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My TurboTax expert agent sent me a message to you retrieve the message for me

My TurboTax expert sent me a message would you find the message for me so that I can read it return respond to it
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10 Replies
DavidD66
Employee Tax Expert

My TurboTax expert agent sent me a message to you retrieve the message for me

We have no way to locate a message sent to you or posted her for you.  For instructions on how to connect with an expert go to the following TurboTax Help Article:  How do I connect with a tax expert in TurboTax Experts? 

 

Go here if you want to start using TurboTax Eperts:  How do I get TurboTax Experts?

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My TurboTax expert agent sent me a message to you retrieve the message for me

This does not help at all.

RogerD1
Employee Tax Expert

My TurboTax expert agent sent me a message to you retrieve the message for me

If you want to view a message that your TurboTax Full Service expert sent you, you can log into your TurboTax account.  Across the top near the right will be 'Chat', which is where you can view the messages that your expert sent.

 

Additional information is at How do I communicate with my Full Service Expert?

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My TurboTax expert agent sent me a message to you retrieve the message for me

There is no chat in the upper right corner. I have an option to click "Expert help" in the lower right, but that just starts a new AI chat. There is no way to view messages the expert sent me (which I received as an email notification). I have no idea how to view it anywhere.

Karis_F
Employee Tax Expert

My TurboTax expert agent sent me a message to you retrieve the message for me

There is a notification bell in the top right corner of the screen in TurboTax. Click on that to see emails sent to you by a TurboTax expert.

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My TurboTax expert agent sent me a message to you retrieve the message for me

There are no messages when I click the bell.

MonikaK1
Employee Tax Expert

My TurboTax expert agent sent me a message to you retrieve the message for me

You can follow the steps in this help article to get back in touch with your assigned Expert or another one.

 

See also this help article that explains the steps in the Full Service process.


@ro050408 

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My TurboTax expert agent sent me a message to you retrieve the message for me

That article is only about full service, and that's not that I'm using. 

MonikaK1
Employee Tax Expert

My TurboTax expert agent sent me a message to you retrieve the message for me

If you are not assigned to a Full Service Expert, but you just want to reach TurboTax Support, see here for details on how to connect. 

 

If you had a prior call with Support and they indicated they sent you a message, and you don't see it in the program, it may have been sent via email.

 

@ro050408 

 

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My TurboTax expert agent sent me a message to you retrieve the message for me

It wasn't. I simply got an email saying that a tax expert has sent me a message, and to log in to view it. But it's nowhere in TurboTax .

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