How do I get TurboTax Live?

State tax filing costs $59 per state on all standard do-it-yourself TurboTax online products, also up $10 from last year (a free state return comes with TurboTax Free online). That’s pricier than H&R Block, which charges $37 per do-it-yourself state return. TurboTax Live Assisted Basic, which includes live support, includes one state filing. All other TurboTax Live Assisted and Live Full Service options cost $64 to file a state return, up $15 from last year. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff.

  1. If you upgrade to Live Full Service, you get matched with a tax pro based on the complexity of your return, and you can continue with that same pro if you’d like once your return is done.
  2. You also have the option to share your tax documents with your tax expert, if needed.
  3. With Live Full Service, we’ll start by asking you questions about your tax situation.
  4. H&R Block also offers desktop software, where your return doesn’t reside in the cloud, but it’s not part of our review.
  5. They can handle all kinds of tax situations, from simple to complex and are always up-to-date on all the latest tax laws, from crypto to side gigs and new government credits.

The tax software aims to simplify the tax filing process and find customers big tax breaks they otherwise would’t find on their own. If you are one of the many Americans considering TurboTax as a tool to help file taxes correctly and on time, there are a few things you need to know about filing your taxes via the software. We do our best to make sure you start with the right product to cover your tax situation, but it’s possible that we’ll uncover something along the way that requires you to upgrade your version of TurboTax.

Business taxes

Starting today, January 29, Americans can file their taxes before they are due on April 15. Because taxes are confusing enough, having the right tax software can not only simplify the tax filing process, but also help you find big tax breaks you otherwise would’t find on your own. TurboTax offers a free version that lets you file a Form 1040 and claim limited tax credits.

Best Tax Software for February 2024

TurboTax might be the right tax filing software for you—if you don’t mind navigating lots of invitations to upgrade or add on extra features. You can have your refund directly deposited into a free to open checking or savings account with Credit Karma Money™. Sign up when you’re ready to finish and file your taxes with TurboTax and begin using your account right away.Or, you can have your refund mailed as a check.

If you are one of the many Americans considering TurboTax by Intuit as a tool to help file taxes correctly and on time, there’s a deal online you’ll want to take advantage of right now. For a limited time, you can save up to 20% on TurboTax 2023, making the easy-to-use service more affordable. Turbo tax live help is a complete ripoff for a multitude of reasons .I just wish some of the reviewers on review sites actually used the product for something other then a basic return. Finally, you have TurboTax Live, which gives you the ability to livechat with a real tax expert directly on your screen. The second option, on the other hand, can be very helpful, but keep in mind that the answers to these questions are not necessarily from tax professionals (though they could be), and they’re often anonymous.

Intuit TurboTax Deluxe 2022 review: Available help

The first thing you’ll see after you sign up for TurboTax is a screen with twelve options that you can select. I honestly can’t give an accurate review of this audit protection because I have no experience with it. Many of you know that TurboTax is generally viewed as the “cream of the crop” of do-it-yourself tax software — with the price point to prove it.

For more complex tax situations you may need additional documents, like mortgage statements or other detailed financial information. But since we save your return as you go, you can finish anytime. TurboTax improves available assistance for 2022 taxes, starting with a smoother experience for Live Full Assisted and Live Full Service.

These amounts would update as I provided more data to the software. I did not find this feature when testing H&R Block, though H&R Block did periodically let me know my tentative refund amount. If you have any semblance of complexity in your tax situation whatsoever, you’ll likely need to pony up for one of TurboTax’s paid editions, be it the Deluxe, Premier, or Self-Employed. If your tax situation is more complicated than that, you’ll need to use one of the paid editions. In this TurboTax review I will give a general overview of the TurboTax software as well as the pros and cons of using it so you can decide for yourself whether TurboTax is the tax software for you.

The next few screens will ask you various questions to see if your tax situation requires any additional forms. Based on the prices at the time, I was being asked to pay an additional $80 to TurboTax in order to get a deduction that will result in $30 of tax savings! Now, I have no problem turbotax live deluxe with TurboTax charging what it needs to for its services, but I think TurboTax could really be more transparent here by stating exactly how much one would save in taxes by upgrading. If it turns out you need the more expensive edition, you can just upgrade as you prepare your returns.

Why use TurboTax Desktop Deluxe?

The service sends a code to verify you (it sent me codes to my phone, then my email). The call starts by phone, and then you can initiate one-way live video or screen sharing. TurboTax Live is available year-round to ask tax pros questions. If you upgrade to Live Full Service, you get matched with a tax pro based on the complexity of your return, and this year going forward you will be able to interface with that same pro if you’d like.

TurboTax charges up to $129 for federal tax filing ($59 per state) for its highest “do-it-yourself tax” package. Other programs, such as TaxSlayer, charge up to $59.95 for federal tax filing ($39.95 per state) for a similar package. Various promotions and limited-time offers from us and our affiliate partners will deviate from our direct-from-Intuit pricing.

We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. With Live Assisted, you prepare your taxes at your own pace and on your own time by answering simple questions about your life and taxes. When you need help from a tax expert, just select the “Live Help” button, and we’ll connect you. You can discuss your questions over the phone, via live chat, or via one-way video on your screen. When you’re done preparing your taxes, you can get a tax expert to review your return to make sure it’s 100% correct.When you’re satisfied and ready to file, simply pay and e-file or print your tax return. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax experts.

The latter leads to the upgrade for TurboTax Live Assisted, or to the TurboTax Live expert if you’ve already upgraded. TurboTax also shows an update of your federal and state refunds in the top nav, but you can hide this info. If the IRS audits a return prepared in TurboTax, you can get free audit support, meaning a TurboTax expert will review correspondence from the IRS and let you know what to expect and how to prepare.

TurboTax Deluxe includes a search of more than 350 tax deductions and credits to find all qualifying tax breaks. And should an unexpected form arrive late, this software lets you make changes to your 2021 tax return, online, up to three years after it’s been filed and accepted by the IRS. TurboTax allows you to start filing your taxes for free, and pay when you actually file. With its intuitive tools, TurboTax will ask simple step-by-step questions and give you the tax deductions and credits you’re eligible for based on your answers. Meanwhile, investments and cryptocurrency gain big support this year with additional updates to the import process. Investors get a holistic view of their portfolio with the new Investor Hub, which pulls together all investments and their related taxes.

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