Many were also unhappy because claiming the rebate required customers to complete their taxes and e-file before applying.Ĭompetitor H&R Block took advantage of the situation and offered its own deluxe software - including the missing forms - for free to disgruntled TurboTax customers who email with their name, address, phone number, operating system, and proof of purchase for TurboTax Deluxe or Basic for 2014, such as a photo of a receipt for the software.

Intuit did temporarily cut the prices on these products, allowing some users to make money from the rebate, but this didn't last users upgrading today would lose out by $5 after the rebate if upgrading to Premier, or $10 if upgrading to Home & Business. However, customers who do need these forms were thus required to pay extra money to upgrade their software before filing, an unwelcome surprise for those who had used the Deluxe software successfully in the past.įor example, customers who needed the Schedule C tax forms had to upgrade to the Home & Business version and may have paid up to an additional $40.

If these don't apply to you, then you might not take issue with this year's software. These attachments to the Form 1040 Tax Return are used to report income and expenses for self-employed individuals (Schedule C), to compute capital gains and losses (Schedule D), and to report income and expenses from rental property, trusts, or estates (Schedule E). This change doesn't negatively affect everyone, however. This year, however, Intuit removed these forms for 2014 returns using Deluxe, placing them in the more expensive TurboTax Premier or TurboTax Home & Business software tiers. Intuit has scrambled to make good with users though, and in a final bid to win back unhappy customers, it's now offering a freebie - for some of us.īut what exactly has made everyone so upset, and how do you know if you qualify for the promotion? Users Had to Pay for Access to Certain Formsįor users who filed their 2013 returns using TurboTax Deluxe software, schedule C, D, and E tax forms were included with the price. The company made some unpopular changes to its tax return software this year, which has resulted in a customer backlash that has dropped 2014 TurboTax Deluxe software to a meager 2-star rating on Amazon.

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