How Do I Get a Refund from Turbotax?

In a nutshell: Turbo Tax offers assistance in filing taxes and determining eligibility for a tax refund. To request a refund, users must log in to their Turbo Tax account and provide details about their wages and income. Reviewing and confirming rideshare driving information is important before entering income and 1099-NEC details. Additional incomes can be added if applicable. Checking self-employment tax and confirming personal details is necessary. Finally, users select their payment options. Turbo Tax provides a user-friendly platform with customer support for a hassle-free refund process.

Dec 20, 2023

Introduction

Turbo Tax helps you file your taxes and can assist you in determining whether you’re eligible for a tax refund. If you’re looking to get a refund from Turbo Tax, you must be familiar with their refund policy. Here are the steps to follow to get started with requesting a refund from Turbo Tax.

Log In to Your Turbo Tax Account

Begin by opening the Turbo Tax app on your mobile phone and signing in to your account. Once you’re logged in, navigate to your personal information summary.

How Do I Get a Refund from Turbotax? (Step 1)

Add Details of Your Wages and Income

The platform requires all details of your wages and income to determine the applicable refund amount. To verify what information you should add, check the sections labeled “Needs Review.”

How Do I Get a Refund from Turbotax? (Step 2)

Review Ride Share

The “Self-Employment Income and Expenses” section needs review. Click it to open your year’s work summary. On the new page, you can edit or delete a line of work that you’ve already entered. Click the “Review” button to check your ride-share details.

How Do I Get a Refund from Turbotax? (Step 3)

Confirm Your Rideshare Details

The next page displays your rideshare driving information. From the new page, you must review the tax information that the Turbo Tax platform has regarding your rideshare driving work. Before moving on, it’s essential to edit any incorrect information. After verifying that everything is correct, click “Looks Good.”

How Do I Get a Refund from Turbotax? (Step 4)

Enter Your Rideshare Driving Income

On the new page, you must specify the income type you received from your rideshare driving work. If you received more than one income type, you must enter one after the other. Choose your income type and click “Continue.”

How Do I Get a Refund from Turbotax? (Step 5)

Enter Your 1099-NEC Details

After choosing your income type, the platform requires you to fill in additional details. If your 1099-NEC form has zeros or blanks, you must fill this section the same way. The information must contain the name of the payer, your federal ID number format, and any additional information requested. Click “Continue” to proceed.

How Do I Get a Refund from Turbotax? (Step 6)

Introduce Additional Incomes

If you have more self-employed income for rideshare driving, click the “Yes” option.

If you have any other line of work that contributes to your income, you must state it. You can add it by clicking the bottom link labeled “What if I have income for another line of work?” In this case, we have no extra income, so click “No” and then “Continue.”

How Do I Get a Refund from Turbotax? (Step 7)

Check Your Self-Employment Tax

The next section automatically displays your employment tax amount. Entering your expenses enables you to increase your refund. Click “Continue” to proceed. If you have no expenses, click “No” in the expenses section. After providing all the required information, click “Done With Income.”

How Do I Get a Refund from Turbotax? (Step 8)

Confirm Your Details

The platform continues to prompt you to fill in information regarding your income and other assets you own. All the information you provide allows Turbo Tax to determine the tax breaks applicable to you. From there, it calculates your standard deductions and informs you of the deductions applicable. Click “Continue” and confirm your Social Security Number and Birth Date on the next page.

How Do I Get a Refund from Turbotax? (Step 9)

View Your Payment Options

Lastly, choose how you’d like to pay for Turbo Tax. Click “Pay With Federal Refund.” If you encounter difficulties during the process, contact Turbo Tax customer support.

How Do I Get a Refund from Turbotax? (Step 10)

Conclusion

Turbo Tax ensures you get your refund in a hassle-free manner. The platform is user-friendly, with help readily available from customer support. If you need a refund, follow the steps provided.

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