TurboTax Live Full Service - Get a tax expert to file your taxes (2023)

TURBOTAX ONLINE GUARANTEES

One-time TurboTax returns:

• 100% Accurate Calculations Guaranteed - Custom Returns:If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay the penalty and interest. Payment plans excluded. This guarantee lasts for the duration of your personal and individual tax return, which Intuit defines as seven years from the date of your registration with TurboTax. TurboTax Business income is excluded. Additional terms and restrictions apply. To seeTerms of usefor details.
• Maximum Money Back Guarantee / Maximum Tax Savings Guarantee - Or Your Money Back - Personalized Returns:If you receive a higher refund or lower tax due to a different tax preparation method when filing an amended tax return, we will refund the applicable federal and/or state TurboTax purchase price that was paid. (TurboTax Online Free Edition customers are eligible for a $30 down payment.) This guarantee lasts for the life of your personal and individual tax return, which Intuit defines as seven years from the date you file it on file with TurboTax . TurboTax Business income is excluded. Additional terms and restrictions apply. To seeTerms of usefor details.
• Audit Support Guarantee - Individual Returns:If you receive a verification letter from the IRS or the State Department of Revenue based on your individual TurboTax 2022 tax return, we offer one-on-one Q&A assistance with a tax specialist upon request.Audit Support Center, for audited individual returns filed with TurboTax for the current tax year 2022 and for individual non-business returns for the last two tax years (2021, 2020). Audit support is for informational purposes only. We will not represent you before the IRS or state tax authorities, or provide you with legal advice. If we are unable to connect you with one of our tax specialists, we will refund the state and/or federal TurboTax purchase price you paid. (TurboTax Free Edition customers are eligible for a $30 down payment.) This guarantee lasts for the duration of your personal and individual tax return, which Intuit defines as seven years from the date of your TurboTax filing. TurboTax Business income is excluded. Additional terms and restrictions apply. To seeTerms of usefor details.

TurboTax business statements:

• 100% Accurate Calculations Guaranteed - Trade Returns.If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay the penalty and interest. Payment plans excluded. You are responsible for paying any additional tax liability. 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 on your TurboTax 2022 business return, we will provide one-on-one Q&A assistance with a tax specialist upon request.Audit Support Center, for audited corporate returns filed with TurboTax for the current tax year 2022. Audit support is for informational purposes only. We will not represent you before the IRS or state tax authorities, or provide you with legal advice. If we are unable to connect you with one of our tax specialists, we will refund the appropriate federal and/or state purchase price 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 e-file your tax return. Printing or filing your tax return electronically reflects your satisfaction with TurboTax Online, at which point you must 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 larger or smaller tax refund owed by another taxpayer, we will refund the applicable federal and/or state purchase price for TurboTax Live Full Service. If you pay a penalty (or interest) from the IRS or the state as a result of an error made by a TurboTax tax professional or CPA while acting as the undersigned preparer of your tax return, we will pay you the penalty and fees. Restrictions applied. To seeTerms of usefor details.
• 100% Accurate and Expert Approved Guarantee:If you pay a penalty (or interest) from the IRS or the state because a TurboTax tax professional or CPA made a mistake in providing you with specific tax advice on an issue, a section audit, or as the undersigned preparer of the income on your return taxes, we will pay you the penalty and interest. Restrictions applied. To seeTerms of usefor details.

TURBOTAX ONLINE/CELLPHONE PRICES:

