Best TT CPA support ioption

I have TurboTax basic or 2022 downloaded from the TurboTax website onto my windows 10 computer. I made an error in my Arizona tax return by omitting one estimated tax payment I have made and failing to include a $800 tax credit for Arizona charitable contribution. The form for this is Arizona form 321. I have spent 6 hours with 3 different non-CPA TurboTax representatives who were unable to help me create an “amended” tax form, which is a different form for Arizona than the original. I think part of the problem was their unfamiliarity with Arizona taxes. In any event, I should not have gone to that source. The rep needs to understand both the TT software and the tax rules for the state of Arizona. Which paid TT support option will best help me resolve that problem.

374

Expert Alumni

Apr 15, 2023 1:03:51 PM

You cannot get access to TurboTax Live assistance or Full-Service assistance with the desktop applications. You can, however, follow these steps to start your AZ amended return in TurboTax Desktop:

Open the TurboTax CD/Download software
Under Need to File an Amended Return?, select Amend a Filed Return
Select Amend for the return you need to amend
Select Continue on the We’ll help you change (amend) your return screen
Select Yes, I’ve already filed my return
Choose the option that best applies when asked Tell us a little more about your amend situation and Continue
On the next screen, select Update next to State Return
Continue through the screens to make the necessary changes to your state return
- When you go through the state return, on the Additional Standard Deduction for Charitable Contributions, you can enter the $800 and TurboTax will create the Form 321 (as appropriate) to include with the amended return

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Best TT CPA support ioption