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New Member
posted Jan 9, 2024 7:46:16 AM

If I start TurboTax Assisted (the Full Service), can I get a single expert to assist me with filing in both Canada and the US?

I am a Canadian citizen and became a US permanent resident this year. I started the year working under Canadian payroll and started under the American payroll in August 2023.

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5 Replies
Level 15
Jan 9, 2024 8:00:51 AM

You can only get assistance with a US tax return when using the Live Full Service Tax Experts.

New Member
Jan 12, 2024 8:19:19 AM

Understood but would I be able to choose a Tax Expert who has knowledge of both the Canadian and U.S. tax requirements?

Level 15
Jan 12, 2024 8:32:54 AM


@jacquidetmar-gma wrote:

Understood but would I be able to choose a Tax Expert who has knowledge of both the Canadian and U.S. tax requirements?


No.  The TurboTax experts are only proficient with the US tax returns.

Level 9
Jan 12, 2024 9:31:42 AM

You can ask if there is an agent with Canada experience, but you will still only get full service for a US return.

New Member
Jan 12, 2024 2:54:27 PM

That's great. I will still get the full service package for 2023 and keep my fingers crossed. Thank you!