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Chessie Federal Credit Union

Chessie Federal Credit Union has teamed up with TurboTax

Get your taxes done right!

We make it easy to get your maximum refund, guaranteed.

Get Started

Select all that apply to see your prices

Do your own taxes

 - 
Federal Refund, $3,252
Federal Refund, $3,252
Kitty, Tax Expert 33 yrs
Kitty, Tax Expert 33 yrs
Full service Guarantee. Signature. Donna, CPA 30yrs
Full service Guarantee. Signature. Donna, CPA 30yrs
We’ll guide you step-by-step, filling in all the right tax forms
Securely upload a photo of your W-2, we’ll add it in the right places
Get your maximum refund,

Experts help as you do your taxes

 - 
Federal Refund, $3,252
Federal Refund, $3,252
Kitty, Tax Expert 33 yrs
Kitty, Tax Expert 33 yrs
Full service Guarantee. Signature. Donna, CPA 30yrs
Full service Guarantee. Signature. Donna, CPA 30yrs
Connect with live tax experts, on demand
Our experts can help fix any mistakes and explain your taxes
Get an expert final review before you file, done right

We do your taxes for you

 - 
Federal Refund, $3,252
Federal Refund, $3,252
Kitty, Tax Expert 33 yrs
Kitty, Tax Expert 33 yrs
Full service Guarantee. Signature. Donna, CPA 30yrs
Full service Guarantee. Signature. Donna, CPA 30yrs
Securely share your docs to get matched with an expert
Work with your expert in real time — no more wait and wonder
Your expert will find every dollar you deserve,
No matter how you file, TurboTax backs your taxes for the full 7-year life of your tax return,
Start now, choose later. Jump right in and we’ll guide you to what’s right for your situation.
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Three ways to get your taxes done right

TurboTax
TurboTax
TurboTax
 - 
To see pricing, select all that apply:
No matter how you file, TurboTax backs your taxes for the full 7-year life of your tax return,

Start now, choose later

Jump right in and we’ll guide you to the right pricing and options for your situation.
Create an account
Frequently Asked Questions
Learn more about each way of doing your taxes

A live TurboTax product specialist can help you one-on-one, and even draw on your screen to help you get your taxes done. (Ayuda disponible en español.)

You'll also have unlimited access to the helpful TurboTax community, and a robust set of FAQs and articles if you have questions about doing your taxes.

You can upgrade to TurboTax Live Assisted to get one-on-one help from a tax expert or hand off your taxes to a TurboTax Live Full Service expert to do them for you.

Don't worry, TurboTax double-checks your return for errors as you go, and before you file. We also 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's an additional fee for this service*.

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.

You could get your refund up to 5 days early* by filing with TurboTax and depositing it in a free to open checking account with . *Terms apply.

Or skip the wait and get up to $4,000 instantly* with . $0 loan fees, no credit impact, 0% APR. A no-cost way to get funds in as little as 1 minute after IRS acceptance. *IRS accepts returns starting late-Jan. Acceptance times may vary and could take up to a day. Most receive funds within 15 minutes of acceptance. Restrictions apply.

Yes. We offer free 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 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 .

No problem. You can have your refund directly deposited into a free to open , Sign up when you're ready to finish and file your taxes with TurboTax and begin using your account right away.

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.

With Live Assisted, a team of tax experts is available to provide you with answers and advice as you do your taxes, and can review your return before you file.

With Live Full Service, you're matched to a dedicated tax expert who will do your taxes, start to finish, and review them with you before filing.

Our team of US-based tax experts have extensive experience and internal training. They can handle all kinds of tax situations, from simple to complex. They'll guarantee your taxes are done right, with every dollar you deserve.

When you connect live with an expert, you'll see their specific credentials.

Our tax experts are available 7 days a week from 5 AM to 9 PM PT from mid-January through the April 18 filing deadline.

From mid-April through early January, they're available Monday-Friday from 5 AM through 5 PM PT.

When you access Live Help, you'll enter some information about your question. This will help us direct you to the right expert to answer your question. We work hard to ensure that our tax experts are highly qualified to answer a broad range of questions, but if your question isn't answered to your satisfaction, you can ask to be transferred to a new expert.

