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New Member
posted Mar 29, 2024 11:14:26 AM

Can I enter my tax information in my own account and then export the data to be imported by my preparer to finish in her paid account?

To save time, I would like to do most of the data entry myself without paying for an additional account rather than sitting with my preparer walking her through the basic data entry.

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1 Replies
Level 15
Mar 29, 2024 11:16:40 AM

https://ttlc.intuit.com/community/expert-review/help/how-do-i-upload-documents-to-my-tax-expert/00/27563

You are posting from TurboTax Live.  You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time.

https://ttlc.intuit.com/questions/4124827-how-do-i-connect-with-a-tax-expert-in-turbotax-live