topic Trying to send Chat Message to my Expert in Get your taxes done using TurboTax

Trying to send Chat Message to my Expert

randyw57 — Wed, 18 Feb 2026 23:29:49 GMT

Signed up for Expert Service to have TT do our taxes.

Spoke with Kim over the phone last night.

Then she sent me a chat.

I want to send a chat message to her now regarding our taxes.

However, I can’t find the path that should allow me to do that.

I keep getting a screen asking to set up a Phone Call.

Thanks for any help or advice!

MonikaK1 — Thu, 19 Feb 2026 00:13:04 GMT

Please follow the steps in this help article to get back in touch with your assigned Expert or another one.

See also this help article that explains the steps in the Full Service process.

randyw57 — Thu, 19 Feb 2026 00:53:01 GMT

Attached is a screenshot of where I go when logging onto TT on Safari.
If I tap Help I just get a list of help topics.

I don’t see a way to initiate a Chat.

SharonD007 — Thu, 19 Feb 2026 01:01:36 GMT

To send your Tax Expert a message, select the tab with your expert's name (next to Checklist) and send a message.

For more information, refer to the TurboTax article How does TurboTax Expert Full Service work?

randyw57 — Thu, 19 Feb 2026 01:18:55 GMT

I have 3 ‘tabs’.

1. Home

2. Documents

3. Help

Tapping on each of those tabs does not provide a ‘Checklist’.

Another screenshot of what I see. Tell me what I need to tap on this screen.

Or tell me how to get to the screen I should be on.

randyw57 — Sat, 21 Feb 2026 13:08:43 GMT

I found no way to initiate a chat back to my Expert.

I sent a new appointment request and connected with a new Expert.

Both Expert were very helpful.

However, I saw no way to initiate a chat to the second expert either.

We have set up another appointment to reconnect.