Sarah Mirando  |  July 25, 2013

Category: Closed Class Actions

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TurboTax class action settlementIntuit Inc. has reached a $6.55 million class action lawsuit settlement over claims it charged deceptive fees to TurboTax Online customers. If you used TurboTax Online and opted to have your TurboTax fees, including your tax preparation fees or e-filing fees, deducted from your tax return, you may be eligible to claim a cash award from the proposed class action settlement.

The TurboTax settlement will resolve a class action lawsuit (Smith v. Intuit Inc.) filed in February that claims Intuit violated California and federal consumer protection laws in connection with TurboTax.com’s Refund Processing Service. The service, sometimes referred to as a Refund Processing Option or Refund Transfer, allows TurboTax customers to choose to pay their TurboTax fees by deducting the amount owed from their tax refunds for a fee (typically $29.95).

The class action lawsuit alleges, among other things, that Intuit failed to properly disclose the fee for the Refund Processing Service as a finance charge, and failed to properly disclose the Annual Percentage Rate (“APR”) of what plaintiffs allege is a loan.

Intuit denies any wrongdoing but has agreed to refund consumers through a class action lawsuit settlement fund to resolve the litigation.

Class Members of the TurboTax class action settlement include all Intuit customers in the U.S. who used Intuit’s TurboTax Online and utilized the Refund Processing Service from and including January 12, 2008 through May 28, 2013.

The amount of money you can claim from the TurboTax class action settlement will be based on the number of times you purchased the Refund Processing Service during the Class Period divided by the total number of times that all Class Members who submit a valid Claim Form purchased the service. It is anticipated, on average, that Class Members who submit Claim Forms will receive more than $10. Actual payment could be more or less, depending on how many people file valid claims.

The only way to receive a cash award from the TurboTax settlement is to submit a valid Claim Form either online at www.TurboTaxClassAction.com or mailed to the Settlement Administrator so that it is postmarked or received on or before October 28, 2013.

Claim Forms and more information on your rights in the TurboTax Class Action Lawsuit Settlement can be found at www.TurboTaxClassAction.com.

The case is Smith, et al. v. Intuit Inc., Case No. 12-cv-00222, U.S. District Court, Northern District of California

 

Top Class Actions LLC

How to File a Claim for the Intuit TurboTax Class Action Lawsuit Settlement

 

Website of the Class Action Lawsuit Settlement Administrator: www.TurboTaxClassAction.com

Address to submit a claim form (REQUIRED):

The only way to receive a cash payment from the TurboTax class action settlement is to submit a valid Claim Form online at www.TurboTaxClassAction.com or to the following address. Claims must be postmarked or received on or before October 28, 2013.

TurboTax Class Action
Settlement Administrator
c/o Heffler Claims Group
P.O. Box 220
Philadelphia, PA 19105-0220

Phone Number to call for assistance: 888-980-9394

Purchased Between: January 12, 2008 through May 28, 2013

Claims must be postmarked by: 10/28/13

Settlement Administrator: Heffler Claims Group

Class Counsel:

CARNEY BATES & PULLIAM PLLC

GOLOMB & HONIK PC

KU & MUSSMAN, PA

MILSTEIN ADELMAN LLP

Defense Counsel:

GIBSON, DUNN & CRUTCHER LLP

 

UPDATE 1: A federal judge granted final approval to the Intuit TurboTax Class Action Lawsuit Settlement on October 1, 2013.

UPDATE 2: Some Top Class Actions viewers have reported they received the following update from Heffler Claims Group, the Settlement Administrator for the TurboTax class action settlement: “We are currently in the process of reviewing over 360,000 filed claims. Your patience during this process is appreciated. Checks will be mailed out upon completion of the claims review process.The amount that each claim will receive via the settlement fund has not yet been determined. This determination usually occurs once all claims have been finalized. At this time, we have no set date for fund disbursement, but we are anticipating checks to go out soon after the claims review process is completed. Please feel free to get back to us in the future.” More info: www.turbotaxclassaction.com

UPDATE 3: Payments from the TurboTax class action settlement were mailed the second week of November. Learn more: http://topclassactions.com/lawsuit-settlements/lawsuit-news/43855-turbotax-heel-homeopathic-class-action-settlements-pay/

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147 thoughts onIntuit TurboTax Class Action Lawsuit Settlement

  1. Tandra Baker says:

    My first time ever using TurboTax. I believe it was a good tax company to used. Not haven knowledge that they were scheming me. I dont think it was right for them to treat are used anyone for hacking and games. I sure hope I and everyone get what own to them and Justice have been severe. Thank you.

