TurboTax Live® 2022-2023: See how it works (2023)

GARANTIAS ON-LINE TURBOTAX

Individual TurboTax statements:

• 100% accurate calculations guaranteed - Custom returns:If you pay an IRS or state penalty or interest due to a TurboTax calculation error, we will pay the penalty and interest. Excluded payment plans. This guarantee is valid for the term of your personal and individual income tax return, which Intuit defines as seven years from the date of your registration with TurboTax. Does not include TurboTax Business earnings. Additional terms and restrictions apply. To seeTerms of usefor details.
• Maximum Money Back Guarantee / Maximum Tax Savings Guarantee - or your money back - Individual Returns:If you receive a higher refund or lower tax due to another tax preparation method when filing an amended return, we will refund the purchase price you paid for TurboTax at the federal or state level. (TurboTax Online Free Edition customers are eligible for a $30 payment.) This guarantee is valid for the term of your personal, individual tax return, which Intuit defines as seven years from the date of your registration at TurboTax. Does not include TurboTax Business earnings. Additional terms and restrictions apply. To seeTerms of usefor details.
• Audit Support Guarantee - Individual Returns:If you receive a review letter from the IRS or the State Department of Revenue based on your TurboTax 2022 individual tax return, we will provide one-on-one Q&A assistance with a tax specialist upon requestAudit Support Center, for audited individual returns filed with TurboTax for the current 2022 tax year and for non-commercial individual returns for the past two tax years (2021, 2020). Audit support is for informational purposes only. We will not represent you before the IRS or state tax authorities, nor will we provide legal advice. If we are unable to connect you with one of our tax specialists, we will reimburse you for the TurboTax purchase price paid at the federal and/or state level. (TurboTax Free Edition customers are eligible for a $30 down payment.) This guarantee is valid for the term of your personal, individual income tax return, which Intuit defines as seven years from the date of your TurboTax registration . Does not include TurboTax Business earnings. Additional terms and restrictions apply. To seeTerms of usefor details.

TurboTax Commercial Income:

• 100% Accurate Calculations Guaranteed - Trade Returns.If you pay an IRS or state penalty or interest due to a TurboTax calculation error, we will pay the penalty and interest. Excluded payment plans. You are responsible for paying any additional tax obligations. Additional terms and restrictions apply. To seeTerms of usefor details.
• TurboTax Audit Support Guarantee - Business Returns.If you receive a verification letter from the IRS or the State Department of Revenue regarding your TurboTax 2022 business return, we will provide you with our requestAudit Support Center, for audited corporate statements filed with TurboTax for the current fiscal year 2022. Audit support is for informational purposes only. We will not represent you before the IRS or state tax authorities, nor will we provide legal advice. If we are unable to connect you with one of our tax specialists, we will provide you with a federal and/or state refund of the purchase price paid for TurboTax Live Business or TurboTax Live Full Service Business. Additional terms and restrictions apply. To seeTerms of usefor details.
• Satisfaction Guaranteed:You can use TurboTax Online for free until you decide to print or email your tax return. Printing or filing your tax return electronically reflects your satisfaction with TurboTax Online. At this point, you will be asked to pay for the product or register.
• Our TurboTax Live full service guarantee means your tax specialist will find every dollar you deserve. Your specialist will only sign and submit your statement if they believe it is 100% correct and that you are getting the best possible result. If you receive a higher refund or less tax liability from another tax preparer, we will refund the applicable state and/or federal purchase price for the TurboTax Live Service fully paid. If you pay an IRS or state penalty (or interest) for an error made by a TurboTax tax professional or CPA while acting as an undersigned preparer of your tax return, we will pay you the penalty and interest. Restrictions applied. To seeTerms of usefor details.
• 100% Accurate Guarantee Approved by Experts:If you pay a federal or IRS penalty (or interest) due to an error made by a TurboTax tax professional or CPA when providing specific tax advice, section review, or as an undersigned preparer of your tax return, we will pay you the penalty and interest. Restrictions applied. To seeTerms of usefor details.

