I suggest you request Live Help with an Expert that can visualize what you need to do and walk you through the process. If that is not a part of your software already, you will have an extra fee for that service.
It's easy to get help with TurboTax Live. As you prepare your taxes, you can quickly connect with one of our credentialed tax experts by selecting the Live Help icon.
- Select the floating Live help button in the bottom right corner.
- Select Connect with live help and the top of the chat window.
- Enter your question or topic area and 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've got instructions for how to connect with a tax expert on the app.
SmartLook™ option
Who will answer my questions along the way? Who will review my return?
When are tax experts available?
How often can I contact a tax expert?
Can I talk to the same tax expert each time I call?
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