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Tax Year Prior to 2020: I need to talk to live to someone at Turbo Tax

@Joekrazy

TurboTax does not get any information at all from the IRS after you file your tax return.  No one at TurboTax knows what the IRS is doing with your return.

 

The IRS refund site is not showing information now for 2020 refunds.  It is only showing 2021 refund information, so if you try to track a 2020 refund it will tell you there is no information.

 

There have been a lot of delays for 2020  federal refunds.  Did you mail your return or e-file?

 

If you mailed it:

 

MAILED RETURNS

 

 

 

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.

 

The IRS refund site is only showing information about 2021 refunds now so it will not show anything about your 2020 refund.

 

 

Or......

 

 

Did you e-file?  Did you click a big orange button that said “Transmit my returns now?”

 

When you e-file your federal return you will receive two emails from TurboTax.  The first one will say that your return was submitted.  The second email will tell you if your federal return was accepted or rejected.  If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.

 

Does your TT account say that your return was accepted?  Or does it say something else—like “rejected”, “printed” or “ready to mail?”  If it does not say accepted then it was not filed unless you put it in an envelope yourself and mailed it.

 

 TurboTax does not mail your tax return for you.

 

 

If your e-file was accepted:

 

 

If you chose to have your fees deducted from your federal refund:

 

Santa Barbara Tax Products Group, LLC  (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction. 

You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com 

https://ttlc.intuit.com/questions/2580357-who-provides-the-refund-processing-service

 

 

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.

 

 

TAX ADVOCATE

 

At the following IRS website, find the USA map and click on your state, and it will give you the number of your area's IRS Taxpayer Advocate.

http://www.irs.gov/uac/Contact-a-Local-Taxpayer-Advocate

 

Also see this article for more info on how the Taxpayer Advocate Service works::
http://www.irs.gov/taxtopics/tc104.html

 

**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.**
Millinger
New Member

Tax Year Prior to 2020: I need to talk to live to someone at Turbo Tax

help

Tax Year Prior to 2020: I need to talk to live to someone at Turbo Tax

@Millinger This is not live chat.  We cannot see your screen or your tax return.  If you need help then you also need to ask a complete and clear question so we know how to help.

**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.**

Tax Year Prior to 2020: I need to talk to live to someone at Turbo Tax

I filed my taxes last night on the 18th and when I got up this morning it said it didn’t go through so I fixed it and it went through today will I be charged a late fee

Tax Year Prior to 2020: I need to talk to live to someone at Turbo Tax

I filed my taxes last night on the 18th and when I got up this morning it said it didn’t go through so I fixed it and it went through today will I be charged a late fee

BillM223
Expert Alumni

Tax Year Prior to 2020: I need to talk to live to someone at Turbo Tax

As I recall, a Champ here said that if your return is rejected for e-file, you have something like three days to fix it and try again. So, if you are due a refund, I don't believe there will be any negative consequences.

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