Product information topics

Activation Code for Software Downloaded from Amazon

Strickla13 — Mon, 03 Feb 2020 23:42:26 GMT

There is no activation code available so I can put it in so I can start the program and get my taxes done. This defeats the purpose of buying it on line so I could get it done now and go on vacation knowing they are done. This is just ridiculous. I need an activation code ASAP. Please refund the money and I'll go buy a different tax program.

How do I upgrade to a different TurboTax CD/Download product?

TurboTax Support — Tue, 19 Jul 2022 20:52:43 GMT

Before you begin, make sure your computer is connected to the internet. Follow these instructions to upgrade TurboTax: Open TurboTax Select Help from the menu, then select Upgrade. The Getting More From TurboTax step appears Select Upgrade my version of TurboTax. The Upgrading is easy with TurboTax step appears Select Switch Now next to the TurboTax product you want to upgrade to. The Before entering your billing information, would you like to sign in? pop-up window appears. Enter your user ID and password to sign in to your account. If you don't already have an account, create one On the Your Shopping Cart step, enter "1" in the Qty field next to the product you want to upgrade to Check that the country and province in the Calculate taxes section towards the bottom of the screen match where you live If the country or province isn't correct, select the correct answer from the dropdown list, then select Update Cart. If the country and province are correct, go to the next step in these instructions Select Checkout. The Checkout: Customer Information step appears Fill out the form, then select Continue. The Checkout: Payment Information step appears Fill out the form with your payment information, then select Continue. The Checkout: Review Your Order step appears Review the infor...

Where is my TurboTax licence code?

TurboTax Support — Wed, 19 Jan 2022 06:41:24 GMT

As of tax year 2020, the term installation key is no longer used in TurboTax products. This 16-digit number is now called a licence code for TurboTax CD/Download and an activation code for TurboTax Online. If you purchased TurboTax CD/Download directly from us If you bought TurboTax CD/Download directly from us via TurboTax.ca, your licence code appears on the electronic receipt that's emailed to you. Check your junk mail folder to make sure your TurboTax receipt didn’t end up there by mistake. If you haven't received your receipt by email within 24 hours of purchase, contact TurboTax Support to get a copy. If you purchased a TurboTax CD from a retail store If you bought a TurboTax CD from a retail store, your licence code is on the sleeve that the CD came in. If you didn't receive a code on your CD sleeve, contact TurboTax Support. If you purchased TurboTax Online If your box says TurboTax Online, you don't need a licence code. You've purchased the online edition of TurboTax and there's nothing to download or install. You'll find your activation code and instructions on the card that came inside the box. If you didn't receive a card, contact TurboTax Support. Related information In TurboTax Online, how do I use a prepayment or activation code? What should I do if I can't acti...

Where can I access TurboTax Online for prior tax years?

TurboTax Support — Mon, 18 Jul 2022 20:37:33 GMT

For each tax year, there's a separate sign-in page for the online version of TurboTax: Tax year 2020 Tax year 2019 Tax year 2018 Tax year 2017 or earlier: No longer accessible. To prepare a new return, see TurboTax CD/Download If you have a TurboTax account, use the same user ID and password to sign in to any of the tax years. If you don't have an account or want to use a new account, select Create an account on the sign-in page.

Can I prepare a return with TurboTax for someone who has died?

TurboTax Support — Thu, 03 Feb 2022 22:43:09 GMT

We’re sorry for your loss, and we understand that preparing a final tax return for a spouse/partner, family member, or friend who has passed away can be difficult. TurboTax will guide you step-by-step, just as it would if you were preparing your own tax return. TurboTax supports the preparation of T1 returns for people who have passed away. It doesn't support T3 Trust Income Tax returns. Before you begin: Returns for the deceased can't be prepared in TurboTax at the same time as that of their spouse/partner. Returns for the deceased must be prepared and filed separately Returns for the deceased are ineligible for the CRA’s NETFILE service and Revenu Québec’s NetFile Québec service. The return(s) must be printed and mailed If the deceased has interest income that was shared with someone else (such as a spouse/partner), the deceased’s portion must be manually prorated before being entered in TurboTax If the deceased received GST/HST credit payments after their date of death, this payment must be returned to the CRA If the deceased received a CPP or QPP death benefit amount, this amount must be reported on a T3 Trust Income return, not a T1 personal return In addition, we recommend familiarizing yourself with the CRA guide T4011 - Preparing Returns for Deceased Persons before you...

