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Chat with agent

Forum|Forum|3 years ago
February 3, 2023
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chat with agent on line

TurboTax Live Deluxe Online

Best answer by bluedeb

TurboTax’s Live chat feature is here to quickly connect you with a tax professional while you're working on your return. This feature is available daily from 5:00 AM to 5:00 PM PT.

To access the chat feature:

Sign in to your TurboTax Live account
Select Live help on your screen
On the Hello screen, select Connect Now, enter your question and select Continue
On the next screen, select Chat with us. 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.

Show previous replies

Hello

Hello. If you have a question, you can ask it. This is a community board, not a live chat, so you can post your question for someone to respond to.

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T

Taypoteet

I'm wondering about my taxes I got them done last month and when I login to see where they are it tells me that there is no file of me

DawnC

Employee

Where are you logging in? Make sure you are signing into the same TurboTax Account you used to prepare and file your tax return.

How many TurboTax Accounts do I have?

How do I check my E-file status?

Where's My Refund

How do I track my state refund? @Taypoteet

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8

8087639839

hello! I just tried to file my taxes and my mom claimed me as dependent and then I claimed as independent on my taxes. I need to switch it because it’s not letting me claim my tax return. It keeps getting rejected so I’m wondering if you can help me switch on my thing so I can get it.

RachelW33

Please go back to the "My Info" section in TurboTax and check the box to indicate that "Another taxpayer can claim me as a dependent on their tax return" and then answer "Yes" to Will this person claim you on their 2024 tax return?

Once you have done this, you should be able to e-file successfully.

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P

PepsiPete1987

My mother carol hall bought your program which says 5 returns can be filed and she's filed a return for her and my dad, my brother, and me, but when she went to file mine she was charged $118

X

xmasbaby0

Employee

@PepsiPete1987 It sounds like she strayed into online TT instead of using the desktop download.

We see people get confused and they keep logging in to online software which will require them to pay at the end. You need to use the desktop software. One way to tell if you are using the right software---your tool bar. Online software has the toolbar in a black vertical column on the left side of the screen. Desktop software has the tools up on the top of your TT screen.

You appear to be posting from online software instead of the desktop CD/download software that the license code is for. If you are using online, you are using the wrong program. You need to switch to the desktop software to get what you paid for. You have to download it, update it and open it up from your own hard drive to use it.

https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

P

PepsiPete1987

Yes we used the online one. The service code doesnt work online?

K

KSchill75

I want to do my mother’s taxes but can’t seem to download a tax file for her. Program keeps defaulting to my account. Please email me a procedure for this. My email is: [email address removed]. Need to print hard copy to follow. Thank you.

X

xmasbaby0

Employee

When you use online TurboTax you get one return per fee. Each return needs its own account and user ID. If you use the same account and user ID for more than one return, the second return overwrites the first one and it is lost forever.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

J

jdstritt99

I have divorced since my 2023 tax return and need to create a new separate turbotax account

X

xmasbaby0

Employee

@jdstritt99

When your filing status changes to Single, it is best to start a new account with a new user ID. It is too difficult to delete the embedded information from a spouse if you use the same account that was used for past joint returns.

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

J

jdstritt99

I am happy to create a new account but want to use same email address as before.
Help?

H

halltim775

My tax return was sent to a green dot account I need sent to my checking account my routing number is [removed] an my account number is [phone number removed]

X

xmasbaby0

Employee

@halltim775

If you chose to have your TurboTax fees deducted from your federal refund then the banking information on the tax form is the information to send your refund to the third party bank. That bank gets your refund first from the IRS. They take out your TurboTax fees and send the rest to you---and that bank has YOUR direct deposit information.

When you choose "refund processing" TurboTax gets its fees when the IRS releases your refund. Your refund goes to the third party bank. The bank takes out your fees and then that bank sends the rest of the refund to you.

How can I see my TurboTax fees?

https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k

What is Refund Processing Service?

Santa Barbara Tax Products Group, LLC (SBTPG) is the bank that handles the Refund Processing Service when you choose to have your TurboTax fees deducted from your refund. This option also has an additional charge from the bank that processes the transaction.

You can contact them SBTPG, toll-free, at 1-877-908-7228 or go to their secure website www.sbtpg.com

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

C

Ckinard900

I am done

R

Rinka

I want to ask you about my FEDERAL refund. The website said I will get refund and It said "Ready to mail" but I never recived it. And also I checked the refund status but couldn't find it. What should I do? Also, can I have the refund directly deposited into my bank account? Thank you.

DoninGA

Employee

@Rinka If the status on the TurboTax Tax Home website indicates "Ready to mail" then that means you have to print and mail the tax return, it has not been filed.

See this TurboTax support FAQ for how to print a tax return for mailing - https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/print-mail-return-turbotax-online/L5bwuqXGy_US_en_US?uid=m9sfgjdr

OR-

You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".

After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents. Click on the Year and Click on Download/print return (PDF)

Or -

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.

This will take you back to the 2024 online tax return.