All Choosing a product posts

Re: Turbotax deluxe not for free?!

DoninGA — Tue, 04 Feb 2020 23:03:36 GMT

If you purchased one of the 2019 desktop editions you could NOT have downloaded the software until and unless you entered a credit card to make the purchase on this website - https://turbotax.intuit.com/personal-taxes/cd-download/

If you are referring to the TurboTax online editions, you do NOT download anything. All the tax data is entered in the online web based software. If you complete the online return then you must go through the File section to complete and File the tax return. In Step 1 of the File section you are shown a Review of your account fees and then go to a screen where you either pay by credit card or pay with the federal tax refund. If you selected by credit card you MUST enter your credit card information to pay the TurobTax account fees, no other way.

To contact TurboTax customer service/support use their contact website during business hours. If the problem concerns any type of refund for fees, use the key words billing issues and do Not use the word Refund or you will get a phone number for tax refunds.

Use this website to contact TurboTax support during business hours - https://support.turbotax.intuit.com/contact/
Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

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 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 ...

How can I apply my Uber discount to my TurboTax account?

TurboTax Help — Wed, 19 Jan 2022 20:06:23 GMT

If you signed into TurboTax through the TurboTax website instead of through your Uber driver dashboard, you won’t see your Uber discount applied to your TurboTax account. Important: Access TurboTax from your Uber driver dashboard to get your discount applied. You can access TurboTax by selecting Tax Information in your driver dashboard. Don't go directly to the TurboTax website to access your tax return. This applies whether you're starting your tax return for the first time, continuing your tax return in TurboTax, or filing your tax return in TurboTax. By starting on your Uber driver dashboard, it ensures you'll get the Uber discount on your TurboTax return. When visiting TurboTax for the first time from your Driver Dashboard If you're accessing from the Tax Information page, select the Start for free button on the TurboTax offer banner at the top of the page. Once you’ve accessed TurboTax from your Uber driver dashboard, you'll then need to select TurboTax Self-Employed or TurboTax Self-Employed Live as the version of TurboTax to use for your tax return. If you don't already have a TurboTax account, you'll be asked to set up a user ID and password before you can start your return. If you don't think your discount has been applied to your order when you're about to finish fil...

How do I purchase my TurboTax CD/Download state program or product upgrade by phone?

TurboTax Help — Tue, 11 Jan 2022 06:42:47 GMT

You can purchase your TurboTax CD/Download upgrades (such as Basic to Deluxe) or your state program by contacting us by phone instead of paying via card in TurboTax. Select your situation below and follow the instructions. Get a state download in Windows With your return open in TurboTax, select Online from the top menu, then Download State Select We can help you here next to Having trouble with your purchase or Internet connection? Follow the on-screen instructions Upgrade TurboTax in Windows With your return open in TurboTax, select Help from the top menu, then Upgrade TurboTax Select the upgrade you want, then Upgrade Now Select We can help you here next to Having trouble with your purchase or Internet connection? Follow the on-screen instructions Get a state download in Mac Go to the TurboTax menu. Choose Download State. Follow the instructions to get your state download. Upgrade TurboTax in Mac Select the Upgrade icon from the top menu. Select the version you would like to upgrade to, and select Upgrade Now. Follow the screens to sign in and download the upgraded version. Related Information: How do I download TurboTax State for Windows? Is TurboTax Business right for me? How do I update my TurboTax account information? What is TurboTax Live?

How do I add TurboTax Live to my order

TurboTax Help — Mon, 10 Jan 2022 22:59:53 GMT

You can add TurboTax Live at different points while working on your return, but to add it now: Sign into your current account and open or continue your return. Select Upgrade on the left. Select the Live tab to select your product. You'll see your TurboTax Live price in this screen. If you have a question about your return and aren't sure if it requires the help of a tax expert, enter your question in the Search box and we’ll let you know if you need a tax expert.

Why am I being charged $39?

