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Assist and Review process
Hello Turbotax Community. My family and I are long time users of Turbo Tax and historically have used the download software to prepare and submit our tax forms. This year, because I’ve had some changes, I decided to purchase the Assist and Review process, mainly to do a final review of my taxes before submission to the CRA.
After I purchased it, I was able to utilize the available Assist and Review functions while doing a ‘joint’ return for the wife and myself. After initially having some issues with the CRA download, I decided to start over, which fixed the download issue but when I got the the point of ‘Review’ prior to submission, the software wanted me to pay again! After several, long calls to turbotax, I am told that the reason I needed to pay again is because I am doing a joint return? However, when I first purchased it while doing a joint return, it worked OK. My question is, has anyone else ran into this before and have you had to pay twice for doing a joint return? Appreciate any feedback as dealing with product specialists has been a long and fruitless venture. Thanks.