Local time, so calling as soon as they open in your area might be beneficial. Having this information on hand will ensure a smoother conversation with the representative and will help them to help you with your questions. Check out Jackson Hewitt’s website’s office locator for a specific location, the FAQ page, and a live chat instant message service (Monday through Friday, 8 a.m. to midnight ET and Saturday through Sunday, 10 a.m. to 7 p.m. ET).

Our software allows you to securely upload your tax documents to our system so they’re available to 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. We use industry accepted encryption standards for data at rest and in-transit to help ensure your information is protected. We use information about your tax situation to match you with an expert who has experience with taxes like yours. During the process, they’ll also learn more about your unique situation so they can make sure your taxes are 100% correct before filing. Our software will allow you to securely upload your tax documents to our system.

They can handle all kinds of tax situations, from simple to complex and are always up-to-date on all the latest tax laws, from crypto to side gigs and new government credits. They’ll guarantee your taxes are done 100% right, with every dollar you deserve.When you connect live with an expert, you’ll see their specific credentials. Our team of US-based tax experts have extensive experience and internal training.

  1. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff.
  2. You should receive a Form 1099-K if you sold a good or provided a service and were paid a gross amount in excess of the reporting threshold through a payment app or an online marketplace or accepted a payment from a payment card.
  3. You can have your refund directly deposited into a free to open checking or savings 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 as a check.
  4. You can speak to an expert via phone, chat, or live on-screen through one-way video chat (they can’t see you).

In this case, the electronic payment facilitator is responsible for reporting because it is the entity submitting the instructions to transfer the funds in settlement of the payment card transactions. For payment cards, there is no threshold amount turbotax contact that has to be met to receive a Form 1099-K due to payments received through a payment card transaction. Therefore, if you received $0.01 of payments from a payment card transaction, you should receive a Form 1099-K for those payments.

Keep reading to best prepare yourself for this phone call — after all, your time is important. TaxSlayer has a number of help articles, blog posts and topics to browse on https://turbo-tax.org/ its website to help get your questions answered. We’ll help you get in touch with your tax preparer if you filed your taxes using one of these popular software providers.

Get matched with a local tax expert who can do your taxes, start-to-finish, the same day. Your tax expert can work with you in real time and get your taxes done as soon as today. Taxpayers will need to use their Form 1099-K with other tax records to help figure and report their correct income on their tax return. The term “payment card” includes credit cards, debit cards, and stored-value cards (including gift cards), as well as payment through any distinctive marks of a payment card (such as a credit card number). Third party information reporting for certain payments is required by law and has been shown to increase voluntary tax compliance, improve tax collections and assessments within the IRS, and thereby reduce the tax gap. Our calculations are 100% accurate so your taxes will be done right, guaranteed, or we’ll pay you any IRS penalties.

In addition to Taxpayer Assistance Centers, the IRS also offers the Taxpayer Advocate Service to those in need of severe help. This independent organization within the IRS can help step in when the previously listed steps aren’t helpful enough. Similar to the Taxpayer Assistance Center, there is at least one Taxpayer Advocate Service office in each state.

Read why our customers love Intuit TurboTax

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. If you’ve filed your taxes and have questions about your return or perhaps have a question because you’re a first-time taxpayer, you might need to speak with someone at the IRS. You can have your refund directly deposited into a free to open checking or savings 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 as a check. You can receive your refund by check, whether you’re printing or e-filing. 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.

TurboTax calculations are 100% accurate so your taxes will be done right, guaranteed, or we’ll pay you any IRS penalties. ~37% of taxpayers qualify.Form 1040 + limited credits only. Either way, TurboTax calculations are 100% accurate, guaranteed. Hand off to an expert matched to your unique needs, who will get to know you and your tax situation. You can even request they do your taxes again next year.

Support

If you’ve filed your tax return but need to follow up with your preparer, we’ve compiled some helpful ways to contact your tax software provider. A local expert matched to your unique situation will get your taxes done 100% right, guaranteed. You should not receive a Form 1099-K for making purchases. Form 1099-K is used to report certain payments that you received for selling goods or providing services. Get expert help as you go, and your taxes done with 100% accuracy, guaranteed. Finish with an expert final review so you know it’s done right.

Best tax refund software

You can give permission through the software to share your tax documents with your tax expert. To quickly check your refund status, you can use the IRS’s Where’s My Refund tool to help avoid an unnecessary phone call. This will show your most recent tax return with a status of either Refund Received, Refund Approved or Refund Sent.

They can handle all kinds of tax situations, from simple to complex; and are always up-to-date on all the latest tax laws, from crypto to side gigs and new government credits. We guarantee your taxes are done 100% right, getting you every dollar you deserve.When you connect live with an expert, you’ll see their specific credentials. 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.

Frequently asked questions

Again, it’s best to call first to see if you qualify for this kind of help and schedule an appointment. To help minimize your wait time, consider calling first thing in the morning or right before the IRS customer service line closes for the day. The IRS customer service hours are from Monday through Friday, 7 a.m.

Where available, you will have the option to choose an independent Intuit TurboTax Verified Pro. You may see this option after starting with Live Full Service if it’s available in your area.With Live Assisted, a team of tax experts is available to provide you with unlimited answers and advice as you do your taxes, and can review your return before you file. The 2023 federal reporting threshold of over $20,000 and 200 transactions is a reporting requirement for TPSOs, but companies may still send a Form 1099-K for payments for goods or services payments that are less than that amount. For example, you may receive a Form 1099-K from other payment settlement entities, such as merchant acquiring entities. Also, your state may have a lower reporting threshold for TPSOs, which could result in you receiving a Form 1099-K, even if the total gross payments you received in the year did not exceed the federal reporting threshold.

See Understanding your Form 1099-K for more information. A local expert matched to your unique situation will find every dollar you deserve and get your taxes done 100% right, guaranteed
An expert matched to your unique situation will find every dollar you deserve and get your taxes done right – as soon as today. We search hundreds of tax deductions to find every tax deduction and credit you qualify for to get you the biggest tax refund, guaranteed. No matter what moves you made last year, TurboTax will make them count on your taxes.

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