topic Re: Chat with agent in Get your taxes done using TurboTax

Chat with agent

Halstax2020 — Mon, 23 Feb 2026 13:29:30 GMT

chat with agent on line

Re: Chat with agent

bluedeb — Fri, 03 Feb 2023 17:12:24 GMT

TurboTax’s Live chat feature is here to quickly connect you with a tax professional while you're working on your return. This feature is available daily from 5:00 AM to 5:00 PM PT.

To access the chat feature:

Sign in to your TurboTax Live account
Select Live help on your screen
On the Hello screen, select Connect Now, enter your question and select Continue
On the next screen, select Chat with us. Enter your details and select Get a chat. You will be connected with a specialist as soon as possible
When you’re finished, close out of the chat box and select Exit chat

If you minimize or lose your chat conversation, select Live help to reopen your chat window and continue.

Re: Chat with agent

allumjc — Fri, 10 Mar 2023 23:21:38 GMT

How do a change the IP PIN in turbo tax?

Re: Chat with agent

DoninGA — Fri, 10 Mar 2023 23:28:04 GMT

@allumjc wrote:

How do a change the IP PIN in turbo tax?

To enter, edit or delete a 6 digit IP PIN

Click on Federal Taxes (Personal using Home and Business)
Click on Other Tax Situations
Scroll down to Other Return Info
On Identity Protection PIN, click the start button

Or enter ip pin in the Search box located in the upper right of the program screen. Click on Jump to ip pin

Re: Chat with agent

PattiF — Fri, 10 Mar 2023 23:32:17 GMT

Here are two ways to navigate to the section to enter the 6-digit IP PIN:

Log in and open your return ("Take me to my return")
Once the return is open, then go to the Federal Taxes tab.
Subtab Other Tax Situations
Scroll down to Other Return Info.
Choose Identity Protection PIN and Start (or Revisit.)
Next screen asks: "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"

Or another way:

Open your return if not already open. ("Take me to my return.")
Once the return is open, click at the top on MY ACCOUNT, then choose TOOLS.
In the Tools window choose TOPIC SEARCH.
Enter IP PIN without quotes.
In the selection list highlight IP PIN and click GO.
Next screen asks: "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"

If you need to remove the IP PIN, select the trash icon. Then add the new IP PIN.

@allumjc

Re: Chat with agent

Moparfans — Mon, 17 Apr 2023 23:32:24 GMT

Hello I just want to let turbo tax know there is error on information being given out. For the state of California both federal and state taxes have been extended to October 16th there is no interest if you have federal taxes due and need to hold off payment until or before that date this misinformation caused me to pay now when I could of used that money for other necessities please verify your information

Re: Chat with agent

bluedeb — Tue, 18 Apr 2023 00:27:39 GMT

@Moparfans This post is about TurboTax Live Chat not about CA tax extension.

Re: Chat with agent

Mrblack1 — Tue, 15 Oct 2024 13:23:20 GMT

Hello my name is Jermaine Suggs, I tried to fill my taxes a while back an I realized I didn't complete it I need help an don't know how to get it done , I think I filled them wrong

Re: Chat with agent

Anthonycrocker22 — Sun, 19 Jan 2025 01:07:50 GMT

Should I amend my taxes after I get my tax return. I may or may not have another W-2 coming in. I can’t remember. Federal taxes was already accepted

Re: Chat with agent

xmasbaby0 — Sun, 19 Jan 2025 01:51:14 GMT

@Anthonycrocker22 If you already e-filed and the return was accepted, and then another W-2---- or another kind of tax document arrives, you will have to amend. You cannot amend until late in February when the Form 1040X becomes available.

Re: Chat with agent

kayessell — Mon, 27 Jan 2025 16:30:06 GMT

Hello?

Re: Chat with agent

xmasbaby0 — Mon, 27 Jan 2025 16:33:57 GMT

@kayessell This is not live chat. The user forum is like a message board. You need to post a complete and specific question and then wait for a reply.

Re: Chat with agent

brownzoo — Wed, 29 Jan 2025 21:31:35 GMT

Hi, I use TurboTax every year but in the past years, I’ve bought the home & business edition because I receive a difficulty of care payment from the state. Can I do that if I buy the deluxe federal & state edition?

thank you

Rebecca

Re: Chat with agent

LindaS5247 — Wed, 29 Jan 2025 23:51:16 GMT

You can enter difficulty of care payments using TurboTax Deluxe.

After you enter your Form W-2 you will select "continue". The next screen you will get is "Let's Check for Uncommon Situations." ‌You can scroll down and select the box "Nontaxable Medicaid waiver payments that qualify as difficulty of care payments".

It will look like this:

Re: Chat with agent

Edwardstaxes — Fri, 31 Jan 2025 06:36:30 GMT

Hello I am needing help, I am separated and need to file my taxes, it requires my wife info I don't have it not acces to it

How can I file

Re: Chat with agent

RobertB4444 — Fri, 31 Jan 2025 16:24:15 GMT

Filing Married-Filing-Separately does require your spouse's social security number.

If you have checked your TurboTax account as well as all your prior year tax returns then the only way to file is to enter all of the information about your spouse and nine zeros as their social security number.

Then you do your tax es just as you would otherwise. When you come to the end you will have to print and mail the tax return to the IRS instead of e-filing. That will significantly delay any refund that you may receive. But it will get the return filed.

@Edwardstaxes

Re: Chat with agent

Marcopatt82 — Sun, 02 Feb 2025 21:00:48 GMT

Re: Chat with agent

MonikaK1 — Sun, 02 Feb 2025 22:20:00 GMT

Are you attempting to initiate a chat with an Expert? This site is the Community where you can post questions and others may answer. If you want to have a one-on-one chat, see the instructions below:

Follow the steps below if you're already using TurboTax Live. Go here if you want to switch to TurboTax Live from a different TurboTax product.

As you prepare your taxes in TurboTax Live, you can quickly connect with one of our credentialed tax experts:

Select the floating Live help button.
Select Connect with live help at the top of the chat window.
Enter your tax question or tax topic area and select Continue.
Select your preferred method for connecting with a tax expert.

See this TurboTax help article for more information.

@Marcopatt82

Re: Chat with agent

joygirl2433 — Thu, 06 Feb 2025 20:01:21 GMT

Did I fill everything out correctly on my taxes

Re: Chat with agent

JohnB5677 — Thu, 06 Feb 2025 20:16:48 GMT

As MonikaK1 said: you can select the Live Tax Advice button on the top left of the screen.

There will be an additional charge, but you will be able to

You can speak with an expert that can view your screen and give advice
Complete a final review before you file
Have access to tax experts all year.

Otherwise, if you have a specific question you can post it to this forum.