Changing your phone number on TurboTax is a crucial step to ensure your account security and to receive important updates, especially if you use two-step verification. Whether you've recently changed providers, moved, or simply updated your contact information, keeping your TurboTax account accurate is essential. This guide will walk you through the process step-by-step.
How to Change Your Phone Number on TurboTax: A Comprehensive Guide
Ready to update your TurboTax contact information? Excellent! Let's make sure your financial data is secure and you're always in the loop with important tax-related communications. Changing your phone number on TurboTax is a straightforward process, primarily managed through your overarching Intuit Account. Since TurboTax is an Intuit product, any changes you make to your Intuit Account will reflect across all connected Intuit services, including QuickBooks and Credit Karma.
Step 1: Access Your TurboTax Account
The first and most critical step is to securely log in to your TurboTax account. This is where your journey to updated contact information begins.
1.1 Navigate to the TurboTax Website
Open your preferred web browser and go to the official TurboTax website:
1.2 Sign In to Your Account
Look for the "Sign In" button, usually located in the top right corner of the homepage. Click on it and enter your User ID and Password. If you use two-step verification, be prepared to enter the code sent to your current registered phone number or email address.
Important Note: If you're having trouble logging in because you no longer have access to your old phone number for two-step verification, don't panic! TurboTax (Intuit) offers account recovery options. You might need to use an email address associated with your account or go through an account recovery process. We'll address this in the FAQ section if you encounter this specific hurdle.
Step 2: Locate Account Settings
Once you're successfully logged in, you need to find the section that allows you to manage your account details.
2.1 Find the "Intuit Account" Link
After logging in and typically within your active tax return or on your dashboard, look for a link or option that says "Intuit Account" or "Account Settings". This is often located in the lower-left corner of the black side menu or sometimes under your profile icon in the top right. The exact wording and placement can vary slightly depending on the TurboTax version you are using (Online, Desktop, etc.) and any recent updates to their interface.
2.2 Access Account Manager
Clicking on "Intuit Account" will usually redirect you to the Intuit Account Manager page. This is a central hub for all your Intuit product settings.
Step 3: Navigate to Sign In & Security
Within the Intuit Account Manager, you'll find various categories for managing your personal information and security.
3.1 Select "Sign In & Security"
On the Intuit Account Manager page, locate and click on the "Sign in & security" option. This section is dedicated to managing your login credentials, email, password, and, most importantly, your phone number.
Step 4: Update Your Phone Number
Now you're at the core of the process – making the change itself.
4.1 Find the "Phone" Section
Within the "Sign in & security" menu, you will see a "Phone" section. Click on it or look for an "Edit" or "Change" link next to your existing phone number.
4.2 Enter Your New Phone Number
A field will appear allowing you to input your new phone number. Carefully type in the correct digits. Double-check for any typos!
4.3 Confirm and Save Changes
You may be prompted to re-enter your TurboTax password for security verification. After entering your new number and password, click "Save" or "Confirm" to apply the changes.
4.4 Verify Your New Phone Number (if prompted)
For security purposes, TurboTax may send a verification code to your new phone number. You'll need to enter this code on the screen to finalize the update. This step ensures that you are indeed the owner of the new number and prevents unauthorized changes.
Congratulations! Your phone number on your TurboTax (and Intuit) account should now be successfully updated.
What if I also need to change the phone number on my actual tax return?
It's important to distinguish between your account's phone number and the phone number that appears on your filed tax return. The steps above change your Intuit account's contact information. If you're still working on your tax return and haven't filed yet, you might also need to update the phone number within the "Personal Info" section of your tax return itself.
For Unfiled Returns:
After logging in, go to the "My Info" or "Personal Info" section of your tax return.
Locate the field for your phone number.
Edit the existing number to your new one.
Save your changes within the return.
For Already Filed Returns:
If you have already filed your tax return and it has been accepted by the IRS/state, you generally cannot change the phone number on that specific return. The return has already been processed with the information it contained.
If your return was rejected, you can go back into the "Personal Info" section, update the phone number, and then refile.
For contact regarding a filed return, the IRS or state tax authority will typically use the mailing address on your return for official correspondence. Your updated phone number in your TurboTax account will be for TurboTax-specific communications.
10 Related FAQ Questions
Here are some common questions you might have about changing your phone number on TurboTax:
How to check if my phone number was successfully changed on TurboTax?
After following the steps, log out and then log back in. Navigate back to "Account Settings" > "Sign in & security" > "Phone" and verify that your new number is displayed correctly.
How to change my phone number on TurboTax if I'm locked out due to two-step verification?
If you've lost access to your old phone number and can't receive the two-step verification code, look for a "Try something else" or "Account Recovery" option on the login screen. You may be prompted to verify your identity through an associated email address, security questions, or by providing personal information for verification. If all else fails, you will need to contact TurboTax customer support.
How to contact TurboTax customer support for phone number changes?
You can typically find contact information for TurboTax support on their official website, usually under a "Support" or "Contact Us" section. Be prepared to verify your identity.
How to know if my phone number needs to be updated on TurboTax?
If you've changed your mobile number since the last time you used TurboTax, or if you're not receiving expected verification codes or notifications, it's a good indication that your phone number needs to be updated.
How to update other contact information on TurboTax (like email or address)?
The process is very similar to changing your phone number. Once in "Intuit Account Manager" under "Sign in & security," you'll usually find options to edit your email address, user ID, password, and sometimes physical address within the "Profile" section.
How to ensure my TurboTax account is secure after changing my number?
Always use a strong, unique password. Consider enabling or reviewing your two-step verification settings, and be vigilant about phishing attempts. Regularly review your account activity.
How to change phone number if I'm using TurboTax Desktop software?
For desktop versions, your phone number is typically stored within your Intuit Account online, so the steps provided for the online account generally apply. However, also check the "Personal Info" section within the desktop software itself for the specific tax return you are working on, to ensure the number printed on the return is current.
How to prevent future issues with phone number changes on TurboTax?
Whenever you change your phone number, make it a habit to update it on all important online accounts, including financial institutions and tax software like TurboTax, as soon as possible.
How to change my phone number if I don't remember my TurboTax User ID or password?
TurboTax has an "I forgot my User ID or password" link on the sign-in page. You can follow the prompts to recover your account using your email address, old phone number (if applicable), or by answering security questions.
How to change the phone number for two-step verification specifically?
The steps outlined in this guide directly address changing the phone number used for two-step verification, as this setting is managed under "Sign in & security" within your Intuit Account.