All Product information posts

Re: Activation Code for Software Downloaded from Amazon

BarbL — Tue, 04 Feb 2020 20:49:42 GMT

Amazon should have emailed the activation code to you since you purchased it from them. Please check your spam or junk folder first. If the code is not there, please contact Amazon.

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 sign up for the Premium Pack in the online edition of TurboTax?

TurboTax Support — Tue, 15 Jun 2021 15:45:42 GMT

In the upper-right area of TurboTax, select the magnifying glass (the Find tool). If you don't see the Find button, continue through the Intro/Profile section until the Find button appears. In the Find window, type "auto-fill". Select Auto-Fill My Return from the list of results, then select Go. On the , get a jump start on your tax return step, select Continue. On the Let's import your info step, select Skip. On the Great, now let's enter the rest of your tax info! step, select Continue. On the You'll have peace of mind knowing you have support step, select Yes, I want priority support. On the Great choice! You'll now have peace of mind with Premium benefits step, enter your email address in the Email* field, then select Continue. The Let's get started on getting your biggest refund possible step appears. You pay for Premium Pack when you pay for your tax return, which is after you review your return and before you file your return. Related information: What's included in the Premium Pack sold in the online edition of TurboTax? How do I pay for my tax return in the online edition of TurboTax?

What’s included in the Premium Pack sold in the online edition of TurboTax?

TurboTax Support — Mon, 14 Jun 2021 16:11:40 GMT

This feature is available EXCLUSIVELY as part of the Premium Pack, for tax years 2018 (if you have not filed yet), and 2019, and cannot be purchased as a stand-alone service. You can learn more about Audit Defence here. Related information: How do I sign up for the Premium Pack in the online edition of TurboTax? How do I sign up for Audit Defence? How do I get help if my tax return is being audited by the CRA?

What are the customer service hours for TurboTax Canada?

TurboTax Support — Tue, 14 Dec 2021 22:55:04 GMT

If you have a question about your return, or are having problems filing using TurboTax, our experts are here to help. We are available to guide you through the filing process, and answer any questions you might have, as follows: Monday through Sunday (February 22, 2021 to April 30, 2021): 9:00am to 11:59pm EST (for English support), and 9:00am to 9:00pm (for French support) Monday through Friday (May 1, 2021 through the remainder of the year): 9:00am to 6:00pm EST (for English support), and 9:00am to 6:00pm (for French support). Looking for the phone number to talk to someone? To talk to a TurboTax specialist, fill out the Contact Us form Once completed, the customer service phone number will appear and you will be able to speak to a TurboTax agent. You can also see the approximate wait time. Related information: I'm using TurboTax Live Assist & Review. How do I talk to a tax expert? I have a tax question. Can you help? Browse TurboTax FAQs by topic

I’m using TurboTax Live Assist & Review. How do I submit my return for review?

TurboTax Support — Wed, 15 Dec 2021 17:41:59 GMT

To submit your return for review by the TurboTax Live team, you'll have to first schedule a phone interview. Follow the instructions below to see the earliest available review times, or to find a date and time that works best for you: Instructions for a scheduled phone review Sign in to your TurboTax.ca account. On the Great to see you again! step, locate the TurboTax Assist Review return you want to submit and select Continue. In the left-hand navigation menu, select Review, then select Get Started. On the Let’s make sure we didn’t miss anything step, select Continue. On the Ready for an expert to review your return? step, select Schedule live review. Select Continue. The Let’s schedule your call step appears, and the earliest available review time is displayed at the top of the step If you prefer a different time, select Choose a later time, then select a new date and time from the Date and Time fields. Complete the First Name, Last Name, Email address and Phone fields. Select Confirm my Call. The OK Name, you’re all set!! step appears. Listed onscreen are the scheduled review date and time, as well as the phone number where the tax expert will call you. Related information: I’m using TurboTax Live Assist & Review. How do I talk to a tax expert? I want to talk to som...

What are the differences between the online and CD/download editions of TurboTax?

