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Your tax expert will ask you questions and provide advice as they prepare your return and get ready to file on your behalf. You can also communicate with your tax expert via the messaging center as needed. When you access Live Help, you’ll enter some information about your question. This will help us direct you to the right expert to answer your question.

Doing your taxes

You can do this as long as you have not paid for or registered your product yet. You’ll need to sign in or create an account to connect with an expert. Yes, you may work with the same expert who prepared your tax return, when available. TurboTax Live experts have an average of 12 years of experience and our team of CPAs, tax attorneys, and other experts are always up-to-date on the latest tax laws. Get unlimited help from experts as you go, and a final expert review before you file.

Business taxes

With TurboTax Live Full Service, a local tax expert does your taxes for you, from start to finish. You will be matched with an expert who understands your unique situation and is focused on getting you the best outcome. Your dedicated expert will make sure your taxes are 100% accurate and you get your max refund, guaranteed.

Get one-on-one tax advice if you filed your 2022 taxes with TurboTax Live or TurboTax Live Full Service.

Special discount offers may not be valid for mobile in-app purchases.Your price could also change if you decide to upgrade your service level and add expert help, or if you choose to add other services like Audit Defense. With Live Full Service, you’re matched to a dedicated tax expert who will do your taxes, start to finish, and review them with you before filing. Where available, you will have the how to change turbotax product option to choose an independent Intuit TurboTax Verified Pro. With Live Assisted, you prepare your taxes at your own pace and on your own time by answering simple questions about your life and taxes. When you need help from a tax expert, just select the “Live Help” button, and we’ll connect you. You can discuss your questions over the phone, via live chat, or via one-way video on your screen.

1. They are trying to make sure you have the latest version of their software, which will help them provide better service in the future.
2. Our Live Full Service welcome call is handled by a team of specialists who are here to answer your questions about the product, help you understand next steps, and aid you in gathering all of your documents before initiating your expert match.
3. Unfortunately, once you have upgraded or added features to your TurboTax return, there is no way to downgrade or remove the extra features.
4. TurboTax is a software program that helps you prepare your taxes.

TurboTax Online Free Edition was great

You can do this by going to the TurboTax website and clicking on the Cancel My Account button. If you have an amended return, the IRS will not charge a penalty for filing it. However, if you file your original return and https://turbo-tax.org/ then amend it later, the IRS may charge a penalty for filing late. To avoid this, make sure to file your amended return as soon as possible. To downgrade TurboTax, you can use the backup option in your account settings.

Our Full Service welcome call is handled by a team of specialists who are here to answer your questions about the product, help you understand next steps, and aid you in gathering all of your documents before initiating your expert match. A Form 1040 return with limited credits is one that’s filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Our Live Full Service welcome call is handled by a team of specialists who are here to answer your questions about the product, help you understand next steps, and aid you in gathering all of your documents before initiating your expert match. We use information about your tax situation to match you with an expert who has experience with taxes like yours. During the process, they’ll also learn more about your unique situation so they can make sure your taxes are 100% correct before filing. Our tax experts are available 7 days a week from 5 AM to 9 PM PT from mid-January through the April 18 filing deadline.From mid-April through early January, they’re available Monday-Friday from 5 AM through 5 PM PT.

You would need to create a new return to go back to the original product. IMHO  there is no real advantage to the ADVANTAGE program any longer  so just buy the program from a reputable reseller for less  and cancel your advantage account. Many legitimate resellers have discounts on the program and the price usually goes down as the season continues ( cheaper in March than in December) but beware of deep discounts from unknown sources as they could have malware or worse imbedded in them … Once you have started your new return, you can click on”My returns” then “View all tax returns”  and click the small Trash Can next to the unwanted return to delete it. I called customer service and ask for help as I’m going through the same thing.

They have their own business and may also offer different or additional services from those offered in TurboTax Full Service. You can have your refund directly deposited into a free to open checking or savings account with Credit Karma Money™. Sign up when you’re ready to finish and file your taxes with TurboTax and begin using your account right away.Or, you can have your refund mailed in a check.

We will help you select the right product for you from our Pricing page. Plus, if you hit a point where another product might be better for you, we’ll give you the opportunity to change. The information you’ve already entered will transfer automatically.

Yes, if you choose a one-way video with your tax expert, you’ll be able to see them on your screen. TurboTax is a software program that helps you prepare your taxes. You can download the latest version of TurboTax from their website to prepare for this years tax season. If you are looking for free versions of this software, then there are many options out there. You can try the IRS Free File Fillable Forms and the IRS Free File Fillable Forms 2-Year Extension.

TurboTax Deluxe is a more advanced version of the standard tax software. It offers more features and has more options for those who are looking to file their taxes in a way that will maximize their refund. Have a tax expert do your taxes from start to finish, as soon as today. TurboTax free is a basic version of the software that does not include any tax preparation help. Deluxe includes all the features of TurboTax, but also includes tax prep help. They charge $200 to prepare your taxes because they are preparing them for you and doing the work that would be done by an accountant.

Our goal is to get your taxes done with as little waiting as possible. When you’re ready to start, we’re ready to take taxes off your plate. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. We’ll use your location and information about your tax situation to match you with the right tax expert to handle your taxes. If at any time you want to be matched to a new expert, you can inform your current expert and they’ll help you get reassigned.Where available, you will have the option to choose an independent Intuit TurboTax Verified Pro.

