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Level 2
posted Feb 26, 2024 5:32:43 PM

can i do tax return on turbotax and then have cpa review return and sign it?

can i do tax return on turbotax and then have cpa review return and sign it? if so how much does that cost?

0 11 1452
11 Replies
Level 15
Feb 26, 2024 5:37:10 PM

If you use one of the online Live versions you can have your return reviewed   (not "signed" by)   by a CPA.   That service is not provided for users of the CD/download.

 

Which software are you using?

 

https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-get-turbotax-live/00/27305

 

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

Level 2
Feb 26, 2024 5:40:30 PM

i didn't buy turbo tax yet still deciding which version to buy 

Level 15
Feb 26, 2024 5:43:19 PM

If you want one on one help from a tax expert you will need to choose one of the online Live versions.

 

 

https://turbotax.intuit.com/personal-taxes/online/

And just so you know—online prices go up in March—Pay your fee before then to lock in the discount

Level 15
Feb 26, 2024 5:43:44 PM

You would have to use one of the Online versions where you pay at the end and not buy a Desktop program.

 

Start an Online return here,

https://turbotax.intuit.com/personal-taxes/online/

 

How to get LIVE

https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-get-turbotax-live/00/27305

 

What is Full Service?

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

 

Level 2
Feb 26, 2024 6:17:54 PM

if i pay fee to lock in do i need to file now? can i complete my tax return now and pay fee but not file until april 10 in case i get corrected 1099s?

Level 15
Feb 26, 2024 6:23:04 PM

Yes you can pay early to lock in the early prices then efile later.  Just say you want to print and it will make you pay.  

Level 15
Feb 26, 2024 6:27:27 PM


@sandrawa wrote:

if i pay fee to lock in do i need to file now? can i complete my tax return now and pay fee but not file until april 10 in case i get corrected 1099s?


Paying the TurboTax online account fees does not mean that you have to file the tax return now or any time in the future.  But be aware once you pay the fee and then you decide that you made a mistake in paying the fee there is a good possibility that you will not be able to get a refund for the fee.  

Level 2
Feb 26, 2024 6:30:08 PM

thanks what do you mean by mistake in paying the fee?

can i pay the fee after buying software to lock in the rate then have the cpa review later on?

Level 15
Feb 26, 2024 6:37:12 PM


@sandrawa wrote:

thanks what do you mean by mistake in paying the fee?

can i pay the fee after buying software to lock in the rate then have the cpa review later on?


I only meant that some users have second thoughts after paying the TurboTax account fees and want to cancel their tax returns and use another service other than TurboTax because they found out it may be cheaper somewhere else.

Yes, you can pay the account fees and then have a CPA review the tax return at your convenance.

Level 2
Feb 26, 2024 7:09:25 PM

once the CPA reviews the tax return can we still make changes to it or is it final? and do we have to submit immediately after they review?

 

Also, can i purchase turbotax downloadable software from amazon and then have CPA review for a fee after using the desktop software and inputting the numbers?

Expert Alumni
Feb 28, 2024 8:07:53 AM

Please call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service