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Returning Member
posted Feb 23, 2021 10:57:47 AM

How do I cancel tax expert? Signed up by mistake.

0 8 4148
8 Replies
Level 15
Feb 23, 2021 10:58:23 AM

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Tax Tools on the left side of the program screen while working on the 2020 online tax return. Click on Clear & Start Over.

Returning Member
Feb 23, 2021 11:01:29 AM

there is no where for me to go. I was peacefully doing my taxes, now I am stuck on that screen, with either turbotaxlive or my expert. 9y using and this year might be the year to switch services...

 

Returning Member
Feb 23, 2021 11:17:03 AM

there is no where for me to go. I was peacefully doing my taxes, now I am stuck on that screen, with either turbotaxlive or my expert. 9y using and this year might be the year to switch services...

Returning Member
May 8, 2021 4:25:08 PM

I am in the same situation. The tax expert said they cant do my taxes because i have to file FBAR (every year i do it myself on turbotax). But now they have stopped responding and i am stuck with that screen with nowhere to go. This is just ridiculous. :( 

Level 15
May 8, 2021 4:30:57 PM


@shweta81 wrote:

I am in the same situation. The tax expert said they cant do my taxes because i have to file FBAR (every year i do it myself on turbotax). But now they have stopped responding and i am stuck with that screen with nowhere to go. This is just ridiculous. :( 




We don't know what product you are using.   Are you in a regular Live product, such as Live Deluxe, Live Premier, etc., where tax experts assist on demand and review the return that you prepare?

 Or are you  in the Full Service product, such as Live Full Service Deluxe, Live Full Service Premier, etc.?   In the Full Service products, a tax expert prepares the entire return with your info, so I suspect that is what you are referring to.

 

Here's how to speak to TurboTax Customer Support about your situation:

 

Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern) 7 days/week.

 

FAQ: What is the TurboTax phone number?
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

 

You can use this contact form to get a phone number, or it may schedule a callback.
https://support.turbotax.intuit.com/contact

Returning Member
May 8, 2021 5:25:08 PM

Thanks, talking to customer support now. Looks like this is very difficult and seems like a use-case they didnt think about. Everyone scratching their head.

Level 1
Apr 15, 2025 12:31:03 PM

Hi There,

I booked my expert who filed tax in 2023. But after receiving, he transfer to another expert. 

I am not sastified with this. How can I cancel tax expert.

Best regards

Linh 

Expert Alumni
Apr 15, 2025 1:44:27 PM

Yes, you can cancel tax expert.  To do this, see the TurboTax help article below:

 

How do I remove TurboTax Live?

 

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