Does Turbotax Help with Tax Advice? How Do I Get Their Help?
In a nutshell: TurboTax offers two services for taxpayers: Live Assisted and Live Full Service. Both services provide unlimited tax help, but Live Full Service also provides a tax expert matched to your situation. The Live Full Service option includes help with final review, expert and audit-approved guarantees, and year-round support. This guide explains how to get tax advice from TurboTax, including logging in, choosing a service, and connecting with a tax expert.
Introduction
TurboTax offers two different products for taxpayers: Live Assisted and Live Full Service. Both services offer unlimited tax help for customers, but with Live Full Service, you get a tax expert matched to your tax situation. If you take advantage of each of the services, you also get help with your final review, expert and audit-approved guarantees, and year-round support from tax experts. Go with the Live Full Service if you want an expert who also completes and files your tax return in real time. Use this guide to help you get tax advice from TurboTax.
Go to the Official Website
Note that TurboTax Live is available for online customers only. You can't use the service when using the TurboTax desktop software. Make sure you're also logged in to the TurboTax official website.
Click "Start for Free"
You can get started for free and explore what TurboTax can do for you. You will only pay when you use a service.
Answer a Few Questions
Just check the boxes applicable to you. You can click that you want an expert to do your taxes or review everything at the end if you prefer a Live Full Service.
Click "Start for Free"
Follow the On-Screen Instructions on how to get help from TurboTax.
Click "Compare Options"
You can click "Compare Options" to see what the two services offer to make an informed decision. Once signed in, just choose a TurboTax service to get help.
Log Back In to Turbo Tax
Did you start with a different TurboTax product? You can switch to TurboTax Live and get tax advice by logging back in to your account.
Open or Continue Your Tax Return
Choose "Live Tax Advice"
Choose "Upgrade"
Stay Logged In to Your Account
Another way to get tax help from TurboTax is by tapping the floating "Live Help" button when logged in to your account.
Tap "Connect With Live Help"
This option is located at the top of the chat window.
Enter a Question
Type in a topic area or enter your tax question.
Tap "Continue"
Choose a Preferred Method for Getting in Touch With a Tax Expert on TurboTax
Conclusion
If you want to get more personalized help from TurboTax, we recommend signing up with the Live Full Service. The service will match you with a real tax expert who can meet with you as soon as you're ready, get to know your tax situation and work with you in real time in filing your taxes. The expert will review everything at the end; you can also work with this same expert as you file your tax return for the next year. If you have further questions about filing your tax returns on TurboTax, please contact Customer Support.
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