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kvrowley
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Can a Turbo Tax live agent help advice on retirement taxes and options such as a backdoor conversion vs non deductible contributions?

Is a turbo tax agent allowed to advice on these mechanisms and does the turbo tax software have the capability to handle them?
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Can a Turbo Tax live agent help advice on retirement taxes and options such as a backdoor conversion vs non deductible contributions?

See https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm

 

Although TurboTax can handle most situations, the Live and Full Service options are primarily for the preparation of returns rather than providing tax advice prospectively.

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1 Reply

Can a Turbo Tax live agent help advice on retirement taxes and options such as a backdoor conversion vs non deductible contributions?

See https://turbotax.intuit.com/personal-taxes/online/live/how-it-works.htm

 

Although TurboTax can handle most situations, the Live and Full Service options are primarily for the preparation of returns rather than providing tax advice prospectively.

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