To be matched with a dedicated tax expert who can handle your taxes start to finish, you can upgrade to Live Full Service.

You can speak to an expert via phone, chat, or live on-screen through one-way video chat (they can't see you). You can share your TurboTax screen with your expert so they can guide you and answer your questions.

We do our best to match you with the right expert based on the nature of your question. Your tax expert will also have read-only access to your tax return so they can better understand your situation. You also have the option to share your tax documents with your tax expert, if needed. All conversations with our experts are documented in our system, so if you come back with another question, your tax expert can see what was already discussed.

For a dedicated tax expert who's matched to you based on your situation, choose Live Full Service.

With Live Assisted, you prepare your taxes at your own pace and on your own time by answering simple questions about your life and taxes. When you need help from a tax expert, just select the “Live Help” button, and we'll connect you. You can discuss your questions over the phone, via live chat, or via one-way video on your screen. When you're done preparing your taxes, you can get a tax expert to review your return to make sure it's correct.

When you're satisfied and ready to file, simply pay and e-file or print your tax return.

No. When you use one-way video with your tax expert, you'll be able to see them, but they can't see you.

Yes, if you choose a one-way video with your tax expert, you'll be able to see them on your screen.

Your tax expert will be able to see a read-only version of your tax return to assist them in addressing your questions. Your personal information (like SSN) will be masked so the expert can't see it.

Our software will allow you to securely upload your tax documents to our system. You can give permission through the software to share your tax documents with your tax expert. You may be able to import them directly from your employer or your financial institutions, or you can snap photos of the documents and upload them to TurboTax. We use bank-level encryption technology to ensure your information is protected.

Two factors determine the pricing for TurboTax: the complexity of your tax return and the level of service you choose (DIY, Live Assisted, or Live Full Service). More complicated tax situations and higher levels of tax expert services will cost more.

If you choose to add other services (like ), there may be additional fees.

We'll always let you know how much you can expect to pay, and we'll ask for your consent before any products or services are added.

You can review your fees along the way at any time and will see a full balance of your charges before you choose to pay and file your taxes.

We do our best to make sure you start with the right product to cover your tax situation, but it's possible that we'll uncover something along the way that requires you to upgrade your version of TurboTax. For example, if you started in our Free Edition, but we later learn you had investment sales (not covered in Free Edition), we'll ask you to upgrade to cover your investment sales. Prices for paid products are determined based on the product you use and the time of print or e-file and are subject to change without notice. Special discount offers may not be valid for mobile in-app purchases.

Your price could also change if you decide to upgrade your service level and add expert help, or if you choose to add other services like .

With Live Full Service, you're matched to a dedicated tax expert who will do your taxes, start to finish, and review them with you before filing.

With Live Assisted, a team of tax experts is available to provide you with answers and advice as you do your taxes, and can review your return before you file.

After you're matched with your dedicated Live Full Service tax expert, they will share the hours they're available.

If you need help when your expert is unavailable, you can reach our other tax experts 7 days a week from 5 AM to 9 PM PT from mid-January through the April 18 filing deadline. From mid-April through early January, our experts are available Monday-Friday from 5 AM through 5 PM PT.

It starts with a welcome call with a tax prep assistant to gather and upload your documents, and then you'll be connected to your Live Full Service tax expert. You can speak to your tax expert on the phone or through a live one-way video call on your screen (you can see your tax expert, but they can't see you). Your tax expert will ask you questions and provide advice as they prepare your return and get ready to file on your behalf. You can also communicate with your tax expert via the messaging center as needed.

No. When you use one-way video with your tax expert, you'll be able to see them, but they can't see you.

Yes, if you choose one-way video with your tax expert, you'll be able to see them on your screen.

Our team of US-based tax experts have extensive experience and internal training. They can handle all kinds of tax situations, from simple to complex. They'll guarantee your taxes are done right, with every dollar you deserve.

When you connect live with an expert, you'll see their specific credentials.

With Live Full Service, we'll start by asking you questions about your tax situation. This can be done online, or with the help of a live tax preparation assistant. We'll use what you tell us to match you with a tax expert who understands your situation, has relevant expertise, and is in a relevant location.

We'll use information about your tax situation, where you live, and more to match you with the right tax expert to handle your taxes. If at any time you want to be matched to a new expert, you can inform your current expert and they'll help you get reassigned.