• Try/Pay Free When You Send:Prices for TurboTax online and mobile 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 is based on the version you are using and the time of print or electronic filing and is subject to change without notice. Special discount offers may not apply to mobile app purchases.
• Basisangebot assisted by TurboTax Live:Offer only available with TurboTax Live Assisted Basic and forsimple tax returnfair. Not all taxpayers are eligible. Must be submitted by March 31, 2023 to be eligible for offer. Includes state and one (1) state tax returns. Intuit reserves the right, at its sole discretion, to change or cancel this TurboTax Live Assisted Basic offer at any time and for any reason. As you add services, your service fees will adjust accordingly. If you file after March 31, 2023, you will be charged the current TurboTax Live Assisted Basic list price and state tax filing will be an additional fee.Current prices can be found here.
• It pays for itself (turbo self tax):Estimates are based on deductible business expenses calculated using the self-employment income tax rate (15.3%) for tax year 2021. Actual results will vary depending on your tax situation.
• Always and everywhere:Internet access required; Standard data rates apply when downloading and using the mobile app.
• Refund as quickly as possible:Faster tax return with electronic filing and direct transfer; Tax return deadlines vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.
• Receive your tax refund up to 5 days before:Individual taxes only. When it's time to file, deposit your tax refund directly into Credit Karma Money™ and you can receive your money up to 5 days sooner. If you choose to pay your TurboTax preparation fee using your federal tax refund, or if you choose to use the Refund Early Loan, you will not be eligible for a refund until 5 days beforehand. The 5 day advance booking program is subject to change or discontinuation at any time. Up to 5 days early access to your federal tax refund compares to standard electronic filing of tax refunds and is contingent on the IRS sending the refund information to the bank before the posting date. The IRS cannot send refund information in advance.

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

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

• Pay TurboTax on your federal refund:Individual taxes only. There is a $39 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 help and support to customers 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, specialization 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. December 2023. Intuit will assign you a tax specialist based on availability. The availability of tax professionals and accountants may be limited. Some tax topics or situations may not be part of this service, as determined by the tax professional in their sole discretion.For the TurboTax Live Assisted product,If your return requires a significant amount of tax advice or actual preparation, the tax professional may be required to sign on as a preparer, after which he or she will assume primary responsibility for preparing your return.For the TurboTax Live Full Service product:Transfer tax preparation by uploading your tax documents, matching with an expert, and meeting with an expert in real time. The tax specialist signs the declaration of him as a breeder. The option to retain the same Expert Creator for subsequent years will be available beginning in December 2023 and is based on an Expert's decision to continue working at Intuit. Administrative services can be provided by expert tax 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 level, wait times, hours of operation, and availability vary and are subject to restrictions and change without notice.
• TurboTax Live Full Service – offer requirements:Depending on your tax situation, you may need to answer additional questions to determine your eligibility for the full service offer. 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 business income, large volumes of cryptocurrency transactions, taxable foreign assets, and/or significant foreign capital gains. Offer details are subject to change without notice. Intuit, in its sole discretion and at any time, may determine that certain tax questions, forms, 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.
• Insights inteligentes: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.
• Features of "My Documents":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 and TurboTax Live Full Service customers and through 12/31/2024 access to the last seven years of tax returns we have on file for you. Terms and conditions may vary and are subject to change without notice.
• Easy change online:Individual taxes only. Included with TurboTax Deluxe, Premier, Self Employed, TurboTax Live, TurboTax Live Full Service or with PLUS benefits. Make changes to your 2022 tax return online up to 3 years after it was filed and accepted by the IRS by 10/31/2025. Terms and conditions may vary and are subject to change without notice. With 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 clients can amend their own 2022 tax returns using the simple online exchange process described above.
• #1 Best Selling Tax Software:Based on aggregated sales data for all TurboTax products for tax year 2021.
• #1 Online Tax Filing Solution for the Self-Employed:Based on IRS Sole Proprietorship data for tax year 2022, 2021. Self-Employed defined as filing with a Schedule C/C-EZ tax form. Online competition data is extrapolated from press releases and SEC filings. "Online" is defined as an individual DIY tax return (not signed by the preparer) prepared online and filed electronically or on paper, excluding returns prepared via desktop software or returns generated by the FFA in 2021 .
• Full check:Covered by exact TurboTax calculations and maximum refundthe guarantee. Restrictions applied. To seeTerms of usefor details.
• 1099-K Adjust and AutoFill:Only available on the mobile app and mobile web.
• 1099-NEC Snap y Autocompletar:Available in TurboTax Self-Employed and TurboTax Live Assisted Self-Employed. Only available on the mobile app. Feature available on the Schedule C tax form for TurboTax filers with 1099-NEC income.
• Full Year Tax Estimator:Available in TurboTax Self-Employed and TurboTax Live Assisted Self-Employed. This product feature is only available after you have completed and submitted a separate TurboTax product.
• **Invite a friend:Rewards for up to 10 friends or $250 - viewofficial terms and conditionsfor more details.
• Average refund amount:The $3,252 total is the average refund received by US taxpayers based on the IRS data date ending 12/30/22 and may not reflect the actual amount of refund received.
• Average amount of deduction:Based on average value of deductions/expenses found by self-employed TurboTax clients who reported expenses on Schedule C during tax year 2021 and may not reflect actual deductions found.
• More deductions in TurboTax Self Employed based on the average amount spent found by TurboTax Self Employed customers who synced accounts, imported transactions, and classified versus entering them manually. The individual results can 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/Estate (Form 1041), Multiple State Registrations, Non-Profit/Tax-Exempt Entities , Corporations, electing to be treated as C-Corp, Schedule C Sole Proprietorship, Payroll, Sales Tax or Quarterly Filings, and Foreign Income.

