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Top Answers
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TurboTax Orders, Charges, and Statements
Here are some of our users' common questions about orders, charges, and statements, including TurboTax Advantage. -
Where Is My Order?
We have a convenient, automated system for finding the status of your order at any time. -
How do I find my TurboTax fees from previous years?
If you purchased your TurboTax directly from Intuit, here's how to get a copy of your order which lists the fees you paid. -
How do I update the info in "My Account", such as my e-mail or billing address?
To update your account info, click My Account in the upper right corner of any page on turbotax.com.
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TurboTax Orders, Charges, and Statements
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Product Charges & Fees
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TurboTax Orders, Charges, and Statements
Here are some of our users' common questions about orders, charges, and statements, including TurboTax Advantage. -
Deciphering Your Credit or Debit Card Statement
Identify charges appearing on your credit card, debit card, or bank statement. -
How do I find my TurboTax fees from previous years?
If you purchased your TurboTax directly from Intuit, get a copy of your order which lists the fees you paid. -
Why Am I Charged for a Free TurboTax Online Product?
We do not charge our customers for free versions of TurboTax. If you selected additional products and services, you will be charged fees for those items.
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TurboTax Orders, Charges, and Statements
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Product Refunds & Returns
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TurboTax Satisfaction Guarantee
We want you to be completely satisfied with your TurboTax software, but if you're not, you can request a full refund within 60 days of purchase under our unconditional money-back guarantee. -
Maximum Refund Guarantee or Your Money Back
If you get a larger refund or smaller tax due from another tax preparation method, we'll refund the applicable TurboTax federal and/or state purchase price paid. -
Getting Your State E-Filing Rebate When You Use Basic for Desktop
You are eligible for a rebate of your state e-filing fee from TurboTax, if you use the 2011 TurboTax Basic for desktop to prepare and e-file your 2011 tax return, and you are filing in a state that is a member of the Free File Alliance (FFA). -
Can I Switch Back to a Lower-Priced TurboTax?
We want you to use the version of TurboTax that best fits your tax situation, but the choice to upgrade – or not – is yours
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TurboTax Satisfaction Guarantee
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TurboTax Advantage
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What is TurboTax Advantage (Automatic Renewal) and How Do I Enroll?
Learn all about TurboTax Advantage (formerly known as Automatic Renewal). -
Am I enrolled in TurboTax Advantage?
Here's how to verify if you have already signed up for TurboTax Advantage. -
I forgot my TurboTax Advantage user ID, password, or security answer
If you cannot log into your TurboTax Advantage account, we can help -
TurboTax Advantage Orders, Shipments and Statements
Learn all about TurboTax Advantage orders, shipments and statements. -
How to Update Your TurboTax Advantage Account & Credit Card Info
Here's how to update your auto renewal payment info, contact info, and/or product choices. -
Cancelling or refunding TurboTax Advantage enrollment
Cancel your TurboTax Advantage enrollment and TurboTax 2011 product order.
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What is TurboTax Advantage (Automatic Renewal) and How Do I Enroll?
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My Account
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How do I update the info in "My Account", such as my e-mail or billing address?
To update your account info, click My Account in the upper right corner of any page on turbotax.com. -
How to Update Your TurboTax Advantage (Automatic Renewal) Account & Credit Card Info
Here's how to update your auto renewal payment info, contact info, and/or product choices. -
Forgot Your TurboTax Ordering Account Member ID or Password?
Your TurboTax Ordering Account, also called My Account, is for purchasing TurboTax products, accessing software downloads and check your order status. -
Lost Your TurboTax Online Login?
To keep your information secure, you may have to answer a few questions before you can access your TurboTax Online account again.
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How do I update the info in "My Account", such as my e-mail or billing address?
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Compare Products
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TurboTax Buyer's Guide
Find the right product for your tax situation this year. -
Buyer's Guide - Which personal product should I buy?
For each TurboTax version, you have the choice of using our Online version through your browser, or the Desktop Software version which you install on your computer. -
Buyer's Guide - Should I use TurboTax Online or Desktop?
Choosing between TurboTax Online and Desktop is easy if you have all the details. -
Personal Tax Products and Services
Choose the TurboTax personal product that best fits your current needs. -
Small Business Tax Products
Whether you work from home, freelance or run a small business with employees, we'll help you choose the right product.
