What Kind Of Issues Can A Turbotax Customer Service Representative Resolve
TurboTax customer service representatives can resolve most customer issues, including providing troubleshooting and technical support, assisting customers with choosing the type of tax return package best suits their financial situation, billing issues, checking on the status of a submitted tax return and assisting with things like hacked accounts or suspected identity theft.
Don’t Take Our Word For It
I was impressed by the rigorous training and onboarding and passing off to the operations team. It made me feel very secure that the people interacting with my customers were well prepared. This sets their clients up for success all along the way, and the results they produce are second to none.
Director of Customer Care
With the support of the Working Solutions team, we have been able to meet the expected levels for KPIs consistently. The collaboration, adaptability, and responsiveness have all been key factors to ensure that our needs as a client and the needs of our patients/practices are met.
Director Patient Services
For us to be successful, we need engaged partners who hold the same values that we do. Working Solutions hits all those check points. They have been extremely flexible during our relationship and are a true extension of our workforce. We value their partnership, and they are a great influence in our success.
Sr Director Global Call Centers & Operations
Working Solutions successfully supported Sabre, the travel platform used by more than a billion people around the world during times of growth and transition.
Our Editor’s Notes On Turbotax’s Phone
TurboTax is a company that sells tax preparation software, online tax preparation and other services. As one of the best-known and respected online tax preparation and software companies in the country, it isn’t surprising that TurboTax gets a lot of requests for customer support each and every day.
What Is The Customer Service Phone Number For Turbo Tax
I can give you that information below, but you appear to be using Free Edition, which does not have phone support unless upgraded to PLUS . I’ll also tell you below how you can reach a TurboTax Support agent for free using Twitter or Facebook.
Support hours are 5AM-9PM Pacific , 7 days/week
FAQ: What is the TurboTax phone number?
If you are using Free Edition, as I mentioned above, you won’t have phone support included. Here’s how to message a TurboTax Support agent directly at Twitter or Facebook during the above business hours.
What Can’t Be Resolved With A Call To Turbotax Customer Service
TurboTax customer service representatives are not tax or legal professionals and they cannot provide advice on tax matters. They cannot mediate between you and the IRS or state tax authorities. They have no control over your tax return once it has been submitted to the tax authority and they are unable to expedite a refund.
If your computer or device is incompatible with TurboTax, a customer service agent may be able to suggest a workaround, but he or she cannot be responsible for completely resolving the issue with third-party products. You may need to contact the manufacturer or use a different device with TurboTax products.
If you are working with a tax professional through TurboTax, you are likely going to need to work with that individual regarding issues that you are having with their advice. Customer service representatives are not in a position to contradict the advice provided by a tax professional.
Read Also: When Do Taxes Need To Be Filed 2022
What Is The Turbotax Phone Number
Select your product below and follow the steps to get the help you need from the right person. We’re open Monday through Friday from 5:00 AM to 5:00 PM PT.
For October 1517, we’re extending our hours to be open from 5:00 AM to 9:00 PM PT.
The above is the most efficient way for you to connect with the right person. If you still need help, you can contact us at 446-8848.
Note: If you’re using TurboTax on your mobile device’s browser, use the TurboTax Online instructions instead.
The TurboTax mobile app uses SmartLookTM technology to connect you with a support specialist. You can also opt for a callback:
How To Contact Quicken Support
Quicken has several support options to suit your needs. Before contacting support, we recommend that you check to see if you have the latest release of your Quicken product installed. Updating your software with a free patch is the fastest and easiest way to ensure that your Quicken is working properly.
Note: Quicken Support is only available for customers using currently supported products. See if your version of Quicken is currently supported.
Recommended Reading: Tax On Food In Virginia
Wait Is Turbotax Really Free
TurboTax also offers a Free Edition for anyone who is filing a simple return only.
Warning: Despite its confusing name, the TurboTax Free Edition is not always free. It puts many people on track to pay.
Are There Additional Costs For Books And Materials
Students are required to purchase course materials in all states except for New York and Tennessee, where the purchase of some materials is optional. Course materials are offered for $149 in most states and $99 in Minnesota. The printed course materials fee may be non-refundable, depending on your state requirements. See the refund policy below for more details. Note: Sales tax, if applicable, will be applied after the $149-course material fee.
You May Like: Are Hsa Contributions Pre Tax
Keep Calling And Stay Prepared
The process of calling the IRS can be daunting. You may work your way through automated systems only to be stuck on hold for hours, taking time out of your day.
