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Level 4
posted Sep 25, 2024 4:19:04 PM

How to use the Turbo expert help functions and find out the background data table

Thank you for this expert event for 2024!

 

I was always stuck at some pages while using the TurboTax web version. 

Usually how could I get advice/help from the expert team?

 

How could I use my purchased TurboTax software to file the tax for last year?

I can not find an entrance for that function.

 

Many thanks. 

0 25 10418
24 Replies
Level 4
Sep 25, 2024 4:27:25 PM

Where can I find the teal “Expert” button at the top?

Employee Tax Expert
Sep 26, 2024 5:26:26 PM

Hello MythSaraLee,

 

Within the program there is a Live Tax Advice button in the upper right corner.  Clicking this button will connect you to the tax experts.  

 

 

This link will walk you step by step to connect to an expert:  How do I connect with a tax expert in TurboTax Live? 

 

To file a new prior-year return, you'll need to purchase and download that year's TurboTax software for PC or Mac, as TurboTax Online and the mobile app are only available for the current tax year. (Note: Returns for tax years 2019 and earlier are no longer eligible to be filed through TurboTax.)

 

To file prior year returns, you must use the TurboTax Desktop product.  You can download the prior year products here:  TurboTax 2022 Prior Year Tax Prep

 

How do I file a 2022, 2021, or 2020 tax return?  contains a video to show you how to prepare a prior year return in TurboTax Online.

Level 4
Sep 26, 2024 5:52:59 PM

Thank you so much for the links.

 

Do you have knowledge on the background data table while I was using in another state?

My expense data for tools and donating contributions, does not affect the main tax results...

Employee Tax Expert
Sep 26, 2024 6:19:32 PM

There are many reasons that expenses entered for tools and charitable contributions may not seem to make a difference on your main tax results.  If the total of your itemized deductions is less than the standard deduction, TurboTax will default to using the standard deduction.  

 

Another reason you may not be seeing a difference in your federal tax results is due to the Tax Cuts and Jobs Act (TCJA) passed in 2017 which among the changes in the Act suspended the deduction for work-related education expenses & unreimbursed employee business expenses from 2018 through 2025 for most filers.

 

Helpful links:

Standard Deduction vs. Itemized Deductions: Which Is Better? 

Standard vs Itemized Deduction Calculator 

Are Unreimbursed Employee Expenses Deductible? 

Level 15
Sep 26, 2024 6:23:50 PM

And maybe you are already getting back all that you can and more deductions and expenses won't increase it.

Level 4
Sep 26, 2024 7:17:41 PM

Thank you for this TCJA information.

 

I tried several times from 2018-2024. It was not steady.

Sometimes the system could pass the deductions. Sometimes it says "gov employee only".

 

If we could not use edu and tools deductions for this year 2024, what other terms you may help to recommend? Many thanks~~

Level 4
Sep 26, 2024 7:19:26 PM

Thank you.

 

My income is not high. The tax rates should be lower than 10% usually in the previous years...

Level 4
Oct 14, 2024 12:09:10 AM

Now I am trying to use the live help with its article "override entries".

But the app is always showing "loading" on some articles.

Usually what is the reasons? Thanks.

Level 4
Oct 14, 2024 12:18:54 AM

I have a product key for turbo Deluxe version.

Where can I input the key after opening the app on IOS? Thanks.

Level 4
Oct 15, 2024 10:38:04 AM

In the live chat, how can I speak to a real-person expert?

Usually it pops out several web articles.

Thanks. 

Level 4
Oct 15, 2024 10:44:51 AM

Could the online/remote education credits be used to qualify the "full-time student status"? Thanks.

Level 4
Oct 15, 2024 11:35:12 PM

Now we could file up to 2019 (5 years)?

While 4 years ago, the system did not allow to re-file the tax form for 2017...

Then which channel can I use to file tax year 2016 and 2017?  Thanks.

Level 4
Oct 16, 2024 2:17:58 AM

I already paid once for 2022 tax year.

But after I paid over $100 and filed the extension, the app was often down and I missed that year...

Now do I have to pay the app ($80 for basic version) again? Thank you so much.

Level 4
Oct 16, 2024 6:24:04 PM

Now I still need some tech support for the tax year 2022. I was trying to call the CS number "7276" on that product, but I could not get through.

I have some difficulties to use this app. For example, I could not get through to a real person for help. The "live chat" there only gives some article links.

Could you give an email or phone number for the CS team?

Usually which key words could I use there for a real expert "live chat"?

Many thanks.

Level 4
Oct 16, 2024 6:51:37 PM

@Loretta P  Thanks for the 2022 Turbo links.

I double checked the fine prints. It includes "federal and state" with fed free e-filing. And then it charges $25 for each state. So that will be $105 for 2022's full filling functions with e-filing, right?  

Level 15
Oct 16, 2024 6:55:30 PM

Do you need to file 2022?   It is too late to efile 2022 or any year including 2023.  So you won’t need to pay the $25 to efile state.  You have to print and mail 2023 and prior now.   

Level 4
Oct 16, 2024 7:11:29 PM

@VolvoGirl  yes, I need to file 2022.

You may read the expert's posts above with the Youtube channels. There is a $80 software listed for 2022 and recent 3 years.

