Actually you do not need to upgrade to another version of TurboTax. Premiere will handle the transaction. You do need to request ExpertHelp which is an additional fee but you will get a LIVE person to work on the return with you. They will be able to see your return and guide you to completion. To access that service please follow the instructions below.
If you originally selected TurboTax Free Edition, Deluxe, Premier, or Self-Employed, you can add TurboTax Live.
You can do this at different points while working on your return, but to add it now:
- Sign into your current account and open or continue your return.
- Select the Live Tax Advice button.
- Select Upgrade to choose Live help.
You'll see your TurboTax Live price in this screen.
Don't worry about paying for TurboTax Live before you speak to a tax expert. You'll pay when you file your taxes.
If you have a question about your return and aren’t sure if it requires the help of a Tax Expert, enter your question in the Search box and we'll let you know if you need a tax expert.
Note: TurboTax Live is available for TurboTax Online customers only. TurboTax Live isn't available in the TurboTax CD/Download software.
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