But Bell says you may need to call often to reach a representative. He recommends calling early in the morning or just before the IRS phone lines close for your time zone. You may be able to avoid crowds on the phone lines by calling first thing in the morning or as the day winds down.
But whenever you call, Bell says to be prepared so you can get the help you need when you do reach an IRS agent.
âCitizens may think that once they reach the IRS, theyâve got a live person, that the agent knows about their particular case.â But Bell warns they donât have that info in front of them instantly, so itâs important to have all your information ready to answer the agentâs questions. Have a copy of your most recent return, your previous yearâs return, and any notices from the IRS handy.
In many cases, youâll need to reference information on your previous yearâs taxes to verify your identity during your conversation, such as your adjusted gross income. If your most recent tax return is still processing, and you donât have your old return nearby, youâll have wasted your time on hold because the agent wonât be able to help you, Bell warns.
What’s The Fastest Way To Get Support For Quicken
The fastest way to get help with Quicken is to use this support website! Our Support Website has hundreds of FAQs that cover almost everything to do with using Quicken. On our Support Homepage, you’ll find options to search for an answer, explore a specific topic, or watch the videos in our Quicken Video University. Or, you can search for help using the search box at the top of this page.
You can also connect with other expert Quicken users at any time in the Quicken Community.
You May Like: Boat Loan Calculator With Tax
How To Ask For A Refund
If you made less than $34,000 last year and paid to file your taxes on TurboTax, you may be able to get a refund.
A reader who reported that TurboTax agreed to refund his money said he called the TurboTax customer service line at 888-777-3066.
Spokespeople for Intuit, the maker of TurboTax, didnt immediately respond to a request for comment on its refund policy.
If you made less than $66,000 last year, you should have been able to prepare and file your taxes for free with one of the companies participating in the IRS Free File program. But each company has its own distinct eligibility requirements. Its not clear if the other companies would offer refunds.
What Is The Turbotax Free Edition
TurboTax Free Edition is the name for a free version of TurboTax. It is not the same as the TurboTax Free File edition, which is part of the IRS program.
TurboTax Free Edition is free for people who are filing very simple returns only.
Warning: TurboTax Free Edition is not always free. It puts many people on track to pay.
Read about how TurboTax tries to hide its Free File edition.
Also Check: Fort Bend County Property Tax
Is Complaintsboardcom Associated With Turbotax
ComplaintsBoard.com is not affiliated, associated, authorized, endorsed by, or in any way officially connected with TurboTax Customer Service. Initial TurboTax complaints should be directed to their team directly. You can find contact details for TurboTax above.
ComplaintsBoard.com is an independent complaint resolution platform that has been successfully voicing consumer concerns since 2004. We are doing work that matters – connecting customers with businesses around the world and help them resolve issues and be heard.
Use this comments board to leave complaints and reviews about TurboTax. Discuss the issues you have had with TurboTax and work with their customer service team to find a resolution.
Contact Your Local Irs Office
Local IRS taxpayer assistance centers can help you with account problems, allow you to make payments or adjustments, and look into issues with your stimulus payments.
Search for your nearest IRS office and use the phone number specified to make an appointment.
If you live very close to an office, Bell says you can also walk in to request an appointment for the future. If you take this route, he recommends taking your documents with you, just in case thereâs an immediate opening.
IRS taxpayer assistance centers are open Monday through Friday, and some are closed for a brief period during the workday for lunch.
Read Also: How To Calculate Taxes For Payroll
Why Do People Call Turbotax Customer Support
People call TurboTax for a range of reasons, including:
- Ordering, changing or canceling services
- Help with deciding which tax preparation package makes the most sense for the needs of an individual, couple or business
- Questions about tax return submission status
- Requests for technical support
- Help with hacking or identity theft issues
- Referrals to tax professionals who may be able to assist with tax filing
Who’s Eligible For A Turbotax Refund
The TurboTax settlement covers tax years 2016 through 2018. People who “started using TurboTaxs Free Edition” in those years and “were told that they had to pay to file even though they were eligible to file for free using the IRS Free File program offered through TurboTax” are included, according to the release.
The exact wording from the settlement is:
‘Covered consumer’ means any individual, or individuals if a joint return was filed, who in Tax Years 2016, 2017, or 2018 was eligible to use an Intuit IRS Free File Product began his or her tax returns using a TurboTax Free Edition Product was informed that he or she was ineligible to use a TurboTax Free Edition Product subsequently paid to use a TurboTax Paid Product, and had not used the Intuit IRS Free File Product in a previous tax year.
