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TURBOTAX CUSTOMER REVIEWS
TurboTax vs Tax Act
"They've really become good at recognizing my situation and not asking questions that apply to 3 people in the whole country..."
In The Net, California
See what customers say when comparing TurboTax to Tax Act products.
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TurboTax is rated 4.6 out of 5 stars by our customers
(679,122 reviews)
Biggest refund in Years, Best Choice for Filing
"I used TaxAct for the last two years and felt that my refund amount could have been more. I promised myself that after last year's filing, I would try a different filing software. I am so glad that I used TurboTax because I have been missing out on getting the most out of my refund. The amount in this year's filing made it all worth it. I will be using TurboTax from now on."
The Real_NikkiB,
2021 TurboTax Online Deluxe
Very impressed this year
"I've used both TurboTax and TaxAct over the past few years, and this year's version of TurboTax was the best of the best. I am genuinely impressed."
VERTIGOEDR12, Colorado
2022 TurboTax Online Deluxe
TurboTax easy
"I'm so glad that my sister recommended TurboTax to me. I have been with you guys for about 3 years now and it's been a easy going process and seems to get easier every time. I will never go back to TaxAct or HR Block."
skylar24, Maryland
2022 TurboTax Online Free Edition
GREAT HELP!!
"So much easier and less expensive compared to its competitor TaxAct. I used TaxAct last year and I will never go back to it! I love TurboTax!"
LazandMommy, Pennsylvania
2021 TurboTax Online Deluxe
Turbo Tax is accurate and easy to navigate.
"I did my taxes with Tax Act, originally, but found it was incorrect when I tried Turbo Tax. I was getting a refund from State on Tax Act, which was the Homestead Property Tax Credit, which I found I was not eligible for on Turbo Tax. Glad I found this out before filing."
th52, Michigan
2021 TurboTax Online Free Edition
Turbo Tax is Awesome!!!
"I love the simplicity Turbo Tax, I tried Tax Act once years ago when Turbo Tax sold out at my local Best Buy; and Tax Act was just too difficult for a layperson to use. I am so glad that I can know just download a copy of Turbo Tax and never have to be bothered with Tax Act again."
MKSellers, Michigan
2021 TurboTax Home & Business - CD or Download
Turbo Tax was great!
"We have been using TaxAct for years, and it was messed up this year! It kept making our stimulus taxable income. We came over to TurboTax, and it was a very easy and great experience. We will be using TurboTax from now on!"
hyrulehero, Louisiana
2021 TurboTax Online Deluxe
Amazingly easy & very througho
"This is my first time using TurboTax. I normally use TaxAct. I absolutely will start using TurboTax to file my taxes from now on. This was incredibly easy and they asked me more questions than TaxAct did."
JS6987, Missouri
2021 TurboTax Online Free Edition
Easy Peasy
"I was able to navigate the online version seamlessly compared to TaxAct which I've used for many years. I chose TurboTax because I could not get past the generic responses from their agents."
MoMunnie, Georgia
2021 TurboTax Online Deluxe
Excellent!
"This was very fast and easy to use, as well as very inexpensive. I used TaxAct before this, but it was getting expensive. So I decided to give TurboTax a try, and it was EXCELLENT! I will be using this service from now on, and will recommend it to everyone."
Ed867, California
2021 TurboTax Online Free Edition
Turbo Tax is Awesome!
"I normally use Tax Act. But I wanted to try Turbo Tax this year. I use the do it your self free filing. It's so freaking easy! I absolutely love TurboTax because it makes doing your taxes so much easier. I may never Tax Act again."
JSnow69, Montana
2022 TurboTax Online Free Edition
You are amazing.
"I have filed taxes for years with TaxAct, but your software was, by and large, easier to use! I am so glad to have finally joined TurboTax."
Todd, Tennessee
2022 TurboTax Live Assisted Basic
Great!
"I had a very easy breezy time filing this year. I usually use TaxAct and they are having issues syncing with Fidelity so I chose TurboTax. I may stick with them from now on after this. Bruce helped me along the way in the chat. I had one question and was ready to close out but he said he could stay. He was very quick with responding to questions and taking me through steps to add things I almost forgot until the end. 10000/10"
Amber413, Alabama
2022 TurboTax Live Assisted Premium
Great experience with TurboTax
"TurboTax was super easy to use and made filing this year so much smoother. I've used TaxAct Online for previous returns, but this was so much easier and very user-friendly."