TurboTax Help — Tue, 01 Mar 2022 02:27:53 GMT

If you see a charge for $39, you probably paid for a state return or chose Pay With Your Refund. To see your order details follow these steps: Sign in to TurboTax Select Your tax returns & documents, located at the bottom of the screen on the Tax Home page Select the 2021 tax year section and then select View order details to get your order number You can also look through your email inbox for an order confirmation email with the subject line Your Order Confirmation. This will contain your order details, including what you paid. Related Information: How do I review my fees in TurboTax Online? Can I downgrade to a lower-priced version of TurboTax Online? How do I delete my state return in TurboTax Online? Can I remove PLUS Benefits before I pay? How do I clear and start over in TurboTax Online?

How do I remove TurboTax Live?

TurboTax Help — Mon, 10 Jan 2022 22:59:42 GMT

It depends on how you started in TurboTax. If you started in TurboTax Live You can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs. If you started in a different TurboTax product but added TurboTax Live You can remove TurboTax Live as long as you haven't used the Tax Expert feature. Here's what to do: With your tax return open, select File (if you don’t see this, select the menu or 3-line icon). Proceed through the screens until you reach the Just a few steps left... screen, then select Start or Revisit next to Step 1: Review Your Order On the Your order summary screen, select Remove TurboTax Live. If you don't see Remove or already used the Tax Expert feature You can clear your return and start over as long as you haven’t paid yet. After clearing your return, you can select the TurboTax product that best suits your needs. Keep in Mind: If you want to receive help from a tax expert, you’ll need to use TurboTax Live. Related Information: How do I clear and start over in TurboTax Online? What is Premium Services?

How do I get TurboTax Live?

TurboTax Help — Tue, 01 Feb 2022 00:02:18 GMT

TurboTax Live includes help from a tax expert when you need it, and the option for a final review of your return. There are two ways to add these benefits. 1. Start with TurboTax Live When you first start your return you can choose a TurboTax Live product: TurboTax Live Basic TurboTax Live Deluxe TurboTax Live Premier TurboTax Live Self-Employed You'll see the cost for your version of TurboTax Live when you select it. 2. Upgrade to TurboTax Live if you started with a different TurboTax product If you originally selected TurboTax Free Edition, Deluxe, Premier, or Self-Employed, you can add TurboTax Live. You can do this at different points while working on your return, but to add it now: Sign into your current account and open or continue your return. Select the Live Tax Advice button. Select Upgrade to choose Live help. You'll see your TurboTax Live price in this screen. Don't worry about paying for TurboTax Live before you speak to a tax expert. You'll pay when you file your taxes. If you have a question about your return and aren’t sure if it requires the help of a Tax Expert, enter your question in the Search box and we'll let you know if you need a tax expert. Note: TurboTax Live is available for TurboTax Online customers only. TurboTax Live isn't available in the TurboTax...

Which TurboTax do I need to file a return for an estate?

TurboTax Help — Mon, 20 Dec 2021 23:25:52 GMT

Do you need to file an income tax return for an estate (Form 1041) or an estate tax return (Form 706)? TurboTax supports the 1041, but not the 706. We'll explain the difference below, but if you're still not sure which return you need to file, refer to IRS Tax Topic 356. Estate income tax return (Form 1041: U.S. Income Tax Return for Estates and Trusts) When someone dies, their assets become the property of their estate. Assets such as savings accounts, CDs, stocks, bonds, mutual funds, and rental property may continue to generate income after their owner has passed. This income may require the filing of an estate income tax return (Form 1041) if there is: Any taxable income during the tax year, or Gross income of $600 or more, even if nontaxable, or A beneficiary who is a non-resident alien. If Form 1041 is filed, Schedule K-1s should be generated to report this income to the heirs so they can report their share of this income on their own personal tax returns. TurboTax Business handles Form 1041 and will also generate the K-1 schedules and figure out how much net income is allocated to the estate's heirs. TurboTax Business is a Windows-only software program available in CD and download formats. Estate tax return (Form 706: United States Estate and Generation-Skipping Transf...

Is there a fee to e-file my state taxes in the TurboTax CD/Download software?

TurboTax Help — Thu, 20 Jan 2022 15:22:23 GMT

Although most versions of the TurboTax Deluxe, Premier, and Home & Business CD/Download software include one free state download, there is an extra fee to e-file your state return. You can avoid this charge by printing and filing a conventional paper return. E-filing is already built into the price of the TurboTax Online State program, so we don't charge extra for that. Related Information: Is there a fee to e-file my state taxes in the TurboTax CD/Download software?

