Why does Turbotax refuse to offer a real person for customer support?

[MarilynG1]

Here's a link for Account Recovery.  If you can give more details, we'll try to help. 

@DonHu 

@fmichaela

[bryan51]

I've been having trouble with the software (online) and it's been nearly impossible to get support. I finally got to talk to a real person after about 30min on phone arguing with an AI bot and the person couldn't help the problem. She had me on hold for about 5min then hung me up. Never got a solution.

[mesquitebean]

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@ bryan51 wrote:

I've been having trouble with the software (online) and it's been nearly impossible to get support. I finally got to talk to a real person after about 30min on phone arguing with an AI bot and the person couldn't help the problem. She had me on hold for about 5min then hung me up. Never got a solution.

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Did you see the answer I left you in your other thread earlier today about how to open the return interview back up to get to the Print Center where you can download various PDFs?

https://ttlc.intuit.com/community/after-you-file/discussion/why-can-t-i-revisit-my-original-online-t...

[sunspider456]

Because they want a tax form monopoly.  All of this bull **bleep** could be resolved by the IRS directly doing this form **bleep** on line.  But in past year they lobbied and not have the IRS automate tax filing

[rocopo1]

My wife passed away 08/19/2023. TurboTax will not allow me to enter any date before 01/01/1924. 

[VolvoGirl]

Then for 2024 you need to file Single or Head of Household if you have a dependent.  

You need to start over and set up a new account for yourself and not transfer from last year.  You will have to re enter any prior carryovers and depreciation, etc. manually.

Https://ttlc.intuit.com/questions/1894512-how-do-i-start-another-return-in-turbotax-online 

TurboTax will not allow you to remove the primary taxpayer on the return. And you should not try to change the order of names.  If you were listed as the spouse and want to be the primary taxpayer now or delete the primary person, you will need to start a new return by logging out and starting over with a new account and new user name and password.  You will not be able to transfer from the prior year.

[xmasbaby0]

@rocopo1 So sorry for your loss.    For the year she passed, 2023, you can file a joint tax return and use the married filing jointly standard deduction of $27,700 (+$1500 for each spouse 65 or older).   If you still have dependent children or step-children then you may file as a Qualifying Surviving Spouse and you will still get the standard deduction for a joint return.  If you do not have qualifying dependent children to claim, you will file as Single and your standard deduction will be $14,600 for 2024 + $1950 if you are 65 or older.   

https://accountants.intuit.com/support/en-us/help-article/tax-filing-status/claiming-qualified-survi...

https://blog.turbotax.intuit.com/tax-planning-2/tax-implications-for-taxpayers-who-have-lost-a-spous...

https://ttlc.intuit.com/questions/4149272-i-heard-that-the-federal-qualifying-widow-er-requirements-...

[mokragleski]

I called the 800-446-8848 number and got a real human.  The issue came when I wished to talk to a real human regarding an active TurboTax Accuracy case.  I was told the law prohibits them from talking to customers.  Odd in my opinion.  The email only for TurboTax Accuracy  is confusing and inefficient.   I have over a dozen emails from them, which all could have been solved in 1 or 2 phone calls.  In addition it takes 2 weeks to get a response.   I am curious which law prohibits them from talking to another person?   

[JunieJune]

I CALLED [phone number removed] AND DID NOT GET A LIVE PERSON, I CAN LOGIN TO MY INTUIT ACCOUNT BUT NO HELP INSTALLING TURBOTAX PREMIUM 2024.

[VolvoGirl]

@JunieJune   Premium is an Online version.  Do you mean Premier?  That is the Desktop installed program.  Have you bought the Desktop program and have the 16 digit License Code?

How to get started with the Desktop program, install and activate it
https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbo...

[d-reese]

I just tried to call twice. Call answered but they hung up immediately. 

[Ur1]

I bought a deluxe turbo tax. However I would like to file my personal taxes as well as separate taxes for the an established Family Trust with a different tax identification number. My understanding is that I need the Business Turbo Tax to get access to tax form 1041. 1) Can I upgrade online my current deluxe turbo tax to install the Business Turbo Tax instead or should I go to the store to exchange it?  2) Can I use the Business Turbo Tax to complete 2 separate tax filings with 2 different tax id numbers?  3) Is it possible to talk to a live person?  It is very frustrating to get in touch with a live person. Why, do TurboTax make it so difficult? I have been a customer for about 15 years. Does this mean anything to TurboTax?

Thank you!              

[SusanY1]

You will need both Business TurboTax and Deluxe (or some other personal version) to prepare Form 1041 as well as file Form 1040 for personal taxes.  

Personal TurboTax files only Form 1040 and Business TurboTax files only Forms 1041, 1065, 1120, and 1120-S.  

To contact TurboTax, see THIS link. 

@Ur1

[Iortega100]

I dialed 0 and got one fairly quickly.  Left me with an uneasy feeling like he was trying to steal my information.  I will never use TurboTax again

[barry13]

Turbotax does have real people answering the phone - they are very helpful.  Just call their number 800-446-8848.  Select option"1" for Turbotax.  A voice prompt will ask what you need help with and ask you to spell out your name.  It will get you to a real live human being who picks up the phone quickly.  Amazingly I called on April 15th and there was zero hold time.  Be nice to them.  They apparently get yelled at a lot for no reason.