@buyatank9092 wrote:
I have inquired with my assigned expert regarding having my taxes done by Turbotax for the added $80 fee. She said that they can only handle one 1099 income form but I was not sure if I had more and told her I'd get back to her by today. I did message her yesterday but have not heard back and I seem to locked in that mode so that I cannot access self-filing steps via my account. I need to at least figure my AGI by next weekend so that I can donate to my retirement account and be sure my taxes are paid by 04/15/2021..
You mentioned 4/15/2021. Are you aware that the deadline for some tax filing situations has been pushed back to May 17?
[NOTE: First quarter 2021 estimated taxes are still due on April 15, 2021.]
See this FAQ:
https://ttlc.intuit.com/community/tax-planning-and-deadlines/help/tax-year-calendar-important-dates-...
And this IRS news release:
https://www.irs.gov/newsroom/tax-day-for-individuals-extended-to-may-17-treasury-irs-extend-filing-a...
Also the time to make 2020 contributions to IRAs, health savings accounts HSAs, Archer MSAs, and Coverdell ESAs has been extended to May 17. See this IRS news release:
https://www.irs.gov/newsroom/irs-extends-additional-tax-deadlines-for-individuals-to-may-17
NOTE: I'm a fellow user, not a tax person. So discuss any deadlines with your tax expert before making any decision.
You wrote: "She said that they can only handle one 1099 income form"
I'm not sure what that means. Maybe you meant they won't prepare more than 1 Schedule C, or 1 Schedule E?
A lot of people have more than one 1099, but you didn't say "what type" of 1099. The TurboTax specialists can prepare returns with multiple Form 1099's. Or did you mean instead that they can help with only 1 Schedule C business or 1 Schedule E rental? A business can have several Forms 1099-NEC, for instance, all on 1 Schedule C. But if a return has a Schedule C, they will only prepare returns for 1 self-employed Schedule C business; i.e., not 2 separate businesses. Likewise they only prepare 1 Schedule E rental.
This FAQ has a list of situations that Full Service does not prepare:
https://ttlc.intuit.com/community/choosing-a-product/help/what-is-full-service-by-turbotax-live/01/2...
But they should be able to handle multiple of other types of 1099's such as 1099-INT, 1099-DIV, 1099-R, etc.
In regular Live TurboTax the user can still access and work on the return and even remove the Live option. So I suspect you are in the Live FULL SERVICE product. You will need to phone TurboTax Support for assistance:
Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern) 7 days/week.
You can use this contact form to get a phone number.
https://support.turbotax.intuit.com/contact