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TurboTax Buyer's Guide
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Buying
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TurboTax 2011 System Requirements
For easy tax preparation, make sure your computer meets these standards before you buy TurboTax. -
Entering Your Pre-Paid Code in TurboTax Online
Here's how to redeem your pre-paid code. -
Download Your TurboTax Software Purchase
After you've purchased a downloadable product from turbotax.com, you can re-download it as often as you like for up to 3 years after purchase. -
Purchase Additional State Programs
If you need to file multiple state tax returns, here's how to purchase additional state programs. -
Do I have to buy a new TurboTax program every year?
Every year, tax laws and forms change, and in turn, we have to completely revise TurboTax to comply with the current federal and state requirements.
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TurboTax 2011 System Requirements
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Top Answers
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Top Answers
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Windows Installer and .NET Errors
Windows Installer, .NET errors, and other issues that can occur when installing or running TurboTax for Windows software -
TurboTax 2011 System Requirements
Minimum requirements for TurboTax 2011 software for Windows and Mac, plus TurboTax Online -
Download Your TurboTax Software Purchase
After you've purchased a downloadable product from turbotax.com, you can download it again for up to 3 years after purchase -
Download TurboTax State for Windows
How to download through your TurboTax software or from our Online store -
How to Update TurboTax
Our updates provide the latest available tax forms, bug fixes, and enhancements for your TurboTax software
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Windows Installer and .NET Errors
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Downloading
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Download Your TurboTax Software Purchase
After you've purchased a downloadable product from turbotax.com, you can download it again for up to 3 years after purchase -
Download TurboTax State for Windows
How to download through your TurboTax for Windows software or from our Online store -
Download TurboTax State for Mac
How to download through your TurboTax for Mac software or from our Online store -
TurboTax Download FAQs
Everything you wanted to know about downloading your TurboTax software -
Find Your Download (Windows)
What to do if you can't find the TurboTax product you just downloaded. -
Troubleshoot Downloading TurboTax for Windows
Use this troubleshooting guide if you're having problems downloading TurboTax for Windows
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Download Your TurboTax Software Purchase
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Installing
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TurboTax 2011 System Requirements
Minimum requirements for TurboTax 2011 software for Windows and Mac, plus TurboTax Online -
Windows Installer and .NET Errors
Windows Installer, .NET errors, and other issues that can occur when installing or running TurboTax for Windows software -
Troubleshoot Installing TurboTax for Windows
Use this troubleshooting guide if you're having problems installing TurboTax for Windows -
Installing TurboTax for Windows
How to install your TurboTax for Windows CD or downloadable software -
Security Software and TurboTax
Find out what to do if your firewall or virus-protection software conflicts with TurboTax
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TurboTax 2011 System Requirements
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Unlocking & Activating
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Where is My Installation Code?
To re-install (unlock) your Promotional TurboTax CD, you'll need your Installation Code -
Find the Priority Code for Your TurboTax CD
To unlock a promotional, mailed TurboTax CD, you'll need your 10-digit Priority Code
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Where is My Installation Code?
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Updating TurboTax
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Why do I Need to Update?
Find out why TurboTax software prompts you for regular updates -
How to Update TurboTax
Our updates provide the latest available tax forms, bug fixes, and enhancements for your TurboTax software -
Manual Updates for TurboTax 2008-2011
If you can't update through TurboTax, download and install a manual update instead -
Error 42002: Could not connect to the update site
How to resolve this error when attempting to update -
How to Update TurboTax State
Different ways to download the latest state software tax forms, bug fixes, and enhancements -
Do I have to Buy a New TurboTax Program Annually?
The answer may surprise you
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Why do I Need to Update?
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Reinstalling
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Reinstall TurboTax for Windows
How to reinstall your TurboTax software on a Windows computer -
Reinstall TurboTax for Mac
How to reinstall your TurboTax software on a Mac -
Uninstall TurboTax for Windows
How to uninstall (or remove) your TurboTax software from a Windows computer -
Uninstall TurboTax for Mac
How to uninstall (remove) your TurboTax software from a Mac
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Reinstall TurboTax for Windows
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Top Answers
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Top Answers
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Lost Your Login?
Ways to retrieve your lost or forgotten TurboTax Online username or password -
Why Can't I Find My TurboTax Online Return?
