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Level 3
posted Feb 5, 2020 8:29:01 PM

How do I get CPA help via TurboTax?

I would like to file back taxes from 206 to 2018 plus 2019 over the next few weeks. Prior taxes were done by a CPA. I am now looking to do the taxes myself (I am new to TurboTax) with as needed help from a CPA through Turbotax. I seem to recall seeing an option to get CPA help (fee for service) but I cannot find it anymore. Can somebody show me where it is located? Thank you!

0 7 1530
7 Replies
Level 15
Feb 5, 2020 8:31:25 PM

The Live CPA help is only for current  2019 Online returns.

 

You can only buy the Desktop download for prior years.  You have to buy a separate program for each year.  They only sell the last 3 years.  You need a full Windows or Mac computer to install it on.  You can buy any version.  All the Desktop programs have the same forms.  You just get more help and guidance in the higher versions. Buy the download here   

  https://turbotax.intuit.com/personal-taxes/past-years-products/

 

You have to print and mail prior year returns.  When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return.  Don’t forget state.

 

How to file a prior year

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-prepare-a-prior-year-tax-return/00/25984

 

Returning Member
Apr 7, 2020 8:37:53 AM

I filed my taxes 4/03/2020 and need help because I have several questions after looking at some of the entries that were not explained before I filed.

Level 15
Apr 7, 2020 8:39:54 AM

Try asking here, we can probably explain it.  Might be quicker than calling in.  

Returning Member
Apr 7, 2020 8:43:11 AM

I have questions regarding my 2019 taxes that I filed with turbo tax.  How do I get expert help

Level 15
Apr 7, 2020 8:49:25 AM
Returning Member
Mar 24, 2021 1:45:40 PM

Check entry 1040/1040s charitable contributions have an unacceptable level. I do not understand this.No matter the value I put it it will not correct/accept.

Expert Alumni
Mar 25, 2021 2:22:04 PM

The charitable contribution limit for 2020 is $300 if you itemize your deductions. Maybe you are entering to much for that entry.