2FA and a deceased partner

[brunbennett1]

Alright so this one is kind of a tough one, but I'll try to explain. My old boss/partner was the registered accountant with intuit and the 2FA goes through a cell phone number which has since been shut off. (He passed last tuesday). I know the login info and I can access the email he used, but obviously no phone. Well i called intuit today to see if because I payed the license fee for the year, over 6k, if I could get a refund because it wouldn't be used not even once. She said I sent you an email, read it and call us back if you need too, well it was talking about transferring a business, and needing letters, and articles of incorporation, and whatnot. On top of that, if I can get them to agree to a full/partial refund, thats was payed for on a credit card that is now closed...I know this 12 problems in 1 but i could really use that 6k and i was supposed to get payed back as he made money this year.

[jeffmcpa2010]

Can you get the phone and number reactivated? That would be worth a try.

If not if the phone number is available (not sure how long before they go back into service after being discontinued) you could get another phone and request the same number - I was able to request a specific number when we got cell phones in the past - that might also work.

Other than that jumping through Intuit's hoops might be your only choice. It's possible that the person incharge of the previous owners estate, might be able to help authorize intuit to assign another number as you being able to operate might be important to maintaining assets of the estate.

Other than that I have no helpful ideas - this was just a few minutes of brainstorming ideas. Good luck ! hope something works.

Oh - and I think it's worth a few days of trying to get access to the current purchased program, as purchasing another copy under your own name and then trying to get a refund on the original might be problematic, ALTHOUGH there might be a path for the Estate Representative to request that refund on behalf of the estate? (another idea popped up while I was typing)

Hope this works out for you.

[BrunBennett]

Thank you very much for your reply! I really do appreciate you taking the time to think on this and write back. Unfortunately, your solutions won't help me here. You see if the estate receiver thought she could get any more money out of the poor guy, she would, and she'd keep it. I'm still not 100% convinced she didn't kill him, ya know, that kind of wife. The cell phone idea would work but the carrier that he went through said they don't recycle numbers for 6 to 8 months. So im still at step one, arguing with intuit on the phone.

[abctax55]

You are given the options of:

Send to email (and you said you so have access to that?).  I can't get it to work, so I use my cell number.

or

"verify other way, but takes longer..." (something to that effect).  I have never tried this one, but you might consider it.

Good luck

[TaxGuyBill]

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@brunbennett1 wrote:

My old boss/partner

was the registered accountant with intuit and the 2FA goes through a cell phone number which has since been shut off. (He passed last tuesday).

 because I payed the license fee for the year, over 6k

 thats was payed for on a credit card that is now closed

 i could really use that 6k and i was supposed to get payed back as he made money this year.

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Was he a boss, or was he a Partner?  What type of entity was this, and how do you come into play with that entity?

The executor cancelled the cell phone in a week?  That is unusual.  Have you asked the executor to reinstate the cell number (from what I've heard, they can re-install a cancelled cell number within a short period of time)?

Why did YOU pay the fee, rather than the business or your boss?  That doesn't make sense.

You closed your credit card in the last month or two?  That seems like a rather odd coincidence for this situation.

If you were supposed to be paid back, have you asked the executor to pay you back?

I don't mean to accuse of you anything, but there are so many oddities with this situation it seem rather suspicious.  

[TaxGuyBill]

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@abctax55 wrote:

"verify other way, but takes longer..." (something to that effect).  I have never tried this one, but you might consider it.

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Maybe they have changed it since the last time I tried that, but when I had tried it, it asked for more information from the last time I filed with TurboTax.

[abctax55]

@TaxGuyBill 

I'd laugh if that weren't just a sad, sad commentary on Intuit's priorities.

[Kathi_at_Intuit]

Hi @brunbennett1 We're so sorry for your loss, and I truly understand how overwhelming this situation must feel. We’re not able to see what was sent or received on your end, but we do want to help guide you in the right direction. 

Since the account’s 2FA is tied to a phone number that’s no longer available, the next step is to review the process for determining who the Primary Admin is and how to request a transfer of those rights. You can find that information in this support article Manage Users for ProSeries please scroll to the very bottom and look for the section titled “Determine who the primary admin is and transferring those rights.” That section will outline what needs to be done to move forward.

[BrunBennett]

Thank you for the reply, yes I have the email, but it asks for the phone after that, if I go with the 3rd option that says it'll take longer, yeah it does, because all that link does is bring me to the home page, lol intuit, good job. But no seriously, thanks for the reply.

[BrunBennett]

I don't have to explain myself to you but I will anyways. I started out as his tech guy, and he was teaching me the business, he knew he wanted to retire after this following year and wanted to sell his client list, so after fixing his computers I went to work on that but there were entirely to many clients to compile in a proper list with the info it required in the amount of time so he was gonna retire this year instead and just help me with the list, he got it in his head that we needed that license to get his list and was ready to give up without it, well I knew even with the 6k I could still make good money if I split the list with him, so I paid. Well his health turned for the worse, his wife cut him off from the world, including the cell phone, because she wanted every dime she could get. I never saw my last check, I had no access to that list, and I couldn't pay my credit card bill, so it got shut off. Ok, there, if your still suspicious, that's not my problem, but this is. So please if your not gonna be helpful, don't post.