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Level 2
March 30, 2021
Question

TurboTax Help Line

  • March 30, 2021
  • 10 replies
  • 49 views

I called TurboTax Helpline.  Discussed my problem with help associate.

I was asked to share my computer screen with the person, which I did.

I had TurboTax (Desktop) open on my screen. 

I was in the last phase of tax filing on “File”Tab.  Then I was asked to show my “Personal Info” tab. Reluctantly, I showed my Personal Info page which has my name. SS#, DOB, and my home address.

Is it  a reasonable question to ask me to show my Personal Info page which has nothing but Name, Address, SS#, and DOB? 

At one time, I was even asked to share my entire tax return...but later stopped.

I was also asked to provide my account info  in TurboTax.com so I could be helped. I said I never filed taxes through TurboTax.com so there is no tax records there. Not sure what info is there in TurboTax.com so I could be helped. I did not provide my account info in TurboTax.com

 

Am I in any sort of risk?  Has this happened to anyone else? Just wondering!

 

ps: I got an email from TurboTax asking me to fill out survey questions for this service. It has case ID. I did respond to survey and also stated this particular issue in comment box. 

All I wanted was additional information on tax filing date extension to May 17, 2021. For that, I had to show my Personal info screen which has our personal:vital information, was asked to share my entire tax return (later backed down), and also wanted my TurboTax.com account info! All these made me very uncomfortable.

 

 

 

 

 

 

    10 replies

    Level 15
    March 30, 2021

    Are you sure it was a legitimate number for TurboTax Support?   How did you get it?    If you did an Internet search, there's a risk of getting some unofficial support site.

    Level 2
    March 30, 2021

    I called

    eight 00 four four six 8848

    Level 15
    March 30, 2021

    The forum privacy filter won't let you post a phone number in regular format.  It recognizes the format and redacts it.    Where did you get the number?