TurboTax HelpTurboTax HelpIntuit

What is SmartLook™?

SOLVEDby TurboTaxTurboTax Online627Updated 2 weeks ago

If you need help in TurboTax Online or our mobile app, get one-on-one help right on your screen with SmartLook™.*

How does it work?

When you choose SmartLook™, we'll connect you with a TurboTax specialist. You’ll see your specialist on your screen via one-way video, but they won't see you. They'll just see your TurboTax screen, and they'll draw on it to guide you and get you the answers you need.

To get SmartLook™ in TurboTax Free Edition, do one of the following:

  • Select Live Tax Advice in the upper-right corner and follow the instructions to upgrade to TurboTax Live Basic and connect with SmartLookTM 
  • Go to Upgrade in the left menu, select Real experts help or do it for you, and then select the option to upgrade to TurboTax Live Basic and connect with SmartLookTM 

To get SmartLook™ when you're in Deluxe, Premier, or Self-Employed:

  1. Select the Help icon in the upper-right corner
  2. Type in Talk to a specialist and continue through the prompts to get connected
    • If you're using the Android mobile app, select Get live help and enter your question
    • If the information provided isn't helpful, select No, I still need live help
    • Select Connect me to connect via SmartLookTM and a TurboTax specialist will connect to your screen and guide you

To get SmartLook™ when you're in a TurboTax Live product:

Select the Live help button and follow the onscreen instructions to connect with SmartLookTM .

*Included with Deluxe, Premier, Self-Employed, and TurboTax Live (via phone or SmartLook™). Not included with Free Edition (but available for purchase with PLUS and TurboTax Live). Feature availability varies by device. State tax advice is free. Service, experience levels, hours of operation, wait times, and availability vary, and are subject to restriction and change without notice.

Was this helpful?

You must sign in to vote, reply, or post
Dynamic AdsDynamic Ads