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What's included in PLUS Help & Support?

by TurboTax117 Updated 2 months ago

PLUS includes:

  • Annual Audit Defense—Audits can be random. Confidently handle an audit by the IRS with a dedicated expert who will represent you and communicate with the IRS on your behalf. TurboTax®, in partnership with TaxAudit, will take care of everything, including:
    • Developing a plan of action
    • Following up with the IRS
    • Preparing IRS documents for you
    • Representing you in all IRS meetings

Annual Audit Defense Membership Agreement

  • Full Identity Restoration—If you experience personal identity fraud, a dedicated Resolution Specialist will help save you time by taking on the responsibility of recovering your identity. If you’re filing jointly, both the primary and secondary filer and their dependents are covered. 
  • Identity Theft Monitoring—If suspicious activity related to your personal identity is detected online, you’ll be notified promptly, and a dedicated Restoration Specialist can help you quickly react to protect your identity. If you’re filing jointly, both the primary and secondary filer are monitored.
  • Identity Theft Insurance—Get reimbursed to recover stolen funds and pay for legal fees and expenses caused by identity theft. If you’re filing jointly, both the primary and secondary filer are covered.

Terms and Conditions for Full Identity Restoration and Identity Theft Monitoring Services

  • One-on-one specialist support—Get one-on-one support from a TurboTax Specialist if you have questions. Connect over video and watch as they draw on your screen to give you detailed answers so you can file with confidence.
  • Personalized tax tips—Get Smart Insights™ to maximize your refund after you file with tips about paycheck withholding, health insurance, retirement savings, and more. These insights are customized just for you based on your income and tax information.
  • Easy online amend—If you need to, you can make changes to your tax return online for up to three years after it's been filed and accepted by the IRS. We can help you amend your return for a variety of reasons, including reporting an additional or corrected tax form, adjusting reported income, and more.
  • MyDocs™—Store, access, and protect your important tax and financial documents in one convenient location. We’ll put any documents you upload into secure storage so they’re always just a few clicks away, year-round. MyDocs™ is great for documents like:
    • W-2s
    • Current and prior year returns
    • 1098–E and 1098–T
  • Included—An option to pay with your refund. We can deduct your TurboTax fees from your federal refund, and send the balance to your bank account.

When purchased between November 1, 2022–April 18, 2023, coverage lasts from the date purchased through April 30, 2024. When purchased between April 19, 2023–October 31, 2023, coverage lasts from the date purchased through October 31, 2024.

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