TurboTax Help topics

turbotax 2022 deluxe won' update after MANY tries

Francis P — Sun, 13 Mar 2022 04:17:44 GMT

turbotax 2022 deluxe won' update after MANY tries

How to update TurboTax manually.

ramsanch — Thu, 04 Jun 2020 19:01:59 GMT

unable to sign on , had me change password , says i need to update my browser which I did still wont let mein .accepted PW but now does not recognize it

Gmamal — Tue, 02 Jun 2020 19:44:34 GMT

Upgrade

bkeen629 — Tue, 04 Feb 2020 02:19:28 GMT

Can I buy the standard TurboTax and then upgrade to TurboTax Live if i decide I need to extra help?

1099C

bayensdamon — Mon, 03 Feb 2020 19:35:16 GMT

the software keep trying to get information on a 1099C. I did not enter a 1099C and I have gone back to income four time trying to fix this issue. NO LUCK! any help?

What's a Support ID and how do I get one?

TurboTax Help — Tue, 18 Jan 2022 22:46:46 GMT

(For Turbotax CD/Download customers) A Support ID is a number we use to track your request for assistance. It helps us connect you with a TurboTax specialist (for product questions) or a tax expert (for tax questions) who is best suited to help with your specific issue. The Support ID can also save you time in our phone system. There are two ways to get a Support ID: Visit our Contact us page. On this page, we'll ask which TurboTax product you’re using, and then you can give a description of your issue. You'll then get a Support ID along with the phone number to call us. Write down your Support ID, as we might ask you for it when you call. If you call us directly without first visiting the Contact us page, we'll ask about your issue and then give you a Support ID. Write it down. Related Information: TurboTax Online system requirements Account Recovery Request for your TurboTax Account Which states have reciprocal agreements? What if I've been affected by a natural disaster? Can I import from my Mint account?

How do I upgrade or switch to a higher version of TurboTax Online?

TurboTax Help — Thu, 17 Mar 2022 22:45:46 GMT

You can upgrade or switch to a higher version of TurboTax after you've started your 2021 return. To upgrade your version of TurboTax: Make sure you’re signed into TurboTax and have opened your return. If you don't see this option, select Upgrade from the menu. If you don’t see the menu, select the menu icon from the toolbar. Select the version you'd like to upgrade to. We'll prompt you to pay if you want to print or e-file your taxes. You can also prepay at any time: Select File from the menu. (Don’t worry, you don’t have to file taxes—this just gets you to the payment section.) Select Start or Revisit next to Review your order. You’ll see a summary of your order. Select View payment options. Keep going until you see How would you like to pay for TurboTax? On that screen, select Pay with Credit Card. Enter your credit card information and select Continue. Once you’ve paid you can go to Tax Home to access your upgraded features. If you only need your adjusted gross income (AGI), we can help with that. The IRS also provides transcripts and copies of past tax returns. How do I upgrade to Full Service? Make sure you’re signed into TurboTax and have opened your return. Select Do my taxes for me. If you don't see this option, select Upgrade from the menu. If you don’t see the menu, ...

What is My Docs™?

TurboTax Help — Wed, 19 Jan 2022 19:18:53 GMT

My DocsTM lets you store up to 5 GB of important documents, such as scanned receipts, payment confirmations, tax forms—whatever you would otherwise keep in a shoebox or filing cabinet—in one place, so you can easily access them at tax time (or anytime you need them). My DocsTM is included in all paid versions of TurboTax Online, and is available with PLUS Help & Support for Free Edition. Related Information: What is Full Audit Representation? How do I transfer last year's return into TurboTax Online? How do I get a copy of a return I filed this year in TurboTax Online? How do I get TurboTax Live? What is MAX?

Why can't I find my return in Tax Home or My Docs™?

