All Navigating TurboTax posts

How do I deactivate (delete) my TurboTax Online account?

TurboTax Support — Mon, 31 Jan 2022 16:00:12 GMT

If you deactivate your account, you’ll lose access to your filed returns. If you want to store copies of your filed returns before you delete your account, here’s how to save a copy of your tax return. To delete your TurboTax Online account: 1. Contact our customer care team and let them know you want to deactivate your online account. Our team will email you a form to help confirm your identity 2. Fill out the form. Our security team will then be able to deactivate your account Related information I want to talk to someone. How do I phone you? When filing with TurboTax Online, what happens to my personal tax data after I submit my return to NETFILE? In TurboTax Online, how do I print a copy of my tax return?

In TurboTax Online, how do I quickly jump to different sections of my tax return?

TurboTax Support — Fri, 04 Feb 2022 23:00:10 GMT

The quickest way to jump to different sections of your tax return is to use the tool (or if you're viewing on a smartphone or tablet) located in the TurboTax menu. Note: The Find tool becomes visible on the first screen you see when you sign into TurboTax. You need to make sure you are inside a tax return If you start a new tax return, the tool is visible only after you have completed at least the Intro and Profile steps When you select Find, a window appears that displays a list of steps within your tax return. Type a keyword in the window (such as RRSP, T4, donation) to view steps that match the keyword. From the list, select the step you want to visit, then select Go. Alternatively, you can scroll through the entire list to find the step you need. Step-by-step demo Let’s say you want to jump to the section related to dependants. Follow the steps below to reach the dependant’s section in your tax return. 1. Select (or if on mobile) from the TurboTax menu. The Find window appears 2. In the Find window, type dependant. The window displays a list of items, one of which is Dependants 3. Select Dependants from the list, then select Go. TurboTax Online takes you to the section in your tax return that's related to dependants Related information What do I type to find a slip or c...

Why won't TurboTax let me change my marital status to single?

TurboTax Support — Mon, 18 Jul 2022 14:43:10 GMT

If you're being prevented from changing your marital status in TurboTax, it is likely due to how you've chosen to prepare your return. For example, if you initially chose to prepare your return together with a spouse/partner, TurboTax will not allow you to change your marital status to single (as single is not a valid status for someone who has a spouse/partner). Additionally, if you've transferred your return over from a previous year (and you were something other than single), TurboTax will not allow you to change your marital status back to single. According to CRA rules, once someone has been something other than single, they can't return to single status again (read the Marital status page as there are other options available). If neither of these situations apply and you're unable to change your marital status, you need to start a new return.

In TurboTax Live Assist & Review, how do I talk to a tax expert?

TurboTax Support — Fri, 21 Jan 2022 23:42:38 GMT

If you’re using TurboTax Live Assist & Review, you can schedule a call with one of our tax experts using a tool exclusively provided to TurboTax Live customers. Simply follow the steps below. You can reach us during our standard hours of operation. We also offer extended hours of operation throughout tax season. TurboTax Online In your return, select Expert Help from the menu (or select the floating Live help icon) In the What can we help you with? panel that opens, enter a few words to describe your question, then select Continue Select Have us call you Fill out your contact details, then select Get a call To schedule a live review of your return: From the navigation menu, select Review, then Expert Review Select Schedule live review, then Continue The next available appointment is displayed. If necessary, select Find a different time Fill out your contact details, then select Schedule appointment TurboTax CD/Download In your return, select the Expert Help icon, or select REVIEW then Assist & Review from the menu Select Book Appointment and sign in as prompted In the How would you like to connect with us? pop-up, select whether you’d like to schedule a callback or an appointment Enter your contact details Related information I want to talk to someone. How do I phone you? I ha...

Where do I find a copy of my filed return in TurboTax Online?

TurboTax Support — Mon, 18 Jul 2022 21:14:25 GMT

https://youtu.be/YWcviv4agec If the tax return you're looking for was filed using TurboTax CD/Download, it won't appear in your TurboTax Online account. If you want to transfer information from a CD/download return to the online edition, follow these steps. Note: Tax return access (TRA) services are included in all free and paid products beginning in the 2019 tax year, regardless of whether you've added any PLUS features to your account. Tax year 2017 onwards 1. Sign in to TurboTax Online 2. Scroll to Access your filed tax returns and select Open 3. This is where you’ll find the PDF copies of your filed returns. Customers using paid products (2017–2018) We save PDF copies of all your returns (from 2017 to current) in your TurboTax Online account for a seven-year period. Actual return documentation is also saved for a two-year period. Tax return access services are also available in all paid and PLUS products for both 2017 and 2018 tax years. Customers using a free product (2017–2018) The PDF feature isn't available in TurboTax Free unless you added PLUS to your return. If you added PLUS, we save PDF copies of all your returns (from 2017 to current) in your TurboTax Online account for a seven-year period. Actual return documentation is saved for a two-year period. Tax return ac...

