In TurboTax Live Assist & Review, how do I submit my return for review?
To submit your return for review, you'll have to schedule a callback or appointment.
Select your product and follow the steps.
TurboTax Online
Open your TurboTax return.
From 2024 tax return, select Review > Start/Continue/Revisit.
Continue to Some items need review, and under Get live help if you need it, select Connect now.
At We’ll call in about [x] minutes, fill out your contact details, then select Get a call and select OK.
TurboTax Desktop
While completing your return, if you are in the middle of preparing a form or other step, either complete the step or select Back.
From the menu, select either:
Introduction > Get expert help or
Review > Assist and Review, then select Connect with expert for Assist & Review.
At Assist & Review, select Sign in to Connect with an Expert.
At the How would you like to connect with us? pop-up, select one of these options:
Have us call you
Enter your contact details and select Get a call.
Select OK.
Schedule appointment:
Enter your contact details and select Schedule appointment.
At Your appointment's booked, make any needed modifications or select OK.
