376:
the
Premium version no longer supports Schedule C or F in interview mode. Intuit was widely criticized for these changes and responded with short-term mitigation, although it has not reversed the decision. On February 5, 2015, Intuit sent a second email apology to current and former customers regarding the decision to remove specific schedules from the Deluxe and Premium versions. Intuit also apologized for their poorly received initial apology sent on January 27. In the February 5 message Intuit announced that they would reverse course in their 2015 Deluxe and Premium versions, including the schedules that were historically included in the software.
211:
130:
140:
29:
288:. Geithner made it clear that he took responsibility for the error, which was discovered in a subsequent IRS audit, and did not blame TurboTax. Geithner paid $ 42,702 in back taxes. Intuit responded by releasing a statement saying: "TurboTax, and all software and in-person tax preparation services, base their calculations on the information users provide when completing their returns."
423:
has misled customers to believing that tax filers can use TurboTax to file their taxes. In addition, tax filers who earn farm income or are gig workers cannot be eligible for those products. Intuit announced that they would take counter action, announcing that the FTC's arguments are "not credible" and claimed that their free tax filing service is available to all tax filers.
325:) contains specific HTML tags (noindex, nofollow) which block search engines from indexing it. TurboTax has been deceiving customers which were eligible for the free submission into signing up for their commercial product. Starting December 30, 2019, under a new agreement from the IRS, TurboTax can no longer hide their free version services from search results.
426:
On May 4, 2022, Intuit agreed to pay a $ 141 million settlement over the misleading advertisements. In May 2023, the company began sending over 4 million customers their settlement checks, which ranged from $ 30 to $ 85 USD. In
January 2024, the FTC ordered Intuit to fix its misleading ads for "free"
351:
service in
California. The company also lobbied on bills in 2007 and 2011 that would have barred the Treasury Department, which includes the IRS, from initiating return-free filing. An Intuit spokeswoman said in early 2013 that "Like many other companies, Intuit actively participates in the political
269:
In 2008, Intuit raised the price of TurboTax for desktop customers by $ 15 and included a free e-filing for the first return prepared. The company's new "Pay Per Return" policy was criticized for adding a $ 9.95 fee to print or e-file each additional return after the first, including returns prepared
396:
knowingly allowed fraudulent returns to be processed on a massive scale as part of a revenue boosting scheme. Both employees, former security team members for the company, stated that the company had ignored repeated warnings and suggestions on how to prevent fraud. One of the employees was reported
291:
On July 15, 2021, Intuit announced its withdrawal from the Free File
Alliance, effective after the tax season concluding in October 2021, stating that "due to the limitations of the Free File program and conflicting demands from those outside the program, we are not able to continue in the program".
422:
announced that they would take legal action against Intuit, the parent company of TurboTax in response to deceptive advertising of its free tax filing products. The commission reported that the majority of tax filers cannot use any of TurboTax's free products which were advertised, claiming that it
375:
In
January 2015 it became known that the Deluxe version no longer supports IRS Schedules C, D, E, and F in interview mode. Although the Deluxe version still allows entry into those schedules by means of "form mode", doing so may result in the loss of the ability to file electronically. In addition,
245:
In 2001, TurboTax saved financial institution passwords entered by users to servers at Intuit and the home computer. The programming error was reportedly fixed, but as of 2012 TurboTax offers no option to download a data file directly from the financial institution. Instead, it prompts the user for
337:
that tracked whether it had previously been installed on a computer by writing to sector 33 on the hard drive. This allowed it to track if it was on a computer previously, even through reinstalling the operating system. This also caused it to conflict with some boot loaders that store data there,
241:
Typically, TurboTax federal software is released late in the year and the state software is released mid-January to mid-February. TurboTax normally releases its new versions as soon as the IRS completes revisions to the forms and approves the TurboTax versions, usually late in the tax year. The
201:
investigation revealed that TurboTax deliberately made this version hard to find, even through search engines, and that it deceptively steered individuals who search for the free version to TurboTax versions that cost money to use. TurboTax has tricked military service members to pay to use the
261:
is $ 28,500 or less (or $ 52,000 for those in the military) and those 50 or under. TurboTax has received a number of complaints regarding its advertising of the free version. For filers who use this basic version of the software, federal filing is free. However, state
346:
Intuit, the owner of TurboTax, spent more than $ 11 million on federal lobbying between 2008 and 2012. Intuit "opposes IRS government tax preparation", particularly allowing taxpayers to file pre-filled returns for free, in a system similar to the established
1065:
409:
In 2021, some individuals who used TurboTax for their tax filings were unable to access stimulus checks sent by the government because TurboTax diverted the checks to old and unused bank accounts for the customers.
