All TurboTax Help posts

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

Re: How to update TurboTax manually.

Anonymous — Thu, 04 Jun 2020 19:04:25 GMT

after opening TT. there is an online tab. Click on it then click on check for updates.

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?

TurboTax for Windows: "Your configuration has been modified (prd.ini, startup)..."

TurboTax Help — Tue, 26 Oct 2021 19:46:02 GMT

You can get an error stating Your configuration has been modified (prd.ini, startup)... when installing TurboTax for Windows. Solution Run a virus scan if you haven't done so recently. If no viruses are found, try each of these steps to see if they resolve this error. Close any programs that are running. Run Windows Updates. Temporarily disconnect from the Internet. Temporarily disable virus-protection and other security software. Install TurboTax again. You can also try installing in Selective Startup mode. Related Information: Start Windows in Selective Startup Mode Using Windows Update to keep your system up-to-date Install TurboTax from Your Hard Drive (Windows)

Your transmission didn't go through due to a server problem

TurboTax Help — Tue, 27 Jul 2021 09:48:56 GMT

If you're using TurboTax Online and chose to pay your TurboTax fees with your federal refund, you may experience the following error when transmitting your return: This occurs either when your account is on a billing hold or when Pay With My Refund was accidentally added twice to your shopping cart. Solution If your account is on a billing hold please log out and wait up to 24 hours for the hold to release. If you have 2 refund transfer products in your shopping cart follow the steps below. In the left menu, select Tax Tools. In the expanded menu list, select Print Center. In the TurboTax Print Center, select Print, save or preview this year’s return. On the Like to print your return now? screen, select Pay Now. This should fix your shopping cart and take you to the shopping cart screen. You can now choose to pay for your return with a credit card or Pay With My Refund. Once you've paid, you'll be able to transmit your return. Related Information: What if Transmit Returns doesn't work?

How do I upload documents to my Full Service tax expert?

TurboTax Help — Sat, 15 Jan 2022 02:52:08 GMT

After you've agreed to work with your TurboTax Live with Full Service tax expert, you can easily share the documents your tax expert needs to get started on your return. Your tax expert can't get to work until you have uploaded all of your documents and responded to any requests for information. For digital documents Sign in to TurboTax and select Documents. Select Add file, then one of the options from the dropdown menu: Import your W-2: Import your W-2 from your employer Import from your bank: Import tax documents from your bank Select files to upload: Browse your device for files to upload For physical or paper documents Sign in to the TurboTax mobile app and select Documents Select Add file, then Select files to upload Select Take Photo or Video If you already took a photo of your document, select Photo Library or Choose Files Use your device camera to snap a pic of your document. Tip: Be in a well-lit area, preferably against a dark background, and position your camera to take a photo of the entire document Related Information: How do I get my TurboTax affiliate partner discount? What is a service code? How do I schedule my review using TurboTax Live? How do I remove TurboTax Live? How do I get access to My Docs™?

What if I need my return completely reviewed?

TurboTax Help — Thu, 06 Jan 2022 20:54:13 GMT

In TurboTax Live, you have the option for a tax expert look over every line of your return and file it for you. If tax expert advice will result in a substantial impact to your tax return, IRS regulations require them to sign and file your return for you. There's no extra charge for this. Once your tax expert gets all your tax documents and information from you, it'll take a few business days to complete your return. How to start After running Complete Check, you’ll have the option to talk to a tax expert. During your conversation, the tax expert will know whether or not you would need an expert to review, sign and file on your behalf. If you qualify, the tax expert will send you a pop-up message where you can schedule your thorough review. What will happen? Meet your tax prep assistant: You’ll meet your tax prep assistant and learn more about the process, how long it'll take, and have the opportunity to ask questions. Upload additional information: You'll need to upload additional documents and provide additional information before your tax expert can begin their review. Connect with your tax expert: Your expert will reach out to complete your return. You can also contact your tax expert again in the My Expert section. Review your return: After your return is finished, you'l...