After choosing Live Full Service, we'll ask you some questions to learn about your tax situation. We'll create your personalized tax planner to start collecting the right docs and securely upload them to your account. Then you'll have a welcome call with a tax prep assistant who can help you finish uploading your docs and match you with a dedicated tax expert. If you don't want to get started right away, you can schedule a call for a time that works best for you.

When you're ready to connect with your tax expert, you can talk to them over the phone or on a one-way video call. They'll ask questions, get the details they need, and prepare your return. After they've completed your tax return, they'll review it with you and answer any questions you may have. When you're ready to file and pay, they'll sign and file your taxes on your behalf.

After starting in Live Full Service, we'll ask you some questions to learn about your tax situation and create a personalized tax planner for you. This tax planner helps you know what docs you'll need so you can gather them and start uploading them to your TurboTax account.

We use information about your tax situation to match you with an expert who has experience with taxes like yours. During the process, they'll also learn more about your unique situation so they can make sure your taxes are 100% correct before filing.

Our software allows you to securely upload your tax documents to our system so they're available to your tax expert. You may be able to import them directly from your employer or your financial institutions, or you can snap photos of the documents and upload them to TurboTax. We use bank-level encryption technology to ensure your information is protected.

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.

Two factors determine the pricing for TurboTax: the complexity of your tax return and the level of service you choose (DIY, Live Assisted, or Live Full Service). More complicated tax situations and higher levels of tax expert services will cost more.

If you choose to add other services (like ), there may be additional fees.

We'll always let you know how much you can expect to pay, and we'll ask for your consent before any products or services are added.

You can review your fees along the way at any time and will see a full balance of your charges before you choose to pay and file your taxes.

We do our best to make sure you start with the right product to cover your tax situation, but it's possible that we'll uncover something along the way that requires you to upgrade your version of TurboTax. For example, if you started in our Free Edition, but we later learn you had investment sales (not covered in Free Edition), we'll ask you to upgrade to cover your investment sales. Prices for paid products are determined based on the product you use and the time of print or e-file and are subject to change without notice. Special discount offers may not be valid for mobile in-app purchases.

Your price could also change if you decide to upgrade your service level and add expert help, or if you choose to add other services like

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 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.

Tax experts are available year-round for questions and tax advice, but you may not be connected with the specific tax expert who prepared your tax return.

Yes, you may request the same Live Full Service Expert you worked with in previous tax years.

Our Live Full Service welcome call is handled by a team of specialists who are here to answer your questions about the product, help you understand next steps, and aid you in gathering all of your documents before initiating your expert match.

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Here's what customers are saying

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  • Customer review 5 out of 5

    Best in class

    "I have used many of the other E-file services out there and TurboTax is by far Best in class and easy to use."

    Sbsurfter, California
    2023 TurboTax Premium
  • Customer review 5 out of 5

    TurboTax my way

    "I have filed both my Federal and State returns using TurboTax. It is fast, easy and convenient. My tax returns are always right on point. I will always file my taxes using TurboTax."

    Jrb48, Pennsylvania
    2023 TurboTax Free Edition
  • Customer review 5 out of 5

    Great service

    "TurboTax makes it so easy to do your taxes. I love this service and have been using TurboTax for years."

    Angie4114, New York
    2023 TurboTax Premium

Your satisfaction, guaranteed

  • A gold and white circular badge displaying the text “Maximum refund guarantee ™” in the center and “Every deduction found, every dollar you deserve” around the edge.

    We search over hundreds of
    tax deductions

    We’ll find every tax deduction and credit you
    qualify for to boost your tax refund.

  • A gold and white circular badge displaying the text “100% accurate calculations ™” in the center and “We’ve got you covered, 100% confidence” around the edge.

    100% Accuracy

    Our calculations are 100% accurate on your tax return, or we’ll pay any IRS penalties.

  • A gold and white circular badge displaying the text “Tax return lifetime guarantee ™” in the center and “Accuracy, audit support, maximum refund” around the edge.

    File with complete confidence

    Only TurboTax backs your taxes for the
    full life of your tax return.

  • A blue and white circular badge displaying the text “Audit support guarantee ™” in the center.