TurboTax Help — Tue, 18 Jan 2022 23:55:34 GMT

Go here to find a prior year return and go here to find last year's AGI. The most common reason for not finding returns is signing in with the wrong User ID, which can happen if you have multiple accounts. It’s best to use the same account every year so all of your tax returns will be stored in one place. If you need to find an account, our account recovery tool can help you find your User ID or password. Other common situations include: I used a CD/Download version of TurboTax instead of TurboTax Online Your return is stored locally on your computer's hard drive. We don't store your return on our servers like we do with TurboTax Online. Look for your return on your Windows or Mac computer or request a copy from the IRS. I filed my return with H&R Block, TaxACT, or somebody else We don't have copies of returns prepared by H&R Block, TaxACT, TaxSlayer, Jackson Hewitt, Taxbrain, Liberty, or other tax preparers. Contact the company or individual who prepared your return or order a copy from the IRS. I filed another return using the same login Filing another return in the same account replaces any other tax return you filed with that account. There's no way to recover it in TurboTax Online. You'll need to order a copy from the IRS. To prevent this from happening again, create a se...

What is SmartLook™?

TurboTax Help — Thu, 13 Jan 2022 19:54:54 GMT

If you need help in TurboTax Online or our mobile app, get one-on-one help right on your screen with SmartLook™.* How does it work? When you choose SmartLook™, we'll connect you with a TurboTax specialist. You’ll see your specialist on your screen via one-way video, but they won't see you. They'll just see your TurboTax screen, and they'll draw on it to guide you and get you the answers you need. To get SmartLook™ in TurboTax Free Edition, do one of the following : Select Live Tax Advice in the upper-right corner and follow the instructions to upgrade to TurboTax Live Basic and connect with SmartLookTM Go to Upgrade in the left menu, select Get PLUS Benefits, and then select the Help icon in the upper-right corner to open the TurboTax Assistant. Type in Talk to a specialist and continue through the prompts to get connected To get SmartLook™ when you're in Deluxe, Premier or Self-Employed: Select the Help icon in the upper-right corner Type in Talk to a specialist and continue through the prompts to get connected If you're using the Android mobile app, select Get live help and enter your question If the information provided isn't helpful, select No, I still need live help Select Connect me to connect via SmartLookTM and a TurboTax specialist will connect to your screen and gui...

How do I connect with a tax expert in TurboTax Live?

TurboTax Help — Tue, 17 May 2022 19:30:59 GMT

It's easy to get help with TurboTax Live. As you prepare your taxes, you can quickly connect with one of our credentialed tax experts by selecting the Live Help icon. Select the floating Live help button. Select Connect with live help and the top of the chat window. Enter your question or topic area and Continue. Select your preferred method for connecting with a tax expert. The process is a little different if you're using the TurboTax mobile app. We've got instructions for how to connect with a tax expert on the app. SmartLook™ option When talking to an expert, you’ll have the option to get guidance right on your screen with SmartLook. You can see the live expert (they can’t see you) as they guide you by drawing on your screen and providing the answers you need to file confidently. (Available on a computer and in the TurboTax mobile app; not available when using a web browser on a mobile phone or device.) Who will answer my questions along the way? Who will review my return? You'll connect with a tax expert who knows your unique situation. Our dedicated tax experts include CPAs (certified public accountants) who have on average 10 years of experience. When are tax experts available? Our tax experts can schedule live reviews from 5 AM to 5 PM, PT, Monday–Friday. How often can...

How do I upload documents to My Docs™?

TurboTax Help — Tue, 11 Jan 2022 17:31:24 GMT

My DocsTM is available in all paid TurboTax Online products or by adding PLUS to Free Edition. Sign in to your TurboTax account. If you're already signed in, select Tax Home on the left menu Scroll down to Your tax returns & documents. Select Show and select your desired tax year Select My Docs Select Upload and select the document you want to upload Answer the questions and select Done or Upload another tax form Related Information: How do I get access to My Docs™?

How do I get access to My Docs™?