Level 15
Oct 16, 2024 7:29:50 PM

Yes the 2022 Desktop Deluxe program is $80.   I was just pointing out you don’t need to pay the state $25 to efile since you can’t efile prior year returns.  So you don’t have to pay $105.   

If you need to start 2022 or prior you can buy the Desktop download here,

TurboTax 2022 Prior Year Tax Prep - File Past Years' Taxes

You will need a full Windows or Mac to install it on.

 

If you have a simple return and want to file for free you can fill out the forms by hand.  Here are some basic forms.....

 

Here is the 2022 1040 return

https://www.irs.gov/pub/irs-prior/f1040--2022.pdf

 

or if you want bigger type use 1040SR for Seniors,

https://www.irs.gov/pub/irs-prior/f1040s--2022.pdf

 

2022 1040 Instructions

https://www.irs.gov/pub/irs-prior/i1040gi--2022.pdf

 

2022 EIC and Tax Tables

https://www.irs.gov/pub/irs-prior/i1040tt--2022.pdf

 

Schedules 1-3

https://www.irs.gov/pub/irs-prior/f1040s1--2022.pdf

https://www.irs.gov/pub/irs-prior/f1040s2--2022.pdf

https://www.irs.gov/pub/irs-prior/f1040s3--2022.pdf

 

Don’t forget your state.  And you will have to print and mail your returns.  So be sure to attach copies of your W2s and any 1099s that have withholding on them.  You have to mail federal and state in separate envelopes because they go to different places.  Get a tracking number from the post office when you mail them for proof of filing.

 

Level 4
Oct 17, 2024 12:19:48 AM

@VolvoGirl  Thanks so much.

What is "a full Windows or Mac to install"? Does it have some special requirements?

Do I need to remove my 2023 version, and then re-install this 2022 version?

Could I directly input the product code into my current TurboTax shell?

Many Thanks.

Level 15
Oct 17, 2024 8:17:40 AM

Oh, if you have the 2023 Desktop program installed  you have a full computer.   You need to install the 2022 program.  No,  you can't use 2023 to do a 2022 return.  You need a separate program for each year.  You don't need to remove 2023.  You can have both 2023 and 202022 installed at the same time.  I have all my programs still installed.  

Level 4
Oct 17, 2024 3:30:04 PM

@VolvoGirl thanks.

Usually how much c-drive space does it take for each version?

The "SS Tax" and "Med" are fixed around 6% to every one, and not included in the annual tax file, right? 

Level 15
Oct 17, 2024 3:46:28 PM

I don’t know about the space.   This says 1G and maybe up to 4.5G. Are you on Windows?

https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-system-requirements/minimum-system-requirements-turbotax-windows/L8ZSsGqF1_US_en_US 

 

Don't know what you are asking about SS and Medicare?  Do you have self employment income?

 

You will pay Self Employment tax (Scheduled SE) on a Net Profit of $400 or more on Schedule C in addition to regular income tax on it.   You pay 15.3% SE tax on 92.35% of your Net Profit (If it is greater than $400).  The 15.3% self employed SE Tax is to pay both the employer part and employee part of Social Security and Medicare.  So you get social security credit for it when you retire.  

 

 

 

 

Level 4
Oct 17, 2024 10:10:55 PM

@VolvoGirl thanks for your kind help.

Yes, I am on Windows.

 

I used 1099M and Sch C. What tips/skills do we need for the Sch SE?

 

The "live chat" there only gives some article links.

Usually which key words could I use there for a real expert "live chat" or Q&A?

 

Level 15
Oct 18, 2024 8:33:06 AM

You got a 1099MISC?  What was it for?  If it was for work you should have got a 1099NEC instead of a MISC.  

 

To report your self employment income you will fill out schedule C in your personal 1040 tax return and pay SE self employment Tax. You will need to use the Online Premium version (Online is now closed for 2023) or any Desktop program but the Desktop Home & Business version will have the most help.


Turbo Tax Beginners Tax Guide for the Self Employed
https://turbotax.intuit.com/tax-tips/self-employment-taxes/beginners-tax-guide-for-the-self-employed/L2HLojrj5

 

Here is some IRS reading material……
IRS information on Self Employment
https://www.irs.gov/businesses/small-businesses-self-employed/self-employed-individuals-tax-center


Publication 334, Tax Guide for Small Business
https://www.irs.gov/pub/irs-pdf/p334.pdf


Publication 535 Business Expenses
https://www.irs.gov/pub/irs-pdf/p535.pdf

 

Do you have any expenses for Schedule C?

You pay Self Employment tax (Schedule SE) on $400 or more of net profit from self-employment in addition to any regular income tax. You pay 15.3% SE tax on 92.35% of your Net Profit greater than $400. The 15.3% self employed SE Tax is to pay both the employer part and employee part of Social Security and Medicare. So you get social security credit for it when you retire.


You may need to send in quarterly estimated payments. You must make quarterly estimated tax payments for the current tax year 2024 if both of the following apply:
- 1. You expect to owe at least $1,000 in tax for the current tax year, after subtracting your withholding and credits.

- 2. You expect your withholding and credits to be less than the smaller of:
90% of the tax to be shown on your current year’s tax return, or
100% of the tax shown on your prior year’s tax return. (Your prior year tax return must cover all 12 months.)

 

The 1040ES quarterly estimates are due April 15, June 17, Sept 16 and Jan 15, 2025. Your state will also have their own estimate forms.