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.
- 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.
- 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.