Choosing a product topics

Turbotax deluxe not for free?!

rita.khoury — Tue, 04 Feb 2020 22:56:55 GMT

I downloaded the turbotax app and followed the instructions to enter the informations needed. However, being done so I go to my bank account and see that the app has been purchased! They didn’t even ask for my credit/debit card number. How is the app purchased without even giving me a notice about it? They only asked me if I want to add extra 50$ for MAX and I said no, but even the deluxe it wasn’t stated that i had to purchase it. How can I stop this? Can I get my money back?

Form 1041

mkline1 — Fri, 06 Dec 2019 21:26:11 GMT

I purchased the Home and Business Edition so I could file a 1041 and I cannot seem to find this form.

Thanks for any help!

How do I review my charges, remove add-ons, or clear and start over?

TurboTax Help — Mon, 07 Feb 2022 19:38:29 GMT

For a breakdown of your charges: Sign into your TurboTax Account. Select File from the menu (if you can’t see the menu, select the menu icon) Then select Revisit next to Step 1. If you’d like to remove add-ons, see these instructions for removing common ones. If you haven’t paid, registered, or deducted your fees from your refund, you can clear and start over with a blank slate. This allows you to select a different version of TurboTax. Related Information: Can I downgrade to a lower-priced version of TurboTax Online? Why am I being charged for TurboTax Free Edition? Can I remove PLUS Benefits before I pay? How do I clear and start over in TurboTax Online?

What's included in PLUS Help & Support?

TurboTax Help — Tue, 04 Jan 2022 23:08:56 GMT

PLUS includes: Annual Audit Defense—Audits can be random. Confidently handle an audit by the IRS with a dedicated expert who will represent you and communicate with the IRS on your behalf. TurboTax®, in partnership with TaxAudit, will take care of everything, including: Developing a plan of action Following up with the IRS Preparing IRS documents for you Representing you in all IRS meetings Membership Agreement Full Identity Restoration—If you experience personal identity fraud, a dedicated Resolution specialist will help save you time by taking on the responsibility of recovering your identity. If you’re filing jointly, both the primary and secondary filer, and their dependents are covered. Membership Agreement Identity Theft Monitoring—If suspicious activity related to your personal identity is detected online, you’ll be notified promptly, and a Dedicated Restoration Specialist can help you quickly react to protect your identity. If you’re filing jointly, both the primary and secondary filer are monitored. Membership Agreement Identity Theft Insurance—Get reimbursed to recover stolen funds and pay for legal fees and expenses caused by identity theft. If you’re filing jointly, both the primary and secondary filer are covered. Membership Agreement One-on-one specialist sup...

What's the advantage of TurboTax Advantage?

TurboTax Help — Tue, 25 Jan 2022 00:31:00 GMT

Convenience. With TurboTax Advantage, you can download your pre-ordered TurboTax software as soon as it becomes available, even before your CD arrives in the mail. As a TurboTax Advantage member, you also get free shipping and live phone support through a dedicated line. There are no annual fees and you can cancel at any time. Related Information: Do I have a TurboTax Advantage subscription? Error 1921: "Service 'Intuit Update Service' (IntuitUpdateService) could not be stopped..." How do I update or confirm the info in my TurboTax Advantage account? When can I expect to receive my TurboTax Advantage order? How do I cancel my TurboTax Advantage subscription?

What is ProSeries? What is Lacerte?

TurboTax Help — Fri, 14 Jan 2022 22:26:52 GMT

ProSeries and Lacerte are tax-preparation software packages designed for professional tax preparers. We also have ProConnect Tax Online, a cloud-based solution for the professional tax preparer. If you prepare tax returns for a fee and want to use Intuit software, consider ProSeries, Lacerte, or ProConnect Tax Online, as the license agreement for TurboTax prohibits its use for commercial purposes. For more information, visit the Intuit Accountants website. As a non-professional tax preparer, can I use these products? You can, but it's probably overkill, not to mention expensive. Remember, you can use TurboTax to prepare as many returns as you want, as long as you don't charge for your services. Related Information: How many returns can I e-file in the TurboTax CD/Download software? What is QuickBooks Self-Employed? What is the Premium Tax Credit (Related to health insurance)? What types of returns does TurboTax Business handle?

How do I switch from TurboTax Online to TurboTax CD/Download?