A reason you might want to clear and start over is if you think you’re in a higher-priced version of TurboTax and don’t need to be. Have a look below under Related Information for more details. Note – If you have entered a Form 1099-MISC with income shown in box 7 of the form, this would indicate to the program that you are self-employed, thereby requiring the use of the Self-Employed edition to report the income and expenses for your self-employment.

Once you have started your new return, you can select “View All Returns” from under “My Accounts & Returns”. Then delete the unwanted return by clicking the small Trash Can next to it or “Delete” under the return’s name. When you use a one-way video with your tax expert, you’ll be able to see them, but they can’t see you. To change versions of TurboTax, you will need to clear your return and start over.

You can connect with your expert in real time and get your taxes done without all the waiting and wondering. You can do everything from home, on your time, and you can have the choice to work with the same dedicated expert every year, who knows you and your taxes. The time it takes to prepare your return depends on the complexity of your taxes, your availability, seasonal peak days for tax preparation, and how busy our experts are.

We use industry accepted encryption standards for data at rest and in-transit to help ensure your information is protected. Unfortunately, there is no way to downgrade a TurboTax product once you have upgraded it. You would need to create a new return and choose a lower version. You can use any version to prepare all returns, if you start with the Standard version and then feel you would like more guidance, you can always upgrade and your information will carry over to the upgraded version. The “Advantage”  program is really just a marketing tool to capture market share before the program is available thus locking you into the TT product as most users will not try to cancel the service in a timely manner. You can speak to an expert via phone, chat or live on-screen through one-way video chat (they can’t see you).

TurboTax finds every tax deduction and credit you qualify for to boost your tax refund. 1) phone support from a dedicated number (word in the forum is you don’t get any faster service using that number) even if you remember there is a dedicated line to call ( most do not). After November 4, only 2021 tax year products are available for pre-order in TurboTax Advantage. The 2020 version will be available for purchase at TurboTax.com.

To delete your TurboTax info and start over, you need to go into the settings menu on your computer. Once in the settings menu, find where it says Account and click on that. If you are currently using the Deluxe version of TurboTax and would like to switch to the basic version, please contact us at [email protected].

If you don’t want to get started right away, you can schedule a call for a time that works best for you.When you’re ready to connect with your tax expert, you can talk to them over the phone or on a one-way video call. They’ll ask questions, get the details they need, and prepare your return. After they’ve completed your tax return, they’ll review it with you and answer any questions you may have. When you’re ready to file and pay, they’ll sign and file your taxes on your behalf. TurboTax Online offers the convenience of preparing and e-filing your tax return from virtually any computer or mobile device with Internet access.

No matter which TurboTax version you choose, rest assured—you’ll be asked simple questions and will have guidance finding every tax deduction and credit you deserve, and we guarantee 100% accurate calculations and your maximum refund. We do our best to match you with the right expert based on the nature of your question. Your tax expert will also have read-only access to your tax return so they can better understand your situation. You also have the option to share your tax documents with your tax expert, if needed. All conversations with our experts are documented in our system, so if you come back with another question, your tax expert can see what was already discussed.For a dedicated tax expert who’s matched to you based on your situation, choose Live Full Service. You can speak to your tax expert on the phone, through a live one-way video call on your screen (you can see your tax expert, but they can’t see you), or in-person with an independent Intuit TurboTax Verified Pro where available.

Their solution is for me to share my screen so they can fix the issue. They ripped me off last year by using self employed product and haven’t gotten my refund yet. TurboTax calculations are 100% accurate so your taxes will be done right, guaranteed, or we’ll pay you any IRS penalties. Either way, TurboTax calculations are 100% accurate, guaranteed. To start a new return, select “Start a New Return” from under “My Returns” in the top left corner.

You can cancel your subscription by going to the following link and clicking on Cancel Subscription. In TurboTax Online, you can erase your return and start from scratch as long as you haven’t submitted payment, deducted the TurboTax fee from your refund, or registered. I selected Deluxe and then Turbo tax automatically changed to self employed as that is that it was last year. After 9 years with this company, I can’t believe there is not a way to fix this besides starting all over??? If you’re signed in under last year’s login, once you clear and start over we’ll automatically transfer last year’s info over if you select the PLUS upgrade, Deluxe, Premier, or Self-Employed. Federal Free Edition (without PLUS) does not include the year-over-year transfer feature.

You can share your screen with your expert so they can guide you and answer your questions. Tax experts are available year-round for questions and tax advice, but you may not be connected with the specific tax expert who prepared your tax return. Our software allows you to securely upload your tax documents to our system so they’re available to your tax expert.

We do our best to match you with the right expert based on the nature of your concern and/or tax situation. All conversations with our experts are documented in our system, so if you come back with another question, your tax expert can see what was already discussed.For a dedicated tax expert matched to your unique situation, choose TurboTax Live Full Service. After starting in Live Full Service, we’ll ask you some questions to learn about your tax situation and create a personalized tax planner for you. This tax planner helps you know what docs you’ll need so you can gather them and start securely uploading them to your TurboTax account. Full Service Experts are members of the TurboTax Expert team who will file your taxes for you virtually.Intuit TurboTax Verified Pros are independent tax professionals who are vetted by TurboTax and offer the option to meet in person (where available).