Question is the subject - I was hoping full service would file my taxes, not ask for the password to the account that has all my money. This seems highly inappropriate; borderline scamming. I'm not comfortable with this and have provided all my forms - how do I cancel full support now and file myself?
You need certain tax documents from your investment accounts to file.
A) Download the forms as PDF and email them to your Live Expert.
B) Import the forms into TurboTax yourself.
The Expert will probably still want to see the forms.
C) Drop out of Live and do it all yourself.
Thanks, do you know by chance if there's an option to switch experts, or have oversight to the process provided by turbo tax admins? My filing is late as is, so ideally the experts can do it - I just don't want to be held up for my personal password and it seems pretty sketchy.
You may wish to discuss all this with TurboTax Support.
Hours are currently 5AM-5PM Pacific (8AM-8PM Eastern) Monday-Friday.
You can use this contact form to get a phone number, or it may schedule a callback.