  2. Tandra Baker says:

    My first time ever using TurboTax. I believe it was a good tax company to used. Not haven knowledge that they were scheming me. I dont think it was right for them to treat are used anyone for hacking and games. I sure hope I and everyone get what own to them and Justice have been severe. Thank you.

  3. Carolyn says:

    Lisa,

    Turbotax/Intuits methods and practices were intentionally deceptive and misleading and that is illegal. Their actions and the resulting lawsuit have nothing to do with the terms of service I’m sure you didn’t read.

    You obviously have a regurgitated political stance that you are trying to make. However like most of your ilk your ignorance shines through.

    Not only do legal cases have little to no affect on our economy, your example is ridiculous. If a store you made your purchase at sold you something that wasn’t what it represented you would legally be entitled to a refund and “reimbursement”.

    I suggest you leave the legal ease and taxes to others. It obviously far above your pay scale.

  4. Carolyn says:

    Lisa,

    Turbotax/Intuits methods and practices were intentionally deceptive and misleading and that is illegal. Their actions and the resulting lawsuit have nothing to do with the terms of service I’m sure you didn’t read.

    You obviously have a regurgitated political stance that you are trying to make. However like most of your ilk your ignorance shines through.

    Not only do legal cases have little to no affect on our economy, your example is ridiculous. If a store you made your purchase at sold you something that wasn’t what it represented you would legally be entitled to a refund and “reimbursement”.

    I suggest you leave the legal ease and taxes to others. It obviously far above your pay scale.

  5. Pete says:

    I believe Intuit/Turbotax hacked my computer. I’ve used their free service for taxes for years. I had two different sign-in ID’s and two different email addresses. I only used the second one for personal stuff ( craigslist R&R ) mostly. Yesterday while checking to see if I had any mail at #2. I found an email from intuit/turbotax addressed to my LEGAL FIRST NAME (Robert). Which I hate and only use on legal things like tax returns. Their email made mention of my previous tax returns and hoped I would use them again in the future. WTF. I have never signed into that ID and used it for anything like this so I deleted that ID and now I wonder how trust worthy they are. I have Norton Security but I guess that didn’t stop them. Anyone ever heard of this before?

  6. Josh says:

    Lisa you are a dumbass! This isn’t as simple as buying a loaf of bread from a grocery store! They were sneaky and scandalous and took and vantage of a lot of people. You can go on being a tool for the rest of your life but don’t tell other people what to do. We were wronged and we want what is owed to us. Don’t be such an obnoxious ass! Also, I agree with LOL. You need to learn how to spell and work on your speech!

  7. lol says:

    Lisa … Your word is FINAL! Except that you can’t spell or use words correctly.

    Try reading the case itself instead of just what is posted on this page and you will see what this is all really about.

  8. Lisa says:

    My husband and I have used TurboTax for years. We knew what the fees were. We are not victims. We were willing participants, as were everyone else who used their service. No one hase the “right” to refund or embursement. When you go into a store and see an item you want to purchase, you either buy it or you don’t. If you purchase that item,you have agreed to the price and terms of sale. You have no “right” to go back to that store,possibley years later, and say you paid too much and you want money back. It’s ridiculous. These “class action ” suits need to stop. It’s one reason our country is in the shape it’s in. We’re not all victims. Read the fine print- the lawyers get 25% of the $6.55 million! Lawyers get filthy rich when we become victims and feel entitled. I am only one voice, but I intend to do the right thing and accept my actions. I chose to accept the terms of service. Service was rendered efficiently and as promised. Case closed.

    1. Michelle says:

      Yes, it was deceptive. The fees were never disclosed until you had already spent all that time filling out your returns…then they say you have to pay for this & that, when you are finished. You even have to pay for your state tax return,, if you live in a state that has state income taxes. FREE…is what they tell you before you ever choose to use them.

  9. dee says:

    Mrs. Lauren
    never leave your number in comments. You can actually go to http://www.turbotaxclassaction.com or check the email address you use to file, they sent the claim form to everyone that has filed with them.

  10. Lauren Meisler says:

    I have been filing with Turbo Tax since 2008-2013. Please let me know how we are supposed to proceed from here. Thank you very much for your help. It is greatly appreciated.

    Sincerely,

    Lauren Meisler

    1. Crystal says:

      Sorry but your claim had to be filed before Oct. 28. They are not accepting any new ones.

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