TurboTax Help — Tue, 25 Jan 2022 17:39:19 GMT

Follow these instructions to switch from TurboTax CD/Download to TurboTax Online. If you started your 2021 return in TurboTax Online and want to switch to TurboTax CD/Download, here's how. Save your online return as a tax data file. Sign out of TurboTax Online. Install your 2021 TurboTax CD/Download. If you have not purchased TurboTax Desktop software, select the product you need to complete your return. Important: If your return includes a state, make sure you also install the corresponding state program(s), otherwise you'll get Error 539. Once installed, choose File then Open Tax Return in the software. Browse to where you saved your .tax2021 file, select it, and then select Open. If you get an error, delete your tax data file and repeat these steps from the beginning. Optional: Once you've confirmed that your online return opens properly in the software, you can clear your online return. Related Information: How do I prepare a joint federal return and separate state returns?

What is Refund Processing Service?

TurboTax Help — Wed, 19 Jan 2022 21:24:35 GMT

The Refund Processing Service is an option for paying your TurboTax fee by deducting it from your federal tax refund. It's a convenient way to pay for TurboTax if you don't have (or don't want to use) your credit or debit card. You don't need Refund Processing Service to e-file and process your refund, and refund processing won't slow down or speed up your refund. There may be a charge for this service, depending on your situation and which add-ons you choose. We'll display the fees, if any, when you get ready to file. Requirements You'll need to e-file your federal return. It's not available if you paper-file your federal return. The Refund Processing Service option only appears if you have a federal tax refund, and you can only deduct your fees from your federal (not state) refund. You'll need to direct-deposit your refund into a single account, and the name on the bank account needs to match the name on the tax return. Refund Processing Service can only be used once to pay your fees. Fees (if any) are charged once, when the IRS processes your return. If your return is rejected, you might have to enter your bank account info again, but we won't charge you a second time. Related Information: Who provides Pay With My Refund? How do I remove Pay With My Refund fees in TurboTax ...

Where can I buy old versions of TurboTax?

TurboTax Help — Tue, 04 Jan 2022 19:03:02 GMT

You can purchase the TurboTax software for tax years 2018, 2019, and 2020 at our past years' product page. We no longer stock or sell TurboTax software earlier than tax year 2018. TurboTax Online and mobile products are only available for the current tax year. Related Information: Where can I find TurboTax prices? Do I need to buy a new TurboTax program every year? How do I get my TurboTax affiliate partner discount? How do I switch from "E-File" to "File by Mail" in TurboTax Online? How do I fix E-file reject IND-031-04 or IND-032-04?

How do I update or confirm the info in my TurboTax Advantage account?

TurboTax Help — Tue, 25 Jan 2022 00:23:08 GMT

Start by signing in to your TurboTax Advantage account. Once you're signed in, select Billing and shipping info to confirm or update your payment info and your billing and shipping addresses. Select TurboTax Advantage to view, change, or remove the TurboTax product(s) on order. Related Information: How do I update my TurboTax account information? Do I have a TurboTax Advantage subscription? How do I change my TurboTax account email? How do I cancel my TurboTax Advantage subscription? When can I expect to receive my TurboTax Advantage order? Related Information: How do I cancel my TurboTax Advantage subscription? When can I expect to receive my TurboTax Advantage order? Do I have a TurboTax Advantage subscription? How do I update a declined credit card for a TurboTax Advantage order?

When can I expect to receive my TurboTax Advantage order?

TurboTax Help — Wed, 05 Jan 2022 17:42:30 GMT

TurboTax Advantage downloads for tax year 2021 were released starting on November 2 and the CDs started shipping on November 15. Some orders can be delayed with processing. You can check your order status here. If you ordered TurboTax on a CD, you can also get the downloadable version after you receive the CD in the mail. Follow the instructions included with the packaging to access the download. Need help finding your license code? We can help. Related Information: How do I cancel my TurboTax Advantage subscription? What's the advantage of TurboTax Advantage? How do I update or confirm the info in my TurboTax Advantage account? Do I have a TurboTax Advantage subscription? Error 1921: "Service 'Intuit Update Service' (IntuitUpdateService) could not be stopped..."

How do I remove Pay With My Refund fees in TurboTax Online and change my payment method?