MGoBlue928, Michigan
2021 TurboTax Live Assisted Deluxe
Wow, I loved it
"I typically use TaxAct every year, but I heard great experiences from people using TurboTax, so I decided to use you this year. 100% no regrets. It was fast, simple, and easy."
Emisj, Indiana
2021 TurboTax Live Assisted Basic
Turbo Tax was Amazing!
"It is really easy to navigate this website and ask questions. I used TaxAct before, but now that I tried TurboTax, it was just awesome and an entirely improved experience. Nice job, and thanks, TurboTax! See you next year!"
SEB50, New York
2021 TurboTax Live Assisted Deluxe
A lot easier than tax act
"It was a good experience. A lot easier than TaxAct."
Mamawkaye,
2021 TurboTax Online Deluxe
Turbo Tax Never Disappoints
"I use TurboTax every year. I have never been disappointed. I have been using them for years. I went from using Tax Act to TurboTax and haven't switched back. I even compare my taxes with TurboTax and Tax Act, and i definitely was getting my full max refund with TurboTax. I dislike that I feel the fees is always increasing and im always having to pay for some kind of package. I have never been charged to have money sent to my own bank account, but this year I was. I shouldn't be charged extra to have my money sent elsewhere and not something of there choice. Other then that TurboTax is the way to go."
JazzyJazz12, Ohio
2021 TurboTax Live Assisted Deluxe
My best option
"I'm retired and do simple, e-filed joint returns for Federal and State, with some years itemized and some years standard deduction. I left TurboTax a decade ago for others and tried TaxAct, H&R Block, IRS Direct File, and others because the cost was quite a bit cheaper. But they all seemed to have problems. One was so bad it wouldn't accept my 1099 because my withheld amount wasn't greater than my income, and they wouldn't respond to inquiries. Crazy. But I came back a couple of years ago. TurboTax is the daddy of all those others and has come a long way from the early days. It's worth the little extra cost for a smooth and reliable process. They've really become good at recognizing my situation and not asking questions that apply to 3 people in the whole country. I am a very happy customer."
In the Net, California
2022 TurboTax Live Assisted Deluxe
It's okay and easy to use
"Turbo tax has always been easy to use. We have used it for 8+ years now however, the fees have gone up every year. Federal use to be free and state $39 or $49 now they charge you $39-$59 for federal another $39-$59 for state and $39 to get it as direct deposit. Sometimes you think it might be better to go to a tax professional to file it. Last year I got charged more than normal as well and almost went to tax act. We will see what we do next year depending on price again."
Anony91, Ohio
2021 TurboTax Online Deluxe
Turbo Tax is expensive and does ok
"I've seen better prices, and the final check and review, including by human beings, wasn't enough to keep it from being rejected by the IRS. I may try TaxAct next time. It can't be worse and it's less expensive."
Solrpwd, Tennessee
2022 TurboTax Live Assisted Deluxe
TurboTax is expensive
"I like TurboTax. But I love FREE! Last year I had to go with TaxAct due to the cost of filing on TurboTax. This year I thought I would check it out, but I was disappointed with all the fees and add-ons."
Riajab, Illinois
2022 TurboTax Live Assisted Premium
I am surprised how much Loyalty matters
"I rated fair because it is fair. I came to TurboTax over the years due to my taxes being so simple. I would rather just do them myself, as I only input one W2 that uploads automatically and I input the amount from unemployment without changing anything else because everything is already saved because I have used TurboTax for years. There are no discount fees for loyal customers! I was going to submit on TaxAct because it was cheaper, but I'm in a hurry. I will know for next year. TurboTax, give us loyal customers a break, please."
Jess_88, Louisiana
2021 TurboTax Live Assisted Deluxe
some good some bad
"I only used TurboTax to get a discount and to get my sister a $25 gift card for the referral. We got neither. I had to search the internet for contact information and waited a long time to talk to someone who tried hard to resolve this and failed. I could have used my usual (TaxAct) and got it done cheaper and faster."
mykman216, Illinois
2022 TurboTax Premium
Inflation Sucks
"I have been a Turbo Tax user for almost my whole adulthood. I understand taxes and income (theoretically) increase. However, the price to file is crazy high. TurboTax is also intense with asking you to upgrade, but they never give the option to downgrade. My taxes are not that difficult for me to understand, and I have thought about going to TaxAct or another company to file. However, I try to keep my annual documents in one place. It is just easier for future tax years."