What do I type to find a slip or credit in TurboTax Online?

TurboTax Support — Wed, 19 Jan 2022 04:02:35 GMT

Look in the table below for the tax slip/credit/item you want to find Copy the corresponding text and paste it into the Find window in TurboTax In TurboTax, select the item from the list of search results, then select Go If the item you’re looking for isn’t listed below, contact TurboTax Support What you’re looking forWhat to type in the Find windowBusiness expenses (T2125), self-employment expenses/deductions (such as utility bills or internet)Self-Employment Business or Professional ActivitiesCanada Caregiver AmountCaregiver Tax CreditCanada Pension PlanT4A(P) Canada Pension Plan BenefitsCanada Workers BenefitCanada Workers BenefitCapital gains and lossesCapital Gains and Capital Gains Deduction ProfileCarrying forward unused tuition and education amountsTuition Fees CarryforwardCharitable donations and tax receipts (including gifts)Donations ProfileChild care expensesChild Care ExpensesDisability amountDisability AmountDisability support deductionsDisability Support DeductionsDisability amount transferDisability Amount TransferDues you paid to be a member of a union or professional associationUnion or Professional DuesEmployment expensesEmployment ExpensesFarming income (T2042)Farming ActivitiesFederal foreign tax credits (T2209)Foreign Tax CreditFirst-time home buyers’ amo...

How do I start a new tax return in the online edition of TurboTax?

TurboTax Support — Tue, 19 Jul 2022 21:02:07 GMT

If you aren’t signed in to TurboTax already, depending on the year for which you need to prepare a tax return for, select the following link that's relevant to you and then sign in: TurboTax Online for tax year 2021 TurboTax Online for tax year 2020 TurboTax Online for tax year 2019 TurboTax Online for tax year 2018 Note: The 2017 and prior tax years are no longer available. To start a new tax return based on the tax year you signed in to, select Start a new return from the menu.

Where in TurboTax CD/Download can I find a tax return I've already started or completed?

TurboTax Support — Mon, 18 Jul 2022 22:08:49 GMT

By default, TurboTax saves your tax data files in the Documents folder on your computer. The specific folder location is C:UsersDocumentsTurboTax, where is your Windows username and represents the tax year. For example, Alex Smith is looking for a 2018 tax return, and Alex's Windows username is asmith. If Alex saved the tax return to the default location, it'll be located at C:UsersasmithDocumentsTurboTax2018. To open a tax return, double-click the corresponding tax data file. Where to find your tax return When you start TurboTax, the Welcome to TurboTax! page shows the tax returns you're currently working on, or that you've worked on recently. Select Continue your return next to the return you want to open Another option for finding your tax return If your tax return isn't appearing on the Welcome to TurboTax! page, complete the following steps to open your tax return: From the TurboTax menu, select Open The Open window appears and displays the location where TurboTax saved your tax return Select the file for your tax return and then select Open

How do I log in to my TurboTax Online account?

TurboTax Support — Tue, 19 Jul 2022 21:28:49 GMT

For each tax year, there's a separate sign-in page for the online edition of TurboTax. To jump directly to your existing returns, or to prepare a new return for a certain tax year, use these links: Tax year 2021 Tax year 2020 Tax year 2019 Tax year 2018 Tax year 2017 or earlier: No longer accessible. To prepare a new return for tax year 2017 or earlier, see our TurboTax products for previous tax years page Alternatively, you can sign in to your TurboTax account for the most recent tax year from the TurboTax homepage: Go to TurboTax.ca Select Sign In, then the tax year of your choosing Once you’ve signed in, select Continue next to the return you want to complete (this will open your return to where you last left off). Otherwise, select Start a new return

How do I delete info I’ve entered into TurboTax Online?