TurboTax Help — Fri, 15 Apr 2022 21:21:20 GMT

If you select Pay with Refund to pay your TurboTax Fees, there’s a $39 processing fee charged by the third-party bank that handles the transaction. Once your e-filed return is in pending or accepted status, it's too late to remove Pay With My Refund. But if your return is rejected, you have another opportunity to remove Pay with My Refund. If your e-file return is not pending or accepted, here's how to change your payment method and remove refund processing fees before you e-file: Instructions for TurboTax Online Sign in to your account and open or continue your return Select File in the left menu and proceed to the Just...more step screen On this screen, select Revisit next to You've chosen to deduct your TurboTax fees from your federal refund Select View Payment Options on the next screen and select Pay now on the screen after that Complete payment by entering your credit or debit card information Continue to the Just...more step screen to make sure the Pay With My Refund has been removed Step 1 should now show that you paid with your credit or debit card Instructions for the TurboTax mobile app Sign in to your TurboTax account Open and continue to your return, if you aren't already signed in Select the menu icon Select File Select You've chosen to deduct your TurboTax fees ...

What is TurboTax Live Full Service?

TurboTax Help — Thu, 06 Jan 2022 22:53:27 GMT

In TurboTax Live Full Service, a dedicated tax expert will prepare, sign, file, and guarantee your tax return for you. Once your tax expert receives all tax documents and info from you, it'll take a few days to complete your return. Complex returns may take longer to complete. Your tax expert will give you an estimate based on your situation. Note: TurboTax Live Full Service turns off your ability to fill out your tax return by yourself. But don’t worry, your tax expert will take care of everything. How does TurboTax Live Full Service work? Sign in to your TurboTax account and select the TurboTax Live with Full Service product. Schedule a welcome call with a tax prep assistant to learn more about the process and ask any questions about what to expect. They'll learn about your tax situation and match you with a tax expert that has the right experience for you. Your tax prep assistant will identify what documents and forms you'll need to begin preparing your tax return. For most people, it will be your: W-2 Driver’s license or state ID Prior year tax return Upload any additional documents or info requested. It can be as simple as snapping a photo with your phone. Once you've been matched with your tax expert, they will introduce themselves and request any remaining information ...

Can I get the e-filing fee refunded if my state return got rejected?

TurboTax Help — Mon, 31 Jan 2022 23:28:39 GMT

Because the TurboTax CD/Download state e-filing fee covers transmission costs and does not guarantee acceptance, it's our policy to not issue refunds except under these special circumstances: You weren't able to successfully e-file because of a tax situation your state government doesn't support. The rejection is caused by an override in your state return that we instructed you to enter as a workaround to a known product issue. A known program error or state government problem blocked you from successfully e-filing your state return. You were accidentally charged a second e-filing fee when you resubmitted your state return. If any of these situations apply to you, you can contact us for a refund. Note: If you used TurboTax Online, know that we don't charge a separate e-filing fee, so there's nothing to refund in this case. Related Information: How do I switch from "E-File" to "File by Mail" in TurboTax Online? What is the difference between the five-digit Self-Select PIN I created last year and my Self-Select PIN this year? Is my Self-Select PIN the same as my IP PIN? What if I entered the correct AGI and I'm still getting an e-file reject? How do I fix e-file reject IND-031-04 or IND-032-04?

How do I get my TurboTax affiliate partner discount?

TurboTax Help — Tue, 11 Jan 2022 00:42:28 GMT

To get your partner discount, be sure to always start on the affiliate partner’s website, such as your bank, credit union, insurance company, or other affiliate like Uber or Lyft. Select the TurboTax link from the partner’s website to access your tax return in TurboTax. Even if you just need to make a small change to your tax return, be sure to start from the affiliate partner’s website and select the TurboTax link. By doing this, the system recognizes the affiliate partner and then applies your discount. Do not start directly at TurboTax.com, which charges the non-affiliate price. Just follow these steps: Go to the special website provided by your bank, credit union, or insurance company and select the TurboTax link or icon. This will take you to the special TurboTax-branded affiliate site with the discounted pricing. Select your TurboTax product, sign in, and start on your tax return. (If you already set up an account at TurboTax, just sign in to work on your return). When you get to the Review your order screen (in the File section) you'll see the discounted price along with the message, Your discount has been applied. Note: Our agents are unable to apply or issue refunds for affiliate discounts if the return was prepared at the regular TurboTax.com site. If Your Affiliate ...

