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

1. Open your TurboTax return.
2. From 2024 tax return, select Review > Start/Continue/Revisit.
3. Continue to Some items need review, and under Get live help if you need it, select Connect now.
4. At We’ll call in about [x] minutes, fill out your contact details, then select Get a call and select OK.

TurboTax Desktop

1. While completing your return, if you are in the middle of preparing a form or other step, either complete the step or select Back.
2. From the menu, select either:
   • Introduction > Get expert help or 
   • Review > Assist and Review, then select Connect with expert for Assist & Review.
3. At Assist & Review, select Sign in to Connect with an Expert.
4. At the How would you like to connect with us? pop-up, select one of these options:
   • Have us call you
     1. Enter your contact details and select Get a call.
     2. Select OK.
   • Schedule appointment:
     1. Enter your contact details and select Schedule appointment.
     2. At Your appointment's booked, make any needed modifications or select OK.