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December 9, 2024
Question

How can I talk to a real person? I do not see an option anywhere for help or to call. The "help" chat feature does not help or connect me to an agent.

  • December 9, 2024
  • 1 reply
  • 0 views
I always pay for the support from the tax experts. I received a letter that my state DOR is reviewing my state return and I need to provide documentation. I can't find the documentation that was submitted during the return, so I need help to get to the data. Without using the help chat feature, how can I talk to a real person?

    1 reply

    December 9, 2024

    If you pay for TurboTax Live, then use the Live option to connect with an expert by chat.  You can request that agent to call you if you would rather use the telephone than the chat.  The agent will take your number and call you by phone.

    Employee
    December 9, 2024

    I RECEIVED A LETTER FROM THE IRS/STATE

     

     

    TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.

     

    (what the letters from the IRS mean)

    I GOT A LETTER FROM THE IRS   

    https://ttlc.intuit.com/questions/3605673-i-got-a-letter-or-notice-from-the-irs

     

     

    I AM BEING AUDITED

    If you purchased Audit Defense:

    https://ttlc.intuit.com/questions/2924451-i-bought-max-or-audit-defense-and-now-i-m-being-audited

     

    AUDIT SUPPORT

     

    TurboTax has a special phone number for help with IRS/state tax letters, which will be easier than going through regular Customer Support.   At the page below, click on the blue button that says "Get Help from TurboTax Support".  Then it will ask you what tax year is your letter.  Then it will ask you what the letter concerns. Then it will show you the phone number during posted business hours.

    https://support.turbotax.intuit.com/irs-notice/audit-support/

     

     

     

      You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.

     

    Start a 2024 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.

     

    https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010

     

    Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

     

    Account Recovery

    https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

     

     

    https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

     

    Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.

     

     

    https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac

     

     

    https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=lro5b507

     

     

    You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return.

    https://www.irs.gov/individuals/get-transcript

    https://www.irs.gov/pub/irs-pdf/f4506.pdf

     

     

     

    SAVE YOUR TAX RETURNS !

     

    EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc. 

    https://ttlc.intuit.com/questions/1900937-why-should-i-save-a-pdf-copy-of-my-return

    https://ttlc.intuit.com/questions/1899779-what-s-the-difference-between-the-tax-data-file-and-the-pdf-file

     

    https://ttlc.intuit.com/questions/1912466-how-do-i-save-my-return-as-a-pdf-in-the-turbotax-software-for-windows

     

     

    NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.

     

     

     

    **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.**