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In TurboTax Live Assist & Review, how do I submit my return for review?

SOLVED•by TurboTax•55•Updated January 20, 2024

To submit your return for review, you'll have to schedule a callback or appointment.

Select your product and follow the steps.

  1. Open your TurboTax return.
  2. From the menu, select Review, then Expert Review.
  3. Select Schedule appointment, then Continue.
  4. The next available appointment is displayed. If necessary, select Find a different time.
  5. Fill out your contact details, then select Schedule appointment.
  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 or 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.

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