TPA
This delightful checklist is located within the Call Flow Widget and must be completed on every contact.
What is Blueprint for Delight? (B4D)
This version of TurboTax Online is required to report stock sales.
What is Premium?
Rental Income is reported on this 1040 Schedule.
What is Schedule E?
What is 18?
This conversion enables a high earner to circumvent income limits and contribute to a Roth IRA.
What is a backdoor Roth conversion?
While we cannot make projections for a customer about their refund or tax due, this tool can. It's available in the "Resources" tab in the TTO homepage.
What is Tax Caster? (Refund Estimator/Calculator)
This document is where TPA's can find the most recent updates to Welcome Call processes.
What is the Tax Prep Assistant Call Guide.
This is the highest marginal tax rate in 2022.
What is 37%?
Name 5 of the 9 U.S. states that do not have an income tax in 2022.
What are Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, Wyoming?
Married customers who file separate returns from their spouses are generally not eligible for Full Service if they live in one of these states.
What are community property states?
(Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, Wisconsin)
This is the maximum number of states that can be filed with a single TurboTax Online return.
What is 5?
(You can file more with TTD)
This test will determine whether you are a U.S. resident for tax purposes.
What is the substantial presence test?
Taxpayers with income sourced from this U.S. territory, or any obligation to file a return there, are not eligible for Full service.
What is Puerto Rico? (1040-PR)
This tool provides provides information about customers who used their tax refund to pay for their TurboTax Online fees.
What is Webserve?
In 1987, the IRS began requiring this to claim a dependent. As a result, approximately 7 million children, nearly 1/10th of dependent children in the U.S., simply disappeared.
What is a Social Security Number?