TurboTax Support — Thu, 03 Feb 2022 20:58:14 GMT

To delete info from your return, use the Find button from the menu to jump to the applicable spot in TurboTax. If you don't see Find, completed the Intro/Profile steps of your return until the button appears. For example, here's how you'd delete a T4 slip: Select Find from the menu In the Find window, enter T4 Select T4 from the list and then select Go On the T4 slip Summary step, select Delete next to the slip that you want to delete Related information In TurboTax Online, how do I quickly jump to different sections of my tax return? How do I delete info I've entered into TurboTax CD/Download?

Where can I find help if I'm using TurboTax Free?

TurboTax Support — Fri, 21 Jan 2022 23:12:51 GMT

New for tax year 2021, TurboTax Free includes the EasyStep® interview feature to help guide you through your return. TurboTax will ask a series of questions about your tax situation to ensure the right forms are automatically included. You can find answers to your product and tax questions through the TurboTax Support community website. It includes searchable articles on hundreds of tax topics and FAQs about using TurboTax. Post your questions and get answers from TurboTax experts and customers like you. If you prefer access to telephone and chat support while doing your taxes, we recommend the Deluxe, Premier, or Self-Employed versions of TurboTax Online. You can also choose TurboTax CD/Download. Related information I have a tax question. Can you help?

How do I change my password in TurboTax Online?

TurboTax Support — Fri, 19 Nov 2021 21:12:48 GMT

If you've forgotten or need to change your password in TurboTax Online, this short video tutorial will guide you through the process of resetting it: Instructions for TurboTax 2021 Go to the TurboTax website Sign in with your user ID and password Select Continue next to any return Select Account Settings from the menu Select Edit in the Password section Enter your new password and current password in the appropriate fields Select Save Instructions for TurboTax 2018 to 2020 Go to the TurboTax products for previous tax years page Select the relevant tax year, then select Continue my 20XX return (with 20XX being the tax year) Sign in with your user ID and password In TurboTax, select Account Settings from the menu Select Edit in the Password section Enter your new password and current password in the appropriate fields Select Save Instructions for TurboTax 2017 and previous tax years Note: TurboTax is now only available as a download version for the 2017 and earlier tax years. Go to the TurboTax products for previous tax years page Select a tax year and the software you wish to download Follow the prompts for installing the software Once in TurboTax, select Continue next to any return Select Tools from the TurboTax menu Select Refresh Account from the drop-down menu that appears ...

How do I verify my TurboTax Online account?

TurboTax Support — Mon, 18 Jul 2022 16:56:59 GMT

To receive your confirmation code: When prompted, select whether you want to receive the code via text message or email Don't close your TurboTax window while you’re waiting for your code. It may take a few minutes to arrive Enter your received confirmation code in the field labelled Enter the 6-digit code. Don't enter your confirmation code in the password field You'll then be able to sign in to your account and continue completing your return Note: Requesting a new confirmation code will cancel the prior code you requested and render it invalid. Always use the most recent code you requested and received. To confirm your account in a different way: When prompted, select Verify a different way Next, follow the prompts to enter information from last year’s return. Be sure to enter the information of the primary taxpayer (this is the first taxpayer listed on last year’s return) Select Continue When prompted, answer the TurboTax-generated security questions. These questions will refer to things that only you should know. If none of the answers apply, select None of the above Once you’ve answered all the questions, you'll be asked to provide your contact information. Providing your email address or phone number makes it easier to verify your account in the future Once you’ve confi...

How do I set a password on a return in TurboTax CD/Download?

TurboTax Support — Mon, 18 Jul 2022 20:44:16 GMT

If you're currently a user of TurboTax CD/Download, you can choose to add a password to your return in order to better safeguard your information and privacy. Before you do so, there are a few things to keep in mind: Once you've set a password on a return, you can't open the tax return again without first entering your password TurboTax Support can't unlock your password-protected return, so be sure to save your password in a safe place To transfer a password-protected return into your return for the current year, you'll need to remove the password before you import it. You can reapply your password to the return once you've done so To add a password: If you're in EasyStep mode, switch to Forms view by selecting Forms from the menu From the File menu, select Set Password Enter a password and select Save Reenter your password and select Confirm

How do I delete a return in TurboTax Online?

