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New Member
posted Feb 17, 2026 6:48:51 PM

How do I decline 'expert assist'?

How do I opt out of expert assist?

0 2 233
2 Replies
Level 15
Feb 17, 2026 6:52:21 PM
Level 3
Feb 24, 2026 5:38:21 PM

I just started my TurboTax for 2025 and the second screen was tempting me to enroll in Expert Assist. There was no button to say NO.

 

I called Customer support, [phone number removed]. Fought my way through the computer voice to get to a real person, Jerina.

I explained the problem, and the answer was that everyone has to sign up for Expert Assist.

Jerina emailed me a refund code to enter when I file my taxes.

Jerina promised that when I file, there will be a place to enter this Service Code to get a full refund on the Expert Assist.

 

I suggest that everyone call [phone number removed], fight your way past the computer voice, and ask for a service code to refund the cost of the Expert Advice.

 

I have used TurboTax for many, many years and was considering trying one of the competition this year. I still might.