5 reasons why this can happen and what your next steps are -
Find Your Tax File in Windows
How to find a tax return file created in TurboTax software for Windows -
Open Your Tax Return
How to open your tax return in TurboTax software -
Transfer Last Year's Tax File
Transferring your data from last year's tax return file makes tax preparation even easier -
IRS Form Availability for Personal Returns
Estimated availability dates for IRS individual forms and schedules
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Lost Your Login?
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Signing In
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Lost Your Login?
Ways to retrieve your lost or forgotten TurboTax Online username or password -
TurboTax 2010 is No Longer Available
TurboTax Online shuts down every October in preparation for next year -
Why Can't I Find My TurboTax Online Return?
5 reasons why this can happen and what your next steps are -
TurboTax Online Return Fails to Open
Troubleshooting tips for timeouts when opening your TurboTax Online return -
Error: You Haven't Used TurboTax in the Last 20 Minutes
How to resolve this error after signing in to TurboTax Online -
Start Over in TurboTax Online
Clear your TurboTax Online return so you can start from scratch
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Lost Your Login?
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Starting TurboTax
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Open Your Tax Return
How to open your tax return in TurboTax software -
Retrieve a Tax File from a Portable Device
Getting your tax file from a flash drive or other portable device onto your computer -
Error 510 or 544
Resolve errors 510 or 544 when opening your tax return -
Error 539
Resolve error 539 when opening or saving your tax return
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Open Your Tax Return
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Transferring My Info
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Transfer Last Year's Tax File
Transferring your data from last year's tax return file makes tax preparation even easier -
Transfer to TurboTax Software for Windows
Save time and effort by transferring last year's return to TurboTax software for Windows -
Transfer to TurboTax Online
Save time and effort by transferring last year's return to TurboTax Online -
Troubleshoot Transferring
If you're having problems transferring your prior-year tax return to TurboTax -
Review, Change, or Delete Transferred Information
After transferring, you should verify and if necessary, update or remove data -
Move Your Tax Return to Another Computer
How to transfer your tax return to a different computer
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Transfer Last Year's Tax File
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Available Forms
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IRS Form Availability for Personal Returns
Estimated availability dates for IRS individual forms and schedules -
State Form Availability for Personal Returns
Estimated availability dates for state forms and schedules -
IRS Form Availability for Business Returns
Estimated availability dates for IRS business forms and schedules -
State Form Availability for Business Returns
Estimated availability dates for business state forms and schedules
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IRS Form Availability for Personal Returns
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Finding My Return
-
Access your Prior-Year Return
Get a copy of the return you filed using TurboTax -
Why Can't I Find My TurboTax Online Return?
5 reasons why this can happen and what your next steps are -
Find Your Tax File in Windows
How to find a tax return file created in TurboTax software for Windows -
Find Your Tax File in Mac
How to find a tax return file created in TurboTax software for Mac -
TurboTax Online Return Fails to Open
Troubleshooting tips for timeouts when opening your TurboTax Online return -
TurboTax 2010 is No Longer Available
TurboTax Online shuts down every October in preparation for next year
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Access your Prior-Year Return
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Top Answers
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Top Answers
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Who is a Dependent?
If you support relatives or someone who lives with you, they could count as your dependents. -
I Received a 1099-MISC, Now What?
TurboTax walks you through filing your return if you receive a 1099-MISC for work as a contractor. -
Where to Enter Form 1098 and 1099 Data
We'll show you where to enter information from Forms 1098 and 1099 in TurboTax. -
What Are Qualified Education Expenses?
See which education expenses count toward a tax credit or deduction. -
Rental Property Income and Expenses
Understand how to report your rental income and related expenses. -
Importing From Your Employer or Broker
Save time and energy by importing your W-2, 1099, and 1098 information.
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Who is a Dependent?
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Personal Info
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Who is a Dependent?
If you support relatives or someone who lives with you, they could count as your dependents. -
Is This Person a Dependent?
View answers to frequently asked questions about claiming dependents. -
What is My Filing Status?
Learn which filing status gives you the lowest tax. -
Ordering of Names on a Joint Return
It's important to be consistent when listing names on a joint return. -
Tax Returns: RDP, Civil Union or Same-Sex Marriage
Get step-by-step directions on how to file your tax returns. -
Same-Sex Partners and Community Property States
See how certain community-property states affect your tax preparation.
