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How do I submit a claim under the TurboTax 100% Accurate, Expert Approved Guarantee?

TurboTax Support — Wed, 07 Jul 2021 20:34:37 GMT

Besides providing you with the value of convenience and dependability, all TurboTax returns also come with peace of mind. Our 100% accuracy rating applies to all users, and guarantees the quality of both the calculations in our software and the knowledge provided by our Live Tax Experts. Step one Confirm that you meet all necessary conditions for a claim: Try to determine if your penalty and/or interest is due to a calculation error. You might be able to find discrepancies by comparing the line numbers and their corresponding values on the PDF copy of your tax return that you saved after you filed. You have submitted your claim within 30 days of the date of your tax return assessment by CRA. Note: TurboTax Business Incorporated is excluded from this guarantee. Step two Prepare your claim submission by having the following information/documents available: Name, address, and daytime phone number. Your TurboTax store sales receipt, purchase confirmation email, or shipment packing slip. Proof of payment for another tax preparation method (if applicable). Copy of the tax return prepared with TurboTax. Copy of the tax return prepared with another tax preparation method. Copy of your CRA and/or Quebec Notice of Reassessment Step three Complete the following steps to submit your cla...

How do I know if my return was filed using NetFile Québec and received by Revenu Québec?

TurboTax Support — Mon, 18 Jul 2022 21:41:59 GMT

When you’ve successfully transmitted your tax return to Revenu Québec through NetFile Québec, you’ll receive a NETFILE confirmation number. This number is generated by Revenu Québec and is passed to TurboTax to confirm that they’ve received your return. You can also confirm whether Revenu Québec has received your income tax return in one of the following ways: by logging in to the My Account for Individuals online service by using the Refund Info-Line service by calling one of the following numbers: 418 654-9754 (Quebec City area) 514 864-3689 (Montreal area) 1 888 811-7362 (toll free) (elsewhere in Quebec) Related information How do I find my NetFile Québec Confirmation Code? In the online edition of TurboTax, how do I submit my tax return to Revenu Québec using NetFile Québec? In the CD/download edition of TurboTax, how do I submit my tax return to Revenu Québec using NetFile Québec? In the online edition of TurboTax, how do I submit my tax return to CRA using the NETFILE service? In the CD/download edition of TurboTax, how do I submit my tax return to the CRA using NETFILE?

What should I do if I receive an email from the CRA saying they didn't receive my NETFILE submission?

TurboTax Support — Tue, 07 Sep 2021 09:07:56 GMT

If you receive an email or a phone call from the CRA saying you haven't filed your return, it could be a scam. To check the status of your return, log into CRA's My Account. You can also review the CRA's tips for recognizing a scam to help determine whether the email is from the CRA or a scam. If the CRA hasn't received your NETFILE submission, it may be that you didn't finish submitting your return. Related information In the online edition of TurboTax, how do I submit my tax return to CRA using the NETFILE service? In the CD/download edition of TurboTax, how do I submit my tax return to CRA using the NETFILE service? Related information Why didn't the CRA receive my file when I used TurboTax to file my return? How do I know if my return was filed using NETFILE and received by the CRA? What should I do if I receive a fraudulent phishing email, or land on a fake website? Slam the scam – Protect yourself against fraud (Source: CRA)

How do I find my NETFILE confirmation number?

TurboTax Support — Fri, 19 Nov 2021 19:22:37 GMT

When you've successfully filed your return using the CRA’s NETFILE service, TurboTax will display a confirmation number to indicate that your return was filed and received by CRA. You can see this confirmation number in TurboTax any time after you file. Important: Your TurboTax payment transaction number (TXXXXXXX) is not your NETFILE confirmation number. To see your confirmation number in TurboTax Online If you're not already signed in to TurboTax, access your online account and select View all tax returns Select the return you want to open and then select Continue From the navigation menu, select File, then CRA Online Mail On the Do you want to register for CRA's online mail? step, select Continue On the Filing your return(s) step, locate your NETFILE confirmation number The return(s) you’ve filed will be listed with a green checkmark, the confirmation number, and the date they were filed. If you don't see a NETFILE confirmation number (i.e. the Filing your return(s) step doesn't look like the example above), you haven’t filed your return through NETFILE. In this case, see our FAQ for submitting your tax return to the CRA using NETFILE. To see your confirmation number in TurboTax CD/Download If you’re in Forms view, select EasyStep from the TurboTax menu Once in EasyStep, se...

Why is the refund or balance owing on my Notice of Assessment different from what TurboTax calculated?

TurboTax Support — Tue, 19 Jul 2022 21:57:54 GMT

While it can be a frustrating experience, it is fairly common for the Canada Revenue Agency (CRA) to make a tax return assessment that is different from yours. The CRA collects and maintains your tax information, and they may already have some of your tax slips for the current year (for example, T4 slips submitted to the CRA by your employer,) as well as other tax-related information from previous years (such as carry-forward amounts, RRSP limits, etc.). When filing your taxes, the CRA considers all of this information in totality in making their assessment. The reasons for these discrepancies may vary, and can range from very simple (typo or data entry error, forgotten slip, receipt, amount, etc) to complex (carry-forward amounts not included, accounting errors, etc). Verifying the source of discrepancy between your NOA and the tax return you filed In most cases, the CRA will explain how they calculated your tax refund or balance owing, and you can find this information on your Notice of Assessment (NOA), under the heading Explanation of changes and other important information. Compare the line numbers on your NOA and their corresponding values with those entered into TurboTax. If you used the TurboTax online edition, use the printed or PDF copy of the tax return you filed us...

