TurboTax is Ready To Help Filers For Tax Year 2022 The TurboTax Blog

We’re firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team. Whereas TaxSlayer https://turbo-tax.org/ Premium or Self Employed version, offer tax assistance, but it’s limited to guidance only. Product download, installation, and activation requires an Intuit Account and internet connection. CompleteCheck™ scans your return from beginning to end, so you can be confident it’s 100% accurate before you file.

1. The FTC ruling against TurboTax isn’t the first criticism a tax software company has faced about their “free” software.
2. You can speak to an expert via phone, chat, or live on-screen through one-way video chat (they can’t see you).
3. You can speak to your tax expert on the phone, through a live one-way video call on your screen (you can see your tax expert, but they can’t see you), or in-person with an independent Intuit TurboTax Verified Pro where available.
4. You also have the option to share your tax documents with your tax expert, if needed.
5. 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.
6. Only after users went through a fairly lengthy process of online form filling would TurboTax disclose whether they could file for free.

You can speak to your tax expert on the phone, through a live one-way video call on your screen (you can see your tax expert, but they can’t see you), or in-person with an independent Intuit TurboTax Verified Pro where available. Your tax expert will ask you questions and provide advice as they prepare your return and get ready to file on your behalf. You can also communicate with your tax expert via the messaging center as needed.

How TurboTax works

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. 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.

accurate however you file

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. You can receive your refund by check, whether you’re printing or e-filing. TurboTax will also expand to small business returns with the launch of TurboTax Live Full Service Business Tax in December 2022. If you are an Incorporated business owner with a multi-member LLC, S-corp, or partnership you will be matched with and can fully hand your taxes to a specialized tax expert experienced in the complexities of small business taxes.

Expert does your taxes

Jumpstart your taxes with last year’s tax return, snap a photo of your W-2, answer basic questions about your life, and get your maximum refund, guaranteed. If you get stuck along the way, you have the option turbotax website of paying an additional fee and upgrading to TurboTax Live to get on-demand help from a TurboTax expert or CPA. When you choose this option, the tax pro will do a final review of your return before you file.

As part of our Lifetime Guarantee, you can file with complete confidence knowing that you’ll get your maximum refund, 100% accuracy, and audit support for your return’s full 7-year lifetime.Yes. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. 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 may be able to automatically import sales from a brokerage account into TurboTax rather than entering transactions manually. While the software offers many tips to help do-it-yourselfers, including a bot (known as the TurboTax Digital Assistant), you won’t have access to hands-on customer service unless you’re willing to upgrade to TurboTax Live. 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 your expert match. Yes, you may work with the same expert who prepared your tax return, when available. You can speak to an expert via phone, chat, or live on-screen through one-way video chat (they can’t see you).

Not all Free File providers are right for everyone; they can set their own income and age requirements, so the IRS matches you appropriately and will indicate if a provider allows free state filing, too. Accessing these providers directly through the IRS helps ensure you’re not landing on a page that appears to offer free tax filing but pulls a switcheroo. At the time, these providers were members of the Free File Alliance, the name given to the group of online tax software companies authorized by the IRS to provide Free File services via the IRS website.

You can connect with a customer service representative by phone, email, or chat. If you need a tax professional, such as a TurboTax expert or CPA to review your tax return, TurboTax charges up to $219 for federal tax filing and an additional $64 per state. 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.

If it doesn’t know the answer, it will direct you to the TurboTax community forums or offer expert (human) help. Business-related purchases may count toward your deductions. TurboTax will calculate whether you should use itemized deductions or the Standard Deduction to lower your taxable income as much as possible.

A TurboTax product specialist can help you, and even draw on your screen to help you get your taxes done. 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. 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. If you don’t have your forms on hand, you can auto-import your info from your W–2s or 1099s directly from more than a million participating employers and financial institutions. Eventually, for more complex tax situations, you may need additional documents like mortgage statements or other detailed financial information.

Your personal information (like SSN) will be masked so the expert can’t see it. If you want help along the way, TurboTax Live Assisted gives you access to tax experts to help you  complete your taxes, fix any mistakes, and explain what’s next. You can also get an expert final review of their taxes before they file. From getting your CRA tax slips to making sure you claim all eligible deductions, your tax experts are fully at your service.

But since we save your return as you go, you can finish anytime. Whether you’re an experienced tax preparer or have little knowledge of tax law beyond knowing you need to file, TurboTax makes tax filing easy by walking you through the process with interview-style questions and options for live, on-screen support when needed. There is a legitimate IRS program that’s designed to allow 70% of taxpayers to file their federal income tax returns for free using online software. But hundreds of millions fail to take advantage, potentially overspending by billions, according to the latest IRS data.

Direct File doesn’t have income limitations like Free File but isn’t available for more complex filing needs. If you aren’t eligible for Free File and live in Arizona, California, Florida, Massachusetts, New Hampshire, New York, Nevada, South Dakota, Tennessee, Texas, Washington or Wyoming, this option could be for you. The agency expects to roll Direct File out in stages with wide availability across the eligible states by mid-March. Despite what its misleading advertisements promise, TurboTax usually costs money. The majority of tax filers don’t qualify for its free tax-filing service. Turbotax Premium users, including freelancers and small business owners, sometimes pay hundreds of dollars to file.