I'm planning to use TurboTax again this year for my personal taxes (I use TaxAct for my business) and already got started with my 2019 return in the self-employed, online version of TurboTax.Mine was Alternative Minimum Tax related. The highest levels of customer support were very friendly, helpful, and figured out a resolution that worked for me. It was a bit frustrating to get caught up how I did, but it was because of IRS rules. I was ultimately happy with the resolution Intuit customer service offered.
#TURBOTAX 2019 MAC BUG FREE#
My biggest advice to anyone looking to do taxes themselves online: don't click the Free File option unless you're sure you qualify! I'm still a TurboTax fan and will use it this year Then I clicked the button to file and everything worked smoothly. I gave my taxes one last scrub on the desktop version to make sure everything matched what I saw online. It took some navigating to figure out that clever solution. I exported my data into a TurboTax export file, paid for a desktop version of TurboTax for Mac, and imported my file into the desktop version. The support expert helped me use a little-known feature to get my data out of the Free File version of TurboTax online and into the paid product. But I just didn't believe there was no way to give Intuit my money. Having spent hours of my time entering my tax info in TurboTax, I kept pushing for help and was ultimately connected with an expert support person who came up with a clever fix.īy this point, I had spent a lot of time talking to people who told me it couldn't be done. When I couldn't move to a paid product, I called Intuit customer service expecting some way to switch to a paid version of TurboTax. The multi-hour workaround that still allowed me to file Just like the Free File webpage, the IRS doesn't let TurboTax upsell you to another product if you ultimately don't qualify.
When I later logged into TurboTax to complete my taxes as usual, I noticed the "Free File" logo at the top left but figured I could convert to a paid product later on if I didn't qualify. When I did so with my own Intuit account (which I use for several products), I locked myself into Free File without realizing it. I logged in to see how Free File looks and works for a review.
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Apparently, the IRS requires this of participating software providers. If you look closely at the Free File website, you'll notice there are no links to paid TurboTax products if you don't qualify. Pay serious attention before you start your taxes. IRS Free File with TurboTax asks on the first page if you qualify. Once you click and sign in, you are able to prepare your taxes for free. Let's get started." The only way to get into TurboTax Free File is through that button. On the landing page for the TurboTax Free File option, there's a big button that says "I qualify.
Once you choose the Free File option, you can't go back But there's a trap in the Free File program for people who don't qualify you should know about before getting started.
It's a great program and most anyone who's eligible should take advantage. If you are able to free file, definitely do it.
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The IRS Free File program is a great way to file your taxes if you qualify.įor TurboTax, you can file for free if your AGI is $36,000 or less, if you were active duty military with an income of $69,000 or less, or if you qualify for the Earned Income Tax Credit (EITC). Here's what happened, what I learned, and what I'm doing this year when filing my taxes. It took multiple customer service experts and a clever workaround to avoid entering my information again. I wasn't able to easily convert to a paid product, as I expected. With the click of a button, I locked myself into the Free File section of TurboTax. Last year, I ran into an unfortunate situation that sucked up hours of my time. By clicking ‘Sign up’, you agree to receive marketing emails from InsiderĪs well as other partner offers and accept ourĪs someone who reviews tax software as part of my job, I regularly bounce around between tax prep websites to learn about new features and test them out myself.
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