TurboTax FAQ
TurboTax FAQ
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In the CD/Download edition of TurboTax, how do I purchase Pro Review?

Purchase Pro Review when using the EasyStep Interview method

 If you are using the EasyStep Interview method to prepare your tax return, follow the steps below to purchase Pro Review:

  1. Enter all your information into TurboTax so that you are almost ready to file your tax return. You have to complete at least the INTRODUCTION and the PROFILE stages before you are able to purchase Pro Review.TurboTax CD/download edition INTRODUCTION and PROFILE stages are complete
  2. On the left side of the TurboTax window, in the navigation pane, select REVIEW.
    Select REVIEW in the navigation pane in TurboTax CDdownload edition 
  3. On the left side of the TurboTax window, in the navigation pane, under REVIEW, select Customize TurboTax.
  4. In the Customize a TurboTax that's perfect for you page, in the Pro Review section, select Add.TurboTax CD/download edition screen for adding Pro Review to your tax return

    Then, at the lower-right corner of the page, select Buy Now.TurboTax CD/download edition Pro Review Buy Now button

    The Checkout page opens to collect your personal and payment related information.

  5. On the Checkout page, enter all the required information and go through the steps to complete the Pro Review purchase process.
  6. Once the pruchase process is complete, the TurboTax CD/download Pro Review Contact an Agent button button appers. You can select the Contact an Agent button to view the exclusive support phone number for Pro Review.TurboTax CD/download Pro Review contact details screen  

    Note: Before you use the Pro Review service, you should complete entering all your information in TurboTax.

 

 

 

Purchase Pro Review when using the Forms method

 If you are using the Forms method to prepare your tax return, follow the steps below to purchase Pro Review: 

  1. On the Tools menu, choose Review (alternatively, press and hold the Ctrl key on your keyboard and then press D).
    TurboTax CD/download in Forms method with Review command on the Tools menu

    The Tax-Saving Opportunities page appears.
    TurboTax CD/download edition Tax-Saving Opportunities page at the Review stage

     

  2. On the Tax-Saving Opportunities page and the subsequent pages, complete the instructions on each page until you reach the Verify your personal information page.
    TurboTax CD/download edition - Verify your personal information page in the Review stage
     
  3. On the Verify your personal information page, complete the instructions on the page to reach the Customize a TurboTax that's perfect for you page.
  4. On the right side of the TurboTax window, in the Customize a TurboTax that's perfect for you page, in the Pro Review section, choose Add and then choose Buy Now.

    The Checkout page opens to collect your personal and payment related information.

  5. On the Checkout page, enter all the required information and go through the steps to complete the Pro Review purchase process.

    Once the pruchase process is complete, the TurboTax CD/download Pro Review Contact an Agent button button appers. You can select the Contact an Agent button to view the exclusive support phone number for Pro Review.TurboTax CD/download Pro Review contact details screen  

    Note: Before you use the Pro Review service, you should complete entering all your information in TurboTax.

 


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