topic Re: Live help with CD version in Get your taxes done using TurboTax

Live help with CD version

mellynlee — Fri, 30 Sep 2022 13:28:35 GMT

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.

Re: Live help with CD version

xmasbaby0 — Fri, 30 Sep 2022 14:08:43 GMT

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

Re: Live help with CD version

Mike9241 — Fri, 30 Sep 2022 16:53:20 GMT

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

Re: Live help with CD version

mellynlee — Fri, 30 Sep 2022 17:24:21 GMT

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

Or just someone who can answer TT technical questions?

Re: Live help with CD version

VolvoGirl — Fri, 30 Sep 2022 17:36:41 GMT

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