You should keep copies of all your small business tax forms for at least 3 years after you file, but you might want to keep them on hand for the long term, that way you can reference them if you need to. No matter what moves you made last year, TurboTax will make them count on your taxes. Whether you want to do your taxes yourself or have a TurboTax expert file for you, we’ll make sure you get every dollar you deserve and your biggest possible refund – guaranteed. Have a tax expert do your taxes from start to finish, as soon as today. Yes, if you choose a one-way video with your tax expert, you’ll be able to see them on your screen.

What Tax Forms to File as a First-Time Business Owner

Prices for paid products are determined based on the product you use and the time of print or e-file and are subject to change without notice. Special discount offers may not be valid for mobile in-app purchases.Your price could also change if you decide to upgrade your service level and add expert help, or if you choose to add other services like Audit Defense. When you access Live Help, you’ll enter some information about your question. This will help us direct you to the right expert to answer your question.

New to TurboTax? Just curious? Here are some helpful answers for you

Again, if it’s been fewer than 21 days since you’ve filed, the representatives unfortunately will not be able to provide you with any additional information. After starting in Live Full Service, we’ll ask you some questions to learn about your tax situation and create a personalized tax planner for you. This tax planner helps you know what docs you’ll need so you can gather them and start securely uploading them to your TurboTax account. A Form 1040 return with limited credits is one that’s https://turbo-tax.org/ filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Full Service Experts are members of the TurboTax Expert team who will file your taxes for you virtually.Intuit TurboTax Verified Pros are independent tax professionals who are vetted by TurboTax and offer the option to meet in person (where available). They have their own business and may also offer different or additional services from those offered in TurboTax Full Service.

1. They’ll guarantee your taxes are done right, with every dollar you deserve.When you connect live with an expert, you’ll see their specific credentials.
2. If you are using a paid edition (PLUS or higher), you have phone support.
3. A local expert matched to your unique situation will find every dollar you deserve and get your taxes done 100% right, guaranteedAn expert matched to your unique situation will find every dollar you deserve and get your taxes done right – as soon as today.
4. We use bank-level encryption technology to ensure your information is protected.
5. TurboTax Live experts have an average of 12 years of experience and our team of CPAs, tax attorneys, and other experts are always up-to-date on the latest tax laws.

Three ways to get your taxes done right

If at any time you want to be matched to a new expert, you can inform your current expert and they’ll help you get reassigned. You can have your refund directly deposited into a free to open checking account with Credit Karma Money™. Sign up when you’re ready to finish and file your taxes with TurboTax and begin using your account right away.Or, you can have your refund mailed in a check. You can receive your refund by check, whether you’re printing or e-filing. Keep in mind that you may be required to pay outstanding business taxes, pay any remaining employment taxes, as well as file the final tax returns before you can close your business.

With Live Assisted, you prepare your taxes at your own pace and on your own time by answering simple questions about your life and taxes. When you need help from a tax expert, just select the “Live Help” button, and we’ll connect you. You can discuss your questions over the phone, via live chat, or via one-way video on your screen. When you’re done preparing your taxes, you can get a tax expert to review your return to make sure it’s 100% correct.When you’re satisfied and ready to file, simply pay and e-file or print your tax return. When you’re done preparing your taxes, you can get a tax expert to review your return to make sure it’s correct.When you’re satisfied and ready to file, simply pay and e-file or print your tax return.

The time it takes to prepare your return depends on the complexity of your taxes, your availability, seasonal peak days for tax preparation, and how busy our experts are. We’ll use your location and information about your tax situation to match you with the right tax expert to handle your taxes. If at any time you want to be matched to a new expert, you can inform your current expert and they’ll help you get reassigned.Where available, you will have the option to choose an independent Intuit TurboTax Verified Pro.

It depends on your other income and you might need to amend your return. Social Security benefits may or may not be taxable for a given year, depending on certain factors. However, if your income between $25,000 and $34,000, you may have to pay income tax on up to 50 percent of your benefits.

You can also upgrade to TurboTax Live Assisted to get unlimited help and advice from tax experts or hand off your taxes to a TurboTax Live Full Service expert to do them for you, start to finish. Customers who do their taxes with TurboTax Live Full Service or TurboTax Live Assisted will have access to tax experts year round for questions and tax advice, but you may not be connected with the specific tax expert who prepared your tax return. You can speak to your tax expert on the phone, through a live one-way video call on your screen (you can see your tax expert, but they can’t see you), or in-person with an independent Intuit TurboTax Verified Pro where available.

