Tax Year Prior to 2020: I want to talk to a HUMAN

[DoninGA]

@Bunieroxy1 

TurboTax support is open from 5am to 5pm Pacific time, Monday thru Friday.

See this TurboTax support FAQ on how to contact Support - https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991

Or -

Use this website to contact TurboTax support during business hours - https://support.turbotax.intuit.com/contact/

Or -

Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

Or -

Use this phone number and select TurboTax - 1-800-4-INTUIT (1-800-446-8848)

Or -

On every TurboTax web page, including this one, scroll down to the bottom of the page and click on Contact Us

[moose1934]

I downloaded turbo tax 2020 on my laptop and processed my tax return on the laptop. If I download 2021 can I transfer any info from 2020 to the 2021 ?

[VolvoGirl]

Yes.  You always can transfer fro the prior year no matter what you used the year before.  Even Mac to Windows or Online to  Desktop and vis-à-vis.

You just need the file ending in .tax2020 on the computer to transfer.   It should be in your Documents then in a Turbo Tax folder.  Start a new 2021 return and it should find any 2020 files and ask if you want to transfer it.   If you are on a different computer just copy the .tax2020 file using a flash drive.

How to transfer into Windows Desktop program

https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-fo...

How to transfer into Mac Desktop

https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-transfer-last-year-s-return-into-the-t...

[Critter-3]

If you used Turbo Tax online for 2020 just log into the same exact account.

How to Transfer into the Online version
https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-...

If you used the Desktop program last year you need the file ending in .tax2020 on your computer

How to Transfer into the Windows Desktop program
https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-fo...

How to Transfer into the Mac Desktop program
https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-transfer-last-year-s-return-into-the-t...

[Saraphina1997]

Hello, my name is Sara Harrison and I did my tax return March 14th, 2021. I never got my return of $1,789.00. I did have to pay $11.01 for something but I paid it and still did not receive my return payment I’m still waiting even in the new year of 2022, Jan. 3. Please help me receive my return

[xmasbaby0]

@Saraphina1997

Not sure what you paid $11.01 for since that is not a fee for any version of TurboTax.   

First, check your e-file status to see if your return was accepted: 

https://turbotax.intuit.com/tax-tools/efile-status-lookup/

Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.

You need your filing status, your Social Security number and the exact amount  (line 35a of your 2020 Form 1040) of your federal refund to track your Federal refund:   

https://www.irs.gov/refunds

To track your state refund:    

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

https://ttlc.intuit.com/questions/1901548-why-do-some-refunds-take-longer-than-others

If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing.

[burnspark1601]

I have not received my Turbo Tax CD-order number [PII removed]. I'll need it soon.

[MichelleLO]

You can check the status of your TurboTax order here. 

If you need additional assistance with your order, please reach out to Customer Support. 

What is the TurboTax phone number?

@burnspark1601

[davecozzy]

I can't get in my account. I got a

5071C letter last year. My house was burned to the ground when I was in Florida last year and I don't have any paperwork or information about 2020 taxes that you helped me with last year

[xmasbaby0]

@davecozzy 

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

Account recovery

https://myturbotax.intuit.com/account-recovery/

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

I HAVE TO VERIFY MY IDENTITY

Sometimes the IRS chooses returns randomly to request verification of identity and sometimes there is something on the return that triggers the request.  No matter why the IRS has required you to verify your identity, you need to follow their instructions in order to receive your refund.  If you do not verify your identity you will not get your refund.

https://turbotax.intuit.com/tax-tips/security/tips-for-handling-identity-verification-requests-from-...

https://www.irs.gov/identity-theft-fraud-scams/identity-verification-for-irs-letter-recipients

To call the IRS:IRS:  800-829-1040  hours 7 AM - 7 PM local time Mon-Fri

Listen to each menu before making the selection.

First choose your language. Press 1 for English.

Then do NOT choose the first choice re: "Refund", or it will send you to an automated phone line.

Instead, press 2 for "personal income tax".

Then press 1 for "form, tax history, or payment".  

Then press 3 "for all other questions."

Then press 2 "for all other questions."  It should then transfer you to an agent.

[Bunaman]

My computer crashed last year and I cannot retrieve my 2020 return.  Your information says I didn't use turbo tax.  I have used the program since it came out. 

[DoninGA]

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@Bunaman wrote:

My computer crashed last year and I cannot retrieve my 2020 return.  Your information says I didn't use turbo tax.  I have used the program since it came out. 

---

You have to sign onto your online account using the exact same User ID you used to create the online account.

Close all TurboTax windows on your web browser (including this one).  Copy and paste the account recovery website link onto a new web browser window and run the tool.

Use this TurboTax account recovery website to get a list of all the User ID's for an email address.  Run the tool against any email addresses you may have used - https://myturbotax.intuit.com/account-recovery

If none of the user ID's received will access your account, then use the option shown in blue on the account recovery website, "Try something else"

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

To access your current or prior year tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)

See this TurboTax support FAQ for accessing prior year online tax returns - https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/270...

If you still cannot access your account, you can contact TurboTax customer service/support through their contact website during business hours.

See this TurboTax support FAQ for a contact link and hours of operation - https://ttlc.intuit.com/questions/3401489

Submit your question/problem during business hours and then use the option for Call (a phone number will be provided for Call) to speak directly with a TurboTax agent -

Note:  The Call option will not be available when TurboTax Support is closed.

Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

[hchaitman]

Can my daughter use my License code to do her own tax return?

[MichelleLO]

Your TurboTax software can be downloaded on up to 5 computers that you own. For more information, please see: Can I install TurboTax on more than one computer?

@hchaitman

[Angie100100100]

I need to speak to a live person