How do I remove Pay With My Refund fees in TurboTax Online and change my payment method? (2024)

FAQs

How do I remove Pay With My Refund fees in TurboTax Online and change my payment method? ›

Instructions for TurboTax Online

Select File in the left menu and proceed to the Just X more steps screen. On this screen, select Revisit next to You've chosen to deduct your TurboTax fees from your federal refund. Select View Payment Options on the next screen and select Pay now on the screen after that.

Instructions for TurboTax Online

Select File in the left menu and proceed to the Just X more steps screen. On this screen, select Revisit next to You've chosen to deduct your TurboTax fees from your federal refund. Select View Payment Options on the next screen and select Pay now on the screen after that.

You can use your federal refund to pay your TurboTax fees. There's a $40 processing fee charged by the bank that handles the transaction when the IRS processes your return. If your return is rejected, you might have to enter your bank account information again, but you won't be charged a second time.

If you want to change your bank account or routing number for a tax refund, call the IRS at 800-829-1040. Was this topic helpful?

To use the Pay With Your Refund option, your IRS refund amount must be sufficient to cover your prep fees, fees for any additional products and services, and applicable sales tax. When you get ready to file, we won't offer Pay With Your Refund if your IRS refund isn't enough to cover your total bill.

If you choose to have your TurboTax fees deducted from your Federal refund, then there is a charge for that service, which charged by the bank that handles the transaction. You can pay by direct debit, or credit card to avoid the fee.

Go to the Premium Services Benefits section and select Remove. Select Remove and Pay With Card. Select View Payment Options. On the How would you like to pay for TurboTax?

To downgrade from Full Service, select Do my own taxes in the left or bottom menu. You will leave Full Service and arrive in the TurboTax product that most closely matches what you've told us so far about your tax situation.

Why am I being charged a $39.99 fee at TurboTax? ›

But if you choose to have your TurboTax fees deducted from your federal refund, you also incur the extra fee of $39.99 ($44.99 in CA) to have a third party bank receive the refund, extract your TurboTax fees and then send you the rest of the refund.

It shows you are in the Self Employed version. It is $90 for federal and $40 for state. Then if you want to have the fees deducted from your refund is an Extra $40 Pay with Refund service charge.

It appears you are using Turbo Tax Deluxe, which has a fee for your Federal plus a separate fee for your State. Also if you opted to have your fees deducted from your refund, there is also a fee for this.

Use Where's My Refund, call us at 800-829-1954 (toll-free) and use the automated system, or speak with a representative by calling 800-829-1040 (see telephone assistance for hours of operation).

You can make any desired changes by first logging into the Online Payment Agreement tool. On the first page, you can revise your current plan type, payment date, and amount. Then submit your changes. If your new monthly payment amount does not meet the requirements, you will be prompted to revise the payment amount.

Just select it as your refund method through your tax software and type in the account number and routing number. Or, tell your tax preparer you want direct deposit. You can even use direct deposit if you are one of the few people still filing by paper. Be sure to double check your entry to avoid errors.

Unless you're self-employed, tax preparation fees are no longer deductible in tax years 2018 through 2025 due to the Tax Cuts and Jobs Act (TCJA) that Congress signed into law on December 22, 2017. Self-employed taxpayers can still write off their tax prep fees as a business expense.

If your TurboTax fees are higher than expected, you can reduce them by removing add-ons: Remove PLUS Help & Support. Remove Pay With Your Refund. Remove Premium Services.