ONLINE/CELL PHONE TURBOTAX PRICES:

• Try Free/Pay When You Submit:TurboTax online and mobile prices are based on your tax situation and vary by product. TurboTax Free Edition ($0 federal + $0 state + $0 to file) is available forsimple tax returnonly (see if you qualify) and has limited functionality; Offer is subject to change or termination at any time without notice. Actual pricing for paid versions depends on the version you are using and the time of hard copy or electronic submission and is subject to change without notice. Special discount offers may not apply to mobile app purchases.
• TurboTax Live Assisted Basisangebot:Offer only available with TurboTax Live Assisted Basic and forsimple tax returnjust. Not all contributors are eligible. You must apply by March 31, 2023 to qualify for the offer. Includes states and one (1) federal tax return. Intuit reserves the right, in its sole and absolute discretion, to modify or withdraw this basic TurboTax Live Assisted offer at any time and for any reason. As you add services, your service fees will adjust accordingly. If you register after March 31, 2023, you will be charged the current TurboTax Live Assisted Basic list price and state tax return will be an additional fee.Current prices can be found here.
• Pay yourself (TurboTax for self-employed):Estimates are based on deductible business expenses calculated using the self-employed income tax rate (15.3%) for the 2021 tax year. Actual results will vary based on your tax situation.
• At every moment, in every place:Internet access required; Standard data rates apply when downloading and using the mobile app.
• The fastest possible refund:Faster tax refunds with electronic filing and direct deposit; Tax filing deadlines vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.
• Get your tax refund up to 5 days before:Individual taxes only. When submitting the application, have your tax refund deposited directly into Credit Karma Money™ and you can receive your money up to 5 days in advance. If you choose to pay your TurboTax preparation fee with your federal tax refund or if you choose to take advantage of the Early Repayment Loan, you will not be eligible for a refund until 5 days early. The 5-day pre-program can be changed or interrupted at any time. Up to 5 days early access to your federal tax refund is compared to standard electronic filing of tax refunds and is dependent on the IRS submitting refund information to the bank prior to the posting date. The IRS cannot send refund information in advance.

  For Credit Karma Money (checking account):Banking services provided by MVB Bank, Inc., a member of the FDIC. Credit and transfer limits apply.

  Duty free:Third party fees may apply. See Account Terms and Disclosures for more information.

