Turbotax Knowledge
This is an award given to experts for certain accomplishments during peak season.
Spotlights
Name 3 states that don't have income tax in 2024.
Alaska, Florida, Nevada, South Dakota, Texas, Washington and Wyoming.
Name two of the five states that tax telecommuters, even if they work remotely and never set foot in the state in 2024.
What is Connecticut, Delaware, Nebraska, New York, and Pennsylvania
What does QoS stand for at Turbotax?
Quality of Service
At Turbotax, if you are unable to use Smartlook, what other tool can you use to see your customer's screen?
What is Glance
In Turbotax, what is the name of the process by which a customer's software fees are deducted from their refund?
Refund Transfer or Refund Processing.
The acronym EIN stands for this.
Employer Identification Number
What is the name of a tax return that has had all PII removed?
A diagnostic copy
On a Mac computer, the Enter key has a different name, what is it?
Return
What is the slang term used to describe a process by which a customer contributes to a traditional IRA and then converts to a Roth IRA to avoid income limits?
Backdoor Roth
In Forms mode, what does the color Blue represent?
What is User entered.
In Stock Transactions, what is the term used to describe the amount originally paid for the share?
What is basis.
These are four pieces of information you must verify through EFE for level 2 verification. Name two of them.
First and last name of the primary or secondary , last four numbers of SSN, Birth year and zip code.
Qualified Business Income
What types of business entities does Turbotax Business (the DIY downloadable product) support?
What are S corps, Partnerships and Multi-Member LLCs and Trusts and Estates.