Katiekay333, Minnesota
2022 TurboTax Online Deluxe
Turbo-Tax is getting costly
"Although the TurboTax software is great and makes filing easy, it has become too expensive to file. There are hidden fees and too much time to get a refund. Next year, I will use TaxAct."
tlr2112, Ohio
2021 TurboTax Online Deluxe
Was better filing through Credit Karma previously!
"I filed taxes through Credit Karma from 2019-2021. It was awesome. If you needed last year's figures, you could find it. This year, I filed through Credit Karma again. You try something simple, like finding last year's figures to get your AGI (line 11) information, and it tells you "that information isn't available because you didn't file with TurboTax last year!" I know, but I did file through Credit Karm and I'm in the Credit Karma app but it wouldn't give me any of 2021's information. It seemed to create two TurboTax accounts, which it wanted me to sign into. When I want a code sent to my phone to sign in, it gives me an "Access is Denied" error constantly. The whole experience was very frustrating, and it cost me more money this time to file my taxes than last year. I think next year I'll go to TaxAct or something. It's going to be frustrating starting new with them, but it's worth a try after the frustration I had dealing with tonight's filing."
Ryiekyrsjtrs, South Carolina
2022 TurboTax Live Assisted Deluxe
EXTRA CHARGES
"I was not happy about the extra charges imposed. I tried TurboTax this year because of the fees with TaxAct that I was unhappy with."
Beth1122, New Hampshire
2021 TurboTax Live Assisted Deluxe
TurboTax cost way more than HRBlock and TaxAct
"Upsale is always prompting to pay more when you don't need it."
Not a TurboTax fan, Minnesota
2021 TurboTax Live Assisted Deluxe
Turbo Tax Sucks Now
"Turbo Tax used to help so much with my taxes and now they took most of my return just so I can file this year. Charging me 3 fees just to insert my unemployment form and now I will be barely getting any money back because Turbo Tax charged me over $100. Cant they tell from my salary information that I can't afford that? I don't know why they changed their policy, but it was a dumb decision for them to make because I'm using Tax Act next year! Get your priorities straight Turbo Tax, you guys lost a lot of loyal users this years because you decided to be greedy."
cashleigh, California
2021 TurboTax Online Deluxe
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TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits
A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible.
If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic or TurboTax Full Service at the listed price.
Situations covered (assuming no added tax complexity):
- W-2 income
- Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B
- IRS standard deduction
- Earned Income Tax Credit (EITC)
- Child Tax Credit (CTC)
- Student loan interest deduction
Situations not covered:
- Itemized deductions claimed on Schedule A
- Unemployment income reported on a 1099-G
- Business or 1099-NEC income
- Stock sales (including crypto investments)
- Rental property income
- Credits, deductions and income reported on other forms or schedules
* More important offer details and disclosures
TURBOTAX ONLINE GUARANTEES
TurboTax Individual Returns:
- 100% Accurate Calculations Guarantee – Individual Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. Excludes payment plans. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax. Excludes TurboTax Business returns. Additional terms and limitations apply. See Terms of Service for details.
- Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back – Individual Returns: If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, we'll refund the applicable TurboTax federal and/or state purchase price paid. (TurboTax Free Edition customers are entitled to payment of $30.) This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax. Excludes TurboTax Business returns. Additional terms and limitations apply. See Terms of Service for details.
- Audit Support Guarantee – Individual Returns: If you receive an audit letter from the IRS or State Department of Revenue based on your 2023 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited individual returns filed with TurboTax for the current 2023 tax year and for individual, non-business returns for the past two tax years (2022, 2021). Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state purchase price paid. (TurboTax Free Edition customers are entitled to payment of $30.) This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax. Excludes TurboTax Business returns. Additional terms and limitations apply. See Terms of Service for details.
- Satisfaction Guaranteed: You may use TurboTax Online without charge up to the point you decide to print or electronically file your tax return. Printing or electronically filing your return reflects your satisfaction with TurboTax Online, at which time you will be required to pay or register for the product.
- Our TurboTax Live Full Service Guarantee means your tax expert will find every dollar you deserve. Your expert will only sign and file your return if they believe it's 100% correct and you are getting your best outcome possible. If you get a larger refund or smaller tax due from another tax preparer, we'll refund the applicable TurboTax Live Full Service federal and/or state purchase price paid. If you pay an IRS or state penalty (or interest) because of an error that a TurboTax tax expert or CPA made while acting as a signed preparer for your return, we'll pay you the penalty and interest. Limitations apply. See Terms of Service for details.
