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What Tax Planning Services Are Offered By Intuit/Turbo Tax?

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. 

 

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3 Replies

What Tax Planning Services Are Offered By Intuit/Turbo Tax?

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.

 

 

 

 

What Tax Planning Services Are Offered By Intuit/Turbo Tax?

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

What Tax Planning Services Are Offered By Intuit/Turbo Tax?

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. 

 

https://proconnect.intuit.com/tax-practice-of-the-future/

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