How do I buy more tax returns?

TurboTax Support — Tue, 19 Jul 2022 20:53:47 GMT

If you want to file more tax returns than the number that's included in your copy of TurboTax, follow the instructions below to buy more returns. Instructions for TurboTax Online You can file up to 20 returns per account per tax year. Here's how to add a new return in TurboTax Online. You pay for a return when you're ready to file. Instructions for TurboTax CD/Download Select Help from the menu, then select Purchase more returns. The Tax Centre step appears Select Purchase More Returns. A pop-up window prompting you to sign in to your account should appear. If you don't already have an account, create one, then follow the prompts On the Shopping Cart step, enter the number of returns you want to buy in the Qty field Make sure that the country and province in the Calculate taxes section match where you live If the country and province are correct, go to the next step in these instructions. If the country or province isn't correct, select the correct answer from the dropdown list, then select Update Cart Select Checkout. The Checkout step will then appear Fill out the form, then select Continue. The Checkout step refreshes and the payment information section appears Follow the on-screen instructions until the check-out process is complete Note: The CRA has a limit of 20 tax retu...

TurboTax installation steps for Windows 8.1

TurboTax Support — Fri, 04 Feb 2022 18:40:18 GMT

If you've inserted your TurboTax CD and the installer doesn't start automatically, AutoRun may be disabled, or you might have missed the pop-up window asking what should be done with the disc in the drive. You might only see it on-screen for a second or two before it closes. If you see the window, select it and follow the on-screen directions: Select Run Setup.exe on the following screen: Manually install TurboTax on Windows 8.1: You may need to install your software from the CD without using AutoRun. If that's the case, follow the steps below: Using Windows Explorer, navigate to the CD-ROM or DVD drive where the installation CD is located Look for the file setup.exe. This is the setup and install file to launch the installation CD browser Note: The setup program may not display the extension exe. To identify which is the correct file, look for application in the file type column when making your selection Double-click the setup program to start the program installation The installation CD browser should now open, and you should be able to proceed with your installation as instructed on the CD sleeve To turn AutoPlay on or off When you turn AutoPlay on, you can choose what automatically happens when you insert different types of digital media into your computer (for example, ...

(TurboTax Business Incorporated) How do I use the Corporation Internet Filing service to file my return?

TurboTax Support — Tue, 19 Jul 2022 21:22:05 GMT

This FAQ applies to the TurboTax Business Incorporated edition. What is Corporation Internet Filing? Corporation Internet Filing allows corporations that meet the eligibility criteria to file their 2002 or subsequent year corporation income tax returns directly to the CRA through the internet using a Web Access Code or EFILE On-Line number and password. What do I need to file my return using the Corporation Internet Filing service? To file your return through the Corporation Internet Filing service, you must agree to certain terms and conditions. You can review these terms and conditions on the Are you ready to file your return? before completing your return. If you agree, you'll enter the following information for authentication purposes: Business Number Taxation Year End Corporation's assigned Web Access Code or EFILE On-Line number and password Path and name of the file containing your electronic corporation income tax return (".cor" file extension) File using the EasyStep method in TurboTax Business Inc First complete the return and clear any outstanding errors or warnings Once your return is error-free, select Finish in the interview pane and follow the instructions Note: The CRA may reject returns that contain tax-related errors. File using the Forms method in TurboTax B...

Can I use TurboTax to prepare my Québec TP1 tax return in either English or French?

TurboTax Support — Mon, 12 Apr 2021 10:55:59 GMT

Yes. TurboTax products are available in both French and English. Select your version of TurboTax below to learn how to get started. CD/download edition of TurboTax To prepare your tax return in English, download the English version of TurboTax CD/download edition. To prepare your tax return in French, download the French version of TurboTax CD/download edition. Note: You can download and install both language versions of the product on the same computer using the same Installation Key, and use either one to prepare your taxes. Online edition of TurboTax To prepare your tax return in English, go to TurboTax.ca and click 'Sign In' from the upper-right corner of the page. To prepare your tax return in French, go to TurboImpot.ca and click 'Se connecter' from the upper-right corner of the page. Note: You can use the same sign-in credentials (username and password) to sign in to either language versions of TurboTax. To switch languages, sign out from the language version that is currently active, then sign in to the other version. Related information: Where can I download the CD/download edition of TurboTax? Where can I access the online edition of TurboTax for previous tax years? Can I file my Quebec TP1 return electronically?