- 100% Accurate Expert-Approved Guarantee: If you pay an IRS or state penalty (or interest) because of an error that a TurboTax tax expert or CPA made while providing topic-specific tax advice, a section review, or acting as a signed preparer for your return, we'll pay you the penalty and interest. Limitations apply. See Terms of Service for details.
TurboTax Business Returns:
- 100% Accurate Calculations Guarantee – Business Returns. If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See Terms of Service for details.
- TurboTax Audit Support Guarantee – Business Returns. If you receive an audit letter from the IRS or State Department of Revenue on your 2023 TurboTax business return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited business returns filed with TurboTax for the current 2023 tax year. Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals for this question-and-answer support, we will refund the applicable TurboTax Live Business or TurboTax Live Full Service Business federal and/or state purchase price paid. Additional terms and limitations apply. See Terms of Service for details.
TURBOTAX ONLINE/MOBILE PRICING
- Start for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. For most paid TurboTax online and mobile offerings, you may start using the tax preparation features without paying upfront, and pay only when you are ready to file or purchase add-on products or services. Actual prices for paid versions are determined based on the version you use and the time of print or e-file and are subject to change without notice. Special discount offers may not be valid for mobile in-app purchases. Strikethrough prices reflect anticipated final prices for tax year 2023.
- TurboTax Free Edition: TurboTax Free Edition ($0 Federal + $0 State + $0 To File) is available for those filing Form 1040 and limited credits only, as detailed in the TurboTax Free Edition disclosures. Roughly 37% of taxpayers qualify. Offer may change or end at any time without notice.
- TurboTax Live Assisted Basic Offer: Offer only available with TurboTax Live Assisted Basic and for those filing Form 1040 and limited credits only. Roughly 37% of taxpayers qualify. Must file between November 29, 2023 and March 31, 2024 to be eligible for the offer. Includes state(s) and one (1) federal tax filing. Intuit reserves the right to modify or terminate this TurboTax Live Assisted Basic Offer at any time for any reason in its sole and absolute discretion. If you add services, your service fees will be adjusted accordingly. If you file after 11:59pm EST, March 31, 2024, you will be charged the then-current list price for TurboTax Live Assisted Basic and state tax filing is an additional fee. See current prices here.
- Full Service $100 Back Offer: Credit applies only to federal filing fees for TurboTax Full Service and not returns filed using other TurboTax products or returns filed by Intuit TurboTax Verified Pros. Excludes TurboTax Live Full Service Business and TurboTax Canada products. Credit does not apply to state tax filing fees or other additional services. If federal filing fees are less than $100, the remaining credit will be provided via electronic gift card. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. Must file by April 15, 2024 11:59 PM ET.
- TurboTax Full Service - Forms-Based Pricing: “Starting at” pricing represents the base price for one federal return (includes one W-2 and one Form 1040). Final price may vary based on your actual tax situation and forms used or included with your return. Price estimates are provided prior to a tax expert starting work on your taxes. Estimates are based on initial information you provide about your tax situation, including forms you upload to assist your expert in preparing your tax return and forms or schedules we think you’ll need to file based on what you tell us about your tax situation. Final price is determined at the time of print or electronic filing and may vary based on your actual tax situation, forms used to prepare your return, and forms or schedules included in your individual return. Prices are subject to change without notice and may impact your final price. If you decide to leave Full Service and work with an independent Intuit TurboTax Verified Pro, your Pro will provide information about their individual pricing and a separate estimate when you connect with them.
- Pays for itself (TurboTax Premium, formerly Self-Employed): Estimates based on deductible business expenses calculated at the self-employment tax income rate (15.3%) for tax year 2022. Actual results will vary based on your tax situation.
TURBOTAX ONLINE/MOBILE
- Anytime, anywhere: Internet access required; standard data rates apply to download and use mobile app.
- Fastest refund possible: Fastest tax refund with e-file and direct deposit; tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.
- Get your tax refund up to 5 days early: Individual taxes only. When it’s time to file, have your tax refund direct deposited with Credit Karma Money™, and you could receive your funds up to 5 days early. If you choose to pay your tax preparation fee with TurboTax using your federal tax refund or if you choose to take the Refund Advance loan, you will not be eligible to receive your refund up to 5 days early. 5-day early program may change or discontinue at any time. Up to 5 days early access to your federal tax refund is compared to standard tax refund electronic deposit and is dependent on and subject to IRS submitting refund information to the bank before release date. IRS may not submit refund information early.
