Retirement tax questions

@aaltaay2 

 

IF you are paying $240, then you are using one of the paid versions.

And if using the ONLINE software...check the following

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IF, you are using one of the Online LIVE versions, then you can get detailed personal help thru an actual trained tax agent....and people using LIVE should do this..you are paying for personal help (and what we do here is mostly offline help that can't do everything):

 

Only if you are using an Online LIVE version, connect with a LIVE agent:

 

https://ttlc.intuit.com/community/expert-review/help/how-do-i-connect-with-a-tax-expert-in-turbotax-...

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IF it is one of the regular versions, you can call Customer Service a Rep to see what they can do at:

 

https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*