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 e-filing 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 e-filing. 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 e-file up to five at no charge (additional fee per state e-file 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 e-filing of one federal tax return
  • Preparation of a state tax return is available for an additional fee (e-filing 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
  • E-file of up to five federal tax returns
  • Preparation for one state return
  • Preparation for additional states and e-filing of your state returns is available for an additional fee

Pricing for our CD/Download products starts with Basic, 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 e-file and direct deposit. Federal e-file is included with TurboTax at no extra charge.

If you've already e-filed, 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
  • TURBOTAX ONLINE/MOBILE

  • Try for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. Free 1040EZ/1040A + Free State offer only available with TurboTax Federal Free Edition; Offer may change or end at any time without notice. Actual prices are determined at the time of print or e-file and are subject to change without notice. Savings and price comparisons based on anticipated price increase expected in March. Special discount offers may not be valid for mobile in-app purchases.
  • QuickBooks Bonus Offer with TurboTax Self-Employed: File your 2016 federal return with TurboTax Self-Employed by 4/18/17 and receive a complimentary subscription to QuickBooks Self-Employed until 4/30/18 at no additional cost. After you file your taxes, you must activate your QuickBooks Self-Employed subscription by 7/15/2017 by logging into QuickBooks Self-Employed via mobile app or at https://selfemployed.intuit.com/login. Once activated, you will have access to QuickBooks Self-Employed until 4/30/2018.
    Offer valid only for new QuickBooks Self-Employed customers.
    • When you use TurboTax Self-Employed to file your 2017 taxes, you will have the option to renew your QuickBooks Self-Employed subscription. If you do not file with TurboTax Self-Employed by 4/30/2018, your QuickBooks Self-Employed subscription will automatically renew on 5/1/2018 for another year at the then-current annual subscription rate. You may cancel your subscription at any time from within the QuickBooks Self-Employed billing section.
  • Pays for itself: In order to pay for the price of TurboTax Self-Employed, you will need at least $600 in deductible business expenses. This calculation is based on the self-employment tax income rate for tax year 2016.
  • Anytime, anywhere: Internet access required; standard message and data rates apply to download and use mobile app.
  • Fastest refund possible: Fastest tax refund with e-file and direct deposit; tax refund time frames will vary.
  • Pay for TurboTax out of your federal refund: $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice.
  • TurboTax Expert Help, Tax Advice and SmartLook: Included with Deluxe, Premier and Self-Employed (via phone or SmartLook); not included with Federal Free Edition. Feature availability varies by device. State tax advice is free. Service, experience levels, hours of operation and availability vary, and are subject to restriction and change without notice.
  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2015 TurboTax products.
  • Most Popular: TurboTax Deluxe is our most popular product among TurboTax Online users with more complex tax situations.
  • CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees.
  • TurboTax Self-Employed Expense Finder: Available only in TurboTax Self-Employed. Not available for people with certain types of expenses and tax situations including paying contractors or employees, home office or vehicle actuals, inventory, self employed health insurance or retirement, asset depreciation, sale of property or vehicles, and farm income. Some financial institutions limit the timeframe for which historical transactions may be imported by ExpenseFinder. ExpenseFinder expected late January (late February for mobile app).
  • TURBOTAX CD/DOWNLOAD SOFTWARE

  • TurboTax CD/Download products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees do not apply to New York state returns. Savings and price comparison based on anticipated price increase expected in March. Prices subject to change without notice.
  • Fastest refund possible: Fastest tax refund with e-file and direct deposit; tax refund time frames will vary.
  • Pay for TurboTax out of your federal refund: $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice. This benefit is available with TurboTax Federal products except TurboTax Business.
  • About our TurboTax Product Experts: Customer service and product support vary by time of year.
  • About our credentialed tax experts: Live tax advice via phone is included with Premier and Home & Business; fees apply for Basic and Deluxe customers. State tax advice is free. Service, experience levels, hours of operation and availability vary, and are subject to restriction and change without notice. Not available for TurboTax Business customers.
  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2015 TurboTax products.
  • Data Import: Imports financial data from participating companies. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2015 and higher) and QuickBooks Desktop (2011 and higher); both Windows only. Quicken import not available for TurboTax Business. Quicken products provided by Quicken Inc., Quicken import subject to change.