When I get an Expert Review in TurboTax Live, shou... - Intuit Turbo Real Money Talk

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When I get an Expert Review in TurboTax Live, should I get a Live Review or an Offline Review?

We'll help you decide which review is best for you. Both Live Review and Offline Review will cover one part of your review and you can have more than one Expert Review.

If you’re unsure, we recommend scheduling a Live Review so a CPA or EA can help determine what’s best for your unique situation.

 

Live Review

In a live review, you’ll have a one-way video call with a CPA or EA at a time that’s convenient for you. You’ll see them in TurboTax, but they won’t see you.

You can share your screen with your tax expert and go over a part of your return together. Your tax expert will make sure you have no unanswered questions and are ready to file with confidence once your review is complete.

You can also have a CPA or EA review every line of your return, make sure everything is correct, and file for you. To do this, you’ll need to upload your documents and it may take up to a week. Your tax expert can tell you more about this during your review.

Offline Review

In an offline review, you’ll select an area of your taxes that you’d like a CPA or EA to look over. We’ll ask you to enter your questions and concerns about that topic, which your tax expert will address in their response.

Within 24 hours you’ll get an email letting you know your review is waiting for you once you sign in to TurboTax. You can refer to your review as often as you need until you file. (After you access your Offline Review the first time, it will be accessible within the Expert Help button in the upper right corner of your screen).

100% Accurate Expert Approved Guarantee

We want you to feel confident to file your taxes with TurboTax Live. If you pay an IRS or state penalty (or interest) because of an error that a TurboTax CPA, EA, or Tax Attorney made while providing topic-specific tax advice, a section review, or acting as a signed preparer for your return, we'll pay you the penalty and interest.

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