TurboTax® Live Assisted 2023-2024 See How Expert Help Works

Local time, so calling as soon as they open in your area might be beneficial. Having this information on hand will ensure a smoother conversation with the representative and will help them to help you with your questions. Check out Jackson Hewitt’s website’s office locator for a specific location, the FAQ page, and a live chat instant message service (Monday through Friday, 8 a.m. to midnight ET and Saturday through Sunday, 10 a.m. to 7 p.m. ET).

  1. Whether you want to do your taxes yourself or have a TurboTax expert file for you, we’ll make sure you get every dollar you deserve and your biggest possible refund – guaranteed.
  2. After starting in Live Full Service, we’ll ask you some questions to learn about your tax situation and create a personalized tax planner for you.
  3. Your tax expert can work with you in real time and get your taxes done as soon as today.
  4. A local expert matched to your unique situation will find every dollar you deserve and get your taxes done 100% right, guaranteed
    An expert matched to your unique situation will find every dollar you deserve and get your taxes done right – as soon as today.
  5. We’ll help you get in touch with your tax preparer if you filed your taxes using one of these popular software providers.

They can handle all kinds of tax situations, from simple to complex and are always up-to-date on all the latest tax laws, from crypto to side gigs and new government credits. They’ll guarantee your taxes are done 100% right, with every dollar you deserve.When you connect live with an expert, you’ll see their specific credentials. Our team of US-based tax experts have extensive experience and internal training.

Three ways to get your taxes done right

If at any time you want to be matched to a new expert, you can inform your current expert and they’ll help you get reassigned.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. One of the most common reasons to call IRS customer service is to check your refund status.

Back Taxes Explained: What They Are & How To File

In this case, the electronic payment facilitator is responsible for reporting because it is the entity submitting the instructions to transfer the funds in settlement of the payment card transactions. For payment cards, there is no threshold amount that has to be met to receive a Form 1099-K due to payments received through a payment card transaction. Therefore, if you received $0.01 of payments from a payment card transaction, you should receive a Form 1099-K for those payments.

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You may have a tax obligation if you had a gain on the sale or received payment for services you provided. 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. From mid-April through early January, our experts are available Monday-Friday from 5 AM through 5 PM PT.If you choose to work with an independent Intuit TurboTax Verified Pro, the Pro will share the hours they’re available directly with you. We do our best to match you with the right expert based on the nature of your question.

TurboTax calculations are 100% accurate so your taxes will be done right, guaranteed, or we’ll pay you any IRS penalties. ~37% of taxpayers qualify.Form 1040 + limited credits only. Either way, TurboTax calculations are 100% accurate, guaranteed. Hand off to an expert matched to your unique needs, who will get to know you and your tax situation. You can even request they do your taxes again next year.

TurboTax is better than HRBLOCK

In addition to Taxpayer Assistance Centers, the IRS also offers the Taxpayer Advocate Service to those in need of severe help. This independent organization within the IRS can help step in when the previously listed steps aren’t helpful enough. Similar to the Taxpayer Assistance Center, there is at least one Taxpayer Advocate Service office in each state.

Contacting Support through the App

Our software allows you to securely upload your tax documents to our system so they’re available to your tax expert. You may be able to import them directly from your employer or your financial institutions, or you can snap photos of the documents and upload them to TurboTax. We use industry accepted encryption standards for data at rest and in-transit to help ensure your information is protected. We use information about your tax situation to match you with an expert who has experience with taxes like yours. During the process, they’ll also learn more about your unique situation so they can make sure your taxes are 100% correct before filing. Our software will allow you to securely upload your tax documents to our system.

The federal reporting threshold for TPSOs for calendar year 2023 remains the same as previous years, which is for total gross payments for goods or services that exceed $20,000 and for which there are more than 200 transactions for a payee. Your state may have a lower reporting threshold for TPSOs, which could result in you receiving turbotax contact a Form 1099-K, even if the total gross payments you received in the year did not exceed the federal reporting threshold. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. Our US-based tax experts and independent Intuit TurboTax Verified Pros have extensive experience and training.

Keep reading to best prepare yourself for this phone call — after all, your time is important. TaxSlayer has a number of help articles, blog posts and topics to browse on its website to help get your questions answered. We’ll help you get in touch with your tax preparer if you filed your taxes using one of these popular software providers.

You can give permission through the software to share your tax documents with your tax expert. To quickly check your refund status, you can use the IRS’s Where’s My Refund https://turbo-tax.org/ 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.

Again, it’s best to call first to see if you qualify for this kind of help and schedule an appointment. To help minimize your wait time, consider calling first thing in the morning or right before the IRS customer service line closes for the day. The IRS customer service hours are from Monday through Friday, 7 a.m.

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