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exzolux
Level 1

Self-Employed Turbo Tax Bundle

So with this Self-Employed Turbo Tax Bundle you can import your data into turbo tax and you get to file your taxes at the end of year for free? The turbo tax self employed bundle on their website costs like $150 so I’m wondering if with this bundle, I can file all the necessary forms and get a refund for free? Isn’t that what this bundle says?

34 Comments 34
Joesem M
Moderator

Self-Employed Turbo Tax Bundle

Let me share some insight about how Self-Employed + TurboTax Bundle works, @exzolux.

 

The Tax Bundle is a subscription for both QuickBooks Self-Employed and TurboTax Self-Employed. This gives you an easy way to send your Schedule C data to TurboTax so you can file your taxes.

 

Moreover, a bundle subscription will waive the federal filing fees, plus one state return. For this to work, make sure to use the same username and password as you log in to both your QuickBooks Self-Employed and TurboTax Self-Employed accounts. 

 

For more information about the QuickBooks Self-Employed + TurboTax Bundle, you can visit this article: QuickBooksTax Bundle and how to upgrade.

 

Everything you need to about managing taxes including how QBSE calculates your taxes and what you'll need to do with a tax return can be found in the following articles:

 

 

I'll be right here to keep helping if you need additional assistance in managing your accounts. Take good care.

 

exzolux
Level 1

Self-Employed Turbo Tax Bundle

So I won’t have to pay $150 on turbo tax to do my self employed taxes at the end? Is that what this bundle includes? Let’s say I pay for it each month, I’ll have a free filing (annual return) each year? I’ll be able to easily file my taxes with this bundle?

exzolux
Level 1

Self-Employed Turbo Tax Bundle

So let’s say I pay for this bundle every month, I’ll have a free filing each year that I’m paying for it? I’ll be able to File my taxes (annual return) for free and easily with this bundle? 

MaryLurleenM
Moderator

Self-Employed Turbo Tax Bundle

You're right, exzolux!

 

With the Self-Employed Turbo Tax Bundle you don't have to pay for annual filing in TurboTax. It comes for free with the subscription.

 

You can check out the articles provided by my colleague above to learn more on how it works with QuickBooks Self-Employed.

 

Here's another quick read from TurboTax: https://turbotax.intuit.com/personal-taxes/self-employment-taxes/.

 

Let me know if you have other questions.

marykliv
Level 1

Self-Employed Turbo Tax Bundle

I am about to seek a refund on this bundle.  I must have made an error in my first attempt to do my taxes.  I have been on teh phone all morning and no assistance.  The problem may be that in the past i filed with my now ex husband.  I put his name first on returns because he was the main bread winner.   

Now I can't access.   I can't do anything with the synching portion of this program.  I feel I have wasted money and so much time.  

 

Is there a person with your company who can fix this issue/

MarsStephanieL
QuickBooks Team

Self-Employed Turbo Tax Bundle

We don't want you to feel this way, @marykliv.

 

I can help you get back on track about managing your account and taxes in QuickBooks Self-Employed (QBSE).

 

If you're referring to your account that can't be accessed anymore, you can click on the hyperlinked message "I forgot my user ID or Password" to recover it. But if you're referring to your QBSE account and Turbo Tax that isn't synced, you'll need to check if the sign-in information is the same.

 

I also added this article to know more about the other workarounds available in retrieving your account in QBSE: Get help if you can't sign in to your account.

 

Furthermore, you can review this article: Send your info to TurboTax. You can see the things we can do if the two accounts have different credentials in that article.

 

Since you've mentioned on about getting a refund using the Tax bundle subscription, let me route you directly to our QuickBooks Care team. They can check your account and process a refund immediately once verified. Please check the support hours before contacting them so that you'll be assisted right away or you can also choose the Request callback option.

 

You can always tag me in the comment section below if you have other concerns or questions. Have a nice day ahead and take care always.

perrysrenovation
Level 1

Self-Employed Turbo Tax Bundle

I have a question, I my wife and I have been using turbo tax for several years now to fill our taxes, now that I am self-employed, can I use this bundle to file my self-employed taxes as well as entering my wife tax info so we can still file jointly? Or are we going to have to file separately? I currently have a turbo tax login . 

 

MaryJoyD
QuickBooks Team

Self-Employed Turbo Tax Bundle

I can share some information about having our bundle subscription, @perrysrenovation

 

You can file jointly if you only need one schedule C and submit one 1040-ES form.

 

A QuickBooks Self-Employed account can only generate one schedule C and submit one 1040-ES form. In your Tax Profile, you can set it as married and filing jointly.

