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Turbotax Assist Question

1.     I started TT2024 Assist. I have used TTPremier for years and have previous years ' data on file. Assist seems to ignore this and is requiring me to re-enter data that could be uploaded. I have considerable stock trading entries, will this be uploaded from my financial institutions as before?

 

2.     Thinking I should go back to TTPremier. How do I get out of Assist?

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1 Best answer

Accepted Solutions
LeticiaF1
Employee Tax Expert

Turbotax Assist Question

For this, you would need to talk to a specialist.  See the link below for information on how to get in contact with someone that could help you:

 

What's the TurboTax phone number?

@pdb430 

 

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3 Replies
CatinaT1
Employee Tax Expert

Turbotax Assist Question

When you started your return did you elect to transfer your information from 2023 into 2024?

 

If you want to downgrade, this FAQ will tell you how: How do I downgrade to a different TurboTax Online product?

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Turbotax Assist Question

I want to cancel online product and buy Desktop

LeticiaF1
Employee Tax Expert

Turbotax Assist Question

For this, you would need to talk to a specialist.  See the link below for information on how to get in contact with someone that could help you:

 

What's the TurboTax phone number?

@pdb430 

 

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