Hello Intuit TurboTax Team,
I paid for the Expert Tax Advice service and unfortunately received far from the experience I expected.
I had a crypto-related tax question, but the Tax Expert I was connected with was not fully up to date on the topic. I attempted to share my screen to help clarify things, but that didn’t improve the situation. Eventually, I was transferred to another Tax Expert, who began searching for forms and answers—then we got disconnected, and I never received a follow-up call.
I ended up finding the answer myself via a Google search.
What I was expecting: I thought I’d be able to share my screen and, like magic, be guided to the correct form or solution so I could continue filing with confidence.
Can you please let me know how I can request a refund for this experience? Is there a specific link or process to follow?
Thank you for your help.
Sincerely,
A long-time customer
You can use TurboTax Live as many times as you need to. You can chat with a tax expert or have a tax expert call you. The TurboTax Live expert can assist you with entering your K-1s. They answer questions as you prepare your taxes, and you can get an expert to do a final review before you file. They'll make sure you file 100% accurately and get your maximum refund—guaranteed.
If you feel that you didn't receive the help that you need with TurboTax Live, you will have to contact customer support.
Refer to the TurboTax article What's the TurboTax phone number?