topic Document Checklist is Empty in Get your taxes done using TurboTax

Document Checklist is Empty

danboh — Mon, 09 Mar 2026 06:20:27 GMT

Starting my 2021 taxes, requesting a Full Service. However, right at the beginning in the Next Steps section I'm getting "Based on what we know, we’ll need these docs" but there's nothing listed. Moreover, in the Documents tab there's an option called "See my doc checklist" but when clicking on it I get a popup that says "Here's your doc checklist" and it's also empty, nothing is listed.

Is this expected?

Re: Document Checklist is Empty

xmasbaby0 — Mon, 07 Feb 2022 16:54:14 GMT

Contact your Live expert for help.

https://ttlc.intuit.com/community/taxes/discussion/how-to-contact-my-full-service-expert/00/1950947

Re: Document Checklist is Empty

danboh — Mon, 07 Feb 2022 18:11:27 GMT

I contacted a live rep already, and they mentioned that the reason why the document checklist is showing empty, is because I need to receive a "Welcome Call" ? which I still haven't received.

This seems like a bug.

Re: Document Checklist is Empty

Cass0317 — Fri, 11 Feb 2022 23:01:58 GMT

Have you already scheduled your welcome call? If you have not, please click on the "How does TurboTax Live Full Service work?" in the link below, to set up your call:

What is TurboTax Live Full Service?