TurboTax Support — Tue, 19 Jul 2022 14:24:44 GMT

If you’re using the online edition of TurboTax, it's possible to delete a return that hasn’t been filed. Returns that have already been filed (either by NETFILE or printed to mail) can't be deleted. Note that when you delete a return, you won't be able to access it again and we won't be able to retrieve the information for you. Sign in to TurboTax Online for the tax year of the return you’d like to delete On the Great to see you again! screen, locate the return The steps below outline how to delete a return, depending on whether you have one or more in your account: If you have one return in your account To ensure users don’t accidentally delete a return they’re working on, TurboTax prevents you from deleting your most recent “active” return. You can get around this by creating a blank return. The blank return will then be your most recent active return, and the return you want to delete will become inactive. On the Great to see you again! screen displaying your tax return, select Start a new return from the navigation bar On the next screen, select the Free edition. Answer the question How did you do your taxes last year? and select Continue Select My Returns from the navigation bar, then select View all tax returns In the 2018 version, select My Account & Returns, then View ...

How do I update my TurboTax Online account info?

TurboTax Support — Tue, 19 Jul 2022 20:56:49 GMT

You can change your user ID, email address, phone number and security questions by signing into your online TurboTax account, opening your TurboTax Online software, then navigating to the Account Settings section contained within. For 2019 - 2021 versions, the Account Settings option is now located directly above the Sign Out option in the sidebar menu of your product. Note: You can only sign in to the online version of TurboTax for the tax years 2021, 2020, 2019, and 2018 to update your account info. For the tax year 2017 and prior years, you must download the CD/download edition from the TurboTax products for previous tax years page. TurboTax Online for tax year 2018 Sign into TurboTax Online for tax year TurboTax Online for tax year 2018. Select Account Settings from the menu. Update whatever settings are applicable.

How do I update my email address in my TurboTax Online account?

TurboTax Support — Tue, 12 Jul 2022 00:27:59 GMT

You can change your email address by signing into your TurboTax Online account for tax years 2018 and later. For tax years 2017 and prior, you must download TurboTax CD/Download from the TurboTax products for previous tax years page. To update your account information in TurboTax Online: Sign in to the relevant tax year: 2021 2020 2019 2018 Choose a tax return in your account and select Continue to open it Select Account Settings from the menu Select Sign in & security, then Email address In the Email address field, replace your old email address with your new one In the Confirm email address field, reenter your new email address Select Save

How do I delete info I've entered into TurboTax CD/Download?

TurboTax Support — Wed, 26 Jan 2022 19:40:57 GMT

To delete information in your TurboTax CD/Download return, follow the applicable steps below based on your viewing mode: EasyStep interview Use the navigation menu or the Find feature to jump to the part of the interview where you entered the information you want to delete. For example, to delete a T4-slip: From the navigation menu, select INCOME & EXPENSES, then T-slips Under T-slips, select T4 Employment income On the Summary step, select Delete next to the slip you want to delete When prompted to confirm the deletion, select Yes Forms mode If you’re using the EasyStep interview method, select Forms from the menu In Forms mode, select Forms from the menu. The Form Lookup window opens In the Form Lookup window, enter the name of the slip, form, or receipt you want to delete In the Forms list, select the form you wish to delete, then select OK. The form you selected opens From the toolbar, select Edit, then Forms, then Clear Current Form When prompted to confirm, select Yes to clear the form. The form remains on your screen until you perform the final step From the toolbar, select Edit, then Forms, then Close Unused Forms Related information How do I delete info I've entered into TurboTax Online?

How do I start a new return in TurboTax CD/Download?

TurboTax Support — Thu, 03 Feb 2022 16:13:10 GMT

To start a new return in the CD/download edition of TurboTax, follow these instructions: Open TurboTax CD/Download Select File from the menu Select New from the dropdown menu that appears On the Select Your Method of Preparation screen, select EasyStep or Forms method, then select Get Started Related information How do I start a new return in TurboTax Online? How do I install TurboTax for the current tax year after I download it from the Internet? In TurboTax CD/Download, how do I buy additional tax returns?

Is my TurboTax Online password case sensitive?

TurboTax Support — Tue, 27 Jul 2021 11:07:31 GMT

Yes. You can use any combination of upper and lower case letters, numbers and the following characters (. _ ! @ # $ % ^ & * - +) to create your password. You must use this exact combination when you put in your password in the future. Related information: How does account verification work? How do I change my password in the online edition of TurboTax? How do I log in to my TurboTax Online account?