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How do I decline 'expert assist'?

How do I opt out of expert assist?
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3 Replies

How do I decline 'expert assist'?

 

TO REMOVE TURBOTAX LIVE

https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-liv...

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

How do I decline 'expert assist'?

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.

 

 

How do I decline 'expert assist'?

I ended up figuring out how.  The screen I reached at first appeared to dead-end with no way out except to accept Expert Assist.  But there is a hyperlink near the bottom that says "See other TurboTax products".  Click that and a pop-up window shows 3 options in a table form showing features of each.  The three options are "Do It Yourself", "Expert Assist" and "Expert Full Service".  At the bottom of the table, two of the columns have "Select" in blue and you can select either of those, and the third column has Selected in black and of course isn't selectable (it's already selected).  Of course, "Expert Assist" is "Selected".  So just "Select" the DIY column and you have now selected the option we're all familiar with.

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