Why didn't the CRA receive my tax return when I used TurboTax to file my return?

TurboTax Support — Mon, 18 Jul 2022 15:07:59 GMT

The two most common reasons the CRA may not have received your return are: You prepared your return using TurboTax but did not submit your return using NETFILE. Here's how to submit your tax return to the CRA using NETFILE: In the online edition of TurboTax, how do I submit my tax return to CRA using the NETFILE service? In the CD/download edition of TurboTax, how do I submit my tax return to CRA using the NETFILE service? You received an error code or an error message indicating that your return wasn't filed. In this case, follow the instructions in TurboTax to address your specific error code or message. You can check the status of your return using the CRA My Account service. Contact the Canada Revenue Agency (CRA) if your return is not marked "received" 48 hours after you filed it.

Can I use NETFILE if I owe taxes to the CRA?

TurboTax Support — Mon, 18 Jul 2022 14:40:22 GMT

Yes, you can use NETFILE if you have a balance due. In TurboTax, follow the on-screen steps to submit your return through NETFILE. When prompted, select your payment method and file your return. Make sure you pay your balance before the deadline to avoid interest charges. Note: The CRA’s NETFILE service accepts tax returns for the past four years. You can use TurboTax to NETFILE your returns for tax years 2018 and beyond during the 2021 tax season. Returns for tax years prior to 2018 must be printed and mailed to the CRA.

Why am I being asked to pay twice for my return in TurboTax (online)?

TurboTax Support — Mon, 18 Jul 2022 22:04:54 GMT

As a general rule, you should never be charged more than one time per return filed. However, there are some scenarios where you may be prompted to pay for additional features or services, including: If you initially paid for your TurboTax return and then chose to upgrade, TurboTax will prompt you to pay the difference. If you paid for an individual return, then chose to also prepare a return together with your spouse simultaneously, TurboTax will prompt you to pay the difference. If you decided to register for Audit Defence or added another offer (like our Plus bundle), TurboTax will prompt you to pay the difference. If you purchased a pre-payment code through an email promotion but haven’t entered the code into TurboTax yet. Note: Once you choose to upgrade or attach a service like Audit Defence or the Plus bundle, you cannot downgrade or remove the service. To continue without the upgrade or attached services, you’ll need to start a new return. If none of these scenarios apply, or if you are experiencing other issues, please contact our phone team to assist you.

Where can I find TurboTax on social media?

TurboTax Support — Tue, 27 Jul 2021 11:07:48 GMT

We love to meet and chat with Canadians on the web. Followers on our social networks not only get fun and helpful tax tips and personal financial information to help them keep more money at tax time, they also get product sneak peeks and exclusive offers. We'd love it if you'd stop by and say hi. You can connect with us at any of the following sites: TurboTax on Facebook: https://www.facebook.com/TurboTaxCanada TurboTax on Twitter: http://twitter.com/TurboTaxCanada The TurboTax Blog: http://blog.turbotax.ca/ TurboTax on YouTube: http://www.youtube.com/user/turbotaxcanada Related information I want to talk to someone. How do I phone you?

How do I get a refund for a TurboTax product?

TurboTax Support — Tue, 08 Feb 2022 16:36:42 GMT

You can request a refund for your TurboTax product(s) within 60 days of the original purchase date. Simply fill out and submit the form below. When requesting a refund for a TurboTax product purchased through a retailer, include the licence code from the retail box or receipt. If additional information is needed (such as proof of purchase, order number, etc.), a TurboTax representative will contact you to continue assessing your request. Note: When entering your phone number, please don't include dashes. Related information How do I submit a claim under the TurboTax 100% Accurate Calculations Guarantee? How do I submit a claim under the TurboTax 100% Accurate, Expert Approved Guarantee?

When using an online edition of TurboTax, what happens to my personal tax data after I submit my return to NETFILE?

TurboTax Support — Mon, 18 Jul 2022 21:07:13 GMT

The information you enter into the online editions of TurboTax is securely stored on Intuit's servers. The tax service, along with your information, will be available until the end of December in the current tax year and will be held for a period of seven years, after which all information will be deleted from our servers. Our data centre operates under strict security guidelines to protect your information. In addition, extensive backup systems guard against data loss. For security reasons, we can't retrieve your personal or tax information for you, including your password. Only YOU have access to your tax return. This ensures total privacy and security in preparing and saving your returns. Therefore, we recommend you print a PDF copy of your tax return for your files prior to the end of the two-year period. If you log in to the same account for next year's return, you can carry forward data into the following year's online version of TurboTax.

How do I print a specific form in TurboTax CD/Download version?

