transaction for the tax year in question. The amount shown on your statement should match the fees you found in your TurboTax account (if you followed Step 2).
Step 4: Locating Information for CD/Download Versions
If you purchased and installed the TurboTax CD/Download software, the process is a bit different as your tax files are stored locally on your computer, not online.
Sub-heading 4.1: Checking Your Computer Files
Open the TurboTax program for the relevant tax year: Launch the application you used to prepare your taxes.
Open your saved tax file: Navigate to the "File" menu and select "Open Tax Return" or "Load Tax File." Locate the
.taxfile for the previous year.Look for "Print Center" or "Order Details": Once your return is open, explore the menus. There's often a "Print Center" or "File" tab where you can view or print your return. Sometimes, within this section, or under "Tools" or "My Account," you'll find an option to "View My Fees" or "Order Details."
Check email receipts: When you purchased the CD/download or paid for e-filing services, TurboTax would have sent a receipt to the email address associated with your purchase. Search your email inbox (and spam/junk folders!) for emails from "Intuit" or "TurboTax" with subject lines like "Your TurboTax Order," "Receipt," or "Confirmation."
Step 5: What If You Can't Find It Anywhere? Contacting TurboTax Support
If you've tried all the above methods and are still struggling, it's time to reach out to TurboTax customer support.
Sub-heading 5.1: Preparing for the Call/Chat
Gather essential information: Have your User ID, the tax year in question, and potentially the last four digits of the credit card you used (if applicable) ready.
Be clear about your request: Clearly state that you are trying to find the exact amount TurboTax charged you for filing your taxes last year. Avoid vague terms.
Be patient: Depending on the time of year, support wait times can vary.
Sub-heading 5.2: How to Connect
Visit the TurboTax Support Website: Go to
support.turbotax.intuit.com.Search for "billing" or "fees": This will often lead you to relevant articles and options to connect with support.
Look for "Contact Us" or "Live Chat": These options typically become available once you've navigated through some self-help articles.
Frequently Asked Questions (FAQs)
How to check my TurboTax purchase history?
You can usually check your TurboTax purchase history by logging into your TurboTax Online account, going to your "Tax Home" or "My TurboTax," and then looking for a "View Order Details" or "Order History" link for the relevant tax year.
How to find my TurboTax receipt from last year?
Your TurboTax receipt for online filings is typically accessible within your TurboTax Online account under "My Fees" or "Order Details." If you purchased a CD/Download, check your email for a purchase confirmation from Intuit.
How to see a breakdown of TurboTax fees?
A detailed breakdown of TurboTax fees (Federal, State, add-ons, refund processing) is usually available on the "Order Details" or "My Fees" page within your TurboTax Online account once you've selected the specific tax year.
How to determine if I paid TurboTax with my refund?
If you paid TurboTax fees with your refund, you'll see a line item for a "Refund Processing Service Fee" or similar on your TurboTax payment breakdown. This fee is charged by a third-party bank that facilitates this payment method.
How to avoid the TurboTax refund processing fee?
To avoid the TurboTax refund processing fee, simply pay for your TurboTax services directly with a credit card or debit card when prompted, rather than choosing to have the fees deducted from your tax refund.
How to find TurboTax charges if I used the desktop software?
For TurboTax desktop software, open the program for the specific tax year, open your tax file, and look for options like "Print Center," "File," or "Tools" to find a "My Fees" or "Order Details" section. Your original purchase email receipt is also a good source.
How to get a copy of my old tax return from TurboTax?
Log in to your TurboTax Online account, go to "Your tax returns & documents," select the desired year, and you can usually download a PDF copy of your return. For desktop versions, the PDF is saved on your computer.
How to contact TurboTax customer support for billing questions?
Visit the TurboTax support website (support.turbotax.intuit.com), search for "billing" or "fees," and look for options to "Contact Us" or initiate a "Live Chat" with a support agent.
How to tell which TurboTax product I used last year?
Your TurboTax account's "Order Details" or "My Fees" section will typically specify the version of TurboTax you used (e.g., Deluxe, Premier, Self-Employed, Live Assisted, etc.) for that particular tax year.
How to understand why TurboTax fees vary year to year?
TurboTax fees can vary due to changes in your tax situation (e.g., new income sources requiring different forms), upgrades to different TurboTax products, promotional pricing changes, or new services offered by TurboTax. Always review the final price before filing.