What tax information can I import from Lyft?

TurboTax Help — Tue, 18 Jan 2022 22:42:27 GMT

You can import your Lyft income and most of your expenses, including: Form 1099-NEC Form 1099-K Lyft platform fees Service fees Third party fees Express Pay fees Express Drive rental fees Tolls Your mileage won't be imported. We have instructions on how to enter your mileage in TurboTax under How to enter your expenses from your Lyft Tax Summary. Related Information: How do I send my QuickBooks Self-Employed tax information to TurboTax? How do I import from Quicken in TurboTax CD/Download Basic, Deluxe, Premier, or Home & Business for Windows? How to create a strong password for your online TurboTax account How do I import QuickBooks data into TurboTax Business?

How do I import my tax information from Lyft?

TurboTax Help — Thu, 20 Jan 2022 19:16:06 GMT

When using TurboTax Online, you may be able to import your Lyft income (1099-NEC, 1099-K) and expenses (platform fees , service fees, third-party fees, Express Pay fees, Express Drive rental fees, and tolls) info after you’ve identified yourself as an Lyft driver. After you select importing from Lyft, we’ll ask you to enter your phone number. We'll text you a verification code that you'll enter in TurboTax to automatically import your information. During this process, we’ll only receive your Lyft income and expense information. We won’t have access to any other information. Also, Lyft won't have access to any of your tax information stored in TurboTax. Related Information: How do I send my QuickBooks Self-Employed tax information to TurboTax? How do I import QuickBooks data into TurboTax Business? How do I import from Quicken in TurboTax CD/Download Basic, Deluxe, Premier, or Home & Business for Windows? How do I enter my Lyft tax information?

What is an Expert Review and how can I schedule one?

TurboTax Help — Mon, 10 Jan 2022 21:05:52 GMT

Expert Review is a way for you to talk one-on-one with a tax expert and get advice about your return right before you file. To talk live with a tax expert: Sign in to your TurboTax Live account. Finish entering all of your data in TurboTax. As you proceed through the Review section, we'll check that all your calculations are correct, you have all the required tax forms, and there's no missing data. If your return doesn't have errors, on the A tax expert can answer any final questions before you file screen, select Yes, I have questions about my return. You'll have the opportunity to tell us about any questions or areas of concern you want to discuss with your tax expert. Select your preferred way to connect. Keep in mind that your tax expert will talk to you about your specific questions or concerns during the conversation and won't have reviewed your tax return prior to the contact. What happens during a talk live session? It's best that you sign into TurboTax before your conversation in case you want to share your screen. From there, you'll be able to see your tax expert on-screen, but they won't be able to see you. Your tax expert will introduce themselves and start a conversation about how they can help. Remember, you’re never alone with real CPAs on demand With TurboTax L...

How do I enter income from Uber or Lyft when I didn't get a Form 1099 this year?

TurboTax Help — Thu, 23 Dec 2021 01:42:20 GMT

Every year by the end of January, Uber and Lyft send out 1099s for the prior tax year that report how much you were paid. You can find what fees and expenses were taken out and the miles you drove on your annual tax summary. If you drove for Uber or Lyft, you may receive the following tax documents: 1099-NEC: You’ll get this IRS tax document if you received more than $600 in incentives or other payment. 1099-K: You’ll get this IRS tax document if you made more than $20,000 and provided at least 200 rides and/or deliveries. Tax Summary: The unofficial document from Uber and Lyft, which provides a breakdown of your annual earnings and all of your business-related expenses that may be deductible, including your online miles driven. If you didn't receive a 1099 from Uber this year, it may mean that you made less than $20,000 gross and less than 200 trips. If you don't have a Form 1099 from Uber or Lyft, TurboTax won’t be able to import your income automatically Instead, you'll manually enter your income from your Tax Summary, by following these steps: Sign in to your return and open or continue your return. Select Federal in the left menu. Select Wages & Income from the top. Select Self-Employment and Start (or Revisit if you've already entered self-employment income). Follow the ...

