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I filled details in WIN download version and ready to file my return. Finally, it is asking me to go ahead with paper filing. I saved pdf copy. How can I get CPA review?

I want to upload my return document form WIN download copy to Turbo Tax online and want CPA to file on my behalf. How to get this service?
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3 Replies
JakailaLO
Expert Alumni

I filled details in WIN download version and ready to file my return. Finally, it is asking me to go ahead with paper filing. I saved pdf copy. How can I get CPA review?

In order to get a review from a Turbo Tax CPA, you  must be using TurboTax Live to get either a live or offline review of your return. Please know that  TurboTax Live is only available for online customers. See the link below:

https://ttlc.intuit.com/community/expert-review/help/how-do-i-schedule-my-review-using-turbotax-live...

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I filled details in WIN download version and ready to file my return. Finally, it is asking me to go ahead with paper filing. I saved pdf copy. How can I get CPA review?

Thank you very much for your reply. I have a follow up question though. Since I already paid for download version services, if I choose to e-file using online version, can I get refund of already paid amount?

HeatherPLO
Expert Alumni

I filled details in WIN download version and ready to file my return. Finally, it is asking me to go ahead with paper filing. I saved pdf copy. How can I get CPA review?

To request a refund, you will need to contact us here: 

 

https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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