Document Checklist is Empty

danboh · ‎February 7, 2022

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?

xmasbaby0 · ‎February 7, 2022

Contact your Live expert for help.

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

**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.**

danboh · ‎February 7, 2022

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.

Cass0317 · ‎February 11, 2022

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?