A live TurboTax product specialist can help you one-on-one, and even draw on your screen to help you get your taxes done. You can upgrade to TurboTax Live Assisted to get one-on-one help from a tax turbotax contact expert or hand off your taxes to a TurboTax Live Full Service expert to do them for you. We do our best to match you with the right expert based on the nature of your concern and/or tax situation.

To access this information, you’ll need to have your Social Security number, filing status and the expected refund amount. While this tool is helpful to understand your status, it does not explain the reasons for a delayed refund, how quickly your refund will be processed or any steps that are needed from you to address a delay. Therefore, it might still be necessary to call the IRS after checking this tool to get additional information. A local expert matched to your unique situation will find every dollar you deserve and get your taxes done 100% right, guaranteedAn expert matched to your unique situation will find every dollar you deserve and get your taxes done right – as soon as today. Get expert help as you go, and your taxes done with 100% accuracy, guaranteed.

TurboTax Live experts have an average of 12 years of experience and our team of CPAs, tax attorneys, and other experts are always up-to-date on the latest tax laws. TurboTax finds every tax deduction and credit you qualify for to boost your tax refund. Or you can use the contact form link below, which assigns a phone number and a case number based on the issue at hand. If you are using a paid edition (PLUS or higher), you have phone support.

If you’ve already been assigned one but you can’t remember it, there are a few ways to look up an EIN number. Our Full Service welcome call is handled by a team of specialists who are here to answer your questions about the product, help you understand next steps, and aid you in gathering all of your documents before initiating your expert match. We use information about your tax situation to match you with an expert who has experience with taxes like yours.

We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. Our software will allow you to securely upload your tax documents to our system. You can give permission through the software to share your tax documents with your tax expert. You may be able to import them directly from your employer or your financial institutions, or you can snap photos of the documents and upload them to TurboTax.

This letter lets you know that your application was approved and includes your EIN. If you still have your EIN confirmation letter, you can look on the letter to find your EIN. If you answered yes to any of the questions above, you probably need to apply for an EIN. The IRS identifies taxpayers by their Social Security numbers, but what about businesses? From small businesses to corporations, every business has an Employer Identification Number — or EIN.

I can give you that information below, but you appear to be using Free Edition, which does not have phone support unless upgraded to PLUS (29.99). I’ll also tell you below how you can reach a TurboTax Support agent for free using Twitter or Facebook. Intuit, the makers of TurboTax, said the software program might not have selected the best deduction option (standard vs itemized) for some taxpayers, resulting in a possible overpayment to the state.

TurboTax Online offers the convenience of preparing and e-filing your tax return from virtually any computer or mobile device with Internet access. There’s no software to install and nothing you’ll need to save on your computer. For the latest pricing, visit the current TurboTax Online pricing page. TurboTax Desktop lets you download and install TurboTax software on your personal computer. You’ll be able to work on your taxes, even if you’re not connected to the Internet.

Finding the EIN of a public business is easy, but private businesses may be more difficult. Every commercial organization that does business in the US needs to have an EIN, so you may want to look up another business’s EIN to verify that it’s a legitimate business. Keep in mind that some business documents may not include your EIN, and some may only show part of your EIN. If you have any documents that show your full EIN number, store them somewhere safe for the future. Taxpayers who aren’t eligible for a Social Security number need to apply for an Individual Tax Identification number (ITIN). This may include nonresident aliens and dependents or spouses of nonresident alien visa holders.

It starts with a welcome call with a tax prep assistant to gather and upload your documents, and then you’ll be connected to your Live Full Service tax expert. You can speak to your tax expert on the phone or through a live one-way video call on your screen (you can see your tax expert, but they can’t see you). Your tax expert will ask you questions and provide advice as they prepare your return and get ready to file on your behalf. You can also communicate with your tax expert via the messaging center as needed. Our team of US-based tax experts have extensive experience and internal training.

Keep in mind that business owners don’t have to provide their EIN at your request. Most legitimate businesses will provide an EIN if you’re a reputable business owner or contractor, but they don’t have to. If you’re not authorized or can’t provide the identifying information the IRS requests, you won’t be able to receive your EIN over the phone. Although your tax questions are important and are valued as such, keep in mind the sheer volume of callers that also have questions or concerns about tax-related items. While it would be nice to call and immediately have a representative answer your call, it’s more realistic to expect long wait times, especially during the peak of tax season.