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 bank-level encryption technology to ensure your information is protected. 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 situation, has relevant expertise, and is in a relevant location. Our software will allow you to securely upload your tax documents to our system.

turbotax how to change version

It’s an interactive tool that lets you enter a question and see links to corresponding FAQs and other site-related information. It converses with you in a friendly manner and walks you through your query until you’re satisfied or need to call for help. H&R Block Self-Employed has a similar tool, as well as phone support, where both English and Spanish speakers are available to help.

Can You File Taxes for Free With TurboTax? It’s Especially Complicated This Year

TurboTax said that was unusual and told me to make sure I had receipts matching those numbers. I clicked Review and was taken back to the related sections to make changes. This Audit Assessment is an excellent tool, a mini version of TurboTax’s overall Federal Review. Next, I was asked a few questions about my business and its structure that hadn’t been addressed earlier. TurboTax then summarized all my basic business information, answering some questions it hadn’t even asked me with the most common response, which I was asked to confirm.

turbotax how to change version

It also allows you to import tax information from companies like Coinbase, TD Ameritrade, and Bank of America. Like some competitors, TurboTax tries to streamline and accelerate data entry where possible. For example, you can import W-2 data if your employer supports this option or upload a copy of your W-2 to automatically fill in the details. You can upload a copy of the form, or you may be able to import the information directly from your bank. Where these options aren’t available, you click through related clusters of questions. We’ll use information about your tax situation, where you live, and more to match you with the right tax expert to handle your taxes.

Frequently asked questions

So you filed your tax return with TurboTax—but then you need to change it. Well, if you have already filed, you can’t get the return back. But what you can do is amend your tax return and file it again.

  • To start your amended return, go back into TurboTax, open the return that you already sent in, and on the first page you see, click on the link to amend your return.
  • You can share your TurboTax screen with your expert so they can guide you and answer your questions.
  • You can upload a copy of the form, or you may be able to import the information directly from your bank.
  • All features, services, support, prices, offers, terms and conditions are subject to change without notice.

TurboTax Live Full Service Basic — in which a tax expert does your taxes for you — is only free until Feb. 15. The free TurboTax Live Basic offer — which comes with live, on-demand expert help — lasts through March 31. TurboTax and many other tax prep services, including H&R Block, make it possible to prepare and file a tax return from your phone with their apps.

Taxes done right, with experts by your side

You can receive your refund by check, whether you’re printing or e-filing. If you started your tax return in TurboTax Free Edition (for simple returns only; not all taxpayers are eligible) and want to return to TurboTax Free Edition, select Switch to Free Edition in the left menu. The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, turbotax how to change version legal, or other business and professional advice. TurboTax has won an Editors’ Choice award for many years in a row, and it does so again this year alongside H&R Block Self-Employed. Both sites offer exceptional tax topic coverage, great taxpayer guidance, top-notch user interfaces, and easy-to-understand navigation. So if you’re a gig worker or a very small business that must file business income and expenses, either will serve you well.

Even though TurboTax has left the IRS Free File project, it does still have no-cost options. It is possible to file for free through TurboTax — but there are a slew of requirements you must meet. Select the version of TurboTax CD/Download you have for instructions on how to reinstall for Windows. 2018 and earlier updates are not available, as these past-year versions are no longer supported.

Three ways to get your taxes done right

Their solution is for me to share my screen so they can fix the issue. They ripped me off last year by using self employed product and haven’t gotten my refund yet. To change versions of TurboTax, you will need to clear your return and start over. You can do this as long as you have not paid for or registered your product yet. Prior-year returns must be paper-filed, as e-filing is no longer available for them.

  • You really can’t expect personal tax prep websites to be as all-encompassing as official tax documents.
  • TurboTax has added a 1099-K guided workflow, since any taxpayer who received more than $20,000 from employers or third-party payment processors like Square or PayPal must report that income.
  • In TurboTax Online, you can erase your return and start from scratch as long as you haven’t submitted payment, deducted the TurboTax fee from your refund, or registered.
  • Our tax experts are available 7 days a week from 5 AM to 9 PM PT from mid-January through the April 18 filing deadline.From mid-April through early January, they’re available Monday-Friday from 5 AM through 5 PM PT.
  • H&R Block Self-Employed has a similar tool, as well as phone support, where both English and Spanish speakers are available to help.