229:
There are a number of different versions, including TurboTax Deluxe, TurboTax
Premier, etc. TurboTax is available for both federal and state income tax returns. The software is designed to guide users through their
388:
on
February 15, 2015, it was reported that Intuit Inc. temporarily suspended the transmission of state e-filed tax returns due to a surge in complaints from consumers about refunds already claimed in their name.
181:
The company has been subject of controversy over its political influence and deceptive business practices. Intuit, the maker of TurboTax, has engaged in a multi-million dollar lobbying campaign against the
689:
1367:
547:
284:. Geithner had testified that he used TurboTax to prepare his tax returns for the years 2001 to 2004 but had incorrectly handled the self-employment taxes due as a result of his being employed by the
1514:
1606:
609:
304:
with an entirely separate product also named TurboTax, but previously called QuickTax. The French version has retained its original name ImpĂ´tRapide until 2017, when it was renamed TurboImpĂ´t.
367:, Intuit said that "We anticipate that governmental encroachment at both the federal and state levels may present a continued competitive threat to our business for the foreseeable future."
455:
1397:
782:
658:
202:
filing software by creating and promoting a "military discount" and by making the free version hard to find when many service members are in fact eligible to use the software for free.
186:(IRS) creating its own online system of tax filing like those that exist in most other wealthy countries. Intuit is under investigation by multiple state attorneys general, as well as
1488:
1179:
1057:
912:
631:
1576:
266:
is not free, and the cost of using TurboTax to file state returns is not presented to the user until they've already completed entering their information for federal returns.
751:
1545:
1427:
1147:
830:
720:
1244:
578:
860:
973:
1035:
681:
1359:
539:
947:
253:
scheme from its product. In 2005 TurboTax extended its offering by allowing any taxpayer to use a basic version of its federal product for free as part of the
1457:
1275:
996:
353:
1510:
1598:
601:
516:
1680:
447:
1389:
187:
1481:"TurboTax and H&R Block said they worked with the IRS to fix stimulus check deposit issues. Customers say they still can't access the funds"
774:
650:
1091:
1306:
223:
1480:
1169:
234:
step-by-step. The TurboTax software provides taxpayers additional support for their self-prepared returns by offering Audit
Defense from
1732:
1655:
890:
916:
477:
1568:
743:
1537:
1419:
317:
Citizens of the US that make up to $ 72,000 per year are eligible for free preparation and filing of tax forms through the IRS
1143:
834:
712:
1336:
1236:
570:
856:
969:
804:
1210:
1027:
270:
for members of the same household. On
December 12, 2008, the company announced that it had rescinded the new policy.
939:
90:
1449:
1267:
197:
program, TurboTax allowed individuals making less than $ 39,000 a year to use a free version of TurboTax; a 2019
1004:
249:
In 2003, Intuit faced vocal criticism for its TurboTax activation scheme. The company responded by removing the
1121:
1114:"Ok, so I just read this article about Turbotax doing shady things and found out something really interesting"
257:. By 2006 that offer has been limited to free federal online tax preparation and e-file for taxpayers whose
1332:
273:
On
January 21, 2009, TurboTax received considerable public attention at the Senate confirmation hearing of
1630:"TurboTax is sending checks to 4.4 million customers as part of a $ 141 million settlement | CNN Business"
1058:"Accelerating Technology Innovation to Better Help Consumers Solve Their Most Pressing Financial Problems"
882:
1629:
508:
392:
In a later article on February 22, 2015, Krebs reported that it was alleged by two former employees that
285:
231:
155:
79:
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their login name and password at the financial institution or permits the data to be entered by hand.
334:
167:
129:
1727:
1298:
1087:
419:
183:
210:
1737:
682:"TurboTax Tricked Customers Into Paying to File Taxes. Now Several States Are Investigating It"
312:
540:"Congress Is About to Ban the Government From Offering Free Online Tax Filing. Thank TurboTax"
281:
258:
485:
632:"IRS moves forward with a new free-file tax return system, supporters and critics mobilize"
107:
8:
301:
274:
651:"New York Regulator Launches Investigation Into TurboTax Maker Intuit and H&R Block"
254:
250:
1674:
744:"TurboTax Uses A "Military Discount" to Trick Troops Into Paying to File Their Taxes"
602:"Inside TurboTax's 20-Year Fight to Stop Americans From Filing Their Taxes for Free"
413:
1174:
174:. TurboTax was developed by Michael A. Chipman of Chipsoft in 1984 and was sold to
102:
66:
1328:
1170:"TurboTax, H&R Block Can't Hide Free Filing Services Under New IRS Agreement"
357:
808:
356:
had "implications for accuracy and fairness in taxation." This led journalist
1721:
1360:"Intuit Offers $ 25 Refund To TurboTax Deluxe Users Hurt By Software Changes"
1202:
398:
348:
278:
163:
95:
41:
430:
As of March 2024, Intuit has stopped providing its free TurboTax service.