• Pay TurboTax with your federal refund:Individual taxes only. There is a $39 refund processing fee for 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, Premier, Self-Employed, TurboTax Live Assisted and TurboTax Live Full Service; not included in the Free Edition (but available as an upgrade). TurboTax specialists are available to provide general customer support and assistance in using the TurboTax product. Services, specialties, experience levels, wait times, hours of operation and availability vary and are subject to restrictions and change without notice. Restrictions applied. To seeTerms of usefor details.
• Tax advice, expert reports and TurboTax Live:Access to tax advice and expert review (the ability to have an expert tax review and/or sign your tax return) is included with TurboTax Live Assisted or as an upgrade to any other version and is available through December 31 2023. Intuit will assign you a tax specialist based on availability. Availability of tax professionals and CPAs may be limited. Some tax topics or situations may not be part of this service, as determined in the sole discretion of the tax professional.For the TurboTax Live Assisted product,If your return requires a significant amount of tax advice or actual preparation, the tax professional may need to register as a preparer, at which point they assume primary responsibility for preparing your return.For the TurboTax Live Full Service product:Wire transfer tax preparation uploading your tax documents, contacting an expert and meeting with an expert in real time. The tax specialist signs your declaration as a breeder. The option to retain the same Expert Creator for subsequent years will be available beginning in December 2023 and will be based on an Expert's decision to continue working with Intuit. Administrative services can be provided by tax expert assistants. Online help is available on a desktop, laptop or TurboTax mobile app. Unlimited access to TurboTax Live tax refers to an unlimited number of contacts available to each customer, but does not refer to hours of operation or service coverage. Service, specialty, experience levels, wait times, hours of operation and availability vary and are subject to restrictions and change without notice.
• TurboTax Live Full Service - Qualify for the offer:Depending on your tax situation, you may need to answer additional questions to determine your eligibility for the full service offering. Certain complicated tax situations require an additional fee and some do not qualify for the full service offer. These situations may include, but are not limited to, multiple sources of trading income, large volumes of cryptocurrency transactions, taxable foreign assets and/or significant foreign capital gains. Offer details are subject to change without notice. Intuit may, in its sole discretion and at any time, determine that certain tax topics, forms and/or situations are not part of the full TurboTax Live service. Intuit reserves the right, in its sole discretion, to refuse to prepare a tax return for any reason. Additional restrictions apply. To seeTerms of usefor details.
• Smart information:Individual taxes only. Included with TurboTax Deluxe, Premier, Self-Employed, TurboTax Live, TurboTax Live Full Service or with PLUS benefits and available through 11/1/2023. Terms and conditions may vary and are subject to change without notice.
• My Documents features:Included with TurboTax Deluxe, Premier, Self-Employed, TurboTax Live, TurboTax Live Full Service or with PLUS benefits and available through 12/31/2024. Terms and conditions may vary and are subject to change without notice.
• Access to the tax return:Included with all TurboTax Free Edition, Deluxe, Premier, Self Employed, TurboTax Live, TurboTax Live Full Service customers and access to up to seven prior year tax returns that we have on file for you by 12/31/2024. Terms and conditions may vary and are subject to change without notice.
• Easy online change:Individual taxes only. Included with TurboTax Deluxe, Premier, Self Employed, TurboTax Live, TurboTax Live Full Service or with PLUS benefits. Make online changes to your 2022 tax return within 3 years of submission and acceptance by the IRS by 10/31/2025. Terms and conditions may vary and are subject to change without notice. For TurboTax Live Full Service, your tax specialist will correct your 2022 tax return by November 15, 2023. After 11/15/2023, TurboTax Live Full Service customers can amend their 2022 tax return using the simple online change process described above.
• #1 Best Selling Tax Software:Based on aggregated sales data for all TurboTax products for fiscal 2021.
• The #1 online tax solution for self-employed:Based on IRS sole proprietorship data for 2022, 2021 tax year. Self-employed defined as completing a Schedule C/C-EZ tax form. Online competitor data is extrapolated from press releases and SEC filings. “Online” is defined as an individual tax return (without the preparer's signature) prepared online and filed electronically or printed, excluding returns prepared through desktop software or returns prepared by the FFA, 2021.
• full exam:Covered by TurboTax's accurate calculations and maximum refundGuarantee. Restrictions applied. To seeTerms of usefor details.
• 1099K Personalization and AutoComplete:Only available on the mobile app and mobile web.
• 1099-NEC Snap and Autofill:Available in TurboTax Self-Employed and TurboTax Live Assisted Self-Employed. Only available on the mobile app. Resource available on Schedule C tax form for TurboTax applicants with 1099-NEC income.
• Tax estimator for the whole year:Available in TurboTax Self-Employed and TurboTax Live Assisted Self-Employed. This product feature is only available after you have completed and shipped a TurboTax standalone product.
• **Invite a friend:Rewards valid for up to 10 friends or $250 - seeofficial terms and conditionsfor more details.
• Average refund amount:The $3,252 figure is the average refund received by US taxpayers on the IRS data date ending 12/30/22 and may not reflect the actual refund amount received.
• Average deduction amount:Based on average value of deductions/expenses observed by self-employed TurboTax customers who reported expenses on Schedule C in FY 2021 and may not reflect actual deductions observed.
• More deductions in TurboTax Self Employed based on the average amount spent found by TurboTax Self Employed customers who synced accounts, imported and categorized transactions compared to manually entering them. Individual results are subject to change.
• TurboTax Online Business Products:For TurboTax Live Assisted Business and TurboTax Full Service Business, we currently do not support the following tax situations: C-Corps (Form 1120-C), Trust/Estates (Form 1041), Multi-State Filings, Tax Exempt/No Profit Entities, Corporations Those who choose to be treated as a C Corp, Schedule C sole proprietorship, payroll, sales tax, or quarterly filings and foreign income.

