No appointment is necessary.
You must be using TurboTax Live to get a review of your return by a tax expert. Review isn't available in the other versions of TurboTax Online or in TurboTax Desktop.
You'll see the option for a review as part of the normal process of filing your return.
To schedule a review:
- Make sure you're signed into your TurboTax Live account.
- Open or continue to your return.
- Once you've entered all the information for your return and you reach the Review section, we'll ask if you want to connect with an expert to ask any final questions.
- We'll collect a little information from you after you make your choice.
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