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All other TurboTax Live Assisted and Live Full Service options cost $64 to file a state return, up $15 from last year. Tax experts are available year-round for questions and tax advice. Depending on the service you choose, you may or may not be connected with the same tax expert who prepared your tax return. Working with the same expert year-round is dependent on the expert’s availability.

  1. You may see this option after starting with Live Full Service if it’s available in your area.
  2. 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).
  3. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.
  4. I encountered the legacy help pop-ups less frequently than before, but they’re still there — even though most help screens activate a dedicated slide-out panel on the right side of the screen.

And for cryptocurrency transactions, TurboTax supports up to 20,000 transactions, five times the last year’s number. Our US-based tax experts and independent Intuit TurboTax Verified Pros have extensive experience and training. 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.

How many returns can I file with TurboTax Deluxe?

At least the language on the whole is friendly and accessible. And TurboTax covers more scenarios — and it does so more clearly — than some of the competing services. For example, TurboTax calls out if you have a nontraditional situation for a dependent or made money while living in a state other than your residence, and provides appropriate guidance in the slide-out help pane at right. TurboTax allows you to navigate your federal return via four floating tabs — Income & Expenses, Deductions & Credits, Other Tax Situations, and Federal Review. You can complete these in order, or jump around as you’d like.

We can handle your unique tax situation, even if you’ve had major life changes this year

When you’re ready to start, we’re ready to take taxes off your plate. With Live Full Service, we’ll start by asking you https://turbo-tax.org/ questions about your tax situation. This can be done online, or with the help of a live tax preparation assistant.

They’ll guarantee your taxes are done 100% right, with every dollar you deserve.When you connect live with an expert, you’ll see their specific credentials. When you access Live Help, you’ll enter some information about your question. This will help us direct you to the right expert to answer your question. Our team of US-based tax experts have extensive experience and internal training. 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. We guarantee your taxes are done 100% right, getting you every dollar you deserve.When you connect live with an expert, you’ll see their specific credentials.

How do I switch from TurboTax Online to TurboTax Desktop?

The TurboTax deals are great for the paid software when filing for more complicated returns. While pricey, TurboTax makes it easy to prepare your return with guidance and comprehensive coverage. To help you get your taxes done quickly and accurately and with the biggest refund, there are three TurboTax service options to choose from. TurboTax Deluxe is an upgrade of the Basic version of TurboTax.

It guides you by asking specific questions about your spending and finances, then tells you how that changes your taxes and deductions. For end-users, especially those not well-versed in taxes, this is a strong design. Once you have successfully filed your tax return, and you have direct deposit set up with the CRA, you will receive your refund within 8-10 days. If you do not have direct deposit, it will take up to 6 weeks to receive a refund cheque by mail.

Our team of tax experts keeps our products up-to-date with the latest tax laws, so we know exactly what to ask. Your answers tell us which deductions and credits to look for, and what to ask next, so that we can find every dollar you deserve. From mid-April through early January, our experts are available Monday-Friday from 5 AM through 5 PM PT.If you choose to work with an independent Intuit TurboTax Verified Pro, the Pro will share the hours they’re available directly with you. We do our best to match you with the right expert based on the nature of your question.

TurboTax improves available assistance for 2022 taxes, starting with a smoother experience for Live Full Assisted and Live Full Service. For the former, the live help is more targeted, and context sensitive to wherever you are in the service. For example, if you’re in the self-employed expenses or investments sections, the expert you connect to will be well-versed in that topic and ready to help you with your questions.

Three ways to get your taxes done right

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. The service’s user interface provides guided detailed questions in plain English, and minimizes your exposure to actual tax forms. TurboTax Live’s expert assistance remains a well-integrated experience. For 2023, TurboTax makes tweaks to its fully virtual Live Full Service, through which you can have a tax pro complete and file your taxes for you. If your tax needs are uncomplicated, TurboTax has a phenomenal free limited-time deal for those who qualify for Basic Live Assisted. 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).

SmartAsset Advisors, LLC (“SmartAsset”), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. For TurboTax, as with all tax software, you can start with a no-frills version for free. The TurboTax free edition is a clean, easy-to-use program that can handle W-2 income with the standard deduction, simple investment yields and above-the-line deductions. For Live Assisted, the support call starts by phone, and then you can initiate one-way live video or screen sharing. TurboTax Live Assisted is available year-round to ask tax pros questions.

TurboTax’s Deluxe product covers charitable donations and Schedule A (real-estate taxes and mortgage) deductions, and searches for more than 350 possible tax deductions. Our Full Service welcome call is handled by a team of specialists who are here to answer your questions about the product, help you understand next steps, and aid you in gathering all of your documents before initiating turbotax deluxe online your expert match. Get your taxes done right this year and your maximum refund with Turbo Tax Deluxe. The tax software is recommended if you own a home, have charitable donations, high medical expenses and need to file both Federal & State Tax Returns. This includes standard securities, such as stocks, bonds and funds, as well as more exotic assets such as cryptocurrency.

We’ll let you know what to expect and how to prepare in the unlikely event you receive an audit letter from the IRS. If you’ve already received a letter from the IRS for a return you filed with TurboTax, please review our Audit Support Guarantee for instructions on how to receive FREE step–by–step audit guidance and the option to connect with an expert. We also offer full audit representation for an additional fee with TurboTax Audit Defense. You’ll only need your email address and a phone number to get started. Just answer a few simple questions and you’re on your way.

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