topic Can a Turbo Tax live agent help advice on retirement taxes and options such as a backdoor conversion vs non deductible contributions? in Get your taxes done using TurboTax

Can a Turbo Tax live agent help advice on retirement taxes and options such as a backdoor conversion vs non deductible contributions?

kvrowley — Tue, 10 Mar 2026 07:22:52 GMT

Is a turbo tax agent allowed to advice on these mechanisms and does the turbo tax software have the capability to handle them?

Re: Can a Turbo Tax live agent help advice on retirement taxes and options such as a backdoor conversion vs non deductible contributions?

Anonymous_ — Tue, 13 Dec 2022 15:41:26 GMT

See https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm

Although TurboTax can handle most situations, the Live and Full Service options are primarily for the preparation of returns rather than providing tax advice prospectively.