topic What benefits come with deluxe? in Retirement tax questions

What benefits come with deluxe?

jimleowatson — Wed, 05 Feb 2020 08:16:47 GMT

Re: What benefits come with deluxe?

JohnB5677 — Wed, 05 Feb 2020 21:56:10 GMT

Included in Free Edition

Easy prep, print, and e-file
Jumpstart your taxes, snap a photo of your W-2

Everything in Free Edition, plus

Searches 350+ tax deductions and credits
Maximizes mortgage and property tax deductions
Turn donations into big deductions

Everything in Deluxe, plus

Covers stocks, bonds, ESPPs, and other investments
Auto import of investment income
Covers rental property income and tax deductions
Accurately account for gains and losses from cryptocurrency transactions

Everything in Premier, plus

Guidance for contractors, freelancers, and small business owners
Uncovers industry-specific deductions for more tax breaks
One-on-one help from self-employment specialists
File with confidence—personalized audit assessment to know it's right
Effortless expense, mileage, and job tracking with FREE QuickBooks Self-Employed

Re: What benefits come with deluxe?

ricebowl3 — Fri, 14 Feb 2020 04:24:26 GMT

How do you get access to the one-on-one help? I just called TurboTax, spent 30 minutes on the phone, and no one could figure out who is supposed to help me one-on-one.

Re: What benefits come with deluxe?

KrisD15 — Sat, 15 Feb 2020 01:53:40 GMT

When the returns are ready,but before you e-file, you will have options to use several reviews. You can also use the link below to schedule a live review:

How to get a Live review

Re: What benefits come with deluxe?

ricebowl3 — Sun, 16 Feb 2020 16:52:34 GMT

That link is from May of last year and no longer describes how the Review section of TurboTax works.

When I go through the Review section, I do not get a Looks good! It's time for a CPA or EA to review your return screen. I get three screens: (1) "Let's comb through your returns one last time with completecheck™" where I click "check my info" to continue; (2) "You're good to go!"where I click "continue" to continue; and (3) "Your final numbers," where I click "continue" to continue; and (4) a screen recommending me to upgrade from Deluxe to MAX where I can continue by either clicking "Don't add MAX" or "Add MAX benefits". When I click "Don't add MAX," it takes me to the "File" tab.

There is never any option to click "Get offline review," as the link describes.

What can I do to get a Live or Offline review?

Re: What benefits come with deluxe?

JotikaT2 — Mon, 24 Feb 2020 21:13:24 GMT

You will only see these options if you are in the Live version of the software.

If you are not in the Live version, you will see this button on the top right-hand side of your program.

When you click on Live Tax Advice, you will be given the option to upgrade to Live.

Once you select Upgrade, you will then have the option to select a Live review or Offline review.