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Level 3
posted Mar 1, 2024 3:04:50 PM

Document upload thinks that a receipt for water heater is a W2 form.

OK, please tell the programmer (or the AI) to stop guessing uploaded document types.

Just let me tell you, for example, that WaterHeaterPurchase.pdf is not a W2 form.

And KitcheRemodelReceipts.pdf is not a 1099-G.

0 6 809
6 Replies
Level 15
Mar 1, 2024 3:12:27 PM

Why are you trying to "upload" a receipt?   If you have an energy credit to enter, key in the information by hand.   There are some documents that simply cannot be "uploaded"---the technology is not always your friend.   Use your keyboard.

Level 3
Mar 1, 2024 3:17:11 PM

I am following the instructions for someone at TurboTax review my taxes. They said upload supporting documents.

Level 15
Mar 1, 2024 3:19:19 PM

You are posting from TurboTax Live.  You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time.

https://ttlc.intuit.com/questions/4124827-how-do-i-connect-with-a-tax-expert-in-turbotax-live

Level 3
Mar 1, 2024 3:37:21 PM

I purchased TurboTax Deluxe and completed my federal and state taxes on my desktop computer.

I wanted someone to review my taxes so I choose Do Personal Taxes with Expert Help. I saw a link to get assisted help with a price.  I started a chat session and was was directed to the Documents link that invited document uploads and "Receipts" is one of the document types.

At one point I selected a Continue button and it started asking me step by step questions to enter my tax information. I entered a few answers until I realized that this was the path to do taxes online which was not what I wanted to do.  Does TurboTax offer expert review of taxes already completed with TurboTax desktop?

Level 9
Mar 1, 2024 3:43:40 PM

There is no expert help with desktop.

Level 3
Mar 1, 2024 3:58:30 PM

OK, thanks for that. 😁