TurboTax Support — Tue, 08 Feb 2022 20:27:44 GMT

TurboTax Online features No installation Prepare and ReFILE your return online from any computer Your private information is stored on secure servers Access tax experts through the Assist & Review service User-friendly interface and instructions Compatible with Windows or Mac TurboTax CD/Download features Download/install on any Windows PC No internet connection required to prepare your return Store your information on your hard drive Access tax experts through the Assist & Review service Access the Forms method to enter your data Only compatible with Windows (8.1 and above) Automatically transferring your information Some tax information (unused tuition and education amounts, RRSP limits, unused capital loss, and so on) get carried over from year to year. If your tax return includes these items, every year when you start a new tax return, you need to transfer this information from your previous tax return over to your new one. While this can always be done manually, an automatic transfer avoids the possibility of mistakes, and is also faster and more convenient. TurboTax Online and CD/Download editions will both transfer your information to your current year return. Printing/viewing past returns Having an easily accessible copy of your tax returns could prove useful for a num...

TurboTax Community Participation Guidelines

TurboTax Support — Tue, 27 Jul 2021 11:14:27 GMT

Thank you for joining our new interactive help community! We've put together a few helpful do's and don'ts to ensure you have the best experience as a member. Do Be polite and courteous (after all, we are Canadian!) Although tax preparation isn't known as a hot topic, sometimes your opinion may conflict with someone else's. Having respect for others will ensure that everyone feels comfortable posting on our forum. Remember your audience. From first time filers to professional tax preparers to software experts, AnswerXchange has a wide range of users. Before posting a reply, ensure that the terminology you've used matches the level used by the asker. Use bold font to emphasize a particular point. Rather than using full capitalization of a word, phrase or sentence, underline or bold the words you want to emphasize. Caps can be perceived as shouting. Use a supporting link when appropriate. If you're answering a tax question, include the relevant CRA link for more information. For questions about TurboTax software, link to a TurboTax FAQ. Report anything suspicious or dangerous. Help us keep the Community honest, tolerant and considerate. If you see anything suspicious or dangerous, click the "Report to a Moderator" link or "Report This" button on the applicable post and confident...

How can I protect myself from a CRA audit?

TurboTax Support — Tue, 27 Jul 2021 10:54:16 GMT

The best way to protect yourself from an audit is to prepare and file a complete and accurate tax return (though even returns that are 100% accurate are often reviewed to ensure the consistency of the system). Each year, the CRA conducts a number of different reviews and checks to promote awareness and compliance of tax laws. It’s important to keep copies of all your receipts, slips and supporting documentation (the CRA recommends keeping records for six years, as a general rule of thumb), in the event your return is reviewed or audited. For extra peace of mind, consider adding Audit Defence to your TurboTax return. With Audit Defence, a professional from Canada TaxResources, Inc. will defend you throughout the entire review and/or audit process, from receipt of the first notice to completion of the audit. Note: Be sure to purchase Audit Defence before you file your tax return to ensure you’re covered in the event the CRA contacts you. Related information: Frequently asked questions about Audit Defence Avoid common audit triggers Using My Account to avoid being selected for an audit Common audit triggers and ways to avoid them

How do I use Audit Defence?

TurboTax Support — Thu, 21 Oct 2021 11:03:22 GMT

If you purchased Audit Defence and your tax return is being audited by the CRA, you're in good hands! A professional tax expert will work with you to handle your case. When you purchased Audit Defence, instructions were sent to you by email. To find the email, try typing these keywords in the search field in your inbox: Audit Defence Membership certificate Audit Defence membership certificate TurboTax For assistance with Audit Defence, select from one of the following options: For all 2019 (English and French) returns Contact us and we will guide you through the next steps. For help in English (outside of Quebec) prior to 2019 Contact our partner, TaxAudit, and they will guide you through the next steps. For help in French (or inside of Quebec) prior to 2019 Contact us and we will guide you through the next steps. Related information: CRA: What you should know about audits

How do I pay for my tax return in the online edition of TurboTax?