322:
883:"TurboTax Security Glitch May Force 150,000 Investors to Alter Passwords"
385:
427:
tax preparation software - for which most filers wouldn't even qualify.
139:
263:
198:
36:
1088:"Free File: Do your Federal Taxes for Free | Internal Revenue Service"
1144:"Here's How TurboTax Just Tricked You into Paying to File Your Taxes"
713:"Here's How TurboTax Just Tricked You Into Paying to File Your Taxes"
364:
318:
194:
144:
75:
1113:
1511:"FTC Sues Intuit for Its Deceptive TurboTax "free" Filing Campaign"
235:
313:
Blocking search engines from indexing its "free file program" page
71:
1321:
28:
1693:
1656:"FTC Orders Maker of TurboTax to Cease "Deceptive" Advertising"
1290:
404:
393:
219:
175:
171:
159:
154:
is a software package for preparation of American and Canadian
118:
1709:
218:
Intuit Consumer Tax Group is based in San Diego, California.
970:"Why has the price of TurboTax increased by $ 15 this year?"
1513:(Press release). Federal Trade Commission. March 29, 2022.
1420:"Citing Tax Fraud Spike, TurboTax Suspends State E-Filings"
1599:"Intuit to pay $ 141M settlement over 'free' TurboTax ads"
1390:"Intuit Cries Uncle, Will Reverse TurboTax Deluxe Changes"
1237:"How the Maker of TurboTax Fought Free, Simple Tax Filing"
571:"How the Maker of TurboTax Fought Free, Simple Tax Filing"
401:
complaint with the US Securities and Exchange Commission.
1569:"FTC sues Intuit over TurboTax 'free' filing ad campaign"
1028:"Treasury Pick Misfiled Using Off-the-Shelf Tax Software"
242:
process is similar for states that collect income taxes.
83:
1538:"FTC sues Intuit to stop 'bait-and-switch' TurboTax ads"
509:"Intuit, Chipsoft Agree to Merge in $ 225-Million Deal"
414:
Deceptive advertising of its "free" tax filing products
321:
program. However, TurboTax's "free file program" page (
333:
The 2003 version of the TurboTax software contained
222:
Corporation, which owns Intuit, is headquartered in
341:
1719:
940:"Intuit's TurboTax Activation Scheme Irks Users"
711:Justin Elliott, Lucas Waldron (April 22, 2019).
742:Justin Elliott, Kengo Tsutsumi (May 23, 2019).
188:New York State Department of Financial Services
1654:Kiel, Justin Elliott,Paul (January 23, 2024).
1450:"TurboTax's Anti-Fraud Efforts Under Scrutiny"
741:
710:
600:Justin Elliott, Paul Kiel (October 17, 2019).
599:
360:to propose a boycott of the company in 2017.
1679:: CS1 maint: multiple names: authors list (
405:Diverting stimulus funds away from customers
370:
328:
915:. Intuit. September 9, 2013. Archived from
379:
913:"Importing Your W-2, 1099, and 1098 Forms"
857:"Intuit TurboTax Order Status FAQs (2009)"
833:. Intuit. December 6, 2013. Archived from
143:Intuit Consumer Tax Group headquarters in
128:
27:
295:
1627:
1478:
1296:
209:
138:
1299:"Why I'm boycotting TurboTax this year"
1230:
1228:
1203:"Intuit pours oil on TurboTax troubles"
994:
679:
648:
537:
439:
323:https://turbotax.intuit.com/taxfreedom/
166:in its product segment, competing with
1720:
1400:from the original on November 25, 2015
1357:
1278:from the original on November 24, 2017
1265:
1200:
1182:from the original on February 25, 2020
1068:from the original on December 16, 2021
1038:from the original on December 13, 2020
1025:
950:from the original on February 23, 2020
785:from the original on December 30, 2016
692:from the original on December 30, 2019
519:from the original on December 30, 2016
506:
338:rendering those computers unbootable.
1566:
1535:
1213:from the original on October 31, 2012
1150:from the original on December 3, 2021
995:Elmblad, Shelly (November 25, 2008).
976:from the original on December 4, 2008
723:from the original on December 3, 2021
680:Elliott, Justin (December 19, 2019).
612:from the original on October 17, 2019
193:As part of an agreement with the IRS
1653:
1460:from the original on August 12, 2015
1430:from the original on August 12, 2015
1225:
937:
772:
507:Groves, Martha (September 2, 1993).
