2022 return done from CD. Need to review with Turbo Tax advisor as have in previous years.

Forum|Forum|3 years ago
March 31, 2023
2 replies
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I've done my 2022 return via Premier CD. I still see [send]"Screenshare Code" and "Send Tax File to Agent" under the Online tab.

I've been able to talk with an expert, free, every year for the last 20 years or so - used TT every one of these years. We do the big screen share every time (not just viewing in Turbo Tax). Got all these 1099's and such.... Works, never spent more than 20 -30 minutes, done for the year. Just to clear a few errors, question or 2 on something else.

Looking everywhere around Turbo Tax for how to get an agent again. Problem. Looks like TT is taking this to maybe online. You get to talk if you file online etc. "Pay only when you file" etc. If this is the only way to talk to a tax advisor like before - I need that - guess I have to go with it best as possible.

Questions:

1. How do I translate my current CD return to an online return? It looks like, to be able to talk with an TT tax advisor, my return needs to be through the online system.
2. Where then is my return stored?

3. Can you also get a pdf version of your online return, as the CD software allowed?
4. Cost? EXTRA cost? I shouldn't have to pay for TT again m.o., but whatever's [woke] fair is fair I guess.

5. Just curious: can the online filing system download a broker's 1099 like the CD?
6. Guide me please to how to connect with a TT tax advisor for my short error review and a question or two I do have for this 2022 return I just did.

#6 is everything I need, and I'm currently sitting on the CD-generated completed return (a few errors need discussing with a TT tax advisor).

This took me quite by surprise this year; it feels like an awkward step backward from here though, comparing my past years' imMENSE satisfaction with the TT provisions.

Whatever, please guide me to it. FYI, most of my errors in the return concern stock buys and sells.

Not A Product Question

M

MoniqueLO_

Please feel free to contact Customer Support so you can speak with someone who can assist you.

@j g

J

j gAuthor

Employee

I don't want to speak too soon on this transition to Live, but does/can Live import last year's return info from my computer where my last year's return (done in CD) is stored.

Because, in part, extremely important, I've got running short & long term losses, from last year still standing at well over $200,000, out of year 2001 or so, and the specifics of the data should absolutely be imported into the next year's return - presumably the Live return since I'm being forced to switch to Live to get a TT tax advisor.

TT needed to have given us CD users a warning about this cutting off advisors using the CD starting with 2023 (doing 2022 taxes). You should fix and make allowances for the extreme disruption here or frankly be liable for a negligence-disruption costing huge amounts of wasted time to people like me.

C

CarissaM

If you switch to the live, they will still import from the prior year's return as it is needed.

Please let us know if we can assist you further. @j g

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J

j gAuthor

Employee

Live "will import from the prior year's return" that was done on a CD on my desktop computer? This is important.

Please tell where to begin the switch from CD to live. Do I have to do the whole return over again in live? (I'd just finished up with the CD and few errors left for a Turbo Tax advisor.)

Do I have to pay all over again?