CD/DOWNLOAD TURBOTAX GARANTIAS

Individual TurboTax statements:

• 100% accurate calculations guaranteed - Custom returns:If you pay an IRS or state penalty or interest due to a TurboTax calculation error, we will pay the penalty and interest. Excluded payment plans. This guarantee is valid for the term of your personal and individual income tax return, which Intuit defines as seven years from the date you register with TurboTax Desktop. Does not include TurboTax Business earnings. Additional terms and restrictions apply. To seelicense agreementfor details.
• Maximum Money Back Guarantee / Maximum Tax Savings Guarantee - or your money back - Individual Returns:If you receive a refund of more or less tax owed by another tax preparation method when filing an amended return, we will refund the TurboTax federal and/or state software license purchase price you paid. This guarantee is valid for the term of your personal and individual income tax return, which Intuit defines as seven years from the date you register with TurboTax Desktop. Does not include TurboTax Business earnings. Additional terms and restrictions apply. To seelicense agreementfor details.
• Audit Support Guarantee - Individual Returns:If you receive a review letter from the IRS or the State Department of Revenue based on your TurboTax 2022 individual tax return, we will provide one-on-one Q&A assistance with a tax specialist upon requestAudit Support Center, for audited individual returns filed with TurboTax for the current 2022 tax year and for non-commercial individual returns for the past two tax years (2021, 2020). Audit support is for informational purposes only. We will not represent you before the IRS or state tax authorities, nor will we provide legal advice. If we are unable to connect you with one of our tax specialists, we will refund the purchase price you paid for the state and/or federal TurboTax license. This guarantee is valid for the term of your personal and individual income tax return, which Intuit defines as seven years from the date of your registration with TurboTax. Does not include TurboTax Business earnings. Additional restrictions apply. To seelicense agreementfor details.

TurboTax Commercial Income:

• 100% Accurate Calculations Guaranteed - Trade Returns:If you pay an IRS or state penalty or interest due to a TurboTax calculation error, we will pay the penalty and interest. Excluded payment plans. You are responsible for paying any additional tax obligations. Additional restrictions apply. To seelicense agreementfor details.
• Maximum tax savings guarantee:If you receive a lower tax liability (or a higher business tax refund) from another tax preparation method that uses the same data, TurboTax will refund the purchase price you paid for the applicable TurboTax Business Desktop license. To seelicense agreementfor details.
• SATISFACTION GUARANTEE / 60 DAY RETURN GUARANTEE:If you are not completely satisfied with TurboTax Desktop, go towww.solicituddereembolso.intuit.comwithin 60 days of purchase and follow the process provided to submit a refund request. You must return this product using your license code or order number and dated receipt.

TURBOTAX CD/DESCARGAR

• Installation requirements:The download option requires a free Intuit online account. An Internet connection is required for product activation. You must accept TurboTaxlicense agreementto use this product. Not to be used by paid creators.
• TurboTax download/CD products:Price includes tax preparation and printing of federal tax returns and free electronic filing of up to 5 federal tax returns. Additional fees may apply for electronic tax returns. Electronic filing fees may be waived in certain statesMore information can be found here. Savings and price comparison based on expected price increase. Software updates and optional online features require an Internet connection.
• The fastest possible refund:Faster federal tax refunds with electronic filing and direct deposit; Tax filing deadlines vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.
• Average refund amount:The $3,252 figure is the average refund received by US taxpayers on the IRS data date ending 12/30/22 and may not reflect the 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 TurboTax products for fiscal 2021.
• Deduct from your federal refund:There is a $40 processing fee for this payment method. Prices are subject to change without notice.
• Data import:Import financial data from participating companies; May require a free Intuit online account. Importing Quicken and QuickBooks is not available when TurboTax is installed on an imported Quicken (2020 and later) and QuickBooks Desktop (2020 and later) Mac; just the two windows. Quicken import is not available for TurboTax Business. Quicken products provided by Quicken Inc. Quicken import is subject to change.

All features, services, support, pricing, offers and terms and conditions are subject to change without notice.