TurboTax Support — Fri, 08 Oct 2021 12:07:44 GMT

At any point after you complete the Setting up section (the Introduction and Profile steps), you can pay for your tax return by jumping to the File step. However, you might find it beneficial to complete all the steps in the sequence that TurboTax walks you through to arrive at the payment step. If you need to print your tax return before completing all the steps, follow the instructions below to jump to the payment step. This will allow you to pay for your tax return and gain immediate access to the Print function. Note: You need to pay for your tax return before you can print or file your return. Before you begin, sign in to TurboTax for the relevant tax year If you aren’t already signed in to TurboTax, sign in to the year of the tax return you want to pay for: For the current tax year, sign in to TurboTax website For previous tax years, go to the TurboTax products for previous tax yearspage, select the desired tax year, then sign in to TurboTax. Note: TurboTax for the 2017, 2016, and 2015 tax years is available for Windows download only. Instructions for TurboTax Online 2020 Note: You don't have to pay if you're using TurboTax Free, but you still have to go through the payment step to get to the print option or to use NETFILE. After you sign in, TurboTax lists all of your t...

The online edition of TurboTax accepted my prepayment code, but rejected the second code for an additional return. What do I do?

TurboTax Support — Mon, 18 Jul 2022 22:09:47 GMT

There are three kinds of codes for the online edition of TurboTax: A 1-return (single) code for one return only A 2-returns (spousal) code for two returns prepared together (yours and your spouse’s) An 8-returns code for up to 8 returns Important:The codes work only for returns created under the same account. If your code is not working, follow the instructions below: If you purchased one 1-return code and you’re preparing your return together with your spouse’s, you need to pay the outstanding balance for your spouse’s return. If you purchased two 1-return codes and you’re preparing your return together with your spouse’s, you need to pay the outstanding balance for your spouse’s return and contact us for a refund on the code you didn’t use. If you purchased an 8-returns code and you prepared returns under multiple accounts, contact us. To talk to a TurboTax Specialist, see our FAQ: I want to talk to someone. How do I phone you?

Does the CD/download edition of TurboTax for the current tax year work with Windows Vista or Windows XP?

TurboTax Support — Wed, 20 Oct 2021 20:20:34 GMT

No, the CD/download edition of TurboTax for the current tax year works only on Windows 8 or Windows 10. No other versions of Windows are supported. Related information: What are the minimum system requirements for the current version of the CD or download edition of TurboTax? What are the system requirements for the online edition of TurboTax?

How do I install TurboTax for the current tax year after I download it from the Internet?

TurboTax Support — Mon, 20 Dec 2021 10:43:39 GMT

Note: If you purchased TurboTax on CD and it won’t install, please download a copy of the software here instead. Things you need to consider before you begin installing TurboTax To ensure that TurboTax is compatible with your system, review the system requirements Keep your TurboTax license code (formerly known as the installation key) Log on to Windows using an account with administrator privileges; that is, don't use guest accounts or standard user accounts. Learn how to determine your user account type in Windows To activate your TurboTax software, make sure you have internet access from your computer. Alternatively, you can activate TurboTax over the phone To ensure the TurboTax activation process over the internet goes smoothly, consider temporarily disabling all antivirus, firewall, and antispyware software Step-by-step instructions for installing TurboTax Open your Downloads folder or the location where you downloaded the TurboTax installer To start the installation process, double-click the TurboTax installer. The TurboTax installer file name is TurboTaxXXXX_*YYYY.exe, where XXXX represents the tax year and *YYYY represents the build number Follow the on-screen instructions, selecting Next to move through the process On the Ready to Install screen, select Install Once ...

Contact us

TurboTax Support — Fri, 04 Mar 2022 20:25:17 GMT

If you have a question about your return, or are having problems filing using TurboTax, our experts are here to help. We're available to guide you through the filing process and answer any questions you might have, as follows: February 21 to May 2, 2022 (Monday to Sunday): 9 AM to midnight ET for English support 9 AM to 9 PM ET for French support Rest of the year (Monday to Friday): 9 AM to 6 PM ET for English support 9 AM to 6 PM ET for French support Select your preferred method of contact below to get started. TurboTax Support Posting a question Go to the TurboTax Support page Select Discuss from the menu Select the box labelled Troubleshooting Select Ask a Question Enter your question, choose your product, then select Post TurboTax Online and CD/Download Contact us by phone Free and paid users of TurboTax Online and CD/download products can get in touch with customer support by calling 1-888-829-8608. TurboTax Live TurboTax Online - Assist & Review If you're using a TurboTax Live Assist & Review product, there are several ways to reach out for help: You can contact a TurboTax Live expert by logging into your TurboTax account, then selecting Expert Help You can schedule a review call within your return by going to the Review section in TurboTax TurboTax CD/Download - Ass...

