topic Tax extension in Get your taxes done using TurboTax

Tax extension

Robbin Peach — Sat, 03 Aug 2019 17:48:41 GMT

I filed for a tax extension and now need to go ahead and complete forms. How do I reach someone to have them talk me through it? Thanks

Re: Tax extension

Anonymous_ — Sat, 03 Aug 2019 17:50:59 GMT

@Robbin Peach wrote:
How do I reach someone to have them talk me through it? Thanks

For that level of service, you will probably want to consider TurboTax Live.

See https://ttlc.intuit.com/community/choosing-a-product/help/what-is-full-service-by-turbotax-live/00/27571

Re: Tax extension

xmasbaby0 — Sat, 03 Aug 2019 19:32:16 GMT

And..."Live" support is only available during the business week

You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 5 p.m. Pacific time Monday - Friday.

https://ttlc.intuit.com/questions/4124827-how-do-i-connect-with-a-tax-expert-in-turbotax-live

Re: Tax extension

VolvoGirl — Sat, 03 Aug 2019 19:34:57 GMT

Are you stuck on a specific part? You go though the questions and enter your W2s and 1099s.

Then go though the Review tab, then go though the FILE tab all the way to the very end.

Re: Tax extension

Critter — Sat, 03 Aug 2019 22:05:06 GMT

If you made a payment when you filed the extension, just make sure TurboTax ultimately gives you credit for the payment. It may populate the payment automatically for you. If it doesn't, you can enter it (or check on it) as below:

To add, change or delete a payment made with an extension request -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on
Scroll down to Estimates and Other Taxes Paid
On Other Taxes Paid, click the start or update button

On the next screen, scroll down to Payments with Extension

Once you have entered (or confirmed if pre populated) the extension payment, then before filing verify that you are getting credit for it. Look at Line 70 of your Form 1040 and verify that the Federal figure is correct. A state extension payment is entered in the same navigation steps as above.

To get the amount paid on a state extension to show up on the state return……
When you are done updating your federal return, you need to transfer the new federal information by going back through the state tab and the state return. Nothing will change until you transfer the fed info to the state again. If applicable, verify that it appears on the state return.