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Who is a Dependent?
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Wages & Income
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I Received a 1099-MISC, Now What?
TurboTax walks your through filing your return if you receive a 1099-MISC for work as a contractor or freelancer. -
Importing From Your Employer or Broker
Save time and energy by importing your W-2, 1099, and 1098 information. -
Entering Schedule K-1
If you received one or more Schedule K-1s, we'll help you enter them. -
Finding Your Investment Cost Basis
To accurately report gains or losses on your investments, you'll need the cost basis. -
What Are Qualified Education Expenses?
See which education expenses count toward a tax credit or deduction. -
Rental Property Income and Expenses
Understand how to report your rental income and related expenses.
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I Received a 1099-MISC, Now What?
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Business Income & Expenses
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I Received a 1099-MISC, Now What?
TurboTax walks you through filing your return if you receive a 1099-MISC for work as a contractor. -
Do I Have to Pay Self-Employment Tax?
We calculate how much self-employment tax you'll need to pay. -
Tax Deductions and Working from Home
Learn how the home-office deduction works. -
How to Calculate Estimated Taxes
Let us determine if you need to pay estimated taxes.
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I Received a 1099-MISC, Now What?
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Deductions & Credits
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About the Earned Income Credit (EIC)
What are the rules, and do you qualify? -
What is the Child and Dependent Care Expense Credit?
Find out about this credit applies to you. -
What is the Child Tax Credit
TurboTax determines if your child qualifies for the child tax credit. -
What Are Qualified Education Expenses?
See which education expenses count toward a tax credit or deduction. -
What Kind of Charitable Donations Can I Deduct?
Give smartly if you want to take a deduction for charitable donations. -
Medical Expenses I Can Deduct
Understand the ins and outs of claiming deductions for medical expenses.
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About the Earned Income Credit (EIC)
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Other Tax Situations
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Amend a Return
We can help you amend a tax return you've filed to fix an error or to take an additional credit or deduction. -
Amended Tax Returns
FAQ Learn the requirements for amending a return. -
Do I Really Need to Amend My Return?
When the IRS expects you to amend your return. -
What is the Alternative Minimum Tax?
We explain why it's hard for some filers to avoid this tax -
How to Calculate Estimated Taxes
Let us determine if you need to pay estimated taxes. -
Using TurboTax Easy Extension
TurboTax makes it fast and simple to file an extension.
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Amend a Return
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Federal Review
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Why is My Tax Refund Different This Year?
Here are some common reasons why your taxes could have changed. -
What is the Alternative Minimum Tax?
We explain why it's hard for some filers to avoid this tax. -
Is My Social Security Income Taxable?
TurboTax calculates whether any or some of your Social Security income will be taxed. -
Hardship Withdrawal from Your 401(k)
Unfortunately, you could owe a penalty even if you qualified for a hardship withdrawal. -
Are Unemployment Benefits Taxable?
Unemployment is considered taxable income by the federal government, but state rules vary.
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Why is My Tax Refund Different This Year?
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State Taxes
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Resident, Nonresident, or Part-Year Resident?
Find out what type of state residency applies to you and your family. -
Where to enter Form 1098 and 1099 data
We'll show you where to enter information from Forms 1098 and 1099 in TurboTax. -
How Do I File More than Two State Returns?
Learn what to do if you need to file more than three state returns. -
Entering Schedule K-1
If you received one or more Schedule K-1s, we'll help you enter them. -
Find Your State Taxing Agency
Contact your state tax agency or look up your state tax refund -
When to File Multiple State Returns
Understand when you need to file more than one state return.
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Resident, Nonresident, or Part-Year Resident?
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Wrap-Up
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What Is Audit Defense?
Learn how Audit Defense can protect your interests. -
Using the Audit Risk Meter?
Get a visual understanding of your audit risk. -
Where Do I Enter?
See tips on where to enter your important tax information. -
Calculate Your Federal Estimated Taxes
Let us determine if you need to pay estimated taxes.
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What Is Audit Defense?