445:
1579:from the original on March 30, 2022
1548:from the original on March 30, 2022
1517:from the original on March 30, 2022
1491:from the original on March 18, 2021
1479:Adamczyk, Alicia (March 17, 2021).
1370:from the original on April 19, 2017
1309:from the original on March 31, 2017
1234:
1124:from the original on April 23, 2019
1094:from the original on April 23, 2019
893:from the original on March 15, 2013
773:Horn, Jonathan (November 9, 2014).
568:
458:from the original on March 22, 2022
13:
1358:Novack, Janet (January 22, 2015).
1339:from the original on June 10, 2016
1329:"The Call for Boycotting TurboTax"
1297:Matthews, Dylan (March 29, 2016).
1026:Ahrens, Frank (January 22, 2009).
863:from the original on July 13, 2011
581:from the original on April 9, 2019
550:from the original on April 9, 2019
14:
1749:
1733:Tax software of the United States
1701:
1247:from the original on July 5, 2017
1201:Becker, David (January 6, 2003).
831:"TurboTax Support: Audit Defense"
754:from the original on May 23, 2019
661:from the original on May 23, 2019
538:Elliott, Justin (April 9, 2019).
214:Packaging for TurboTax Basic 2003
1628:Valinsky, Jordan (May 9, 2023).
1609:from the original on May 6, 2022
775:"Intuit: An atmosphere to excel"
649:Elliott, Justin (May 10, 2019).
484:. April 18, 2012. Archived from
448:"Taking Tax Software for a Walk"
342:Opposition to return-free filing
307:
1687:
1647:
1621:
1591:
1567:Dress, Bradd (March 29, 2022).
1560:
1529:
1503:
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1412:
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1351:
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1162:
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849:
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797:
766:
735:
704:
446:Gray, Tim (February 11, 2012).
1536:Arbel, Tali (March 29, 2022).
1266:Burman, Len (April 15, 2013).
997:"TurboTax Removes E-file Fees"
938:Metz, Cade (October 1, 2003).
673:
642:
624:
593:
562:
531:
500:
470:
1:
433:
147:(where TurboTax is developed)
1333:Institute for Policy Studies
7:
1235:Day, Liz (March 26, 2013).
779:The San Diego Union-Tribune
569:Day, Liz (March 26, 2013).
286:International Monetary Fund
205:
53:; 40 years ago
16:US tax preparation software
10:
1754:
1268:"The Tax Complexity Lobby"
168:H&R Block Tax Software
371:Repositioning of versions
335:digital rights management
329:Writing to the boot track
224:Mountain View, California
113:
101:
89:
65:
47:
35:
26:
807:. Intuit. Archived from
420:Federal Trade Commission
380:Fraudulent return claims
352:process." She said that
184:Internal Revenue Service
418:On March 29, 2022, the
300:Intuit also addresses
296:International versions
215:
148:
1694:IRS Free File Program
1456:. February 22, 2015.
811:on September 13, 2008
282:Secretary of Treasury
259:adjusted gross income
213:
142:
1426:. February 6, 2015.
302:Canadian tax returns
1032:The Washington Post
1007:on December 5, 2008
805:"Corporate Profile"
275:Timothy F. Geithner
23:
452:The New York Times
354:return-free filing
255:Free File Alliance
251:product activation
216:
156:income tax returns
149:
21:
1714:(paid tax filing)
1575:. Nexstar Media.
1454:Krebs on Security
1424:Krebs on Security
1064:. July 15, 2021.
889:. April 6, 2001.
887:Los Angeles Times
513:Los Angeles Times
478:"Michael Chipman"
384:In an article by
236:TaxResources, Inc
137:
136:
1745:
1713:
1712:
1710:Official website
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1603:Associated Press
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1542:Associated Press
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1175:Business Insider
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1016:
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1003:. Archived from
992:
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646:
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639:
638:. July 20, 2023.
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528:
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524:
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498:
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443:
397:to have filed a
162:. TurboTax is a
133:
132:
125:
122:
120:
67:Operating system
61:
59:
54:
31:
24:
20:
1753:
1752:
1748:
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1743:
1742:
1728:Intuit software
1718:
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1671:
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1612:
1610:
1605:. May 4, 2022.
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951:
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919:on May 30, 2013
911:
910:
906:
896:
894:
881:
880:
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866:
864:
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854:
850:
840:
838:
837:on July 9, 2013
829:
828:
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488:on May 16, 2009
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57:
55:
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48:Initial release
17:
12:
11:
5:
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1703:
1702:External links
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1034:. p. D1.
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358:Dylan Matthews
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