Turbotax Deluxe says I get one-on-one help with my taxes. How do I use this feature? I tried to call but no one could help me.

[DawnC]

What is your question?  Maybe someone here can help..

[ricebowl3]

I would like for my one-on-one help to be private. How can I take advantage of this feature I paid for?

[ReginaM]

To get one on one help, follow these steps:

• Sign in to your TurboTax Live account.
• As you proceed through the Review section, on the Looks good! It’s time for a CPA or EA to review your return screen, select the Get offline review option and continue.
• We'll ask you to select a topic area of your return for the Offline Review.
• We'll also give you the opportunity to go into further detail about what you'd like our tax expert to focus on. It's important to be as specific as possible in your question so that your tax expert can tailor their tax advice for your situation.
• You can even upload additional documents if you think they'll be helpful.
• When you're ready, submit your topic and question to the Offline Review tax expert.

[ricebowl3]

When I go through the Review section, I do not get a Looks good! It's time for a CPA or EA to review your return screen. I get three screens: (1) "Let's comb through your returns one last time with completecheck™" where I click "check my info" to continue; (2) "You're good to go!"where I click "continue" to continue; and (3) "Your final numbers," where I click "continue" to continue; and (4) a screen recommending me to upgrade from Deluxe to MAX where I can continue by either clicking "Don't add MAX" or "Add MAX benefits". When I click "Don't add MAX," it takes me to the "File" tab.

There is never any option to click "Get offline review."

What can I do to get offline review?

[DMarkM1]

It sounds like you have not purchased a "TurboTax Live" version.  When you sign in to your account check at the top of the left hand menu for your version of TurboTax.  It will say "TurboTax Deluxe or Premiere or whatever your product is and the word "Live" will be in the description.  If it is not, you can upgrade by going to the bottom of that left hand menu and clicking "Upgrade" and selecting "Live".  Once upgraded you can then follow the instructions above from ReginaM to get a review.   

[ricebowl3]

I don't need to purchase Turbotax Live to get one-on-one assistance, per the first question I asked. This person also got an add for one-on-one assistance with Deluxe (not Live): https://ttlc.intuit.com/community/after-you-file/discussion/re-turbotax-deluxe-boasts-this-one-on-on...

Deluxe (not the live version) says you get "one-on-one" assistance and I am demanding access to the assistance that is advertised with the non-live version of Deluxe.

[ricebowl3]

See here, which I have taken screenshots of, where it says "one-on-one help, on demand" for TurboTax Deluxe.

[DoninGA]

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@ricebowl3 wrote:

I don't need to purchase Turbotax Live to get one-on-one assistance, per the first question I asked. This person also got an add for one-on-one assistance with Deluxe (not Live): https://ttlc.intuit.com/community/after-you-file/discussion/re-turbotax-deluxe-boasts-this-one-on-on...

Deluxe (not the live version) says you get "one-on-one" assistance and I am demanding access to the assistance that is advertised with the non-live version of Deluxe.

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See this TurboTax support FAQ on how to contact Support - https://ttlc.intuit.com/questions/3401489

[ricebowl3]

Sorry, I forgot the link: https://turbotax.intuit.com/personal-taxes/online/deluxe.jsp

[ricebowl3]

I have already contacted support. They were unable to resolve my issue.

[ricebowl3]

TurboTax Deluxe says "A live TurboTax specialist can help you one on one, and even draw on your screen to help you get your taxes done. (Ayuda disponible en Español.)" on this page, which is an advertisement for Deluxe: https://turbotax.intuit.com/personal-taxes/online/deluxe.jsp

I want to know how to contact this live TurboTax specialist.

Or is this advertisement inaccurate?

[DoninGA]

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@ricebowl3 wrote:

I have already contacted support. They were unable to resolve my issue.

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As stated on the TurboTax website for the Deluxe edition - A live TurboTax specialist can help you one on one

A specialist is Not a CPA or EA that can provide an offline review.

As stated on the TurboTax website for the Deluxe edition - 

Need advice from a tax expert?

Get started with TurboTax Live Deluxe.

An offline review can only be provided by an EA or CPA when you are using one of the TurboTax Live editions.

[ricebowl3]

Who is the live TurboTax specialist who can help me one-on-one (even if they are not a CPA or EA)? How can they help me one-on-one?

[JakailaLO]

Please see the answer posted above from DoninGA