Getting my taxes done by TT experts

[briandsmith]

I have purchased the cd version of Premier and have used it for several family members. In my own case, my taxes are a bit more complicated than usual because I sold a rental property in CA. I am non resident in CA.  So I have been considering paying a bit more to be sure they are correct.

In doing them as I usually do, I have had fantastic help from your experts. I'm pretty sure my Federal return is ok, it is with CA I am a bit concerned. I think TT is overcharging me for CA taxes! I have fired off a question to the experts for help.

I am getting closer to filing deadline so my question is am I too late to go the on line method and then if I do, will the expert help be any different in form than I am getting now?

If I go that way, can I transfer what I have already done so that we do not have to redo it?

[DanP0428]

With online you can get Live help, but it is about $100 in addition to the cost for online.  It might be worth the extra money, or it might be worth it to pay a local tax preparer for help with this one-time event.  

[MJL53]

You can call [phone number removed] (last year's number) which will hook you up with a TT expert and they can help walk you through the problem that you are encountering.   I had used them last year on several tax issues that challenged me.  You may have to wait on hold for a while, but the help was instrumental and me being able to submit my taxes.

[DanP0428]

He will need to purchase online Premier at $89, plus $40 per state, plus $100 for Live support.  

[briandsmith]

Thanks for the answer. I know the cost, I was looking to see how it would work. I currently ask questions from my TT account and usually I get a good answer.

If I spend the extra money, I would like to be sure I can talk with the expert, I'd like to know how I would get my data to him/her. I also asked if I can get my current version to him/her to save a lot of time.

[briandsmith]

Thanks for the reply. Does "live help" mean I can talk to the expert without a long wait?

I have already done my return, I would prefer not to have to do it again. It would be wonderful if I could let him/her see what I have done, then help me from there.

[DanP0428 · Accepted solution]

Since your return is done, you need to add TurboTax Live.  Then run Review on your return.  When there are no errors, a screen will come up to make an appointment for an expert to call you and review the return at your convenience.

[MichelleLO]

Please see the below link for assistance with adding TurboTax Live.

How do I get TurboTax Live?

[briandsmith]

Thanks, this is exactly what I need.