Here is the TurboTax Live product information web-page and see below for information on how to use the service.
You must be using TurboTax Live to get a review of your return by a tax expert. Review isn't available in the other versions of TurboTax Online or in TurboTax CD/Download.
You'll see the option for a review as part of the normal process of filing your return. To schedule a review:
Related Information:
The original poster was asking about how to speak with the free CPA consultant that is offered if we have a balance due, and "buy" TurboTax before June 30th 2020, and place the call before filing. This doesn't require paying for TurboTax Live. I skipped over it figuring that I wouldn't need it, but it wasn't until after the information that was provided about how to place the call that the actual tax return document was made visible to us, where I see something that looks wrong (taxable distribution from a qualified distribution from a 529 account!) and which I want to discuss with someone. So now I have the same question as the original poster.
If you don't get info in this user community forum about how to use the free offer for a CPA/EA consult you received in email, here's how to phone TurboTax Support during business hours and tell them you want to take advantage of your offer, or have them explain how it works.
Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern) 7 days.
FAQ: What is the TurboTax phone number?
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632
Or use this contact form:
https://support.turbotax.intuit.com/contact
I purchased the premium version of the 2019 tax software online. I filed my federal taxes and received my refund. My 2019 CA tax return was rejected. How do I get someone to walk me through making the corrections or mailing in a return. I must have spent over five hours trying to get someone life to talk to me.
Christopher [phone number removed] Order [phone number removed]-52 11/11/19. I can provide the license number if requested.
Unfortunately, as this is public forum, we cannot see your personal return or contact you.
Please see the link below for help on how to correct your state return for any electronic filing issues.
@theo5 The original posting for this thread was referring to speaking with a live CPA; if that is not your desire then you are free to finish up your taxes and transmit them as the IRS started accepting returns yesterday 02/12/21. If you are needing live assistance then you follow the information provided throughout the thread.
I have been using Turbotax for almost 40 years but still have a major problem with my California tax return that has been rejected several times for 2019. I received a message from Turbo tax that I would be instructed in how to submit an acceptable California tax return or walked through filling out a paper return that could be submitted. I have spent over twelve hours trying to talk with anyone at Turbotax that can "walk me through" the necessary steps. I sold a vacation house and had $8125.20 deducted by the Franchise Tax Board (Settlement Statement & form 573) which did not affect the Federal 1040 but do affect the California 540 return. The California Turbotax return shows a refund of $1845 but the electronic return is rejected. I don't know if $8125.20 should be added to the stated refund but regardless I need to get this resolved ASAP as this years tax returns will be due soon.
Christopher White [phone number removed] [email address removed]
When you sold the house in CA, they withheld state tax. That state tax needs to entered into the program. It does not sound like you added it into the program yet.
You want to enter the state tax paid in the federal section
The 2019 is processed independently of 2020.
You can fill this form out for someone to call you.
HI, yes, I would appreciate a call from a tax consultant pertaining to the reporting of two deductions that do not appear on my 1098 from Loan Depot. Will I be able to input the two deductions myself? I can be reached at [phone number removed]. Thank you.
Yes, you can do this yourself.