- Let's find the right way to connect with TurboTax support. Start by clicking "Expert Help" in the bottom navigation.
- From the chat panel, select "Connect with an expert".
- Describe what you need in the text field and click "Continue".
- From the options, select "Appointment" to schedule with a TurboTax expert.
- Enter your personal information to book an appointment.
- Double check your personal details and mark the option for "Remind me with a text message".
- Click "Schedule appointment" to move forward.
How to Schedule Appointment with Tax Expert in TurboTax
📌 Why this matters
Scheduling a tax expert appointment gives you dedicated one-on-one time to tackle complex situations that generic help articles can't address. While chat support handles quick questions, appointments let you walk through your entire tax situation with someone who can see your specific forms and circumstances. Tax laws change frequently, and your situation might involve nuances that require personalized guidance rather than automated suggestions. Having scheduled time also means you won't get rushed through complicated scenarios that need careful attention.
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