How can I schedule a call from the Tax expert when available?

Forum|Forum|3 months ago
March 11, 2026
1 reply
5 views

Need help from an advisor

TurboTax Online

Best answer by JohnB5677

If you've already paid for the service:

Sign in to TurboTax
Look for the "Live Help" or "Live Tax Advice" button.
If you have the service, it appears on the screen
It may be in the top right or a floating button.
In these sessions, you can see the TurboTax representative, but they cannot see you.
In addition, the representative can see your tax return.
- You will do the navigation, and
- You will make any changes to the return.

SharonD007

Level 14

You can't request a callback from this forum. You can speak to a TurboTax Live Agent using TurboTax Experts. You can switch to TurboTax Experts by following the steps below:

Sign into TurboTax and open your tax returns
Select Live Tax Advice
Select Upgrade.

For more information, review the TurboTax article How do I get TurboTax Experts?

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

corey-b-stovallAuthor

Level 2

I am not sure what I am upgraded to, as I was told I have the plan the allow me to speak with someone on how the turbotax product works. The response did not address my question.

JohnB5677Answer

Level 15

If you've already paid for the service:

Sign in to TurboTax
Look for the "Live Help" or "Live Tax Advice" button.
If you have the service, it appears on the screen
It may be in the top right or a floating button.
In these sessions, you can see the TurboTax representative, but they cannot see you.
In addition, the representative can see your tax return.
- You will do the navigation, and
- You will make any changes to the return.