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@5064155 wrote:
How do I invoke a second tax expert to help with a problem from a previous year. I do not want to replace my current 2021 expert, to be clear; I need both in parallel.
It is not clear from the web interface how to interface with more than one tax expert at a time
That sounds complicated. This is mainly a community forum--not a direct route to TurboTax Support. You'd best be served by phoning TurboTax Support and explaining your situation, what it is that you want to do, and why, and ask what they advise. If you just need to speak to a tax expert at TurboTax about a question concerning a prior year, that might be possible.
FAQ: What is the TurboTax phone number?
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632
If you're having a problem with the IRS concerning a prior-year return, and if you did not purchase the Audit Support product (or MAX/Premium Service), you can phone the TurboTax free Audit Support Center for help on how to proceed with an IRS letter, etc. To get the phone number, go to the link below, click the blue "Get Help" button, and follow the prompts.
https://support.turbotax.intuit.com/irs-notice/audit-support/
I do not believe that is possible or permissable.
@5064155 wrote:
How do I invoke a second tax expert to help with a problem from a previous year. I do not want to replace my current 2021 expert, to be clear; I need both in parallel.
It is not clear from the web interface how to interface with more than one tax expert at a time
That sounds complicated. This is mainly a community forum--not a direct route to TurboTax Support. You'd best be served by phoning TurboTax Support and explaining your situation, what it is that you want to do, and why, and ask what they advise. If you just need to speak to a tax expert at TurboTax about a question concerning a prior year, that might be possible.
FAQ: What is the TurboTax phone number?
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632
If you're having a problem with the IRS concerning a prior-year return, and if you did not purchase the Audit Support product (or MAX/Premium Service), you can phone the TurboTax free Audit Support Center for help on how to proceed with an IRS letter, etc. To get the phone number, go to the link below, click the blue "Get Help" button, and follow the prompts.
https://support.turbotax.intuit.com/irs-notice/audit-support/
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