How can I talk to a real person? I do not see an option anywhere for help or to call. The "help" chat feature does not help or connect me to an agent.

[jerry-nierzwicki]

I always pay for the support from the tax experts. I received a letter that my state DOR is reviewing my state return and I need to provide documentation. I can't find the documentation that was submitted during the return, so I need help to get to the data. Without using the help chat feature, how can I talk to a real person?

[taxlady28]

If you pay for TurboTax Live, then use the Live option to connect with an expert by chat.  You can request that agent to call you if you would rather use the telephone than the chat.  The agent will take your number and call you by phone.

[xmasbaby0]

I RECEIVED A LETTER FROM THE IRS/STATE

TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.

(what the letters from the IRS mean)

I GOT A LETTER FROM THE IRS   

https://ttlc.intuit.com/questions/3605673-i-got-a-letter-or-notice-from-the-irs

I AM BEING AUDITED

If you purchased Audit Defense:

https://ttlc.intuit.com/questions/2924451-i-bought-max-or-audit-defense-and-now-i-m-being-audited

AUDIT SUPPORT

TurboTax has a special phone number for help with IRS/state tax letters, which will be easier than going through regular Customer Support.   At the page below, click on the blue button that says "Get Help from TurboTax Support".  Then it will ask you what tax year is your letter.  Then it will ask you what the letter concerns. Then it will show you the phone number during posted business hours.

https://support.turbotax.intuit.com/irs-notice/audit-support/

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.

Start a 2024 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/270...

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

Account Recovery

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.

https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-...

You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return.

https://www.irs.gov/individuals/get-transcript

https://www.irs.gov/pub/irs-pdf/f4506.pdf

SAVE YOUR TAX RETURNS !

EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc. 

https://ttlc.intuit.com/questions/1900937-why-should-i-save-a-pdf-copy-of-my-return

https://ttlc.intuit.com/questions/1899779-what-s-the-difference-between-the-tax-data-file-and-the-pd...

https://ttlc.intuit.com/questions/1912466-how-do-i-save-my-return-as-a-pdf-in-the-turbotax-software-... •

NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.

[Robinwiler7]

Hello

[LenaH]

Is there something that you need assistance with?

@Robinwiler7 

[Nancy Perry]

Last year, 2024  we submitted estimated taxes.  This year, we were told DO NOT PAY upon  completion of our filed

tax form.  We recently received envelopes from IRS, but they didn't have any specified amount to pay.  

Should I "trash" these envelopes????

[DaveF1006]

To clarify, was there any type of correspondence in the envelope that stated a purpose for the mailing like it's purpose?  Were there any codes that were mentioned?

[jdmercha]

Audit support is not available. I can only talk to my tax expert, who cannot help me.He can only tell me to contact audit support. TurboTax did not correctly fill out my state tax forms. A service I paid them to do correctly. 

[CatinaT1]

Here is a link for the TurboTax Audit Support Center.

Just in case, How to submit documentation for accuracy guarantee claims.

[jdmercha]

These are the links I keep getting directed too. But they are of no help at all. My state tax forms were not done correctly and I can't get in touch with anyone who can fix them.

[MarilynG1]

If you got a letter from your State that your return was incorrect, they may have made the required changes for you, and you don't need to Amend your return.  There should be contact info in the letter if you have questions. 

If the letter says you do need to Amend, here's How to Amend Your Tax Return.

@jdmercha 

[jdmercha]

Yes, I got a letter from the state, making a correction to my tax form. But even they did not properly correct it. TurboTax submitted the wrong tax form. So now you are telling me that I have to file an amended tax form to correct the mistake you made? I paid you to do my taxes, and now I have to do it myself? You are going to loose a lot of customers when I post my horrible experience all over social media.

[jdmercha]

Maybe I need to be a little bit clearer. It was the TurboTax Expert that made a mistake and submitted the wrong form. I did nothing wrong at all.

[MarilynG1]

If you used a tax preparer thru the FULL SERVICE EXPERT option,  then their contact information would be on the bottom of page 2 of Form 1040, since they are required to sign all returns they prepare.

@jdmercha 

[jdmercha]

That brings us back to the start of this conversation. My tax expert told me that he could not help me. And I should contact audit support.  But they are not reachable. So nobody there can correctly file my taxes for me?