How do I connect with a tax expert in TurboTax Live?

by TurboTax•1111• Updated 1 week ago

Follow the steps below if you're already using TurboTax Live. Go here if you want to switch to TurboTax Live from a different TurboTax product.

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 tax question or tax 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.

SmartLook™ option

When talking to an expert, you’ll have the option to get guidance right on your screen with SmartLook. You can see the live expert (they can’t see you) as they guide you by drawing on your screen and providing the answers you need to file confidently. (Available on a computer and in the TurboTax mobile app; not available when using a web browser on a mobile phone or device.)

Who will answer my questions along the way? Who will review my return?

You'll connect with a live tax expert who knows your unique situation. Our tax experts have an average of 12 years of experience, and are always up-to-date on all the latest tax laws, so you can trust that you're in good hands.

When are tax experts available?

Our tax experts can schedule live reviews Monday–Friday, 5 AM to 5 PM PT.

How often can I contact a tax expert?

You can connect with a tax expert as often as you like while preparing your taxes.

Can I talk to the same tax expert each time I call?

When you speak to a tax expert on a specific issue or question, they take notes during your call in case you have follow-up questions. While you can't make an appointment with a specific person, the next tax expert you speak to will have reviewed any previous notes and can pick it up from there.