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Top Answers
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Top Answers
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Correct or Update (Amend) Your Return
Learn how to correct (amend) a tax return you've already filed. -
Check Your E-file Status
Track the progress of your e-filed return -
Resolve E-file Transmission Issues
What to check if your e-filed return isn't going through -
Resolve an E-filing Rejection
What to do if your e-filed return is rejected -
Print a Review Copy
How to print a review copy of your return before you decide to file it -
Print a Copy for Your Records
Whether you file electronically or by paper, you should always make a copy of your return for your files
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Correct or Update (Amend) Your Return
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E-File
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Check Your E-file Status
Track the progress of your e-filed return -
How to E-file
E-filing is easy and simple; we'll show you how -
Verify Your Identity for E-filing
To e-file, you need to prove to the IRS that you - not someone else - is filing -
Resolve E-file Transmission Issues
What to check if your e-filed return isn't going through -
Do I Need to Mail Anything After E-filing?
Usually not, but there are a few situations where you may need to mail in additional paperwork -
Can I Cancel an E-filed Return?
Only if rejected; once accepted, you'll need to amend it
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Check Your E-file Status
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E-File Rejections
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Rejected for Wrong PIN or AGI
Rejection code 0679 occurs when your PIN or AGI doesn't match IRS records -
Resolve an E-filing Rejection
What to do if your e-filed return is rejected -
IRS E-file Rejection Errors
A list of the most commonly-encountered IRS rejection errors with links to their solutions. -
Rejections for Social Security Numbers, Birthdates, Names
The IRS will reject returns that contain incorrect or already-filed Social Security numbers, birthdates, or names. -
IRS Rejection 0502
Rejection code 0502 occurs when your employer's name or ID number doesn't match IRS records -
IRS Rejection 0522
Rejection code 0522 occurs when the first taxpayer's birthdate doesn't match IRS records
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Rejected for Wrong PIN or AGI
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File By Mail
-
File a Paper Return by Mail
If you can't or won't e-file, we'll show you how to file a conventional paper return -
Where to Mail Your Tax Returns
Find out where to send your completed tax return -
Do I Need to Mail Anything After E-filing?
Usually not, but there are a few situations where you may need to mail in additional paperwork -
Where to Mail Your Filing Extension
Find out where to send Form 4868 -
Print a Copy for Your Records
Whether you file electronically or by paper, you should always make a copy of your return for your files
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File a Paper Return by Mail
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Payment for Print & File
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Using Refund Transfer to Pay TurboTax Fees
Pay for your TurboTax fees by deducting them from your federal tax refund -
Can I Switch Back to a Lower-Priced TurboTax?
What to do if you accidentally upgraded to a higher version of TurboTax -
Why am I Charged for a Free TurboTax Online Product?
We do not charge for free versions of TurboTax unless you select additional products or services -
Finding Your TurboTax Fee for a Previous Year
Here's how to find out what you paid for TurboTax, if you purchased directly from us -
TurboTax Satisfaction Guarantee
We want you to be completely satisfied with your TurboTax software
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Using Refund Transfer to Pay TurboTax Fees
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Printing & Saving Current Year
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Print a Review Copy
How to print a review copy of your return before you decide to file it -
Print a Copy for Your Records
Whether you file electronically or by paper, you should always make a copy of your return for your files -
Save a Backup Copy of Your File
Make a copy of your tax file that can be opened in TurboTax software -
Save Your Return as a PDF File
Make a PDF copy of your tax return that can be opened in Adobe Reader -
Printing Your Tax Return in TurboTax Online
How to print a filing copy of your TurboTax Online tax return -
Resolve Common Printing Issues
Troubleshooting tips for various printing and printer issues
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Print a Review Copy
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Printing Prior Year
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Access 2010 or Earlier Tax Returns
If you have filed with TurboTax before, we can help you access a prior year return -
Amend a Return
We can help you amend a tax return you've filed to fix an error or to take an additional credit or deduction. -
Questions About Prior-Year Returns & Software
Answers to our most frequently-asked questions about prior-year tax returns and prior-year TurboTax software. -
Resolve Common Printing Issues
Troubleshooting tips for various printing and printer issues
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Access 2010 or Earlier Tax Returns
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Paying My Taxes
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Options for Paying Your Federal Income Tax
Different ways to pay the IRS for additional taxes owed -
Payment Options for State Returns
Different ways to pay your state tax agency for additional taxes owed -
Paying Tax Through an Installment Plan
If you can't pay your entire tax bill, you can make monthly payments to the IRS -
Calculate Federal Estimated Taxes
Find out if you need to make estimated tax payments, and when those payments are due
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Options for Paying Your Federal Income Tax
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Refund Card
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Refund Card FAQs
What it is, what the fees and limits are, how to get one, and more -
More Info About the TurboTax Refund Card
General information about the TurboTax Refund Card -
When Will I Get My Tax Refund?
