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TurboTax Users to Get Free Upgrade or Refund

Jan. 30, 2015
Personal Finance
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TurboTax users will get a free upgrade, or refund, after angrily taking to the Web to complain about price changes on this year’s edition of the popular tax software.

“These past couple of weeks have not been our finest hour,” Brad Smith, CEO of TurboTax owner Intuit, said in a video posted on LinkedIn on Thursday. “Today we’re taking new steps to make things right.”

As tax season got underway, some TurboTax users discovered that several relatively popular forms that had previously been included in the “Deluxe” version of the software now appear only in the more expensive “Premiere” and business versions.

The four forms that caused the  most disquiet cover things such as farm income, capital gains and losses, self-employment expenses, and income and supplemental income from things like owning rental property.

Reactions were overwhelmingly negative — to put it mildly.

One comment on an apology Smith posted on LinkedIn last week called it a “wholly inadequate response,” saying the change “was a money grab, plain and simple.”

In Thursday’s video, Smith said, “We’ve heard you and we’re going to fix it,” adding that he’d read angry feedback on social media, in emails, on online review sites and elsewhere.

Engineers are making changes to TurboTax that will allow users to upgrade for free, and they’ll be notified when that change is live, he said.

Those who have already upgraded may visit the TurboTax website to apply for a $25 refund through April 20.

Next year, Smith said, the forms will be returned to the versions of TurboTax where they appeared in previous years.