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Level 6

Solved

Live help with CD version

4 replies
53 views

I have seen it stated everywhere that TT Live is NOT available with the CD version, and is only available with the online version.

However, when I mentioned this to a Tax Expert (from Wednesday's tax expert forum), they said that I should be able to call in and get help with my questions, for an "upgraded charge".

Is this true and if so, how can I do it?

I am part of the community forum, but am not able to get all my questions answered.

Mike9241Answer

Level 15

with the CD you can call support

click help tab

click contact us

enter question

click continue

click call us

enter your info

click get a phone number

you'll get a phone number and case number write it down

you will likely be put into a waiting line and should eventually get a callback

when they call back they may ask to share your return with them - screen share - not required but it could make it impossible for them to resolve your issue

Mike9241

xmasbaby0

Level 15

The "expert" who said that to you was confused. It is only with online TurboTax that you can use the live help from a CPA, and only if you upgrade to TurboTax Live. If you are using the C D/download you do not have access to those "live" experts. You can post questions here in the user forum, or you can contact customer support. But, to be clear----you do not have access to the "Live" tax help when you use the CD/download.

https://ttlc.intuit.com/community/choosing-a-product/help/what-is-turbotax-live/00/27191

https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

https://twitter.com/TeamTurboTax

https://www.facebook.com/turbotax

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Mike9241

Answer

Level 15

with the CD you can call support

click help tab

click contact us

enter question

click continue

click call us

enter your info

click get a phone number

you'll get a phone number and case number write it down

you will likely be put into a waiting line and should eventually get a callback

when they call back they may ask to share your return with them - screen share - not required but it could make it impossible for them to resolve your issue

Mike9241

mellynleeAuthor

Level 6

Actually, if I call that number, am I speaking to a tax expert? (CPA?)

Or just someone who can answer TT technical questions?

VolvoGirl

Level 15

That is just to Turbo Tax support, not the live expert. The Desktop CD/Download program does not have the LIVE expert help feature. Only the Online versions have Live support. See the Note at the bottom of this

https://ttlc.intuit.com/community/choosing-a-product/help/what-is-turbotax-live/00/27191