TurboTax

TurboTax Products

100

This customer prefers our original product.

TT Desktop

200

Recommended for maximizing your deductions

Deluxe

300

Recommended for Investments and rental properties

Premier

400

Recommended for personal and Self-employed

Recommended for personal and Self-employed

500

This product allows customers to file their returns electronically.

What is both TT Desktop and TT Online

Where do I enter?

100

Where do I enter Form 1098-T (Tuition Statement)?

Education Expenses Summary

200

Where do I enter my 1099-R?

Go to to Form 1099-R enter your pension, annuity, or other retirement plan distributions.

300

Where do I enter a 1099-B?

1. Open (continue) your return, if you haven't already
2. Locate the search bar. Search for 1099-B, then select the Jump to link in the search results

400

Where do I enter a 1099-MISC?

1. Open or continue your return
2. Select Search and search for 1099-misc
3. Select Jump to 1099-misc at the top of the search results

500

Where do I enter my 1095-A?

1. Open (continue) your return, if you don't already have it open
2. Search for 1095-A and select the Jump to link at the top of the search results

Miscellanous

100

What do I click on to start a Note in Salesforce?

New Note

200

What resources can I use to find answers to questions for our customers?

Google, Help panel, TurboTax.com, TurboTax Support, Arise Chat

300

What is form 1065?

Form 1065, U.S. Return of Partnership Income

400

What is Form 1099-K?

Form 1099-K tracks payments you’ve received through a payment settlement entity (PSE) in the past year.

You might receive a 1099-K if:

• You had more than 200 transactions and more than $20,000 in sales processed through a third-party processor, for any number of transactions.
• You accepted credit cards, debit cards, or prepaid cards, including gift cards

500

What are the schedules that go with the 1040 form?

Schedule 1: Additional Income and Adjustments to Income

Schedule 2: Additional Taxes

Schedule 3: Additional Credits and Payments

IDEAL Call Flow

100

What is the L in the IDEAL Call Flow?

Lookback

• Confirm Resolution

• Educate the customer

• Ask for any other concerns

• Thank the customer for their business and close

200

What is the I in the IDEAL Call Flow?

Identify

Greet the Caller.

• Give your name & get the customer’s name.

• Collect identifying information.

• Offer to provide assistance.

• Build rapport and set the tone of the call.

300

What is the D in the IDEAL Call Flow?

Define

• Define the issue.

• Ask clarifying questions

• Actively Listen

• Gain issue alignment

400

What is the E in the IDEAL Call Flow?

Explore

• Utilize Tools/Resources

• Effective Troubleshooting

• Offer multiple choices for resolution

• Tailor solution to customer’s needs

500

What is the A in the IDEAL CallFlow?

Act

• Communicate and Navigate

• Provide accurate information

• Own the outcome

• Exhibit confidence

• Resolve the issue

Error codes

100

Error code 2

Error Code 2 can occur in several areas of TurboTax, like attempting to connect to the internet to update, importing financial information, or transmitting a return when filing or downloading.

200

Error 102346

Error 102346 can occur when you are attempting to open a file type that is not supported in TurboTax for Windows (like a PDF file).

300

Error code R0000-500-01

code R0000-500-01 it's usually because the name or Social Security number of the first person listed on the return either is incorrect or doesn't match what the IRS has in their database.

400

Error Code FW2-502

The e-file reject FW2-502 occurs when the employer’s name or EIN (Employer Identification Number) that you entered from your W-2 doesn't match the IRS database. The error could be as simple as a missing or mistyped letter or number. An employer’s EIN number has 9 digits in the format 99-9999999

500

Error code IND-507

code IND-507 usually means that someone else has already claimed your dependent on their return.