Assist and Review process

[FastEddie57]

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. 

[TurboTaxSusan]

Your payment for Assist & Review is attached to your return. So if you start a new return (joint or not), then add Assist and Review again, you will be asked to pay again.

[FastEddie57]

Thank you Susan. That’s probably the best answer I’ve had after talking to 5 different TurboTax support people. I do wonder though, because I had trouble with the initial return, why can’t they transfer the paid for Assist & Review to the new return? I didn’t use it on the initial return, I saved the 2nd return as the same file name, so the file name and my name were the same as when I purchased the Review? I think it’s only fair that I can use it on my re-saved return. Is it possible to still do this. 

[TurboTaxSusan]

The "flag" that says you have paid for assist and review is embedded into the file. If you overwrite the file with a new return file, then the code with flag is overwritten. 

It's the same with TurboTax Online, except there you don't have to pay until you file.