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Level 1

Question

Live chat available?

342 replies
1626 views

Need to speak to someone, or email, but don't want to call

Show previous replies

billclare3

Level 2

I have tried to get technical assistance three times. I just get a chrome popup window to submit a credit card. Three cards were declined. One however tried to withdraw $70.00 from a Southwest card (instead of the advertised $5). My partner declined the payment and I think her card got voided, In all cases there is no way to reply to the request for a credit card. However in one case, the assistant was willing to try to put me through to the tech assistant, but I was sent back to "no exit" credit card prompt. So there are several problems : 1. my turbotax deluxe windows app cannot find a social security or other form 2. my partner may need a new credit card. 3. I can't get help to get my taxes done.

mesquitebean

Level 15

@billclare3 wrote:
I have tried to get technical assistance three times. I just get a chrome popup window to submit a credit card. Three cards were declined. One however tried to withdraw $70.00 from a Southwest card (instead of the advertised $5). My partner declined the payment and I think her card got voided, In all cases there is no way to reply to the request for a credit card. However in one case, the assistant was willing to try to put me through to the tech assistant, but I was sent back to "no exit" credit card prompt. So there are several problems : 1. my turbotax deluxe windows app cannot find a social security or other form 2. my partner may need a new credit card. 3. I can't get help to get my taxes done.

I'll address the card issue first, then try to guess at what you mean by "social security or other form."

This is mainly a user community forum, so we can't help you with any account-specific credit card issue. If your partner's credit card is locked/suspended, they will need to investigate that with the credit card's customer support. I don't know what you mean by "advertised $5." I can't think of what that might be, but I'm a fellow user; I don't work for TurboTax.

I don't know how you reached TurboTax Support, but you would need to talk to them for a credit card issue. Be careful, however, and be sure you are using a legitimate TurboTax Support contact method since there are some fake support scams on the Internet.

Hours 5AM-9PM Pacific

https://ttlc.intuit.com/turbotax-support/en-us/contact/

"1. my turbotax deluxe windows app cannot find a social security or other form."

I'm not sue what that means. Are you saying you can't find the topic to enter Social Security income such as an SSA-1099? I don't know what "other form" means.

So as a guess, if you need to enter an SSA-1099, here's the navigation in desktop TurboTax:

Federal tab (except in Home and Business it's called the Personal tab.)
Subtab "Wages & Income."
On the Income Summary page, scroll down to the topic Retirement Income (may be called Retirement Plans and Social Security)
Find the subtopic for Social Security and click on Start (or Update/Revisit)..

mesquitebean

Level 15

@ billclare3

ADDENDUM

I've been trying to think of why you might encounter a $70 fee in desktop TurboTax. If you are efiling a state return, there is a $25 state efile fee (except free in New York state). Did you happen to choose the Audit Defense add-on, which could explain the extra $45? If so, that could explain the $70.

California filers would also incur a $45 service fee if they tried to pay the $25 state efile fee out of their Federal refund. So their fee would be $70, but with that choice, that fee would be taken from the Federal refund. Since you are paying by credit card, that wouldn't apply.

dakotagrenier11

Level 2

need help with payment

Dbarry15

Level 2

Hi, I need help with a billing issue. I was initially quoted around $129 for TurboTax Full Service, but I was charged $328 without being clearly informed of the price increase beforehand.
I also spent over 2 hours on the phone due to technical difficulties on your side, and my taxes were still not submitted after payment.
I paid for a service that was not completed, and I would like a refund or a price adjustment. Can you please assist with this?

djh3120

Level 2

I have filed extension thru my downloaded turbotax but never got a confirmation email like how I used to in the past years

Trish79

Level 2

Why did

they charge me $129 when I filed my taxes alone with no help. Can I get a refund?

T93JB

Level 2

Hello I am the executor of my father's estate and I am needing to file an extension, I was wondering if you could get me started in the right direction.

Thank you SO much for your time!

M-MTax

Level 15

@T93JB wrote:
Hello I am the executor of my father's estate and I am needing to file an extension, I was wondering if you could get me started in the right direction.

Simply fill out and mail Form 7004:

https://www.irs.gov/pub/irs-pdf/f7004.pdf

bobgood47

Level 2

Is it possible to simply fill out the IRS forms based on a return that was done by H&R Block?

Tried to process my 2025 return and came up with different results compared to what H&R Block's return shows. So I wanted to try to simply fill in the same forms that H&R Block used. Is this viable?

DoninGA

Level 15

@bobgood47 There is no direct access to any forms, schedules or worksheets when using the TurboTax online editions.

That option is only available using the TurboTax desktop software installed on a personal computer using Forms mode.

bobgood47

Level 2

I do have a desktop version of 2025 Turbo Tax. So it is possible to simply fill in the same forms H&R Block used to create a 2025 return? I want to get back to using TT versus going to H&R Block.

Maxokka1

Level 2

My federal tax return payment deducted from my bank account but not my NJ STATE tax thats owed. How can I check if my payment method was setup properly?

DaveF1006

Alumni - Intuit

New Jersey has an online system where you can look up payments or make a manual one if you realize the first attempt failed.

NJ Tax Portal: Go to the NJ Payment Site.
Payment Look-up: You can often check the status of a payment by providing your Social Security Number and Date of Birth.
Live Chat: The NJ Tax Portal now offers a Live Chat feature during business hours. This is often the fastest way to ask, "Did you receive a payment authorization for my SSN?

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rmorgan62

Level 2

Hi. I keep getting rejected when I file my return. Error is new IP ID. I have wife and two dependents daughters. My wife just got an ID. Do I have to have all 4 persons with ID?

mesquitebean

Level 15

@ rmorgan62 wrote:
Hi. I keep getting rejected when I file my return. Error is new IP ID. I have wife and two dependents daughters. My wife just got an ID. Do I have to have all 4 persons with ID?

Please provide the exact rejection error code and message, and we can probably further make a recommendation.

user17763818780

Level 2

Hi I have an appt today but I need to cancel it

CatinaT1

Alumni - Intuit

In the community we do not have access to information about your account. You will have to call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

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