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In TurboTax Live Assist & Review, how do I talk to a tax expert?

SOLVEDby TurboTax97Updated 3 weeks ago

If you’re using TurboTax Live Assist & Review, you can schedule a call with one of our tax experts using a tool exclusively provided to TurboTax Live customers. Simply follow the steps below.

You can reach us during our standard hours of operation. We also offer extended hours of operation throughout tax season.

  1. In your return, select Expert Help from the menu (or select the floating Live help icon)
  2. In the What can we help you with? panel that opens, enter a few words to describe your question, then select Continue
  3. Select Have us call you
  4. Fill out your contact details, then select Get a call

To schedule a live review of your return:

  1. From the navigation menu, select Review, then Expert Review
  2. Select Schedule live review, then Continue
  3. The next available appointment is displayed. If necessary, select Find a different time
  4. Fill out your contact details, then select Schedule appointment
  1. In your return, select the Expert Help icon, or select REVIEW then Assist & Review from the menu
  2. Select Book Appointment and sign in as prompted
  3. In the How would you like to connect with us? pop-up, select whether you’d like to schedule a callback or an appointment
  4. Enter your contact details
TurboTax Live BasicTurboTax Live PremierTurboTax Live Self-employedTurboTax Live Standard

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