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...

Is TurboTax Self-Employed right for me?

TurboTax Help — Wed, 19 Jan 2022 00:37:26 GMT

If you run a small business as an independent contractor, freelancer, single-member LLC, or you own a farm, then TurboTax Self-Employed or TurboTax Live Self-Employed is right for you! Whether you recently began consulting, launched a new business, or have owned one for decades, TurboTax Self-Employed gives you the power to file your taxes with confidence. It covers everything for your personal return along with the forms, schedules, and guidance you need to ensure your self-employed taxes are done right the first time. You can also get tax expert or CPA advice along the way and a final review of your return before filing with TurboTax Live Self-Employed. Just like last year, we’re including a complimentary 1-year subscription to QuickBooks Self-Employed to track business expenses like mileage, phone, and supplies so you can easily import them when tax time rolls around next year. That way you can be sure you’re getting all the business credits and deductions you’re entitled to year after year. Because TurboTax Self-Employed is an online product, it also works on web-enabled mobile devices. Get started today! Related Information: What is TurboTax Self-Employed? How is being self-employed different from being an employee? Which TurboTax Online version do I need for a Schedule C...

What is TurboTax Self-Employed?

TurboTax Help — Wed, 19 Jan 2022 00:37:23 GMT

TurboTax Self-Employed and TurboTax Live Self-Employed are online products (formerly TurboTax Home & Business online) that enable independent contractors, consultants, freelancers, and other self-employed taxpayers to file Schedule C for their business, along with a 1040 for their personal taxes. Farm owners can also use TurboTax Self-Employed/TurboTax Live Self-Employed to file Schedule F with their 1040. We’ll ask you questions about your business and you’ll enter your self-employment income (including 1099-MISC, 1099-K credit/debit payments, cash and checks) and your expenses. TurboTax Self-Employed helps you get every last deduction you’re entitled to. You can also get tax expert or CPA advice along the way and a final review of your return before filing with TurboTax Live Self-Employed. Because TurboTax Self-Employed is online, it doesn’t need to be installed and works on web-enabled mobile devices for anytime, anywhere access. Related Information: Is TurboTax Self-Employed right for me? How is being self-employed different from being an employee? If I didn't get a 1099-NEC or 1099-MISC, do I still need to report the income? Even if it's less than $600? What is QuickBooks Self-Employed? What tax breaks can I get for my 1099-MISC or 1099-NEC?

Why was I double-charged or billed twice?

TurboTax Help — Tue, 11 Jan 2022 04:43:52 GMT

If you see two identical charges (down to the penny) in your online statement, one of them is probably a temporary authorization as opposed to an actual charge or debit. Although authorizations aren't charges or debits, they can reduce the available balance in your account for 24–72 hours (exact time frame depends on the individual bank or credit card issuer). You may be able to contact your bank or credit card company to dispute a duplicate authorization if you wish to remove it before the 24–72 hour drop-off period. But, keep in mind, not every bank allows disputes when the charge is still pending. If it isn’t a valid charge, it typically falls off after the pending is complete. If it doesn’t fall off, the customer could then contact their bank to dispute the charge. If you see multiple charges on your paper statement, or you're not sure what they're for, contact us. If possible, have your order or confirmation number handy. Related Information: How do I review my fees in TurboTax Online? Our TurboTax Satisfaction Guaranteed refund policy Why did my refund go down compared to last year's?

Is there a monthly fee for IDnotify coverage in MAX Benefits?

TurboTax Help — Fri, 14 Jan 2022 20:55:33 GMT

No. There’s no monthly fee for IDnotify offered in PLUS Help & Support, MAX Benefits, and Premium Services Benefits. If you suspect you’re a victim of identity theft, IDnotify will help determine if you're a victim and work with you until your case is successfully resolved. If you want additional Identity Theft protection beyond what is included in MAX Benefits, IDnotify Premier exclusively for TurboTax customers is available on a monthly, paid basis. Related Information: Who is IDnotify and what is their relationship to TurboTax? How do I get MAX? What's included in PLUS Help & Support? What is Full Identity Restoration?

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?

What is Full Identity Restoration?

TurboTax Help — Wed, 22 Dec 2021 23:26:27 GMT

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