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Getting started
If you are using the TurboTax Online, you will need the Assist and Review option:
You can purchase this to your return from the top right corner on your screen --> click on Live Tax Advice --> Upgrade Once you agree on the upgrade, the price will be added to your return before Netfiling
To access the feature --> on the right corner of the top bar --> click on expert help --> ask the question, enter your information, and click confirm
If you want a full review --> from the left menu --> review --> expert review --> you can schedule a time to go over your return
If you are using the TurboTax Desktop, you will need the Pro-Review option:
To purchase The "Life Assist and Review" --> go the left menu under "Review" --> click on "Assist and review" --> On the main screen click on the box "I want my return reviewed". The price will be added to the return before Netfiling
To ask for help --> use the support icon on the top blue bar --> fill your information and confirm
I hope this was helpful