For the TurboTax Live Assisted product, if your return requires a significant level of tax advice or actual preparation, the tax expert may be required to sign as the preparer at which point they will assume primary responsibility for the preparation of your return. Some tax topics or situations may not be included as part of this service, which shall be determined in the tax expert's sole discretion. Tax expert and CPA availability may be limited. Intuit will assign you a tax expert based on availability. Note 3 Access to tax advice and Expert Review (the ability to have a Tax Expert review and/or sign your tax return) is included with TurboTax Live Assisted or as an upgrade from another version, and available through December 31, 2023. Please consult your tax adviser regarding your specific situation and for additional state withholding requirements. In some states the absence of an elect in form, state withholding should not be applied. In some states mandatory withholding is required unless an exception applies and the exception is stated in the proper state election form. Note: If you live in certain states, we are required to withhold state income tax at the rate determined by your state when you have federal income tax withheld. If there is no taxable gain at the time of the distribution, no withholding is required. Payments made to a beneficiary of a deceased payee are subject to the same withholding rules. Otherwise, 10% of a non-periodic distribution is withheld. Non-qualified annuities: Policyholders can elect out of withholding.
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