I've done my 2022 return via Premier CD. I still see [send]"Screenshare Code" and "Send Tax File to Agent" under the Online tab.
I've been able to talk with an expert, free, every year for the last 20 years or so - used TT every one of these years. We do the big screen share every time (not just viewing in Turbo Tax). Got all these 1099's and such.... Works, never spent more than 20 -30 minutes, done for the year. Just to clear a few errors, question or 2 on something else.
Looking everywhere around Turbo Tax for how to get an agent again. Problem. Looks like TT is taking this to maybe online. You get to talk if you file online etc. "Pay only when you file" etc. If this is the only way to talk to a tax advisor like before - I need that - guess I have to go with it best as possible.
Questions:
1. How do I translate my current CD return to an online return? It looks like, to be able to talk with an TT tax advisor, my return needs to be through the online system.
2. Where then is my return stored?
3. Can you also get a pdf version of your online return, as the CD software allowed?
4. Cost? EXTRA cost? I shouldn't have to pay for TT again m.o., but whatever's [woke] fair is fair I guess.
5. Just curious: can the online filing system download a broker's 1099 like the CD?
6. Guide me please to how to connect with a TT tax advisor for my short error review and a question or two I do have for this 2022 return I just did.
#6 is everything I need, and I'm currently sitting on the CD-generated completed return (a few errors need discussing with a TT tax advisor).
This took me quite by surprise this year; it feels like an awkward step backward from here though, comparing my past years' imMENSE satisfaction with the TT provisions.
Whatever, please guide me to it. FYI, most of my errors in the return concern stock buys and sells.
