Tax error by expert

[jstorms67]

I thought this year I would let TurboTax prepare my taxes for me.  Taking the pressure off me to assure they were done correctly.  However, even though I pointed out my new account during our initial phone call the initial prepared taxes was off significantly!  They stated I should get a refund of over 5,000 when in reality I owed over 4, 000 for federal.  How can I have any confidence that the second attempt was done correctly?  Shouldn't I at least receive a phone call letting me know what steps were taking to assure this document is correct?

[Cynthiad66]

You should be in constant contact with the person assigned to prepare your return.  Contact them to review your return before you submit it.

With Live Full Service, you're matched to a dedicated tax expert who will do your taxes, start to finish, and review them with you before filing. With Live Assisted, a team of tax experts is available to provide you with unlimited answers and advice as you do your taxes, and can review your return before you file.

@jstorms67 

[jstorms67]

How do I schedule sometime to talk to someone from Live Assisted to go over my taxes?

[Cynthiad66]

No appointment is necessary.

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 Desktop.

You'll see the option for a review as part of the normal process of filing your return.

To schedule a review:

1. Make sure you're signed into your TurboTax Live account.
2. Open or continue to your return.
3. Once you've entered all the information for your return and you reach the Review section, we'll ask if you want to connect with an expert to ask any final questions.
4. We'll collect a little information from you after you make your choice.

Related Information:

• How do I preview my TurboTax Online return before filing?
• How do I get TurboTax Live?

@jstorms67