At the time, the income limit to use TurboTax’s IRS Free File offer was about $34,000.
Although New York put out the announcement, all 50 states and Washington, D.C., joined the agreement. States with the most refund-eligible customers, according to preliminary estimates, include Texas, California, Florida, Illinois, Pennsylvania, North Carolina, New York and Ohio.
Also Check: How Are State Income Taxes Calculated
How Do I Talk To A Live Person At The Irs
How to speak directly to an IRS agent
What Is Irs Free File
The IRS Free File Program is a public-private partnership between the IRS and many tax preparation and filing software industry companies who provide their online tax preparation and filing for free. It provides two ways for taxpayers to prepare and file their federal income tax online for free:
- Guided Tax Preparation provides free online tax preparation and filing at an IRS partner site. Our partners deliver this service at no cost to qualifying taxpayers. Taxpayers whose AGI is $73,000 or less qualify for a free federal tax return.
- Free File Fillable Forms are electronic federal tax forms, equivalent to a paper 1040 form. You should know how to prepare your own tax return using form instructions and IRS publications if needed. It provides a free option to taxpayers whose income is greater than $73,000.
Find what you need to get started, your protections and security, available forms and more about IRS Free File below.
IRS Free File Program offers the most commonly filed forms and schedules for taxpayers.
Don’t Miss: Will Property Taxes Go Up In 2022
What Not To Do To Try To Get Answers From The Irs
Being persistent when you call the IRS and even trying some of the tips for navigating the automated system may help you get what you need in due time. Just remember that youâre not the only taxpayer in this frustrating situationâyouâre one of millions trying to get answers.
With three stimulus rounds and the enhanced child tax credit on top of routine taxes, âthatâs a lot to put on any system, from an infrastructure and manpower standpoint,â Bell says.
What not to do? Donât put the IRS on blast on social media , and donât ask your friendsâ friend who works for the IRS to look into your case for you.
âThey canât help you. You donât want to get them in trouble,â Bell says.
Get Forbes Advisorâs ratings of the best overall tax software, as well as the best for self-employed individuals and small business owners. Get all the resources you need to help you through the 2022-2023 tax filing season.
How To Get A Refund From Turbotax
The agreement tasks Intuit with contacting affected customers, so if you qualify you should be hearing from the company soon.
The way you get paid may vary. The release says that “impacted consumers will automatically receive notices and a check by mail,” though the settlement goes on to say Intuit must create a system where people “may elect to receive their payments through an electronic payment processor such as Venmo, PayPal or Zelle instead of by check.”
Intuit will also eventually create a settlement website and hotline where people can obtain more details, as well.
Don’t Miss: South Carolina Income Tax Rates 2021
New For Tax Year : Digital Assistant
Don’t want to wait on hold? New for tax year 2021, ProSeries has launched Digital Assistant inside your Ask/Search panel.
Digital Assistant will help you you find answers to most of your questions and if what you are looking for is not found or not helpful, Digital Assistant will allow you to Ask the Community, or Contact Support by entering a callback number.
You can use the Digital Assistant for help 24/7, and the callbacks are available within our normally staffed hours.
Attorney General James Secures $141 Million For Millions Of Americans Deceived By Turbotax
AG James Leads All 50 States in Agreement with TurboTax Owner Intuit for Deceiving Low-Income Americans into Paying for Free Tax Services
New York Will Receive Over $5.4 Million for More Than 176,000 New Yorkers
NEW YORK New York Attorney General Letitia James today announced a record multistate agreement with the owner of TurboTax, Intuit Inc. , for deceiving millions of low-income Americans into paying for tax services that should have been free. As a result of Attorney General James agreement, Intuit will pay $141 million in restitution to millions of consumers across the nation who were unfairly charged. In addition, Intuit must suspend TurboTaxs free, free, free ad campaign that lured customers with promises of free tax preparation services, only to deceive them into paying. All 50 states and the District of Columbia have signed onto the agreement. New York will receive more than $5.4 million for more than 176,000 New Yorkers who were tricked into paying to file their federal tax return.
The Office of the Attorney General opened an investigation into Intuit after ProPublica reported that the company was using deceptive digital tactics to steer low-income consumers toward its commercial products and away from federally-supported free tax services.
Intuit will pay $141 million in restitution, of which roughly $2.5 million will be used for administrative fund costs.
Intuit has also agreed to reform its business practices, including:
Also Check: Federal Taxes On Capital Gains