    Guided in case of
    an audit

    Every personal TurboTax return is backed by our Audit Support Guarantee for free guidance from a trained tax professional.

  • A blue and white circular badge displaying the text “Complete check of your return” in the center.

    Every detail
    reviewed

    Get a comprehensive review of your online tax return before you file so you can be confident nothing gets missed.

  • A blue and white circular badge displaying the text “Expert approved guarantee™” in the center.

    Accuracy &
    Expert Final Review

    Experts only approve your return when they're sure it's 100% accurate.

  • Your security.
    Built into everything we do.

    Here's how
TurboTax Online: Important Details about Free Filing for Simple Tax Returns

If you have a simple tax return, you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic or TurboTax Live Full Service Basic at the listed price.

A simple tax return is one that's filed using IRS Form 1040 only, without having to attach any forms or schedules. Only certain taxpayers are eligible.

Situations covered (assuming no added tax complexity):
  • W-2 income
  • Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EIC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction
Situations not covered:
  • Itemized deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income
  • Stock sales
  • Rental property income
  • Credits, deductions and income reported on other forms or schedules (for example, income related to crypto investments)

TURBOTAX ONLINE GUARANTEES

TurboTax Individual Returns:

  • 100% Accurate Calculations Guarantee – Individual Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. Excludes payment plans. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax. Excludes TurboTax Business returns. Additional terms and limitations apply. See Terms of Service for details.

  • Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back – Individual Returns: If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, we'll refund the applicable TurboTax federal and/or state purchase price paid. (TurboTax Online Free Edition customers are entitled to payment of $30.) This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax. Excludes TurboTax Business returns. Additional terms and limitations apply. See Terms of Service for details.

  • Audit Support Guarantee – Individual Returns: If you receive an audit letter from the IRS or State Department of Revenue based on your 2022 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited individual returns filed with TurboTax for the current 2022 tax year and, for individual, non-business returns, for the past two tax years (2021, 2020). Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state purchase price paid. (TurboTax Free Edition customers are entitled to payment of $30.) This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax. Excludes TurboTax Business returns. Additional terms and limitations apply. See Terms of Service for details.

TurboTax Business Returns:

  • 100% Accurate Calculations Guarantee – Business Returns. If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See Terms of Service for details.

  • TurboTax Audit Support Guarantee – Business Returns. If you receive an audit letter from the IRS or State Department of Revenue on your 2022 TurboTax business return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited business returns filed with TurboTax for the current 2022 tax year. Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax Live Business or TurboTax Live Full Service Business federal and/or state purchase price paid. Additional terms and limitations apply. See Terms of Service for details.

  • Satisfaction Guaranteed: You may use TurboTax Online without charge up to the point you decide to print or electronically file your tax return. Printing or electronically filing your return reflects your satisfaction with TurboTax Online, at which time you will be required to pay or register for the product.

  • Our TurboTax Live Full Service Guarantee means your tax expert will find every dollar you deserve. Your expert will only sign and file your return if they believe it's 100% correct and you are getting your best outcome possible. If you get a larger refund or smaller tax due from another tax preparer, we'll refund the applicable TurboTax Live Full Service federal and/or state purchase price paid. If you pay an IRS or state penalty (or interest) because of an error that a TurboTax tax expert or CPA made while acting as a signed preparer for your return, we'll pay you the penalty and interest. Limitations apply. See Terms of Service for details.

  • 100% Accurate Expert-Approved Guarantee: If you pay an IRS or state penalty (or interest) because of an error that a TurboTax tax expert or CPA made while providing topic-specific tax advice, a section review, or acting as a signed preparer for your return, we'll pay you the penalty and interest. Limitations apply. See Terms of Service for details.

TURBOTAX ONLINE/MOBILE PRICING:

  • Try for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. TurboTax Free Edition ($0 Federal + $0 State + $0 To File) is available for simple tax returns only (see if you qualify) and has limited functionality; offer may change or end at any time without notice. Actual prices for paid versions are determined based on the version you use and the time of print or e-file and are subject to change without notice. Special discount offers may not be valid for mobile in-app purchases.

