TurboTax is trying to charge me when I paid for QuickBooks self employed+ turbo tax bundle. Is there a service code I need to enter? If so, where do I get that?

Hello there, Lucas51,

To file your taxes to TurboTax, you'll want to go through the Tax Checklist in QuickBooks Self-Employed. When you're using the QBSE Tax Bundle, you have an option to file your taxes for free as part of your subscription.

It's found at the upper right-hand side of your page:

1. Sign in to QuickBooks Self-Employed.
2. Go to Tax Checklist at the upper right-hand side.
3. Select Review final tax summary.
4. After reviewing the information, click Send to TurboTax at the bottom right of the screen.
5. Hit It's OK to send my info to send your information to TurboTax.

Check put these articles for reference: 

• QuickBooks Self-Employed - Annual taxes guide
• Send your tax info to TurboTax Online (Self-Employed or Live)

You can always come back to this thread anytime if you have other questions.

This happened to me yesterday. I followed the steps but got charged $189 (federal and state) even though I already pay for it! How do I get a refund?

Thanks for joining the thread, @llfincannon1.

The Tax Bundle is a subscription for both QuickBooks Self-Employed and TurboTax Self-Employed. As mentioned above, this comes with an option to file your tax for free as part of your subscription.

Let's make sure you're using the same log in credentials for both accounts. That way, we can ensure that you'll be only charge for the Tax Bundle subscription. 

If you already this but still getting asked to pay, I recommend contacting our Support Team. They can help figure out why you're charged for federal and state filing. Just take note of our operating hours so we can address your concerns on time.

Here's how:

1. Go to the Help icon.
2. Select the Contact Us button.
3. Enter your concern, then press Continue.
    

See this article to learn how to review everything after you send your tax info: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.

You'll want to review your tax profile in QuickBooks Self-Employed too. This way, we can ensure it's updated to estimate your tax payments accurately.

Let me know if you still have follow-up questions about this or anything tax-related. I'm always here to assist you. Keep safe.

I am having exactly the same problem. Called Quickbooks support and they sent me to Turbotax and then Turbotax sent me to Quickbooks. Could it be because the tax checklist has not become available yet?

I have some helpful information to share with you about filing your taxes in QuickBooks Self-Employed, @fverdian. 

To avoid the filing fee when filing your estimated taxes to TurboTax, you need to have a subscription to either TurboTax Self-Employed or TurboTax Live for at least 6 months. Additionally, the Tax checklist will be available after January 15. 

You can refer to this article for detailed guidance about reviewing your tax checklist, sending, reviewing, and filing your taxes: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live. 

Here's how you can automatically estimate your income tax in QuickBooks Self-Employed to see how QuickBooks Self-Employed calculates your taxes. 

Feel free to leave a comment below if you have any other concerns about filing your taxes to TurboTax. I am always happy to help in any way I can. Have a great rest of your day!

Thanks for your answer. My subscription to Turbotax Self employed started in April after i filed for 2022, so that part should be fine. I have called customer servic 5 times with no answer.  i guess i will keep trying.