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Big Gnome
Returning Member

Looking for Direct Support from a Tax Pro

Hi

Last year, in 2019 we made too much money and had to recharacterize our Roth IRA to an IRA.  It looks like we have the same problem in 2020.   We recharacterized our 2019 Roth IRA last year prior to filing, but Turbo Tax is telling us we have to amend our return.  Since we will have to do this again for 2020, I would prefer someone look over this and provide steps for success so I get it right.  Can I get direct support to review our situation?

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4 Replies

Looking for Direct Support from a Tax Pro

https://ttlc.intuit.com/community/choosing-a-product/help/what-is-turbotax-live/00/27191

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Big Gnome
Returning Member

Looking for Direct Support from a Tax Pro

I already purchased Turbo Tax Deluxe CD/Download.  Do I have to purchase Turbo Tax Live separately?

 

 

PattiF
Expert Alumni

Looking for Direct Support from a Tax Pro

Yes, you do have to purchase TurboTax Live separately. This will allow a certified tax expert to look at your return on an individual basis in the areas that you request.

 

Here is a link to how to obtain TurboTax Live:

 

TurboTax Live

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Looking for Direct Support from a Tax Pro

@Big Gnome TurboTax Live is not a feature available to desktop software   --- and it seems you are using the CD/download.   You cannot add "Live" to desktop software.   You can get customer support or you can ask questions here in the user forum.

 

https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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