TurboTax Advantage Offer Terms

When you sign up for (or renew your membership in) TurboTax Advantage, you elect to receive your selected TurboTax product automatically each year in early November (timing varies by release date) until or unless you change or cancel your enrollment. Upon enrollment, we will provide you with an enrollment confirmation that includes notification of your product selection and the card to be charged. If you renew, beginning with your second year and every renewal year thereafter, you will be notified before we charge your credit card on file for the price in effect at that time. We’ll also notify you of your Advantage member benefits and product information for the new tax year. You may cancel at any time. To edit your order or account information for the upcoming tax year you must update your account online before the renewal date stated in your renewal email at turbotax.com/advantage-account.

Membership renewals are processed and billed each year in early November when the new version of TurboTax Desktop becomes available. This means that if you subscribed to TurboTax Advantage at any time prior to November 1st of a given year, you will be billed upon signup and receive the software that is currently available at the time of your signup, and you will then be charged again for annual renewal in early November when the new version of TurboTax Desktop is published.

If you want to change your payment method or card, or if there’s a change in your credit card validity or expiration date, you may edit your payment information by logging into your account. If your payment method reaches its expiration date and you do not edit your payment method information or cancel your account, you understand and agree that you authorize us to continue billing your account on file when we attempt to process your order and make your download available in your account. Your credit card will be billed at the time each product becomes available on turbotax.com. Your credit card information will only be used to process your order.

Should you choose to cancel your enrollment, we will not charge your credit card for the next tax season’s product as long as you cancel before renewal is processed (typically in early November). Upon cancelation, you will no longer receive TurboTax automatically each year or TurboTax Advantage exclusive benefits. If you already received your product for the current tax year, canceling your membership does not initiate a refund. If you're not satisfied with TurboTax Desktop software, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request, based upon the Satisfaction Guarantee terms in Intuit’s TurboTax Desktop End User License Agreement.

Your TurboTax Advantage automatic renewal entitles you to the following benefits using your TurboTax Advantage license code: 1) One free Audit Defense for one 2024 tax return, for one year, when you sign up for Audit Defense in your product. You must take action to sign up in order to claim this benefit; 2) Option to purchase State E-file for a discounted price in-product 3) Option to purchase live expert tax advice for a discounted price for one 2024 tax return in-product. Additional live expert tax advice may be purchased for additional returns prepared with your TurboTax Advantage license code.

You must sign up in-product for your one free Audit Defense for the current tax year by 04/30/25. Audit Defense benefits expire on 4/15/26. Live Tax Advice purchase option expires 10/31/25, and must be used by 10/31/25. If you return your TurboTax Advantage software or cancel your TurboTax Advantage membership, you will forfeit these benefits.

Your use of TurboTax Desktop software is governed by the TurboTax Desktop End User License Agreement.

As always, all TurboTax Desktop software is subject to our Satisfaction Guarantee: If you’re not satisfied, contact us within 60 days of your purchase for a full refund of your software purchase price. Desktop optional add-on services and products are non-refundable.

Savings and member discounted prices based on standard Desktop add-on price directly from TurboTax.

Program terms, benefits, conditions, features, availability, pricing, fees, and service and support options subject to change without notice. We reserve the right to cancel your membership at any time. Intuit respects and protects your privacy and will not rent, sell or share your personal information with outside companies for their promotional use in accordance with our Privacy Statement as published at intuit.com/privacy/statement.

9/1/2024