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Level 2
posted Feb 3, 2023 9:04:47 AM

Chat with agent

chat with agent on line

1 82 36172
1 Best answer
Level 15
Feb 3, 2023 9:12:24 AM

TurboTax’s Live chat feature is here to quickly connect you with a tax professional while you're working on your return. This feature is available daily from 5:00 AM to 5:00 PM PT.

 

To access the chat feature:

  1. Sign in to your TurboTax Live account
  2. Select Live help on your screen
  3. On the Hello screen, select Connect Now, enter your question and select Continue
  4. On the next screen, select Chat with us. Enter your details and select Get a chat. You will be connected with a specialist as soon as possible
  5. When you’re finished, close out of the chat box and select Exit chat

If you minimize or lose your chat conversation, select Live help to reopen your chat window and continue.

 

 

24 Replies
Level 15
Feb 3, 2023 9:12:24 AM

TurboTax’s Live chat feature is here to quickly connect you with a tax professional while you're working on your return. This feature is available daily from 5:00 AM to 5:00 PM PT.

 

To access the chat feature:

  1. Sign in to your TurboTax Live account
  2. Select Live help on your screen
  3. On the Hello screen, select Connect Now, enter your question and select Continue
  4. On the next screen, select Chat with us. Enter your details and select Get a chat. You will be connected with a specialist as soon as possible
  5. When you’re finished, close out of the chat box and select Exit chat

If you minimize or lose your chat conversation, select Live help to reopen your chat window and continue.

 

 

New Member
Mar 10, 2023 3:21:38 PM

How do a change the IP PIN in turbo tax?

Level 15
Mar 10, 2023 3:28:04 PM


@allumjc wrote:

How do a change the IP PIN in turbo tax?


To enter, edit or delete a 6 digit IP PIN

Click on Federal Taxes (Personal using Home and Business)
Click on Other Tax Situations
Scroll down to Other Return Info
On Identity Protection PIN, click the start button

 

Or enter ip pin in the Search box located in the upper right of the program screen. Click on Jump to ip pin

Expert Alumni
Mar 10, 2023 3:32:17 PM

Here are two ways to navigate to the section to enter the 6-digit IP PIN:

 

  • Log in and open your return ("Take me to my return")
  • Once the return is open, then go to the Federal Taxes tab.
  • Subtab Other Tax Situations
  • Scroll down to Other Return Info.
  • Choose Identity Protection PIN and Start (or Revisit.)
  • Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"

Or another way:

  • Open your return if not already open.  ("Take me to my return.")
  • Once the return is open, click at the top on MY ACCOUNT, then choose TOOLS.
  • In the Tools window choose TOPIC SEARCH.
  • Enter IP PIN without quotes.
  • In the selection list highlight IP PIN and click GO.
  • Next screen asks:  "Did you or any of your dependents get an IP PIN from the IRS for this year's taxes?"

 

 

  • If you need to remove the IP PIN, select the trash icon.  Then add the new IP PIN.

@allumjc 

New Member
Apr 17, 2023 4:32:24 PM

Hello I just want to let turbo tax know there is error on information being given out. For the state of California both federal and state taxes have been extended to October 16th there is no interest if you have federal taxes due and need to hold off payment until or before that date this misinformation caused me to pay now when I could of used that money for other necessities please verify your information 

Level 15
Apr 17, 2023 5:27:39 PM

@Moparfans  This post is about TurboTax Live Chat not about CA tax extension.

New Member
Oct 15, 2024 6:23:20 AM

Hello my name is Jermaine Suggs, I tried to fill my taxes a while back an I realized I didn't complete it I need help an don't know how to get it done , I think I filled them wrong

New Member
Jan 18, 2025 5:07:50 PM

Should I amend my taxes after I get my tax return. I may or may not have another W-2 coming in. I can’t remember. Federal taxes was already accepted

Level 15
Jan 18, 2025 5:51:14 PM

@Anthonycrocker22 If you already e-filed and the return was accepted, and then another W-2----   or another kind of tax document arrives, you will have to amend.   You cannot amend until late in February when the Form 1040X becomes available.

New Member
Jan 27, 2025 8:30:06 AM

Hello?

 

Level 15
Jan 27, 2025 8:33:57 AM

@kayessell This is not live chat.    The user forum is like a message board.  You need to post a complete and specific question and then wait for a reply.

