Frequently Asked Questions

Here are questions people who are new to TurboTax often have. We're here to help, from getting you started, to long after you file. Taxes Made Easy. Taxes Done Right.®

Getting started

TurboTax works like an interview—we ask you easy–to–answer questions about your life that affect your tax situation (i.e., Are you married? Do you have kids?) and fill in all the right tax forms behind the scenes. Your answers tell us which deductions and credits to look for, and what to ask next. If you're ever unsure about how to answer a question, we're here to help.

The result: You'll be coached along the way as you do your taxes and get the help you need, when you need it. Meanwhile, we'll find every deduction and credit that applies to you. We make sure you'll keep every hard–earned dollar you deserve. See our guarantees.

For more information, check out How TurboTax Works.

You don't really need anything but your email address to get started! Just answer a few simple questions and you're on your way.

You don't even need to have your W–2s or 1099s, we can import that information directly from more than a million participating employers and financial institutions.

Learn more about importing into TurboTax.

Eventually, for more complex tax situations, you may need additional documents like, mortgage statements or other detailed financial information. But since we save your return as you go, you can finish anytime.

We have a product for your unique tax situation. You can select the right product for you from our Products and Pricing page, or we'll help with a product recommendation. Plus, if you hit a point where another product might be better for you, we'll give you the opportunity to change. The information you've already entered will transfer automatically.

TurboTax Online offers the convenience of preparing and efiling your tax return from virtually any computer or mobile device with Internet access. There's no software to install and nothing you'll need to save on your computer. We'll store all of your information on our secure servers. TurboTax Online includes federal and state efiling. About 75% of our customers choose this version.

TurboTax CD/Download lets you download and install TurboTax on your personal computer. You'll be able work on your taxes, even if you're not connected to the Internet. Your information will be stored on your hard drive. TurboTax CD/Download includes the tax preparation fee for one state (state tax prep is an additional cost with TurboTax Basic and Business). It also allows you to prepare and print unlimited federal tax returns, and efile up to five at no charge (additional fee per state efile with TurboTax CD/Download). CD/Download is a better overall value for customers preparing tax returns for multiple people.

No matter which TurboTax version you choose, rest assured—you'll get easy questions in plain English, help finding every tax deduction and credit you deserve, and your maximum refund, guaranteed.

TurboTax starts by asking you simple questions about yourself. Then, based on your answers, we'll help you find deductions and credits unique to your situation. Our team of CPAs keeps our products up-to-date with the latest tax laws, so we know exactly what to ask. Each question determines which deductions and credits apply to you, so that we can help to uncover every dollar you deserve. Your answers determine what tax breaks we'll look for next.

For example, if you tell us you have children, we'll look for deductions and credits such as the child tax care credit, earned income credit, and more.

Yes, TurboTax will help you file your state taxes.

Every state is different–each with their own tax laws. In fact, there are some states don't levy a state income tax at all. But if you live in a state where you have to file a state tax return, TurboTax will let you know and help you get them done right.

After you finish you federal tax return, we'll ask if you want to prepare your state taxes. The good news is we'll save you a lot of time by taking the information you've already given us for your federal return and transfer them into the right state forms. There are usually some additional questions we need to ask to make sure you're getting every state credit and deduction available.

Because filing a state return is an entirely separate process from your federal taxes there may be an additional charge, based on whether you use TurboTax Online or CD/Download.

For most customers, we recommend TurboTax Online. It includes:

  • Preparation and efiling of one federal tax return
  • Preparation of a state tax return is available for an additional fee (efiling included)

Pricing for our online products starts with Federal Free Edition, for simple tax returns, and goes up based on your needs and the complexity of your income tax return.

See current TurboTax Online products and pricing

Filing your state taxes with TurboTax Online

If you live in a state that requires you to prepare a state tax return, we can help. We'll transfer your tax info into the correct state documents for you. There's an additional fee, which varies depending on the TurboTax product you use to prepare your Federal return.

If you're planning on filing multiple tax returns, we recommend our CD/download products, which include:

  • Preparation and printing of unlimited federal returns
  • Efile of up to five federal tax returns
  • Preparation for one state return
  • Preparation for additional states and efiling of your state returns is available for an additional fee

Pricing for our online products starts with Federal Free Edition, for simple tax returns, and goes up based on your needs and the complexity of your income tax return.