  • TurboTax Live Assisted Basic Offer: Offer only available with TurboTax Live Assisted Basic and for simple tax returns only. Not all taxpayers qualify. Must file by March 31, 2023 to be eligible for the offer. Includes state(s) and one (1) federal tax filing. Intuit reserves the right to modify or terminate this TurboTax Live Assisted Basic Offer at any time for any reason in its sole and absolute discretion. If you add services, your service fees will be adjusted accordingly. If filed after March 31, 2023 you will be charged the then-current list price for TurboTax Live Assisted Basic and state tax filing is an additional fee. See current prices here.

  • Pays for itself (TurboTax Premium, formerly Self-Employed): Estimates based on deductible business expenses calculated at the self-employment tax income rate (15.3%) for tax year 2021. Actual results will vary based on your tax situation.

  • Anytime, anywhere: Internet access required; standard 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. The IRS issues more than 9 out of 10 refunds in less than 21 days.

  • Get your tax refund up to 5 days early: Individual taxes only. When it’s time to file, have your tax refund direct deposited with Credit Karma Money™, and you could receive your funds up to 5 days early. If you choose to pay your tax preparation fee with TurboTax using your federal tax refund or if you choose to take the Refund Advance loan, you will not be eligible to receive your refund up to 5 days early. 5-day early program may change or discontinue at any time. Up to 5 days early access to your federal tax refund is compared to standard tax refund electronic deposit and is dependent on and subject to IRS submitting refund information to the bank before release date. IRS may not submit refund information early.

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

    No Fees: Third-party fees may apply. Please see Account Terms & Disclosures for more information.

  • Pay for TurboTax out of your federal refund: Individual taxes only. A $39 Refund Processing Service fee applies to 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, Premium, TurboTax Live Assisted and TurboTax Live Full Service; not included with Free Edition (but is available as an upgrade). TurboTax specialists are available to provide general customer help and support using the TurboTax product. Services, areas of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice. Limitations apply See Terms of Service for details.

  • Tax Advice, Expert Review and TurboTax Live: Access to tax advice and Expert Review (the ability to have a Tax Expert review and/or sign your tax return) is included with TurboTax Live Assisted or as an upgrade from another version, and available through December 31, 2023. Intuit will assign you a tax expert based on availability. Tax expert and CPA availability may be limited. Some tax topics or situations may not be included as part of this service, which shall be determined in the tax expert’s sole discretion. For the TurboTax Live Assisted product, if your return requires a significant level of tax advice or actual preparation, the tax expert may be required to sign as the preparer at which point they will assume primary responsibility for the preparation of your return. For the TurboTax Live Full Service product: Handoff tax preparation by uploading your tax documents, getting matched with an expert, and meeting with an expert in real time. The tax expert will sign your return as a preparer. The ability to retain the same expert preparer in subsequent years will be available starting December 2023 and will be based on an expert’s choice to continue employment with Intuit. Administrative services may be provided by assistants to the tax expert. On-screen help is available on a desktop, laptop or the TurboTax mobile app. Unlimited access to TurboTax Live tax experts refers to an unlimited quantity of contacts available to each customer, but does not refer to hours of operation or service coverage. Service, area of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice.

  • TurboTax Live Full Service – Qualification for Offer: Depending on your tax situation, you may be asked to answer additional questions to determine your qualification for the Full Service offer. Certain complicated tax situations will require an additional fee, and some will not qualify for the Full Service offering. These situations may include but are not limited to multiple sources of business income, large amounts of cryptocurrency transactions, taxable foreign assets and/or significant foreign investment income. Offer details subject to change at any time without notice. Intuit, in its sole discretion and at any time, may determine that certain tax topics, forms and/or situations are not included as part of TurboTax Live Full Service. Intuit reserves the right to refuse to prepare a tax return for any reason in its sole discretion. Additional limitations apply. See Terms of Service for details.

  • Smart Insights: Individual taxes only. Included with TurboTax Deluxe, Premier, Self-Employed, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits and is available through 11/1/2023. Terms and conditions may vary and are subject to change without notice.

  • My Docs features: Included with TurboTax Deluxe, Premier, Self-Employed, Premium TurboTax Live, TurboTax Live Full Service, or with PLUS benefits and is available through 12/31/2024. Terms and conditions may vary and are subject to change without notice.

