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). With Live Full Service, we’ll start by asking you questions about your tax situation. This can be done online, or with the help of a live tax preparation assistant. We’ll use what you tell us to match you with a tax expert who understands your unique situation, has relevant expertise, and is local to your state (where available). This tax season could be more complicated if you’re still waiting on your $1,400 stimulus check (or the first or second checks).
- Similar to the Taxpayer Assistance Center, there is at least one Taxpayer Advocate Service office in each state.
- There are a few options for you to fix this, depending on the situation.
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- This not only saves you time in the long run but will also help the IRS customer service team best assist you.
- A local expert matched to your unique situation will get your taxes done 100% right, guaranteed.
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). They have their own business and may also offer different or additional services from those offered in TurboTax Full Service. Once you’ve determined that you want or need to contact the IRS, there are a few steps you can take to make this process as smooth as possible. It’s important to keep in mind that between tax returns, stimulus payments, tax levies and other tax questions, there are many Americans who need to get hold of the IRS, likely at the same time you are. Below are a few steps you can take to efficiently contact an IRS customer service representative.
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For example, if you started in our Free Edition, but we later learn you had investment sales (not covered in Free Edition), we’ll ask you to upgrade to cover your investment sales. Prices for paid products are determined based on the product you use and the time of print or e-file and are subject to change without notice. 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.
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Yes, you may work with the same expert who prepared your tax return, when available. The Ascent is a Motley Fool service that rates and reviews essential products for your everyday money matters. We’re firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. The Ascent does not cover all offers on the market. Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team. Or…you can wait to file until the very last second?
While it would be nice to call and immediately have a representative answer your call, it’s more realistic to expect long wait times, especially during the peak of tax season. You can speak to an expert via phone, chat, or live on-screen through one-way video chat (they can’t see you). You can share your TurboTax screen with your expert so they can guide you and answer your questions.
Again, it’s best to call first to see if you qualify for this kind of help and schedule an appointment. To quickly check your refund status, you can use the IRS’s Where’s My Refund tool to help avoid an unnecessary phone call. This will show your most recent tax return with a status of either Refund Received, Refund Approved or Refund Sent. While this might seem like a tedious process, reaching an IRS customer service representative can be painless if you know the right number to dial. Keep reading to best prepare yourself for this phone call — after all, your time is important. A local expert matched to your unique situation will get your taxes done 100% right, guaranteed.
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Business-related purchases may count toward your deductions. TurboTax will calculate whether you should use itemized deductions or the Standard Deduction to lower your taxable income as much as possible. Having this information on hand will ensure a smoother conversation with the representative turbotax contact us and will help them to help you with your questions. You can explore help topics on TurboTax or filter your questions by keyword, as well as search in the community forum. If you’re using TurboTax in your mobile browser, select TurboTax Online (not the mobile app, which is a separate product).
You can discuss your questions over the phone, via live chat, or via one-way video on your screen. When you’re done preparing your taxes, you can get a tax expert to review your return to make sure it’s 100% correct.When you’re satisfied and ready to file, simply pay and e-file or print your tax return. As part of our Lifetime Guarantee, you can file with complete confidence knowing that you’ll get your maximum refund, 100% accuracy, and audit support for your return’s full 7-year lifetime.Yes. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. We do our best to make sure you start with the right product to cover your tax situation, but it’s possible that we’ll uncover something along the way that requires you to upgrade your version of TurboTax.
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 as a check. You can receive your refund by check, whether you’re printing or e-filing. Tax experts are available year-round for questions and tax advice. Depending on the service you choose, you may or may not be connected with the same tax expert who prepared your tax return. Working with the same expert year-round is dependent on the expert’s availability. We do our best to match you with the right expert based on the nature of your question.
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 option to choose an independent Intuit TurboTax Verified Pro. You may see this option after starting with Live Full Service if it’s available in your area.With Live Assisted, a team of tax experts is available to provide you with unlimited answers and advice as you do your taxes, and can review your return before you file. 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.
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. 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’ll use your location and information about your tax situation to match you with the right tax expert to handle your taxes.
To access this information, you’ll need to have your Social Security number, filing status and the expected refund amount. While this tool is helpful to understand your status, it does not explain the reasons for a delayed refund, how quickly your refund will be processed or any steps that are needed from you to address a delay. Therefore, it might still be necessary to call the https://turbo-tax.org/ IRS after checking this tool to get additional information. While the above list can seem lengthy, it’s important to note the correct phone number for your reason for calling. This not only saves you time in the long run but will also help the IRS customer service team best assist you. Your tax expert can work with you in real time and get your taxes done as soon as today.