TurboTax Customer FAQ

In case you no longer have access to your email account or phone number used for your TurboTax account, you will need to use TurboTax's account recovery options. TurboTax might ask you for some personal information to verify your identity. This can include your name, DOB, SSN, or other tax-related information. Once your identity is confirmed, you will be able to update your contact information and regain access to your account. For your security, it's important to keep your contact information updated to avoid such issues in the future.

Sure! TurboTax Online supports the Auto-fill my return service, a feature of the Canada Revenue Agency that lets you automatically fill in parts of your income tax return. To use it, first set up a CRA MyAccount and then through TurboTax, choose "Auto-fill my return". You'll need to log into your CRA MyAccount, then authorize TurboTax to use the service. TurboTax will then automatically fill in parts of your return with information the CRA has for that tax year – for example, your T-slips or RRSP contribution limit. Please double-check this information to ensure its accuracy. It's a useful feature that can make completing your return faster and easier!

You can change or remove the bank account linked to your TurboTax account in a few steps. Sign into your TurboTax account and navigate to the tax timeline. Click on 'load my tax timeline' and then search for the section 'your federal refund’. Choose the 'edit' option. In the ‘We'll get your federal refund directly deposited’ section, you can modify your bank account details. Make the necessary changes or remove the bank detail and remember to save. Please note that you can't make these changes once your return has been accepted by the IRS.

Yes, you can add an explanation or informational note to your return in TurboTax. However, TurboTax only includes the forms required by the IRS, and it does not send the IRS any additional notes or comments. Your explanation will be for your personal reference and won't be transmitted with your return. If you need to provide more information or an explanation to the IRS about your return, you can include it in a separate written statement that you mail to the IRS after you e-file or with your mailed return if you're paper-filing. Consult with a tax professional if you're unsure.

Yes, you can add explanations to items in TurboTax using a feature called "Add a note." However, it's important to note that these notes are purely for your own reference and will not be transmitted to the IRS with your tax return. This feature can help you remember why you entered certain information if you need to review your return in the future. Click on any input field you would like to add a note to, often you'll see a small notepad icon. After clicking on that, you can add your personal note.