What are the system requirements for the online edition of TurboTax?

TurboTax Support — Wed, 20 Oct 2021 20:14:39 GMT

On recent versions of Windows or Mac OS X, you can use TurboTax Online through most web browsers such as Google Chrome, Microsoft Edge, Safari, and so on. If you're using an older version of an operating system, consult the following list to ensure that TurboTax Online can be used through the versions of the browsers you have installed on your computer. Important: If you disabled cookies or JavaScript in your browser, you need to enable them. If you want to print your tax return, you need Adobe Reader or a suitable alternative to view and print PDF files. Microsoft Windows 7 or later Although Microsoft Windows users can use TurboTax Online through all browser versions specified in the list below, to protect yourself from security vulnerabilities, consider using only the latest version of browsers that are actively supported by their publisher. Google Chrome 73 or later Mozilla Firefox 66 or later Microsoft Edge 18 or higher Note: Microsoft no longer provides support or updates for Windows 7 or 8 users. Windows XP and Vista users Microsoft no longer supports Windows XP and Vista. Makers of commonly used web browsers no longer support their browsers on these operating systems. While you might be able to use TurboTax Online on Windows XP or Vista by downloading and installing the...

Can I use TurboTax if I declared bankruptcy in the tax year?

TurboTax Support — Mon, 18 Jul 2022 22:03:03 GMT

If you declared bankruptcy in the tax year, we do not recommend that you use TurboTax. In the year that you declared bankruptcy, you are required to create two separate returns--one for the period from January 1 to the day before you declared bankruptcy and the second for the remainder of the calendar year. You must divide the personal amount credit between the two returns according to the number of days in each period. Preparing two returns in this situation would require you to override almost all of the default and calculated amounts, and TurboTax doesn't permit the override of many of the calculations you would need to override to prepare accurate returns. In addition, when you have declared bankruptcy you are ineligible to use CRA's NETFILE service, so you must print and mail your return. You are also required to send a copy of the court issued Assignment in Bankruptcy, a Bankruptcy Notice, or correspondence entitled First Meeting of Creditors to your tax services office.

(TurboTax Business Incorporated) How do I obtain a Web Access Code to file my corporation's return using Corporation Internet Filing?

TurboTax Support — Mon, 18 Jul 2022 21:35:15 GMT

This FAQ applies to the TurboTax Business Incorporated edition. You must obtain a Web Access Code (WAC) in order to submit your corporation's return using the CRA's Corporation Internet Filing system. When contacting the CRA to obtain a Web Access Code, the CRA will ask you to provide: Your business number Your corporation's fiscal year Obtain your Web Access Code Call the CRA at 1-800-959-2803. The CRA will issue an 8 digit Web Access Code over the phone. This typically takes 5 to 10 minutes. You'll enter your Web Access Code in the CRA's Corporation Internet Filing website when filing your return.

Can I use TurboTax from last year to do this year's tax return?

TurboTax Support — Mon, 25 Oct 2021 12:21:48 GMT

No, you cannot use a prior-year tax software to complete a return for the current tax year. Due to annual changes to the tax laws, a new version of TurboTax is released for each new tax year. Here's where to find the TurboTax edition that's right for you: TurboTax online editions TurboTax CD/download edition (Windows) Related information TurboTax online editions for the current tax year TurboTax CD/download edition (Windows) for the current tax year TurboTax products for previous tax years

(TurboTax Business Incorporated) How do I find and remove errors or warnings?

TurboTax Support — Wed, 09 Feb 2022 16:52:17 GMT

This FAQ applies to the TurboTax Business Incorporated edition. EasyStep method Select Check at the end of the Prepare stage of the interview Clear any outstanding errors or warnings within your return Complete the missing or incorrect information or select Sign-off to remove the message if it doesn't apply to your situation Note: Signing-off errors that pertain to your tax situation can lead to a return with errors, causing processing delays or a rejection of the return by the CRA. Forms method Select Auditor on the toolbar to display the Auditor Clear any outstanding errors or warnings in your return Double-click any warning or error in the Auditor to jump to the field that contains the error or warning Complete the missing or incorrect information, or right-click the error in the Auditor and select Sign-off to remove the message if it doesn't apply to your situation Note: Signing-off errors that pertain to your tax situation can lead to a return with errors, causing processing delays or a rejection of the return by the CRA. Related information (TurboTax Business Incorporated) How do I update to the latest version of software? (TurboTax Business Incorporated) How do I print or file a copy of my return?

