Do you have to pay for expert help upfront or can it be taken out of the refund?

jjwin1129 — Mon, 23 Feb 2026 11:02:43 GMT

will it be extra to file last year and this year taxes?

Re: Do you have to pay for expert help upfront or can it be taken out of the refund?

VolvoGirl — Sat, 07 Jan 2023 02:32:46 GMT

It can be taken out of your refund if the refund is big enough to cover the fees PLUS 5BE Extra $40 Refund Processing Service charge (45 in California).

You have to file 2021 separately. You have to use the Desktop program installed on a full Windows or Mac computer.

If you need to start 2021 you can buy the Desktop download here,

TurboTax 2021 Prior Year Tax Prep - File Past Years' Taxes

You will need a full Windows or Mac to install it on.

If you have a simple return and want to file for free you can fill out the forms by hand. Here are some basic forms.....

Here is the 2021 1040 return

https://www.irs.gov/pub/irs-prior/f1040--2021.pdf

or if you want bigger type use 1040SR for Seniors,

https://www.irs.gov/pub/irs-prior/f1040s--2021.pdf

2021 1040 Instructions

https://www.irs.gov/pub/irs-prior/i1040gi--2021.pdf

2021 EIC and Tax Tables

https://www.irs.gov/pub/irs-prior/i1040tt--2021.pdf

Schedules 1-3

https://www.irs.gov/pub/irs-prior/f1040s1--2021.pdf

https://www.irs.gov/pub/irs-prior/f1040s2--2021.pdf

https://www.irs.gov/pub/irs-prior/f1040s3--2021.pdf

Don’t forget your state. And you will have to print and mail your returns. So be sure to attach copies of your W2s and any 1099s that have withholding on them. You have to mail federal and state in separate envelopes because they go to different places. Get a tracking number from the post office when you mail them for proof of filing.

Then when you file for 2022 you need to enter 0 for the 2021 AGI since you are filing 2021 late.

Re: Do you have to pay for expert help upfront or can it be taken out of the refund?

fanfare — Sat, 07 Jan 2023 02:49:54 GMT

TurboTax expert help is only available through TurboTax Online, which in turn only works for the current tax year.

topic Do you have to pay for expert help upfront or can it be taken out of the refund? in Get your taxes done using TurboTax

Do you have to pay for expert help upfront or can it be taken out of the refund?

Re: Do you have to pay for expert help upfront or can it be taken out of the refund?

Re: Do you have to pay for expert help upfront or can it be taken out of the refund?