 

Here's how to update your tax profile:

  1. Go to the Gear icon () and proceed to the Tax profile.
  2. In the Tax settings drop-down, select the tax year.
  3. Update all the necessary information.
  4. Click on Save.

tax profile.JPG

See this article for more information: Review your tax profile in QuickBooks Self-Employed.

 

If you subscribe to our Tax bundle, you can make online payment for federal estimated quarterly taxes. Also, e-file one state and one federal return without filing fees. 

 

Also, you can only sync your existing TurboTax Self-Employed and QuickBooks Self-Employed account if you use same log-in credentials for both accounts.

 

Check these articles for more information:

Let me know if you still have follow-up questions about your account and or anything else. I'm always here to assist. Keep safe and have a great rest of the day!

JME
Level 1

Self-Employed Turbo Tax Bundle

I have the monthly  subscription, Intuit QuickBooks Self-Employed Plus TurboTax Online Monthly. I thought this also provided me with Turbo Tax but I cannot see how to connect the two. Can you assist please?

 

Thank you

JME

Rubielyn_J
QuickBooks Team

Self-Employed Turbo Tax Bundle

I'd be glad to assist you connect and send QuickBooks Self-Employed tax info to TurboTax, @JME.

 

Before exporting your tax information from QuickBooks Self-Employed to TurboTax, ensure that both accounts are connected for it to work. Make sure also to review the information before you send them to TurboTax.

 

Here's how:

  1. Log in to QuickBooks Self-Employed. Don’t enter any information in TurboTax before you import it.
  2. Choose the Tax Checklist.
  3. Select Review final tax summary.
  4. After reviewing the information, choose Send to TurboTax in the bottom right of the screen.
  5. Click It's OK to send my info to send your information to TurboTax.

Take note as well that you can only send data from QuickBooks Self-Employed to TurboTax Self-Employed if you use the same sign-in info for both accounts.

 

But if you use a different user name and password to sign in to TurboTax Self-Employed, feel free to check this article for a few options you can choose to fix it: Send QuickBooks Self-Employed tax data to TurboTax Self-Employed using different sign-in info.

 

You can also consider reading this article to learn more about QuickBooks Self-Employed and Turbo Tax: Upgrade to the QuickBooks Self-Employed and TurboTax Self-Employed bundle.

 

Feel free to post an update in the comments section if you need further assistance. I'll be here to lend a helping hand. Have a lovely weekend.

portillosc
Level 1

Self-Employed Turbo Tax Bundle

Hello, 

 

I filed for 2019 using Turbo Tax Self-employed and received free subscription to Quickbooks Self-employed which expired the 1st of 2021. Wasn't this subscription suppose last til April 2021? 

DivinaMercy_N
QuickBooks Team

Self-Employed Turbo Tax Bundle

I've got you covered, @portillosc.

 

You will automatically have a free QuickBooks Self-Employed subscription for a year, once you use TurboTax Self-Employed in filing your taxes. The subscription lasts until April 30 of the next tax year. For more info, see this article: Subscription of QuickBooks Self-Employed. To verify your subscription details, I suggest reaching out to our live support team. They have tools to check your account and give more info about your subscription. 

 

Follow these steps to connect with them:

 

  1. In QuickBooks, go to Assistant and type the brief details of your concern.
  2. Then enter, Talk to a human
  3. Input again your concern and click I still need a human.
  4. Choose either Message an agent or Get a callback.

 

Also, I've added this helpful article that will provide answers from FAQs when using QuickBooks Self-Employed. Please head to the QuickBooks Self-Employed Overview page

 

Feel free to get back here if you have further QuickBooks concerns. I'm always here to help you. Have a good one.

madisonljackson
Level 1

Self-Employed Turbo Tax Bundle

I am totally locked out of my account as of today. It does not even give me the option to talk to an assistant or view my billing subscription. It says my subscription expired back in July, but I never received notifications in my Quickbooks or email ever (then or yesterday) before my account was locked. I also thought I had the free account until April 2021.

Screen Shot 2021-01-02 at 5.58.55 PM.png

JamesDuanT
Moderator

Self-Employed Turbo Tax Bundle

Let's manage your account and review everything, madisonljackson.

 

When your subscription is about to expire, the system will send you a notification a head of time. This is to make sure that you have an updated billing information. There's a possibility that the email message was routed to your Spam folder or the email address you're using is different.

 

Meanwhile, we can use the QBSE Test Drive so you can contact our Customer Care Team. Then, you can follow the steps in this article to reach them out: Contact QuickBooks Self-Employed Support.

 

Once you have contacted our representatives, they should be able to pull up your account. From there, we can reset the account and update the billing information within the system. Or you can update it yourself using this link: Update your billing and subscription info in QuickBooks Self-Employed.