- For Credit Karma Money (checking account): Banking services provided by MVB Bank, Inc., Member FDIC. Maximum balance and transfer limits apply per account.
- Fees: Third-party fees may apply. Please see Credit Karma Money Account Terms & Disclosures for more information.
- Pay for TurboTax out of your federal refund or state refund (if applicable): Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee may apply to this payment method. Prices are subject to change without notice.
- TurboTax Help and Support: Access to a TurboTax product specialist is included with TurboTax Deluxe, Premium, TurboTax Live Assisted and TurboTax Live Full Service; not included with Free Edition (but is available as an upgrade). TurboTax specialists are available to provide general customer help and support using the TurboTax product. Services, areas of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice. Limitations apply See Terms of Service for details.
- Tax Advice, Expert Review and TurboTax Live: Access to tax advice and Expert Review (the ability to have a Tax Expert review and/or sign your tax return) is included with TurboTax Live Assisted or as an upgrade from another version, and available through December 31, 2024. Intuit will assign you a tax expert based on availability. Tax expert and CPA availability may be limited. Some tax topics or situations may not be included as part of this service, which shall be determined in the tax expert’s sole discretion. For the TurboTax Live Assisted product, if your return requires a significant level of tax advice or actual preparation, the tax expert may be required to sign as the preparer at which point they will assume primary responsibility for the preparation of your return. For the TurboTax Live Full Service product: Handoff tax preparation by uploading your tax documents, getting matched with an expert, and meeting with an expert in real time. The tax expert will sign your return as a preparer. The ability to retain the same expert preparer in subsequent years will be based on an expert’s choice to continue employment with Intuit. Administrative services may be provided by assistants to the tax expert. On-screen help is available on a desktop, laptop or the TurboTax mobile app. Unlimited access to TurboTax Live tax experts refers to an unlimited quantity of contacts available to each customer, but does not refer to hours of operation or service coverage. Service, area of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice.
- TurboTax Live Full Service – Qualification for Offer: Depending on your tax situation, you may be asked to answer additional questions to determine your qualification for the Full Service offer. Certain complicated tax situations will require an additional fee, and some will not qualify for the Full Service offering. These situations may include but are not limited to multiple sources of business income, large amounts of cryptocurrency transactions, taxable foreign assets and/or significant foreign investment income. Offer details subject to change at any time without notice. Intuit, in its sole discretion and at any time, may determine that certain tax topics, forms and/or situations are not included as part of TurboTax Live Full Service. Intuit reserves the right to refuse to prepare a tax return for any reason in its sole discretion. Additional limitations apply. See Terms of Service for details.
- TurboTax Live Full Service - File your taxes as soon as today: TurboTax Full Service Experts are available to prepare 2023 tax returns starting January 8, 2024. Based on completion time for the majority of customers and may vary based on expert availability. The tax preparation assistant will validate the customer’s tax situation during the welcome call and review uploaded documents to assess readiness. All tax forms and documents must be ready and uploaded by the customer for the tax preparation assistant to refer the customer to an available expert for live tax preparation.
- TurboTax Live Full Service -- Verified Pro -- “Local” and “In-Person”: Not all feature combinations are available for all locations. "Local" experts are defined as being located within the same state as the consumer’s zip code for virtual meetings. "Local" Pros for the purpose of in-person meetings are defined as being located within 50 miles of the consumer's zip code. In-person meetings with local Pros are available on a limited basis in some locations, but not available in all States or locations. Not all pros provide in-person services.
- Smart Insights: Individual taxes only. Included with TurboTax Deluxe, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits, and is available through 11/1/2024. Terms and conditions may vary and are subject to change without notice.
- My Docs features: Included with TurboTax Deluxe, Premium TurboTax Live, TurboTax Live Full Service, or with PLUS benefits and is available through 12/31/2025. Terms and conditions may vary and are subject to change without notice.
- Tax Return Access: Included with all TurboTax Free Edition, Deluxe, Premium, TurboTax Live, TurboTax Live Full Service customers and access to up to the prior seven years of tax returns we have on file for you is available through 12/31/2025. Terms and conditions may vary and are subject to change without notice.
- Easy Online Amend: Individual taxes only. Included with TurboTax Deluxe, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits. Make changes to your 2023 tax return online for up to 3 years after it has been filed and accepted by the IRS through 10/31/2026. Terms and conditions may vary and are subject to change without notice. For TurboTax Live Full Service, your tax expert will amend your 2023 tax return for you through 11/15/2024. After 11/15/2024, TurboTax Live Full Service customers will be able to amend their 2023 tax return themselves using the Easy Online Amend process described above.
