Content Design
Customer Self-Help Content - TurboTax
FAQs
How to Access and Manage Your Personal Data from Your Intuit Account
Request to Delete or Download Your Intuit Data
Personalized Answers
In the following examples, the main TurboTax product screen is seen in the middle/left. The customer is working on their taxes here, but if they have a question they can enter that, or a search term, in the right Help panel. In response to their query, they get a personalized answer, which is an answer that's tailored to the specific customer based on information we detect about them on the back end.
(This customer is amending an already submitted tax return. We detect this and their answer reflects this fact.)
Do I need Form 8949, and where do I enter it? Scenario 1