  • Tax Return Access: Included with all TurboTax Free Edition, Deluxe, Premier, Self-Employed, Premium, TurboTax Live, TurboTax Live Full Service customers and access to up to the prior seven years of tax returns we have on file for you is available through 12/31/2024. Terms and conditions may vary and are subject to change without notice.

  • Easy Online Amend: Individual taxes only. Included with TurboTax Deluxe, Premier, Self-Employed, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits. Make changes to your 2022 tax return online for up to 3 years after it has been filed and accepted by the IRS through 10/31/2025. Terms and conditions may vary and are subject to change without notice. For TurboTax Live Full Service, your tax expert will amend your 2022 tax return for you through 11/15/2023. After 11/15/2023, TurboTax Live Full Service customers will be able to amend their 2022 tax return themselves using the Easy Online Amend process described above.

  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2021 TurboTax products.

  • #1 online tax filing solution for self-employed: Based upon IRS Sole Proprietor data as of 2022, tax year 2021. Self-Employed defined as a return with a Schedule C/C-EZ tax form. Online competitor data is extrapolated from press releases and SEC filings. “Online” is defined as an individual income tax DIY return (non-preparer signed) that was prepared online & either e-filed or printed, not including returns prepared through desktop software or FFA prepared returns, 2021.

  • CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees. Limitations apply. See Terms of Service for details.

  • 1099-K Snap and Autofill: Available in mobile app and mobile web only.

  • 1099-NEC Snap and Autofill: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). Available in mobile app only. Feature available within Schedule C tax form for TurboTax filers with 1099-NEC income.

  • Year-Round Tax Estimator: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). This product feature is only available after you finish and file in a self-employed TurboTax product.

  • **Invite a Friend: Rewards good for up to 10 friends, or $250 - see official terms and conditions for more details.

  • Average Refund Amount: Sum of $3252 is the average refund American taxpayers received based upon IRS data date ending 12/30/22 and may not reflect actual refund amount received.

  • Average Deduction Amount: Based on the average amount of deductions/expenses found by TurboTax Self Employed customers who filed expenses on Schedule C in Tax Year 2021 and may not reflect actual deductions found.

  • More self-employed deductions based on the median amount of expenses found by TurboTax Premium (formerly Self Employed) customers who synced accounts, imported and categorized transactions compared to manual entry. Individual results may vary.

  • TurboTax Online Business Products: For TurboTax Live Assisted Business and TurboTax Full Service Business, we currently don’t support the following tax situations: C-Corps (Form 1120-C), Trust/Estates (Form 1041), Multiple state filings, Tax Exempt Entities/Non-Profits , Entities electing to be treated as a C-Corp, Schedule C Sole proprietorship, Payroll, Sales tax, or Quarterly filings, and Foreign Income.

TURBOTAX DESKTOP GUARANTEES

TurboTax Desktop Individual Returns:

  • 100% Accurate Calculations Guarantee – Individual Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.

  • Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back – Individual Returns: If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, we'll refund the applicable TurboTax federal and/or state software license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.

  • Audit Support Guarantee – Individual Returns: If you receive an audit letter from the IRS or State Department of Revenue based on your 2023 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited individual returns filed with TurboTax Desktop for the current 2023 tax year and, for individual, non-business returns, for the past two tax years (2021, 2022). Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.

  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt.

TurboTax Desktop Business Returns:

  • 100% Accurate Calculations Guarantee – Business Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See License Agreement for details.

  • Maximum Tax Savings Guarantee – Business Returns: If you get a smaller tax due (or larger business tax refund) from another tax preparation method using the same data, TurboTax will refund the applicable TurboTax Business Desktop license purchase price you paid. Additional terms and limitations apply. See License Agreement for details.

  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt.
TURBOTAX DESKTOP
  • Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.

  • TurboTax Desktop 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 may not apply in certain states, check here for details. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connection.

  • Fastest Refund Possible: Fastest federal tax refund with e-file and direct deposit; tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.

  • Average Refund Amount: Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 02/17/23 and may not reflect actual refund amount 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 tax year 2022 TurboTax products.

  • Deduct From Your Federal Refund: A $40 Refund Processing Service fee applies to this payment method. Prices are subject to change without notice.

  • Data Import: Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2021 and higher) and QuickBooks Desktop (2021 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

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

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