TURBOTAX CD/DOWNLOAD GUARANTEES

One-time TurboTax returns:

• 100% Accurate Calculations Guaranteed - Custom Returns:If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay the penalty and interest. Payment plans excluded. This guarantee lasts for the duration of your personal and individual tax return, which Intuit defines as seven years from the date you file it in TurboTax Desktop. TurboTax Business income is excluded. Additional terms and restrictions apply. To seeLicense agreementfor details.
• Maximum Money Back Guarantee / Maximum Tax Savings Guarantee - Or Your Money Back - Personalized Returns:If you receive a higher or lower tax refund due to another tax preparation method when filing an amended tax return, we will refund the federal and/or state purchase price of the TurboTax software license you paid. This guarantee lasts for the duration of your personal and individual tax return, which Intuit defines as seven years from the date you file it in TurboTax Desktop. TurboTax Business income is excluded. Additional terms and restrictions apply. To seeLicense agreementfor details.
• Audit Support Guarantee - Individual Returns:If you receive a verification letter from the IRS or the State Department of Revenue based on your individual TurboTax 2022 tax return, we offer one-on-one Q&A assistance with a tax specialist upon request.Audit Support Center, for audited individual returns filed with TurboTax for the current tax year 2022 and for individual non-business returns for the last two tax years (2021, 2020). Audit support is for informational purposes only. We will not represent you before the IRS or state tax authorities, or provide you with legal advice. If we are unable to connect you with one of our tax specialists, we will refund the purchase price he paid for the federal and/or state TurboTax license. This guarantee lasts for the duration of your personal and individual tax return, which Intuit defines as seven years from the date of your registration with TurboTax. TurboTax Business income is excluded. Additional restrictions apply. To seeLicense agreementfor details.

TurboTax business statements:

• 100% Accurate Calculations Guaranteed - Trade Returns:If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay the penalty and interest. Payment plans excluded. You are responsible for paying any additional tax liability. Additional restrictions apply. To seeLicense agreementfor details.
• Guarantee of maximum tax savings:If you receive a lower tax liability (or a higher business tax refund) from another tax preparation method using 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 MONEY-BACK GUARANTEE:If you are not completely satisfied with TurboTax Desktop, go tosolicituddereembolso.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. Product activation requires an Internet connection. You must accept TurboTaxLicense agreementto use this product. Not to be used by paid creators.
• TurboTax CD/Download Products:Price includes tax preparation and printing of federal tax returns and free federal electronic filing of up to 5 federal tax returns. Additional charges may apply for electronic filing of state tax returns. Electronic filing fees may be waived in certain statesDetails can be found here. Savings and price comparison based on expected price increase. Software updates and optional online features require an Internet connection.
• Refund as quickly as possible:Faster federal tax refunds with electronic filing and direct deposit; Tax return deadlines vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.
• Average refund amount:The $3,252 total is the average refund received by US taxpayers based on the IRS data date ending 12/30/22 and may not reflect the actual amount of refund 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 tax year 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. Quicken and QuickBooks import is not available when TurboTax is installed on a Mac. Imports from Quicken (2020 and later) and QuickBooks Desktop (2020 and later) both Windows only. Quicken import is not available for TurboTax Business. Quicken Products by Quicken Inc., Quicken Import Subject to change without notice.

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