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New Member
posted Jun 16, 2025 6:16:19 PM

If I choose to switch to the Full Service option can the tax expert use the information I already entered?

I have entered all my income details for "Assist & Review" but now want to switch to have an expert do them. Can they access all the information I already entered?

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Moderator
Jun 17, 2025 6:28:39 AM

No. If you upgrade to Full Service, the Tax Experts will start your return over, and they won't reuse any return that you've already started yourself.