TurboTax® Live Assisted Deluxe 2023-2024 Maximize Deductions with Expert Help

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Our aim is to provide an independent assessment of available software to help arm you with information to make sound, informed judgements on which ones will best meet your needs. TurboTax Free Edition supports Form 1040 and limited tax credits only; roughly 37% of taxpayers qualify. TurboTax Free Edition supports Form 1040 and limited tax credits only. Even though it’s the most expensive of the tax prep software we tested, the steps TurboTax takes to simplify the intimidating tax process places its services ahead of the competition. Active duty and reserve military users can file federal and state taxes for free, using a link via the website’s menu. TurboTax’s software dynamically adjusts for its military product, as opposed to having a separate “product” (as TaxAct does for its military tax service).

  1. In other words, if your tax return is simple, you probably don’t need this audit protection.
  2. 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.
  3. TurboTax’s software dynamically adjusts for its military product, as opposed to having a separate “product” (as TaxAct does for its military tax service).

Then don’t pick the option for taxpayers who document all their income with a W-2. Get your personal and self-employed taxes done right and find industry-specific small business tax deductions. This version of TurboTax is recommended for those who are self-employed, an independent contractor, freelancer, small business owner, sole proprietor, or consultant. 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.

TurboTax Self-Employed Edition

CompleteCheck™ scans your return from beginning to end, so you can be confident it’s 100% accurate before you file. Our calculations are 100% accurate so your taxes will be done right, guaranteed, or we’ll pay you any IRS penalties. Once you’ve paid you can go to Tax Home to access your upgraded features. 4chan users vied to get around filters designed to block pornography by image-generation services, study finds. If you’re looking to upgrade your TV in time for the big show, here are four of our top recommendations for watching live sports and other action.

What customers are saying about TurboTax Live Assisted Deluxe

While we considered the availability and ease of using the live components, we evaluated the standard TurboTax online product, focusing on the Deluxe tier — one of four product tiers based on your return’s complexity. Another thing that I think wasn’t very clear in your review is how Live services works. When you contact TurboTax for support while preparing your return, this is considered part of the Live service. If you were working in a regular DIY version and you contact them, you will be automatically “upgraded” to Live.

Intuit TurboTax Deluxe 2022 review: Tax returns with the best guidance

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. When you reach the end, TurboTax alerts you to missing information before you file, or you can choose to have a tax pro review your return. If you are expecting a refund, you can track the status of your refund at Intuit’s Credit Karma. The free tier handles simple Form 1040 tax situations like the earned income tax credit, the standard deduction, the Child Tax Credit, basic interest and dividend income, and unemployment income.

Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page. 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.

While confident filers may not need all the bells and whistles that most TurboTax online products offer, some people may find the experience and the availability of human help worth the extra cost. We’ve turbotax live deluxe long praised TurboTax for its design and user experience. Atop the screen sits the global navigation bar, with buttons for accessing notifications, search, virtual assistant help, and live tax advice.

You can add TurboTax Live Assisted (the new name for the Live product) at any time by clicking on the Live Expert Help badge at the top right of the screen. Once you have Live Assisted, you can add Live Full Service; or you can opt for Live Full Service when you sign-up. https://turbo-tax.org/ Intuit’s nifty but imperfect integration of donations tracking app Its Deductible into TurboTax simplifies estimating and adding the value of goods donated to your return. Previously, you could only import data from your account on this Intuit-owned app.

The questions are structured to equally elicit both favorable and unfavorable responses. They are not designed or prepared to produce any predetermined results. The provider’s answers, combined with our specialists’ hands-on research, make up our proprietary assessment process that scores each provider’s performance. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. Our partners cannot pay us to guarantee favorable reviews of their products or services. The service has a left-hand navigation pane for your tax home, Documents, and top-level navigation for the different components of your tax return (personal info, Federal, State, review, and file).

The time it takes to prepare your return depends on the complexity of your taxes, your availability, seasonal peak days for tax preparation, and how busy our experts are. Our goal is to get your taxes done with as little waiting as possible. When you’re ready to start, we’re ready to take taxes off your plate. Our software allows you to securely upload your tax documents to our system so they’re available to your tax expert.

TurboTax Deluxe

The service sends a code to verify you (it sent me codes to my phone, then my email). The call starts by phone, and then you can initiate one-way live video or screen sharing. TurboTax Live is available year-round to ask tax pros questions. If you upgrade to Live Full Service, you get matched with a tax pro based on the complexity of your return, and this year going forward you will be able to interface with that same pro if you’d like.

These amounts would update as I provided more data to the software. I did not find this feature when testing H&R Block, though H&R Block did periodically let me know my tentative refund amount. If you have any semblance of complexity in your tax situation whatsoever, you’ll likely need to pony up for one of TurboTax’s paid editions, be it the Deluxe, Premier, or Self-Employed. If your tax situation is more complicated than that, you’ll need to use one of the paid editions. In this TurboTax review I will give a general overview of the TurboTax software as well as the pros and cons of using it so you can decide for yourself whether TurboTax is the tax software for you.

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