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

SOLVED•by TurboTax•11•Updated 2 weeks ago

To submit your return for review by the TurboTax Live team, you'll have to schedule a callback or appointment. Follow the instructions below to see the earliest available review times, or to find a date and time that works best for you.

  1. Open your TurboTax return
  2. From the menu, select Review, then Expert Review
  3. Select Schedule live review, 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. In your return, select Expert Help from the menu
  2. Select Book Appointment
  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
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