TurboTax Help — Tue, 12 Jul 2022 19:40:17 GMT

If you’re using a paid TurboTax Online product or you've added PLUS in TurboTax Free Edition, you can access My Docs™ like this: Sign in to TurboTax. Under Your tax returns & documents (select Show if you can’t see anything), you’ll find My Docs. If you don't see these options, it's either because you haven't paid yet or you're using Free Edition. My Docs™ is not covered in Free Edition. If you're using Free Edition, you can get My Docs™ by paying for the PLUS add-on. Related Information: How do I upload documents to My Docs™? What is MAX? What is My Docs™? How do I transfer last year's return into TurboTax Online?

How do I change from the standard deduction to itemized (or vice-versa)?

TurboTax Help — Tue, 04 Jan 2022 19:02:09 GMT

We automatically select the deduction that gives you the best outcome on your federal taxes. Most 2021 federal tax filers will be better off with the standard deduction versus the itemized deduction. In TurboTax, you can always switch to a different deduction. However, if you and your spouse are filing separate federal returns, both of you must take the same deduction per IRS rules. Tip: It's best to hold off on switching until after you've finished going through the Deductions & Credits section. That way you can get an accurate picture of how both deductions affect your bottom line. Also, keep in mind that switching to the other federal deduction may impact your state tax return. TurboTax Online instructions With your tax return open, select Federal from the navigation menu on the left (if you're doing this on a mobile device, you'll probably need to scroll down). Now select Deductions & Credits near the top of your screen. Proceed through the screens, answering questions as necessary. Eventually you'll come to the screen Based on what you just told us, the Standard Deduction is best for you or Based on what you just told us, itemizing deductions is best for you. On that screen, select Change my deduction. You'll get a pop-up showing how much each deduction is worth. From her...

Error: "ZIP code is invalid for electronic filing"

TurboTax Help — Tue, 27 Jul 2021 11:58:17 GMT

You may receive a message like: ZIP code is invalid for Electronic Filing. You must enter a valid ZIP code for your state. Enter a correct ZIP code in this format 'nnnnn' or 'nnnnn-nnnn' TurboTax follows the IRS guidelines for acceptable ZIP codes. If the two-letter state abbreviation doesn't match the ZIP code, you'll receive this error when attempting to e-file. Solution If you receive this error: Double-check you entered the correct two-letter state code. Make sure you've entered the ZIP code in either 5-digit or 9-digit format (for example 12345 or 12345-6789). Look up the correct ZIP code for the street address in question. If these don't help, contact us. Related Information: Error 1921: "Service 'Intuit Update Service' (IntuitUpdateService) could not be stopped..." Error 42015: Could not connect to the update site; the proxy name could not be resolved: 'http' How do I get a verification code if the email address is wrong? What if Box 9 on my W-2 is empty? Reject Code R0000-906-02: Routing Transit Number (RTN) included in the return must be present in the e-File database.

How do I switch to Forms Mode in the TurboTax for Mac software?

TurboTax Help — Tue, 25 Jan 2022 00:35:38 GMT

To switch to Forms Mode, open your return, and then select the Forms icon from the TurboTax menu (or select View, then Go to Forms). The Federal Information Worksheet will display and all the forms in your return will be listed on the left side. Simply select a form to open it. To switch back to the interview, select the EasyStep icon from the menu, or choose Go to EasyStep from the View menu. Tips In the interview, you can also view the underlying tax form by selecting Show Form at the bottom of your screen. It's OK to switch to Forms Mode if you want to look at a form or two, but constantly switching back and forth between Forms Mode and the interview has been known to cause problems and data corruption. Related Information: Why can't I find Forms Mode? What is Forms Mode? Why would I use Forms Mode? What do all the different colors in Forms Mode mean? How do I override (replace) an amount calculated by TurboTax? Related Information: What do all the different colors in Forms Mode mean? Why can't I find Forms Mode?

