I need to talk to a turbo tax representative

[chipwatcher]

I can't find the box my turbo tax came in and I need to reinstall it into my new computer. My last one crashed and when they transfered my stuff to the new computer some how my files for2020 are not able to be opened. 

[LinaJ2020]

To reach out to our Support team here: TurboTax contact

As it is approaching the end of tax season ( May 17), please be aware that the wait time might be longer than normal.

[Gerhard_Wagner]

I tried to file my taxes by April 15 with my turbotax for business.

The electronic submission was rejected because it claimed that I had  double W2 forms.

This was incorrect, and turbotax recommended to file by mail.

This is what I did. However, when I go to the IRS website it says my taxes have not yet been filed.

Can you help?

Gerhard Wagner  [phone number removed]

[xmasbaby0]

@Gerhard_Wagner 

MAILED RETURNS

Per the IRS:

COVID-19 Mail Processing Delays

It’s taking us longer to process mailed documents including:

• Paper tax returns, and
• All tax return related correspondence.

We are processing all mail in the order we received it.

Do not file a second tax return or call the IRS.

 It can take 3-4 weeks  (or longer since the IRS is backlogged) for anything to show up on the IRS site when you mail a tax return.  Expect at least 6-8 weeks for complete processing of a mailed return and probably longer.

If  you mail a tax return (or a payment) to the IRS, it is a good idea to use a mailing service that will track it like UPS or certified mail so you will know it was received.

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. 

TurboTax will not know anything about your mailed return, and will continue to show “Ready to Mail” on your account.  TurboTax will not know that you put your tax return in an envelope and took it to a mailbox.  TurboTax does not get updates on mailed  (or e-filed) returns.

When the IRS opens its mail and begins to process mailed returns you can check the status on the IRS site. https://www.irs.gov/refunds

State returns have to be mailed to the state.

https://ttlc.intuit.com/questions/1899433-how-do-i-track-my-state-refund

[Orange5]

We filed our Federal and State taxes with Turbo Tax 4/10/20 and have not received our refunds, I want to be sure Turbo Tax submitted correctly.  We wanted a paper check mailed to us, not direct deposit.  I went to IRS sight and they said they could not give us any information re: our return.  How can I be sure it was filed correctly and accepted?

[DoninGA]

---

@Orange5 wrote:

We filed our Federal and State taxes with Turbo Tax 4/10/20 and have not received our refunds, I want to be sure Turbo Tax submitted correctly.  We wanted a paper check mailed to us, not direct deposit.  I went to IRS sight and they said they could not give us any information re: our return.  How can I be sure it was filed correctly and accepted?

---

Did you e-file your tax return and was it accepted?
Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.

You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large Orange button labeled "Transmit my returns now".

After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.

Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.

To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product.
If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds
If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/questions/1899433-how-do-i-track-my-state-refund

After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.
See this IRS website for federal tax refund FAQ's - https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions

[Nonnie 1]

Return amount was denied because dependent problem 

[xmasbaby0]

@Nonnie 1 No one can see your tax return or any sort of information that the IRS provided to you.   TurboTax does not get any feedback or information from the IRS after you file your return.   Lots of people made mistakes on their recovery rebate credit or had mistakes of other kinds.    The IRS is cross checking the amounts of stimulus money you said you received and recalculating if you answered incorrectly.  They will send a more detailed letter in several weeks.

Did you enter  ALL of the stimulus money that you had already received correctly in the recovery rebate credit section when you prepared your 2020 return?  The IRS cross checks and if you did not enter all of the money you received, they recalculate your refund.

MY REFUND WAS LESS THAN I EXPECTED

There can be a number of reasons why your refund was less than the amount you expected. First of all, look carefully at your actual tax returns.  There is sometimes confusion about the amount of refund to expect when users misinterpret the “summary” they saw in TurboTax. The amount of your refund is on your tax return.  Federal refund is on line 34 on Form 1040  State tax forms are all different so we cannot tell you what line to look at on your state form.  BUT it is important to actually LOOK at your tax return forms yourself and see the amounts of your tax refunds and/or tax due.  A lot of confusion would be avoided by doing that.

TurboTax does not receive feedback from the IRS regarding money that was offset from your refund.  If you owed back taxes, child support, student loan debt, etc. you will receive a letter of explanation from the IRS in several weeks.  The WMR site will contain a message regarding your offset.  It is also possible that the IRS caught a mistake you made and reduced your refund. 

