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prule44
Level 1

How do I use my QB + Turbo Tax bundle in Turbo Tax and not have to pay for filing?

I have the QB Online Self Employed and Turbo Tax Bundle. When I go into Turbo Tax it wants to charge me for federal and state filing - over $300 dollars!! I thought this was included in the bundle that I have been paying for? How do I get Turbo Tax to take my discounted price?

2 Comments 2
ThomasJosephD
QuickBooks Team

How do I use my QB + Turbo Tax bundle in Turbo Tax and not have to pay for filing?

I appreciate you bringing this to our attention, prule44.

 

This situation requires a closer look to ensure you’re receiving the benefits included in your subscription. I’d like to assist you further by routing your inquiry to our live expert support, who can help you configure your account and determine how the charges are being applied.

 

Here's how to connect with our live expert:
 

  1. Sign in to your QuickBooks Online account.
  2. Click (?)Help at top right corner.
  3. Enter your concern and click Let's Talk.
  4. Select Contact Us to connect to live support agent.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.
       

Please be guided that our support hours are as follows:

  • Plus, Essentials, Simple Start M-F 6AM to 6PM PT and Saturday 6AM to 3PM PT
  • Advance, they are open 24/7


 

Upgrading to the Tax Bundle gives you access to both QuickBooks Self-Employed and TurboTax Self-Employed. For more details please read this article: Upgrade to the QuickBooks Self-Employed and TurboTax Self-Employed bundle.

 

Additionally, you can complete your tax checklist to ensure that your financial and tax reports are up to date. For detailed instructions, please refer to Step 2 in the Get Annual Tax Info section: Get quarterly and annual tax info from QuickBooks Self-Employed.

 

If you have any additional questions, feel free to leave us a comment.

prule44
Level 1

How do I use my QB + Turbo Tax bundle in Turbo Tax and not have to pay for filing?

I had to contact QB and not Turbo Tax to get this resolved. QB had to delete all my turbotax files and reset my QB to be able to send my QB summary to turbotax again because it can only be sent once. I had to start over from scratch with turbotax because at some point beforhand I went into TT and entered some info which changed the TT version and that is how I was being charged the higher amount. once everything was reset it worked out but a lot of time was wasted in the process. 

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