Where can I download the CD/download edition of TurboTax?

TurboTax Support — Tue, 19 Jul 2022 21:29:08 GMT

https://www.youtube.com/watch?v=uw5uP62MdGM Licence code: To complete the installation, you’ll need to enter the 16-digit licence code you received when you purchased TurboTax. Online purchases: The licence code will be emailed to you upon completion of your purchase In-store/retail purchases: You’ll find the licence code in the TurboTax CD envelope Product downloads for tax years 2016-2021 Can I download TurboTax for previous tax years? If you already have an installation key code for the applicable tax year, you can download the version for that year by selecting the appropriate link from the list below. If you don't have the installation key code, you can purchase TurboTax products for previous tax years through our website. You’ll need your installation key to install TurboTax. Can’t find it? Please visit the TurboTax Contact Us page to get help finding your installation key. 2021 TurboTax Business Incorporated 2020 Year 2020 - TurboTax Basic, Standard, Premier, 20 Returns, Home & Business TurboTax Business Incorporated 2019 Year 2019 - TurboTax Basic, Standard, Premier, 20 Returns, Home & Business TurboTax Business Incorporated 2018 Year 2018 - TurboTax Basic, Standard, Premier, 20 Returns, Home & Business TurboTax Business Incorporated 2017 Year 2017 - TurboTax Basic, St...

Why do I need to update TurboTax if I installed from a CD or downloaded from the Internet?

TurboTax Support — Tue, 19 Jul 2022 14:57:02 GMT

Updating TurboTax gives you access to any software changes that are made after you purchase TurboTax. Those software changes may include: Changes to tax forms or calculations: Sometimes the Canada Revenue Agency (CRA) changes a tax form or calculation after TurboTax is released. Changes to NETFILE: You need the NETFILE functionality to submit your tax return to the CRA over the Internet. If you install TurboTax before the CRA opens the NETFILE service, you might not have access. Updating TurboTax after the CRA opens the NETFILE service gets you access to NETFILE so you can submit your return. Changes to Auto-fill my return: You can use CRA’s Auto-fill my return service to automatically fill out parts of your return in TurboTax. If you install TurboTax before the CRA opens Auto-fill my return, you may not have access to the service. Updating TurboTax after the CRA opens Auto-fill my return will give you access to this feature.

What can I do if I purchased TurboTax as a download or on a CD, but I have a Mac computer?

TurboTax Support — Tue, 19 Jul 2022 14:28:26 GMT

If you have a Mac computer, you can use the online edition of TurboTax. If you purchased TurboTax as a download or on a CD, you can request a refund of your TurboTax purchase. The CD/download edition of TurboTax doesn’t work on Mac computers.

Can I install a new version of TurboTax if I have a previous version installed on my computer?

TurboTax Support — Tue, 27 Jul 2021 10:52:55 GMT

Yes, you can install a new version of TurboTax without having to uninstall any previous versions. When you install TurboTax each year, TurboTax is installed in a separate folder. Related information Frequently asked questions about installing the TurboTax CD/download edition Can I install multiple copies of TurboTax to file more tax returns from my computer? Can I install TurboTax on multiple computers? Where can I find my installation key? What if I am having trouble with my installation key during the setup process?

Can I install TurboTax on multiple computers?

TurboTax Support — Wed, 24 Nov 2021 16:37:05 GMT

Yes, you can install and activate the same copy of TurboTax on up to three different computers, but you can only download the software onto one computer at a time. If you're sharing the software, you need to finish your returns on the original computer, then uninstall the software before it can be downloaded to another machine. Keep in mind that when you activate the same copy of TurboTax on multiple computers, the maximum limit for the total number of tax returns that apply to your copy of TurboTax gets shared among your installations (for example, if you paid for eight returns, and you've already filed three from one computer, you have five remaining on any other computer(s) you install the software to). Related information How do I install the same copy of TurboTax on multiple computers?