Why don't I see the Upgrade option in TurboTax Online?

TurboTax Help — Wed, 22 Dec 2021 22:54:19 GMT

Here are some reasons why you're not seeing Upgrade on your screen: You aren't inside your tax return. After you sign in, open or continue your return. You should see the Upgrade option on the left side of the screen You're upgrading from a mobile device If the option to upgrade is grayed out, you're already in the version you’re attempting to upgrade to or in a higher version Your window isn't maximized. If that’s the case, the Upgrade option might be located in the upper-left menu You haven't filled out your personal information and started your 2021 return yet. Do so and the Upgrade option will appear You already filed your 2021 return. Select Tax Tools in the left menu. Choose Print Center, then Print, save or preview this year's return (this is just to get to the payment screen).Select Pay Now and follow the instructions to pay Related Information: How do I upgrade or switch to a higher version of TurboTax Online? Can I upgrade a TurboTax personal (1040) version to TurboTax Business?

Can I remove PLUS Benefits before I pay?

TurboTax Help — Fri, 14 Jan 2022 18:43:30 GMT

Yes. You can remove PLUS from your order as long as you haven't paid or deducted your TurboTax fees from your refund yet. Sign into your TurboTax account, and open or continue your return. Select File from the left menu. Continue to the Just a few steps left... screen and select Start or Revisit next to Step 1: Review Your Order. On the Your order summary screen, select Remove* in the PLUS Benefits section, then Remove PLUS Benefits on the screen that comes after that. Related Information: How do I clear and start over in TurboTax Online? Can I get a refund or discount for PLUS? Why am I being charged for TurboTax Free Edition? Related Information: Can I get a refund or discount for PLUS? How do I clear and start over in TurboTax Online?

What's the difference between TurboTax Online and the mobile app?

TurboTax Help — Wed, 05 Jan 2022 21:59:17 GMT

Although TurboTax Online and the mobile app function similarly and support the same tax forms, here are the main differences: You can snap a photo of your W-2 in the mobile app, which will automatically enter it on your return The mobile app doesn't have Print Center or Tax Tools You can switch between TurboTax Online and the mobile app to take advantage of each's unique features. For example, if you're using TurboTax Online and want to snap a picture of your W-2, install the TurboTax app, sign in, and snap away. You can then resume work in TurboTax Online. Related Information: What are the system requirements for the TurboTax mobile app?

Why can't I create a Schedule C in TurboTax Business?

TurboTax Help — Fri, 14 Jan 2022 16:30:07 GMT

TurboTax Business doesn't handle the 1040 and Schedule C forms needed by home-based businesses, contractors, sole proprietors, and most single-member LLCs. Instead, TurboTax Business covers returns for corporations, partnerships, multi-member LLCs, and fiduciaries. If you purchased TurboTax Business by mistake, request a refund for your software and then go with either TurboTax Home & Business (CD/download) or TurboTax Self-Employed (online). Related Information: Where do I enter Schedule C? Which TurboTax Online version do I need for a Schedule C?

What is TurboTax Live?

TurboTax Help — Tue, 17 May 2022 19:30:29 GMT

TurboTax Live is an online product that lets you get help and guidance from a tax expert when preparing your taxes. When you use TurboTax Live, you can work with a tax expert whenever you need assistance. You can even talk to a tax expert live while you both look at your return. All TurboTax Live products provide: Help from a tax expert when you have questions about your return. A review of your return by an expert before filing, at your request. A tax expert can even sign your return. Talk live: Using SmartLook (one-way video where you can see the tax expert on your screen; they can’t see you) or by phone. You can ask about a specific topic or section or get a review of your entire return. 100% Accurate Expert Approved Guarantee We want you to feel 100% confident when you file so we offer the following guarantee: if you pay an IRS or state penalty (or interest) because of an error that a TurboTax tax expert, CPA, or attorney made while providing topic-specific tax advice, a section review, or acting as a signed preparer for your return, we'll pay you the penalty and interest. Our TurboTax Live products include: TurboTax Live Basic TurboTax Live Deluxe TurboTax Live Premier TurboTax Live Self-Employed Want to get TurboTax Live? We can help you start filing your taxes with Turb...