If you want to switch to TurboTax Live from a different TurboTax product, follow these steps.
As you prepare your taxes in TurboTax Live, you can quickly connect with one of our credentialed tax experts:
- Select the floating Live help button
- Select Connect with live help at the top of the chat window
- Enter your question or topic area and select Continue
- Select your preferred method for connecting with a tax expert
The process is a little different if you're using the TurboTax mobile app. We have instructions for how to connect with a tax expert on the app.