 

Keep us posted about this so we can further assist you in managing your account.

pat-yan
Level 3

Self-Employed Turbo Tax Bundle

You realize we can't log in, so we can't contact support, right? Please fix this bug. All of us Self-Employed users are locked out.

Kristine Mae
Moderator

Self-Employed Turbo Tax Bundle

I'll add a few more details, Pat-yan.

 

You can log in using the test drive my colleague shared. From there, you can reach out to our customer care support. 

 

Just a friendly reminder, though. Please take note of our support hours so you can get a hold of a live agent.

 

The Community is available 24/7 if you have other concerns. Keep safe!

KimG316
Level 1

Self-Employed Turbo Tax Bundle

Yes, please fix it ASAP!!!  I am also not able to log in as of today and the chat feature is useless.

Jessica_young
Moderator

Self-Employed Turbo Tax Bundle

Thanks for taking the time to reach out, @KimG316.

 

This is a known issue at this time.   Our engineers are investigating why the status of your subscription has changed.  As a workaround, if you reach out to support and reference Investigation 53434, they will attach a discount so you can continue working in your account until this issue is addressed.  My colleague @JamesDuanT outlined the steps you will want to take above to use the QBSE Test-Drive so you can contact our Customer Care Team. Then, you can follow the steps in this article to reach them out: Contact QuickBooks Self-Employed Support.

 

 Please reach back out if you've additional concerns on this issue, I'm happy to help. Take care! 

Ami_D
Moderator

Self-Employed Turbo Tax Bundle

Good morning everyone! Thank you again for your continued patience while we work on the fix for your accounts. The engineering team confirmed the fix last night and is currently rolling it out to all impacted users as we speak, so if you aren't already, you'll be back up and running very soon! 

No need to contact support at this time. If you were impacted, the fix will automatically apply to you. 

I'll swing back here to let everyone know as soon as this is complete for everyone. 

Ami_D
Moderator

Self-Employed Turbo Tax Bundle

Hello all! Great news! All impacted accounts have been restored and you should be able to login to QuickBooks Self Employed as normal. 

Please let me know if you still experience any difficulties accessing your account and I'll be happy to look into it ASAP. 

DietzX5
Level 1

Self-Employed Turbo Tax Bundle

Firstly - I would like to be clear about this promotion because I'm currently shopping your QBSE + TTSE bundle due to a new independent contracting job my wife snagged near the end of 2020. If we file using TTSE for the year 2020, we will have access to QBSE until April of 2022? If that's so, what are the differences between paying monthly for the bundle vs just paying to file using TTSE? Also, does this promo have an upcoming end date?

 

Secondly - Does this only work with TTSE online and not TTH&B disc version?

Rasa-LilaM
QuickBooks Team

Self-Employed Turbo Tax Bundle

Thanks for following this thread, DietzX5.


I’m happy to know you’re considering using the bundle program. Let me share some insights about the promotion.

 

If you’re a new Turbo Tax customer and don’t have a QBSE account, you’ll be given 30 days free trial to use the self-employed program. While those who have an existing QBSE account, the one-year free filing with Turbo Tax is no longer available.

 

Since TTH&B disc is another program, I suggest posting this question to the Turbo Tax forum. One of their support agents can provide information if it works with the bundle.


For additional resources, check out these articles.

 

 

Keep me posted below if you have any other concerns. Please know I’m always ready to answer them for you. Wishing you and your business continued success.

Kevincortez
Level 1

Self-Employed Turbo Tax Bundle

I want to pay for the bundle only if filing my federal taxes will be Free.

Rose-A
Moderator

Self-Employed Turbo Tax Bundle

Thanks for joining in this thread, Kevincortez. I'd b glad to provide you the details on how you can pay for the bundle subscription.

 

With the Self-Employed Turbo Tax Bundle, you can send your federal taxes for the annual filing in TurboTax and it comes for free with the subscription.

 

You can follow the steps below to upgrade and pay for the said package account:

 

  1. Click the Profile ⚙ icon and then Billing info.
  2. Look for the TurboTax logo and select Get our Tax Bundle.
  3. Select Subscribe now or Switch Now.
  4. Follow the steps to add your payment info.
  5. Select Subscribe to bundle.
  6. Hit Done.

 

Once done, ensure that both accounts (QuickBooks Self-Employed and TurboTax) are connected and review the information before you sending them. To get more details about this process, here's an article for your reference: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live. This will give steps on how to evaluate your checklists as well as other links to help you file your taxes.

 

Feel free to post an update in the comments section or if you need further assistance with paying the bundle subscription. I want to make sure you can file your federal taxes in the future without any errors. I'll be here to lend a helping hand if anything may arise. Have a lovely week!

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