How do I print my federal tax forms?

TurboTax Help — Fri, 07 Jan 2022 19:37:12 GMT

If you've already filed your federal taxes, here's how you can print your federal tax forms without printing your state taxes. From Tax Home (the first screen you see after you sign in), scroll down to Your tax returns & documents. You may have to select Show to open the drop down Select 2021, and then select Add a State (you're not actually adding a state, this is just the workaround) In the left menu, select Tax Tools Underneath Tax Tools, select Print Center Then, Print, save or preview this year’s return Now check the 2021 Federal return box and choose which forms to print out Select View or print forms From the pop up, you'll be able to download and print your forms Related Information: Troubleshoot printing issues Can I print a copy of my TurboTax Online return before I file it? How do I print a single tax form in the TurboTax CD/Download software? Why can't I print out my forms? How do I print a copy of my return filed in the TurboTax CD/Download software?

Important offer details and disclosures

TurboTax Help — Tue, 12 Jul 2022 20:00:11 GMT

TurboTax offers a variety of guarantees which vary based on the product used as well as various other factors. Here's a list of guarantees, details and disclosures TurboTax offers: TurboTax Online Guarantees TurboTax Free Edition: $0 Federal + $0 State + $0 To File offer is available for simple tax returns only with TurboTax Free Edition. A simple tax return is Form 1040 only (without any additional schedules). Not all taxpayers qualify. Situations covered: W-2 income Limited interest and dividend income reported on a 1099-INT or 1099-DIV Claiming the standard deduction Earned Income Tax Credit (EIC) Child tax credits Student Loan Interest deduction 100% Accurate Calculations Guarantee: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Limitations apply. See Terms of Service for details. Maximum Refund Guarantee/Maximum Tax Savings Guarantee—or Your Money Back: If you get a larger refund or smaller tax due from another tax preparation method, we'll refund the applicable TurboTax federal and/or state purchase price paid. (TurboTax Online Free Edition customers are entitled to payment of $30.) Limitations apply. See Terms of Service for details. 100% Accurate Expert-Approved Guarantee: If you pay an IR...

Can I use TurboTax Live on my mobile phone or device?

TurboTax Help — Mon, 10 Jan 2022 22:59:31 GMT

Yes. You get all of the great features of TurboTax Live on your mobile phone or device. If you want to upgrade to TurboTax Live from a different TurboTax product (TurboTax Free Edition, Deluxe, Premier or Self-Employed), you’ll need to do that from a computer, but otherwise, when using TurboTax Live itself all features are available on your mobile phone or device. If you'd like to set up an Expert Review using the mobile app, select the Live Tax Advice button. If you're using TurboTax through a web browser, follow the instructions for using TurboTax Live on a computer. Related Information: How do I connect with a tax expert in TurboTax Live? How do I schedule my review using TurboTax Live? What is TurboTax Live?

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 schedule my review using TurboTax Live?

TurboTax Help — Fri, 14 Jan 2022 21:02:23 GMT

Important: You must be using TurboTax Live to get a review of your return by a tax expert. Review isn't available in the other versions of TurboTax Online or in TurboTax CD/Download. You'll see the option for a review as part of the normal process of filing your return. To schedule a review: Make sure you're signed into your TurboTax Live account. Open or continue to your return. Once you've entered all the information for your return and you reach the Review section, we'll ask if you want to connect with an expert to ask any final questions. We'll collect a little information from you after you make your choice. Related Information: How do I connect with a tax expert in TurboTax Live? How do I get TurboTax Live? Can I use TurboTax Live on my mobile phone or device? Related Information: How do I connect with a tax expert in TurboTax Live? What is TurboTax Live? https://ttlc.intuit.com/content/p_cg_tt_na_cas_na_article:L2w3pgrXl_GLOBAL_GLOBAL