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New Member
posted Dec 9, 2024 11:49:24 AM

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.

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?

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6 Replies
Level 9
Dec 9, 2024 11:57:04 AM

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.

Level 15
Dec 9, 2024 12:56:57 PM

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/01/27010

 

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-tax-file-computer/L0XJvPaJr_US_en_US?uid=lro5b507

 

 

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-pdf-file

 

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

 

 

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

 

 

 

New Member
Feb 7, 2025 6:49:36 AM

Hello

Employee Tax Expert
Feb 7, 2025 6:54:12 AM

Is there something that you need assistance with?

 

@Robinwiler7 

New Member
Mar 11, 2025 3:22:59 PM

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????

 

Expert Alumni
Mar 11, 2025 3:36:55 PM

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?