How do I switch to Forms Mode in the TurboTax for Windows software?

TurboTax Help — Wed, 12 Jan 2022 22:40:25 GMT

To switch to Forms Mode, open your return and select the Forms icon in the top right corner of the screen (or choose Forms from the View menu at top). The 1040 Worksheet will display, and all the forms in your return will be listed. Simply select a form to open it. To switch back to the interview, select the Step-by-Step icon in the top right corner, or choose it from the View menu. Tips In Step-by-Step mode, you can view the underlying tax form by selecting Show Relevant Form near the bottom of your screen. Not all screens will have this, only those where the input relates directly to a tax form. It's OK to switch to Forms Mode if you want to look at a form or two, but constantly toggling back and forth between Forms Mode and Step-by-Step has been known to cause problems and data corruption. Related Information: Why can't I find Forms Mode? What is Forms Mode? What do all the different colors in Forms Mode mean? Why would I use Forms Mode? How do I override (replace) an amount calculated by TurboTax?

How do I enter a wash sale on my 2021 return?

TurboTax Help — Thu, 13 Jan 2022 17:34:21 GMT

You can enter this info in the investment section of TurboTax. Select the product you’re using for the right instructions. Note: You'll need TurboTax Premier, TurboTax Live Premier, TurboTax Self-Employed, TurboTax Live Self-Employed, or any TurboTax CD/Download product to add any 1099-B forms. TurboTax Online Open or continue your return in TurboTax and search for wash sales Select the Jump to link at the top of the search results Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2021? If you land on Your investment sales summary, select Add more sales On the OK, let's start with one investment type screen, select Stock, Bonds, Mutual Funds. Then select Continue From here, you can import or manually enter your 1099-B Answer the questions about your sales. Choose to enter sales One by one when asked On the Now, enter one sale on your 1099-B screen, enter your info. Check I have other boxes on my 1099-B to enter and enter the disallowed wash sale loss in box 1g Select Continue and answer any follow-up questions TurboTax CD/Download Open or continue your return in TurboTax and search for wash sales. Select the Jump to link at the top of the search results. Answer Yes to Did you sell any investments in 2021? If you land on Here's all the investment a...

Where do I enter my 2021 Alaska Permanent Fund Dividend (Alaska PFD)?

TurboTax Help — Tue, 12 Jul 2022 19:37:37 GMT

Your 2021 Alaska Permanent Fund dividend goes in the 1099-MISC section. Here's how to get there: Open your tax return, if it isn't already open. Search for Alaska fund and select the Jump to link in the search results. Answer Yes to Did you get a 1099-MISC? (even if the answer is no) Select Add another 1099-MISC if you come to the 1099-MISC Summary screen. If you're using the Free version, this is not covered, so you'll need to follow the prompt to upgrade to Deluxe. Select who the dividend is for if you're filing jointly. Then enter: Permanent Fund Dividend Division in Who Paid You? 92-6001185 for the Payer's Federal ID Number. Enter 992 in Box 3, then select Continue. On the next screen, enter Alaska Permanent Fund Dividend as the reason and select Continue. On the Does one of these uncommon situations apply? screen, select This was an Alaska Permanent Fund dividend distribution. If you're filing jointly and your spouse received an Alaska PFD, select Yes on the following screen and repeat these steps, starting with Step 4. Your Alaska PFD gets reported on Form 1040, Schedule 1, Line 8. What about my child's Alaska PFD? A child's Alaska PFD needs to be reported, even if it was their only source of income in 2021. If your child's total income was exclusively unearned (meaning ...

Can I schedule a call with a Spanish speaker?

TurboTax Help — Thu, 20 Jan 2022 02:00:21 GMT

We have Spanish-speaking experts who can help you, but you can't schedule a call with them directly. Schedule a call, and if the expert who calls doesn't speak Spanish, ask for one, and they'll return your call as soon as possible. Related Information: Can I schedule a call with a Spanish speaker?