How do I recover my TurboTax account?
In a nutshell: Account recovery is a necessary process for TurboTax users who have lost access to their accounts. To regain access and verify ownership, users must provide accurate information such as their photo ID, important details from their TurboTax profile, and their most recent tax return. They must also answer a questionnaire and choose options that match their personal information. It is important to provide accurate information during the recovery process, although technical issues and forgotten details can cause problems. TurboTax offers customer support through phone, live chat, and an online help desk.
Introduction
Account recovery is a crucial process some TurboTax users must go through to access their dashboards or prove legitimate ownership. Whether you lose access due to hacking or you have a weak password, verification is a requirement to reclaim your account.
Recovery may fail, and you may have to choose an alternate method if you enter inaccurate information. Therefore, you must use the same details you entered during the TurboTax profile creation process or after a recent account update. Read further for several steps to regain access and verify yourself.
What You'll Need
TurboTax may require you to provide a photo ID or choose another verification method. Therefore, it would help if you have confidential documentation ready before you start recovering your account. You may also need to scan or attach any forms that are available on your phone or computer.
Visit TurboTax and view the log-in dialog box.
Instead of entering your credentials, click Try something else at the bottom of the box for more options.
Enter your vital information and click Continue.
Details such as your last name, DOB and Social Security number are mandatory for verification as a registered TurboTax user.
Add your taxpayer information.
You must use your most recent tax return associated with your account. All the information you enter must match the details on your forms.
Complete the questionnaire.
Ensure you type the address you entered on your most recent tax return and that is displayed on your user profile.
Choose the city or state where you or a relative currently lives.
You may also have to verify the location of any other individual who is associated with your account or your address. Choose "I have never been associated with any of these addresses" if the choices are inaccurate.
Verify the animal associated with your state or a college mascot.
Choose the most relevant to a specific animal or alma mater or click "None of the above" if you don’t recognize any of the choices.
Choose a friend or relative’s birth month.
If you’re uncertain about this question, click "None of the above I am not familiar with this person."
Complete and submit the questionnaire to TurboTax.
After you click continue to complete the questionnaire, you may move on to the next step, or TurboTax will prompt you to restart the process, depending on your answers. Therefore, ensure you answer each question accurately to recover your account.
Conclusion
Using accurate information to recover your account can help you regain access quickly. However, some users may experience trouble due to forgetting specific details they entered when they first created their accounts. Another problem such as technical bugs can also be problematic when trying to complete the recovery process.
One efficient way to contact a customer representative is via phone during business hours. However, TurboTax’s live chat option for quick responses within an hour. TurboTax also has an online help desk where users can get assistance from the support team to help them find solutions using troubleshooting methods.
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