New Member
Jan 29, 2025 1:31:35 PM

Hi, I use TurboTax every year but in the past years, I’ve bought the home & business edition because I receive a difficulty of care payment from the state. Can I do that if I buy the deluxe federal & state edition?

thank you

Rebecca

Expert Alumni
Jan 29, 2025 3:51:16 PM

You can enter difficulty of care payments using TurboTax Deluxe.

 

After you enter your Form W-2 you will select "continue".  The next screen you will get is "Let's Check for Uncommon Situations." ‌You can scroll down and select the box "Nontaxable Medicaid waiver payments that qualify as difficulty of care payments".


It will look like this:

 

New Member
Jan 30, 2025 10:36:30 PM

Hello I am needing help, I am separated and need to file my taxes, it requires my wife info I don't have it not acces to it

 

How can I file

Expert Alumni
Jan 31, 2025 8:24:15 AM

Filing Married-Filing-Separately does require your spouse's social security number.  

 

If you have checked your TurboTax account as well as all your prior year tax returns then the only way to file is to enter all of the information about your spouse and nine zeros as their social security number.  

 

Then you do your tax es just as you would otherwise.  When you come to the end you will have to print and mail the tax return to the IRS instead of e-filing.  That will significantly delay any refund that you may receive.  But it will get the return filed.

 

@Edwardstaxes 

New Member
Feb 2, 2025 1:00:48 PM

Hi

Expert Alumni
Feb 2, 2025 2:20:00 PM

Are you attempting to initiate a chat with an Expert? This site is the Community where you can post questions and others may answer. If you want to have a one-on-one chat, see the instructions below:

 

Follow the steps below if you're already using TurboTax Live. Go here if you want to switch to TurboTax Live from a different TurboTax product.

 

As you prepare your taxes in TurboTax Live, you can quickly connect with one of our credentialed tax experts:

 

  1. Select the floating Live help button.
  2. Select Connect with live help at the top of the chat window.
  3. Enter your tax question or tax topic area and select Continue.
  4. Select your preferred method for connecting with a tax expert.

See this TurboTax help article for more information.

 

@Marcopatt82 

New Member
Feb 6, 2025 12:01:21 PM

Did I fill everything out correctly on my taxes

 

Expert Alumni
Feb 6, 2025 12:16:48 PM

As MonikaK1 said: you can select the Live Tax Advice button on the top left of the screen.

There will be an additional charge, but you will be able to 

 

  • You can speak with an expert that can view your screen and give advice
  • Complete a final review before you file
  • Have access to tax experts all year.

Otherwise, if you have a specific question you can post it to this forum.

New Member
Feb 6, 2025 12:36:57 PM

Hello, I need to know what's going on I til my 2021 taxes on TurboTax and I do think I follow them right i need something to help me become I so even see where I filled them on TurboTax. Im not use to doing them I had someone do it for me. But when I true to do them I didn't do the application right I guess 

Level 15
Feb 6, 2025 12:44:58 PM

@Mrblack1 When did you file your 2021 tax return?  Did you e-file it back in 2022?    Or did you file it by mail at some later time?    What does it say in your account for 2021?   Does it say "accepted?"  Or does it say something else--like "rejected," "printed," or "ready to mail?"    If it does not say accepted, it was not e-filed successfully.

 

 

If you realize now that your 2021 return was not e-filed successfully, then you will need to file it by mail.  E-filing is permanently closed for past year returns.  You will need to print the return, sign and date it in ink, and mail it in.    Get it mailed before April 15, 2025 or you will forfeit your refund.

 

New Member
Feb 6, 2025 5:00:30 PM

Turbo Deluxe downloaded WA State form today and was able to do taxes

Turbo Tax online was able to do taxes yestetday and submit without WA form. It worked but didnt do WA family credit questionnaire

 

Both taxes submitted to Fed and WA State but no State forms are printable.

 

New Member
Feb 10, 2025 8:45:04 AM

I got an email saying action required for refund advance application. What does that mean? What do I have to do?

New Member
Feb 11, 2025 2:39:59 PM

I had a withdrawal taken as a fee for taxes that where denied by IRS. And I was on home with y'all yesterday and the employee walked me thru process and requested refund 

 I received an email stating y'all will not return the payment taken out. When this wasn't the agreement I ask for . It was supposed to be one e-file was approved and it taken from refund only

 I need my withdrawal y'all made thru my bank refunded