FREQUENTLY ASKED QUESTIONS

New to TurboTax? Just curious?
Here are some helpful answers for you

We're here to help—from getting you
started until
long after you file.


Getting started

How does TurboTax work?

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.

What do I need to get started?

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.

How do I know which product is right for me?

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.

What's the difference between TurboTax Online and TurboTax CD/Download?

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.

How does TurboTax know which questions to ask?

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.

Can I file my state taxes
with TurboTax?

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.

How much does TurboTax Online cost?

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

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 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.

Pricing for our online products starts with 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.

How much does TurboTax CD/Download cost?

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

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.

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

TurboTax CD/Download

What if I am a US nonresident living, studying, and/or working in the US?

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

What if I have questions along
the way?

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.

What if I make a mistake?

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.)

Do I need a credit card to pay
for TurboTax?

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

How quickly can I get my refund?

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.

Am I covered if I get audited?

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.

What if I don’t have a bank account?

No problem. You can have your refund directly deposited onto the Turbo Prepaid Visa® 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.

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