Having inherited an IRA I think I could use some more tax and tax implications investment planning
advice than I've needed in the past. I've used Turbo Tax for a long time and want to continue to
use it. But I'd like to have more services to make sure I'm minimizing my taxes, taking RMDs
appropriately and etc. Is this kind of service offered through Intuit? I know that I bought tax
review services with my Turbo Tax subscription. But I'm not clear how far that takes me in
relation to the services I'm seeking.
You'll need to sign in or create an account to connect with an expert.
NONE ... the TT program is a DIY situation and tax planning services are not included in the fee. Find a local tax pro and/or financial planner for income tax planning.
Since you used the LIVE feature you may be able to reach out to the preparer that did your return if you can ... may not be possible.
FAQ: What is TurboTax Live?
https://ttlc.intuit.com/community/choosing-a-product/help/what-is-turbotax-live/01/27191
FAQ: How to connect with a live tax expert
https://ttlc.intuit.com/community/expert-review/help/how-do-i-connect-with-a-tax-expert-in-turbotax-...
FAQ: How do I schedule my review using TurboTax Live?
https://ttlc.intuit.com/community/expert-review/help/how-do-i-schedule-my-review-using-turbotax-live...
If you don't want that feature, then see this to remove it and go to regular Self-Employed Edition:
FAQ: How do I remove TurboTax Live?
https://ttlc.intuit.com/community/downgrading/help/how-do-i-remove-turbotax-live/01/27312
I see that Intuit appears to partner with tax accountants.
Is there a way to find out who these partners might be
in my area? Or maybe with so much online these days
they don't need to be in my area at all.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
RK0501
Level 2
allaalla
Returning Member
fernandeze22
New Member
B1955
Level 2
snavar-01
Returning Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.