- #1 best-selling tax software: Based on aggregated sales data for all tax year 2022 TurboTax products.
- #1 online tax filing solution for self-employed: Based upon IRS Sole Proprietor data as of 2023, tax year 2022. Self-Employed defined as a return with a Schedule C tax form. Online competitor data is extrapolated from press releases and SEC filings. “Online” is defined as an individual income tax DIY return (non-preparer signed) that was prepared online & either e-filed or printed, not including returns prepared through desktop software or FFA prepared returns, 2022.
- CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees. Limitations apply. See Terms of Service for details.
- TurboTax Premium Pricing Comparison: Cost savings based on a comparison of TurboTax product prices to average prices set forth in the 2020-2021 NSA Fees-Acct-Tax Practices Survey Report.
- 1099-K Snap and Autofill: Available in mobile app and mobile web only.
- 1099-NEC Snap and Autofill: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). Available in mobile app only. Feature available within Schedule C tax form for TurboTax filers with 1099-NEC income.
- Year-Round Tax Estimator: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). This product feature is only available after you finish and file in a self-employed TurboTax product.
- **Refer a Friend: Rewards good for up to 20 friends, or $500 - see official terms and conditions for more details.
- Refer your Expert (Intuit’s own experts): Rewards good for up to 20 referrals, or $500 - see official terms and conditions for more details.
- Refer your Expert (TurboTax Verified Independent Pro): Rewards good for up to 20 referrals, or $500 - see official terms and conditions for more details.
- Average Refund Amount: Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 2/17/23 and may not reflect actual refund amount received.
- Average Deduction Amount: Based on the average amount of deductions/expenses found by TurboTax Self Employed customers who filed expenses on Schedule C in Tax Year 2022 and may not reflect actual deductions found.
- More self-employed deductions based on the median amount of expenses found by TurboTax Premium (formerly Self Employed) customers who synced accounts, imported and categorized transactions compared to manual entry. Individual results may vary.
- TurboTax Online Business Products: For TurboTax Live Assisted Business and TurboTax Full Service Business, we currently don’t support the following tax situations: C-Corps (Form 1120-C), Trust/Estates (Form 1041), Multiple state filings, Tax Exempt Entities/Non-Profits, Entities electing to be treated as a C-Corp, Schedule C Sole proprietorship, Payroll, Sales tax, Quarterly filings, and Foreign Income. TurboTax Live Assisted Business is currently available only in AK, AZ, CA, CO, FL, GA, IL, KS, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SD, TN, TX, UT, VA, WA, WV and WY.
- Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions.
TURBOTAX DESKTOP GUARANTEES
TurboTax Desktop Individual Returns:
- 100% Accurate Calculations Guarantee – Individual Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.
- Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back – Individual Returns: If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, we'll refund the applicable TurboTax federal and/or state software license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.
- Audit Support Guarantee – Individual Returns: If you receive an audit letter from the IRS or State Department of Revenue based on your 2023 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited individual returns filed with TurboTax Desktop for the current 2023 tax year and, for individual, non-business returns, for the past two tax years (2021, 2022). Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.
- Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt.
TurboTax Desktop Business Returns:
- 100% Accurate Calculations Guarantee – Business Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See License Agreement for details.
- Maximum Tax Savings Guarantee – Business Returns: If you get a smaller tax due (or larger business tax refund) from another tax preparation method using the same data, TurboTax will refund the applicable TurboTax Desktop Business license purchase price you paid. Additional terms and limitations apply. See License Agreement for details.
- Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt.
TURBOTAX DESKTOP
- Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.
- TurboTax Desktop Products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees may apply for e-filing state returns. E-file fees may not apply in certain states, check here for details. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connectivity.
- Fastest Refund Possible: Fastest federal tax refund with e-file and direct deposit; tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.
- Average Refund Amount: Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 02/17/23 and may not reflect actual refund amount received.
- TurboTax Product Support: Customer service and product support hours and options vary by time of year.
- #1 Best Selling Tax Software: Based on aggregated sales data for all tax year 2022 TurboTax products.
- Deduct From Your Federal Refund: A $40 Refund Processing Service fee may apply to this payment method. Prices are subject to change without notice.
- Data Import: Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2021 and higher) and QuickBooks Desktop (2021 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.
- Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions.
All features, services, support, prices, offers, terms and conditions are subject to change without notice.
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