See current TurboTax CD/Download products and pricing

Filing your state taxes with TurboTax CD/Download

If you live in a state that requires you to prepare a state tax return, we can help. We'll transfer your tax info into the correct state documents for you. There's an additional fee, which varies depending on the TurboTax product you use to prepare your Federal return.

TurboTax CD/Download

This year, TurboTax has partnered with Sprintax.com to provide a secure, easy-to-use online service to help you file your 1040NR tax forms and get your taxes done right. Please visit Sprintax.com for more information.

Doing your taxes

Get personalized, one-on-one expert answers to your toughest tax questions, if you need it, by phone* from our credentialed CPAs and EAs. (Fees may apply.)

You can also visit TurboTax AnswerXchange™ 24/7 for answers from TurboTax experts and other contributors, if you have questions about taxes or the new healthcare law.

Don't worry, TurboTax double-checks your return for errors as you go, and before you file. We also guarantee our calculations are 100% accurate... or we'll pay you any IRS penalties plus interest.

If you have questions, just ask us. We have knowledgeable agents available by phone* or live chat to answer any questions you may have. (Fees may apply.)

We accept all major credit and debit cards, but you can also choose to pay for your TurboTax fees right out of your federal tax refund. There is an additional fee for this service*.

After you file

No one can get you your tax refund faster than TurboTax with efile and direct deposit. Federal efile is included with TurboTax at no extra charge.

If you've already efiled, you can track your refund by signing in.

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.

No problem. You can have your refund directly deposited onto the NetSpend Premier® Visa® Prepaid Card. This reloadable Visa debit card can be used everywhere Visa debit cards are accepted - including online, for paying bills, and at ATMs.

Or, you can have your refund mailed in a check. You can receive your refund by check, whether you're printing or e-filing. This will take longer than direct deposit.

If you have a question that's not listed here, just ask us

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* Important Offer Details and Disclosures
  • Try for Free/Pay When You File: TurboTax Online pricing is based on your tax situation and varies by product. Actual prices are determined at the time of print or e-file and are subject to change without notice.
  • TurboTax CD/Download products: Price includes tax preparation and printing of federal tax returns and free federal efile of up to 5 federal tax returns. Additional fees apply for efiling state returns. E-file fees do not apply to New York state returns. Prices subject to change without notice.
  • TurboTax Mobile: Actual prices are determined at the time of print or efile and are subject to change without notice. Come back here before you file to confirm that the price has not changed, especially if it's been a while since you downloaded this app.
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  • Pay for TurboTax out of your federal refund: A $34.99 Refund Processing Service fee applies to this payment method. Prices are subject to change without notice.
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  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2013 TurboTax products.
  • 4.8 out of 5 stars: Average based on customer ratings on TurboTax.com for TurboTax Online and CD/download products tax year 2014, as of January 2015.
  • Most Popular: TurboTax Deluxe is our most popular product among TurboTax Online users with more complex tax situations.
  • TurboTax CD/Download priority phone support: Priority phone support for TurboTax CD/Download Premier and Home & Business is accessible exclusively via the TurboTax.com Help Center.
  • Benefit Assist: After you file, TurboTax automatically shows you a full list of government benefits you may qualify for, like Food Stamps or reduced phone & utilities. Plus, we help you apply, saving you time and making it easier than ever to get more money! Estimate based on calculation of Benefit Assist users from tax year 2013 and published reports of average benefit and savings amounts from federal and state programs. Actual amounts and qualifications based on your individual situation; some individuals will not qualify. Feature may not be available for all customers.
  • Simplified State Experience: New, simplified state tax preparation available for most filers.
  • Eligibility for $25 cash back for returning Deluxe customers: Customers who have completed their 2013 taxes in TurboTax Deluxe (CD or download), and have completed their 2014 taxes in either TurboTax Premier or TurboTax Home & Business (CD or download), and apply here before 11:59PM PDT April 20, 2015, are eligible for $25 back. 2014 TurboTax Advantage users are ineligible for this offer. Terms and conditions are subject to change without notice.
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