TurboTax Support — Tue, 19 Jul 2022 14:22:50 GMT

Online editions of TurboTax don't support the ability to print individual forms, so if you need specific information for your records, you'll have to print the entire return. Follow the applicable steps below to print a specific return in TurboTax CD/Download. When using EasyStep Interview, you can easily switch to Forms mode by pressing Ctrl+R on your keyboard. Note: If you’d like to print and mail your 2021 tax return to the CRA, TurboTax’s print feature will become available on February 21 when NETFILE opens. EasyStep interview Select Review from the side menu, then select Print personal return or forms. The Save a copy of your return for your records screen appears Select Individual forms. A list of all the forms contained in your return opens Select the checkbox beside the form(s) you want to print, then select Print for Your Records Forms mode From the File menu, select Print, then Print Form (or F10 on your keyboard) When the Forms list appears, select the one you want to print. If the form doesn't appear in the list, uncheck the Show Open Forms Only box and search for it using the keyword or title To print multiple forms, hold down the Shift key and use your mouse to select additional forms Select OK to print

Which file on my computer has the information I entered in TurboTax CD/Download?

TurboTax Support — Mon, 18 Jul 2022 21:06:54 GMT

When you save your information in TurboTax CD/Download for tax year 2021, the info is stored in a file with the extension tt21. For example, if Darcy Doe uses TurboTax to complete their 2021 tax return, the information is saved in the Darcy.tt21 file. Similarly, if Darcy enters only some of their tax information and intends to complete the tax return later, when they save their information before closing TurboTax, the information is stored in the Darcy.tt21 file. In other words, after you enter your information in TurboTax and save it, TurboTax creates a file on your computer with the extension ttyy, where yy represents the last two digits of the tax year. We refer to this file as the tax data file. Note: For printing and future reference, consider saving a PDF copy of your tax return. Name of your tax data file Individual tax returns: By default, TurboTax names your tax data file using your first name, based on the information you entered in your tax return. For example, for tax year 2021, if Darcy Doe saves their tax return using the default name chosen by TurboTax, the tax data file is named Darcy.tt21. Coupled tax returns: For married or common-law couples who are filing a joint or coupled return, the default file name is made up of each individual's first name connected b...

What are the payment options for the online edition of TurboTax?

TurboTax Support — Tue, 26 Oct 2021 17:38:42 GMT

Credit cards The online edition of TurboTax and the TurboTax mobile app currently accept the following major credit cards: MasterCard Visa American Express Prepaid credit cards: We also accept prepaid cards from Visa, MasterCard, and American Express. Note: Before you use a prepaid card, ensure that you have registered the card with the card issuer. Your name, address, and phone number on TurboTax payment page must match with the info you provided during the registration. Other payment options Apple Pay: TurboTax mobile app for iOS accepts Apple Pay. Google Pay: TurboTax mobile app for Android accepts Google Pay. Prepayment code: The online edition and the mobile app accepts TurboTax prepayment codes. If you have an amount owing after using a prepayment code, you can pay the balance using any of the available payment options. If you don't have a credit card, you can use prepayment codes as the alternative by purchasing TurboTax Online from one of our retail partners. Use prepayment codes included in the box to “pay” for any returns you might have already started. If TurboTax is not accepting your credit card or prepaid card, give us a call. Related information How do I pay for the Online edition of TurboTax? In the online edition of TurboTax, how do I use a prepayment or activ...

How does account verification work?

TurboTax Support — Wed, 24 Nov 2021 16:01:28 GMT

When you sign in to your TurboTax account, a number of different security measures are activated to safeguard your information. You may be asked to verify your account if you’re using a new computer or device, or if you haven’t signed in to your account in several weeks. You may be asked specific, personalized questions that only you should have the answers to. These questions help to ensure the security of your account, as well as limit access to any unauthorized users. You may also validate your identity by requesting a confirmation code. Account verification is just one of the ways we safeguard your information so that you can file your taxes confidently. The information you provide is used only to verify your identity, and TurboTax doesn't share, sell, or use this info for any other purpose without your consent. Related information How do I verify my TurboTax Online account?

How do I pay my tax balance due?

TurboTax Support — Wed, 19 Jan 2022 15:32:51 GMT

The CRA and Revenu Québec provide numerous ways for you to pay your tax balance(s) due, including through your online bank account. Payments are made directly to the applicable agency. They aren't made through (or to) TurboTax. Choose the method that suits you best: CRA payment options Revenu Québec payment options Related information What are the payment options for TurboTax Online? I'm having issues with my pre-payment code. What can I do? Why am I being asked to pay twice for my return in TurboTax Online?

How do I print a blank form in TurboTax?

TurboTax Support — Fri, 14 Jan 2022 19:56:13 GMT

TurboTax doesn't support the printing of blank forms. To print a blank/empty CRA form, visit the CRA's Forms and Publications page To print a blank/empty Revenu Québec form, visit RQ's Forms and Publications page Related information How do I print a specific form in TurboTax? In TurboTax Online, how do I print a copy of my tax return? In TurboTax CD/Download, how do I print a copy of my tax return?