What if I can't activate my copy of TurboTax CD/Download using Internet Activation?

TurboTax Support — Fri, 19 Nov 2021 16:28:24 GMT

If you’re having trouble activating TurboTax using Internet Activation, or if you get a warning that you exceeded your activation limit—or receive a similar message—and think this is a mistake, contact our care team. A TurboTax specialist will help you activate or reactivate your account. Posting a question Go to the TurboTax Support page Select Discuss from the menu, which redirects to the Forums link Select the box labelled Troubleshooting Select the Ask a Question button Type your question, select your product, then select Post Contact us online or by phone To talk to a TurboTax specialist, begin by filling out the TurboTax Contact Us page and telling us what platform and version of TurboTax you’re using. Once you go through the steps and complete the form, the phone number to speak to a TurboTax agent will appear on the page. You'll also be able to see the approximate wait time to speak with an agent. If the estimated time exceeds 20 minutes, TurboTax will automatically call you back (in the order in which the requests are received) once the queue returns to a manageable amount. Related information How do I install TurboTax for the current tax year after I download it from the Internet? What should I do if I’m unable to register TurboTax CD/download edition?

(TurboTax Business Incorporated) Error: Error loading TaxLink data

TurboTax Support — Mon, 18 Jul 2022 21:35:47 GMT

This FAQ applies to the TurboTax Business Incorporated edition. To solve this problem, log into QuickBooks as an 'Administrator' and re-attempt to import the GIFI data.

(TurboTax Business Incorporated) Incorporated Business printed return: RETAIN ON FILE. DO NOT SUBMIT TO THE CRA appears on my printed forms

TurboTax Support — Mon, 18 Jul 2022 21:35:52 GMT

This FAQ applies to the TurboTax Business Incorporated edition. These forms will have corresponding RSI forms that must be filed with your return. Any corporation using computer software to prepare its tax return is required to file the RSI forms (which are, essentially, summaries). The title on the T2 RSI return required by the CRA is "T2 Return and Schedule Information". You can't remove this message. The CRA requires this message on the bottom of all facsimile forms for which there's a corresponding RSI form. It's simply there to remind you that the CRA doesn't want to receive any facsimile forms for which an RSI form is required.

Can I download a copy of TurboTax software?

TurboTax Support — Fri, 19 Nov 2021 21:08:47 GMT

Yes, you can download TurboTax (for Windows) for current and prior years. Download the CD edition of TurboTax for the tax year you need. You need a 16-digit license code (previously known as Installation Key) to install and run your download of TurboTax. Where can I find my Installation Key? Note: Online editions of TurboTax run in your web browser. There is nothing to download and/or install on your computer if you’re using an online edition of TurboTax. Related information I have a Mac computer. What are my options for using TurboTax? Where can I download the CD/download edition of TurboTax? How do I install TurboTax for the current tax year after I download it from the Internet? Where can I access the online edition of TurboTax for previous tax years?

How do I install the same copy of TurboTax on multiple computers?

TurboTax Support — Wed, 24 Nov 2021 16:03:45 GMT

The process of installing TurboTax on multiple computers is the same as installing it on one computer. For more information about how to install, consult these frequently asked questions about installing the TurboTax CD/download edition. Follow these instructions if you want to install TurboTax on a computer that doesn’t have a CD drive. Limitation on number of installations: You can install and activate the same copy of TurboTax on a maximum of three different computers using the same license code (formerly known as the installation key). Limitation on number of tax returns: Installing TurboTax on a second or third computer using the same license code doesn’t increase the total number of returns that you can file and print. Related information: Frequently asked questions about installing the TurboTax CD/download edition How do I install TurboTax for the current tax year after I download it from the Internet? What are the options for using TurboTax on a Mac computer? How do I install TurboTax on a CD if I don’t have a CD drive on my computer?

Can I complete returns for my whole family using TurboTax Online?

TurboTax Support — Tue, 27 Jul 2021 11:07:43 GMT

Yes, you can prepare and file up to 20 returns in a TurboTax Online account. With TurboTax Online, you pay per return. Related information: How do I start a new return in TurboTax Online? In the online edition of TurboTax, how do I use a prepayment or activation code?