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Anonymous

Question

I am a Quick Books Self Employed and signed up for a free Turbotax for self employed bundle. How to use free tax filing for TurboTax self employed?

Forum|Forum|2 years ago
January 20, 2024
3 replies
10 views

No text available

QuickBooks Self-Employed

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AnneMariee

Hi there, @2357308.

When you upgrade your subscription with the Tax Bundle, you can e-file one state and one federal return without filing fees. I'll guide you on how.

QuickBooks Self-Employed helps you keep track of your self-employed income, so you'll be well-prepared for tax season. However, please note that the tax checklist isn't currently available. We'll let you know when it becomes ready to use. Once it is available, you can export your data directly to TurboTax Self-Employed, which saves time and reduces the chances of data entry errors. You can then review the data QuickBooks sent to TurboTax and begin the tax filing process.

For additional information about filing your taxes with the Tax Bundle, you can check out these articles:

For future use, here's a guide on paying your federal estimated taxes each quarter: Pay federal estimated quarterly taxes in QuickBooks Self-Employed,

Let me know if you have other concerns about your transactions in QuickBooks. I'm just one post away to help you out.

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Anonymous

I was able to import the taxes to TurboTax and asked to make payment towards filing for both Federal and State. How do I avail the code to file taxes for free with my QuickBooks paid subscription ?

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soycaveatemptor85

I am having the exact same problem. I've done everything that has been suggested and TurboTax still wants me to pay. I've spent one hour on the phone about this already with no reps knowing what to do or what I'm ever talking about. It's infuriating!

Bryan_M

QuickBooks Team

Hi there, @UGHQkbks.

I see how challenging it is on your end why you're unable to have the free tax filing in QuickBooks Self-Employed (QBSE) for TurboTax. Let me direct you to the best possible help.

Before anything else, we'd like to appreciate you for contacting our QBSE Care Team to find a fix.

Please know that, if you're new to the tax bundle subscription, you may have to pay the filing fee to have your federal and state tax forms filed.

However, if you've been using the tax bundle for at least six months and still received a message that you need to pay the fee, we recommend contacting our Customer Care Team again so they can provide you with the code to bypass the filing fees in Turbo Tax.

If not, we suggest contacting TurboTax Support to check why they still collect your filing fees.

You might want to learn what data doesn't export from QBSE to TurboTax Self-Employed: Why some deductions don't automatically export to TurboTax Self-Employed.

For additional questions about filing taxes using QBSE, leave a reply below. I'll be willing to lend a hand. Keep safe.

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sdodge09

This is a known problem. The same exact thing happened last year for Tax Bundle subscribers, and it's still not fixed. I was bounced back and forth between QB support and Turbo Tax support because no one wanted to take accountability for the error. I had to redo my taxes three times, after the initial import from QB under screen share with three separate agents and the check out page never changed. It always wanted to charge me for my state and federal returns.

Eventually Turbo Tax decided to send out Discount Service Codes to those affected by this error and that waived the filing fees, and I was finally able to file my taxes.

The SAME thing is happening again this year. Turbo tax support is refusing to send out waiver codes and are blaming Quickbooks for the issue. All the agents wanted to do was send me here to this Support page, where everyone else with the same problem wasn't getting their problem fixed.

QB can't send out Turbo Tax Service Codes--QB does not have access to the Turbo Tax system, and vice versa Turbo Tax cannot access any QB systems or accounts. So logically, TurboTax is the entity that has to send out the waiver code to input into Turbo Tax during checkout/file/review, but they are refusing to do so.

I'm canceling my subscription after this mess is over--I'm not dealing with this again next year.

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soycaveatemptor85

I was sent back to this post after spending over an hour on the phone again today!!! I literally already read all of this and commented last night. No progress at all in resolving this. All they’re telling me when I spend over an hour on the phone at TurboTax is that Quickbooks and TurboTax are actually not a part of the same company and the IRS doesn’t allow them to be combined? And therefore they cannot (so far) fix the filing fee problem… Why is there a product called Quickbooks Self-Employed Tax Bundle then? It literally combines Quickbooks and TurboTax! I’ve used it for the last four years and am on my fifth (definitely LAST year) of filing taxes this way. There is no way I will be paying for filing my taxes again when I already paid. Someone needs to fix this.

AlverMarkT

Moderator

I hear you, @soycaveatemptor85. I'm here to help.

When you sign up for the TurboTax bundle and use TurboTax Self-Employed to file your returns, it should include the cost of state and federal filing and I can understand that you feel frustrated with the unresolved fee issue.

For this, it would be best to reach out to our Support Team again, as they are the ones who can best resolve the fee issue. Here's how:

Go to Help (?) and select Contact Us.
Note: If you’re using the QuickBooks Self-Employed app, tap the + button and select Ask QB Assistant.
Enter “talk to a human”, then select Continue.
Select which way you want to connect with us.

Have us call you - Get a call from a support expert.

Alternatively, you can also consider contacting our TurboTax support. You can refer to this link: Contact TurboTax.

Let me add this article as a tax guide when filing your annual taxes: QuickBooks Self-Employed annual tax guide.

If you need further assistance or want to add details of your concerns about the fees involved, we'll be here in the Community to assist. Stay safe.

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