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wesley-pursley

Question

Chat with a rep

Forum|Forum|2 years ago
February 13, 2024
23 replies
0 views

No text available

TurboTax Online

LeticiaF1

To chat with a representative you must use TurboTax Live's chat feature. This feature is available 7 days a week, from 5 AM to 9 PM PT.

To access the chat feature:

Sign in to your TurboTax Live account.
Select Live Help on your screen.
Select Connect with live help, enter your question, and select Continue.
On the next screen, select Chat. Enter your details and select Get a chat. You will be connected with a specialist as soon as possible.
When you’re finished, close out of the chat box and select Exit chat.

If you minimize or lose your chat conversation, select Live Help to reopen your chat window and continue.

ashertony

i cant find how to chat, i need help! for 3 weeks now I cannot download NY state taxes. I have premier, I have NJ but i keep getting errors with NYS, i must have it, help. I was on the phone for an hour yesterday and then your agent disconnected me!!

mesquitebean

Employee

@ ashertony wrote:
i cant find how to chat, i need help! for 3 weeks now I cannot download NY state taxes. I have premier, I have NJ but i keep getting errors with NYS, i must have it, help. I was on the phone for an hour yesterday and then your agent disconnected me!!

Sorry you're having trouble. This is mainly a user community forum. Instead of this old thread which is less likely to be seen by the bulk of the forum, start a new thread dedicated to your issue with "New York state" in the title, and hopefully, someone familiar with the NY state return will see it. You can start a new thread under state topics by filling the form at this link:

https://ttlc.intuit.com/community/forums/postpage/board-id/204

In that form, describe your issue in full, such as what happens when you are trying to get the NY state program into your desktop software. If you already have NJ as the state software included in your product, there is an extra $40 fee to add on the NY state program.

Tfletcher57

I want to know why I have a bill of $140. If I have to pay this I’ll no longer use this service

Tfletcher57

It’s false advertising stating free filing. I’ve used for years

mesquitebean

Employee

@Tfletcher57 wrote:
It’s false advertising stating free filing. I’ve used for years

Please verify what product you ended up using. If you used Online TurboTax, log in and go to the Tax Home. In the top left corner, underneath the TurboTax logo does it say Free Edition, Deluxe, Premium, Live Basic, Live Deluxe, etc.?

Sometimes people upgrade to a higher edition because of certain items in their return, or accidentally end up in the Live product, which is more expensive since it provides a tax expert at will for help in preparing the return as well as a final review of the return by the expert. Did you end up in a Live product?

And did you have both a Federal return and a state return?

Jolean Simpson

I need help finding my refund today is the 1st I was supposed to get it in February 28

DoninGA

Employee

@Jolean Simpson wrote:

I need help finding my refund today is the 1st I was supposed to get it in February 28

What is the status of your federal tax refund on the IRS website - https://www.irs.gov/refunds

Mjlegaspi

When trying to add a 1099R the page continues to try to load. The circle continues to turn but no page.

SharonD007

Try clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer.

If you still need assistance, reply back to us.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

Tvilla

How do you change direct deposit information? I’ve followed every step given and there is just no option to edit it.

DoninGA

Employee

@Tvilla See this TurboTax support FAQ for changing direct deposit information - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/change-transferred-direct-deposit-information/L77NCbU6D_US_en_US

Briandan2611

I’m having trouble filing my state tax. I don’t now how to fix the issue:

Principle Residence address is required if not the same as tax return.

how do I fix the issue. Thank You!!!

BrittanyS

Can you clarify which state you are having issues with filing?

@Briandan2611

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Keeba4321

How do I save my documents to give to a tax expert?

BrittanyS

See the following link for steps to upload documents to your tax expert.

How do I upload my files to my tax expert

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boysaaron

Hello, where can I say that I am not being claimed as a dependent?

LindaS5247

If you are using TurboTax Desktop, you will answer a question in TurboTax right after you enter your personal information that asks "Do Any of these Apply to YOURNAME?" One of these is "Another taxpayer can claim YOURANME on their tax return." Make sure that box is not checked.

If you are using TurboTax Online you can click on "About Me" and on the screen that asks "Let's check for some other situations" make sure the box "Another Taxpayer can claim me as a dependent on their tax return" is not checked.

Your TurboTax screens will look something like this:

In TurboTax Desktop:

In TurboTax Online:

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Donisef

I need to make a revision and I can’t figure out how to do it ? I slightly overstated my paid taxes and got a letter from its

MonikaK1

If you got a letter from the IRS, any related revision to your return can be handled directly with them. Respond directly to the IRS at the address or phone number on the letter, as soon as possible. Please see the information in this help article about TurboTax Audit Support. It includes information about the typical letters that IRS sends.

If you signed up for TurboTax Audit Defense, you should have received information about TaxAudit.com and you should contact them first instead of handling it yourself, which could invalidate the terms of your membership.

@Donisef

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Cooper19

I just Paid 83 dollars for something that was not what I wanted. I wanted to file my 2023 taxes and ended up getting some stupid desktop download

DoninGA

Employee

@Cooper19 wrote:

I just Paid 83 dollars for something that was not what I wanted. I wanted to file my 2023 taxes and ended up getting some stupid desktop download

To complete and file a 2023 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2023 desktop editions

A 2023 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.