A possible reason for the reduction could be that the recovery rebate credit was completed incorrectly and you may have entered the amount of stimulus already received wrong, which could have reduced the refund you thought you were seeing.

 It is also possible that your state reduced your refund for debts owed in your state—if the state reduced your state refund you will receive a letter from the state.

https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts

 IRS Treasury Offset Program Call Center at 1-800-304-3107

Be aware also that your Federal refund and state refund do NOT come together.  Federal and state tax returns are processed by two completely separate entities.  There is no rule as to which one will come first,

Did you choose to have TT fees deducted from your Federal refund?  (Remember that if you did that, you also agreed to an extra refund processing fee of $39.99)

How can I see my TurboTax  fees?   

https://ttlc.intuit.com/questions/2565973-how-do-i-review-my-fees-in-turbotax-online

 https://www.irs.gov/uac/tax-refund-offsets-pay-unpaid-debts

https://ttlc.intuit.com/community/refunds/help/what-is-a-refund-offset/00/26301

Reduced Refund      https://www.irs.gov/taxtopics/tc203

 NOTE: You can contact the IRS Treasury Offset Program Call Center at 1-800-304-3107 to ask if they have an offset for you on file. TurboTax would not have that information.

https://turbotax.intuit.com/tax-tips/tax-payments/who-can-garnish-an-income-tax-refund/L7cPPzDyc

[CB1951]

i need to get my back w 2 form and file my taxes for the past 3 or 4 years i was sick

[xmasbaby0]

@CB1951 W-2's come from your employers.   TurboTax cannot get your W-2's for you.   The first thing to do is contact those employers to ask for copies of the W-2's you need.  You might need to phone, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.

https://ttlc.intuit.com/questions/2561916-how-can-i-get-a-copy-of-my-w-2

If you are not able to get them from the employers then there are some other things to try:

You can get a wage and income transcript from the IRS:  It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received.  It will not, however, show your state information. It will only show the federal information.

https://www.irs.gov/individuals/get-transcript

Pay Social Security $90 per W-2:

https://www.irs.gov/help-resources/tools-faqs/faqs-for-individuals/frequently-asked-tax-questions-an...

Online preparation and e-filing for 2018 and 2019 and 2020 is permanently closed.

To file a return for a prior tax year

 If you need to prepare a return for 2018, 2019 or 2020 you can purchase and download desktop software to do it, then print, sign,  and mail the return(s)

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

You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.

Remember to prepare your state return as well—if you live in a state that has a state income tax.

https://ttlc.intuit.com/community/state-taxes/help/how-do-i-contact-my-state-department-of-revenue/0... 

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/state received the return.

Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.

If you are getting a refund, there is not a penalty for filing past the deadline.  If you owe taxes, the interest/penalties will be calculated by the IRS based on how much you owe and when they receive your return and payment. The IRS will bill you for this; it will not be calculated by TurboTax.

If you are more behind in filing your tax returns than 2018, then be aware that it is too late to receive a refund for any tax year earlier than 2017.   Any refunds for 2017 or earlier have now been forfeited if you did not file.  But if you owe tax for those years you still have to pay---with penalties and interest.

You may need to seek local paid tax help if the chore of preparing those returns is too difficult for you.

[Br0sh0vs]

Getting set up is totally confusing.  Please help or return my money.

[VolvoGirl]

@Br0sh0vs   Where are you stuck?  Are you trying to install the desktop program?  From a CD or download?  Or trying to use the Online web version?

[Richard2212]

Thru my error I my have ordered Turbotax w/CD(Windows) and also a 2nd order for Turbotax Download(Windows). For Tax Year 2021 I only want one Turbotax (Windows) at $70.

I have downloaded using the CD activation code. I have been charge $74.90 on my Credit Card which is OK.

I don't need 2 versions of 2021 Tax Year. I have not received the CD in the mail at this time.

Thank you - please verify just one charge this 2021 Tax Year.

• Richard Smith

[xmasbaby0]

@Richard2212

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”

To call TurboTax customer support

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

Customer support is available from 5 a.m. to 5 p.m. Pacific time Monday-Friday.

[Dbab59]

Do I need to fill out a medical waiver. Also I did not receive aw2 from IHSS to file