Find out when to expect your long-awaited tax refund -
Why is My Refund Different This Year?
Why your refund may be more or less than what you anticipated -
Why did my federal refund decrease after filing?
Why your refund is less than what you were expecting
-
Refund Card FAQs
-
Top Answers
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Top Answers
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Where's my refund?
Get your latest federal refund status. Save time with the same IRS lookup tool our agents use – straight from the source.
Get your refund status at...
You can generally expect a federal refund within 10 - 21 days after filing.
Looking for your state refund? Click here for help.
-
When Will I Get My Tax Refund?
Find out when to expect your long-awaited tax refund -
Check Your E-file Status
Track the progress of your e-filed return -
Amend a Return
Amend your return if you need to change something after the IRS already accepted or received it -
IRS Rejection Error 0600/IND-046
How to resolve the rejection error "Form 8862 is missing"
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E-File Status
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Check Your E-file Status
Get your latest e-file status. Save time with the same lookup tool our agents use.
Enter the FIRST Social Security number and ZIP Code on your return.
Please allow for 24-48 hours after e-filing to check your status.
-
Check Your E-file Status
Track the progress of your e-filed return -
Can I Cancel an E-filed Return?
Only if rejected; once accepted, you'll need to amend it -
Did Not Receive Status E-mail
No worries; we'll show you alternative ways to get our e-filing status -
Pending E-file Status with No Record of Return
Why is your return still in a "pending" status? -
Save a Backup of Your Tax File
After all that work, be sure to save a copy of your tax return data file. -
Print a Copy for Your Records
Whether you file electronically or by paper, you should always make a copy of your return for your files
-
-
Tax Refund
-
Where's my refund?
Get your latest federal refund status. Save time with the same IRS lookup tool our agents use – straight from the source.
Get your refund status at...
You can generally expect a federal refund within 10 - 21 days after filing.
Looking for your state refund? Click here for help.
-
When Will I Get My Tax Refund?
Find out when to expect your long-awaited tax refund -
Why is My Refund Different This Year?
Why your refund may be more or less than what you anticipated -
Why is My Refund Less Than Expected?
Why did my federal refund decrease after filing? -
Maximum Refund Guarantee
If you get a larger refund or smaller tax due from another tax preparation method, we'll give you your money back -
Refund Card FAQs
What it is, what the fees and limits are, how to get one, and more
-
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E-File Rejections
-
Resolve an E-filing Rejection
What to do if your e-filed return is rejected -
Rejected for Wrong PIN or AGI
Rejection code 0679 occurs when your PIN or AGI doesn't match IRS records -
IRS Rejection 0502
Rejection code 0502 occurs when your employer's name or ID number doesn't match IRS records -
IRS Rejection 0522
Rejection code 0522 occurs when the first taxpayer's birthdate doesn't match IRS records -
IRS Rejection 0507
Rejection code 0507 occurs when a dependent has already been claimed -
IRS Rejection 0501
Rejection code 0501 occurs when the Social Security number for a child being claimed for the EIC doesn't match IRS records
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Resolve an E-filing Rejection
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Correct (Amend) a Return
-
Amend a Return
We can help you amend a tax return you've filed to fix an error or to take an additional credit or deduction. -
Amended Tax Returns
FAQ Learn the requirements for amending a return. -
Do I Really Need to Amend My Return?
When the IRS expects you to amend your return.
-
I Received an IRS Notice
-
Free Audit Support Guarantee From a Tax Expert
Getting a letter from the IRS can be scary, especially if it's an audit notice. That's why we now offer our free Audit Support Guarantee. -
Accuracy Guarantee - Frequently Asked Questions
TurboTax's calculations are guaranteed accurate. Find information on what TurboTax's Accuracy Guarantee means to you.
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Free Audit Support Guarantee From a Tax Expert
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Top Answers
Joy Shaw, CPA
TurboTax Employee
30 years of tax preparation experience