TurboTax Home & Business

Personal & Self-Employed

(4.0/5 | 4014 reviews)
Star ratings are from 2022
Graphic of tax question and software on desktop computer

Why use TurboTax
Home & Business?

  • Self-employed deductions

    See which expenses you can deduct such as phone, supplies, utilities, home office, and more.

  • Industry-specific deductions

    Spots overlooked tax deductions for your industry, so you don't miss
    any write-offs.

  • Vehicle tax deduction

    Determines if actual expenses or the standard mileage rate will get you the bigger tax deduction.

  • Expenses made easy

    Searches expense categories and offer additional tax-deduction suggestions.

  • Answers as
    you go

    Free U.S.-based product support by phone and easy-to-understand answers online 24/7.

  • Self-employed income

    Perfect for multiple sources of income, including independent contractors, freelance workers (1099-MISCs & NECs) and sales from goods
    and services.

All TurboTax Home & Business CD/Download features

Extra guidance for self-employment and small businesses
  • Self-employed income

    Perfect for multiple sources of income, including independent contractors, freelance workers (1099-MISCs & NECs) and sales from goods and services.

  • Vehicle tax deduction

    Determines if actual expenses or the standard mileage rate will get you the bigger tax deduction.

  • Expenses made easy

    Searches expense categories and offer additional tax-deduction suggestions.

  • Self-employed deductions

    See which expenses you can deduct such as phone, supplies, utilities, home office, and more.

  • Guidance with new rental properties

    Help setting up new rental properties, plus our median monthly rent calculator can help you find the fair market value for your rental property.

  • Maximize industry-specific deductions

    Spots overlooked tax deductions for your industry, so you don't miss any write-offs.

  • Employee tax forms

    Create W-2 and 1099 tax forms for your employees
    and contractors.

  • Find your cost basis

    In three easy steps you'll discover your accurate
    purchase

    price for stock sales.

  • Extra guidance for new businesses

    Finds start-up tax deductions for new businesses.

  • Refinancing deductions

    Guides you through deducting points, appraisal fees, and more from your refinance.

What’s new
  • Save time adding your W-2 & 1099-NEC

    Upload a picture or PDF of your W-2 or 1099-NEC to import your data securely into the right forms.

Extra guidance for investments, rentals, and retirement
  • Import investment info

    Import your investment info from participating financial institutions.

  • Help with employee stock plans

    If you sold stock, easily determine your correct basis for shares purchased--even at different times or different prices.

  • Maximize your IRA savings

    Retirement tax help and IRA tool
    show you how
    to get more
    money back this year and
    when
    you retire.

  • Simplified rental depreciation

    Easily report your rental property depreciation and see how to get the biggest tax deduction.

  • Set up new rentals

    Get step-by-step guidance setting up new rental properties and determining the fair market rent value.

  • Accurate reporting

    Helps you report sales of stocks, bonds, and mutual funds, plus calculate capital gains/losses.

Extra guidance to maximize deductions
  • Guidance for homeowners

    Your biggest investment might also be your biggest tax break—mortgage interest, property taxes, and more.

  • Deduction finder

    Searches for more than 350 tax deductions and credits to get you the biggest tax refund—guaranteed.

  • Import your W-2 and 1099 info

    Import your W-2 from over a million employers, and your 1099 tax form data from participating financial institutions.

  • Tax credits for your dependents

    Claim important family tax credits, like the Child & Dependent Care Credit, Earned Income Credit (EIC), and child tax credit.

  • Get a head start

    Import last year's TurboTax return or import your personal information if you prepared your taxes with TaxAct or H&R Block CD/Download software.

  • Education tax credits

    If you or your children attended college or trade school, get education tax credits and deductions (1098-E, 1098-T) for tuition, books, and student loan interest.

  • Deduct your donations

    Accurately track and value items you donate to charities with ItsDeductible™ (included) plus other donations such as cash, mileage and stocks.

  • See your audit risk

    Audit Risk Meter™ checks your return for audit triggers and shows your risk level of a tax audit.

Easy to use & guaranteed accurate
  • No tax knowledge needed

    Translates taxes into easy to answer questions about your life and puts the information in the right place for you.

  • Tailored to your unique situation

    Guides you through common life changes, big or small, and finds any new tax deductions and credits you may qualify for.

  • Thousands of error checks

    Double-checks your tax return for accuracy before you file, so you won't miss a thing.

  • Finish your state return faster

    Once you complete your federal taxes, transfer your information over to your state return (fees may apply).

  • Go at your own pace—no appointment necessary

    Finish your tax return at one time or do a little at a time and pick up right where you left off.

  • Up-to-date with the latest tax laws

    When tax laws change, TurboTax changes with them, so you can be confident you have the latest information.

  • Security is built into everything we do

    TurboTax safeguards your information, so you can file your taxes confidently and without any worries.

  • See your tax refund in real time

    Displays your refund (or tax due) in real time, so you always know where you stand.

  • Maximize next year's refund

    Understand your tax history and know your “tax health” with suggestions to help you get an even bigger refund next year.

  • 1 free state download

    Includes state tax preparation for one state – a value.

  • Free federal e-file for your fastest possible tax refund*

    E-file your federal and state tax return with direct deposit to get your fastest tax refund possible. Free federal e-file is included.

  • Answers as you go

    Free U.S.-based product support by phone and easy-to-understand answers online 24/7.

Narrow your results
Select all that apply to find reviewers similar to you.
Own a business
Student
Select a row below to filter reviews:
Rated 4 out of 5 by from Pretty good. Two glitches. Generally good as always. Two glitches: 1. The Update kept stalling and I had to download and reinstall the program. 2. When filling in missed fields in the small forms window, it keeps asking for the info even after it is all filled in and you have to click through the whole list twice.
Date published: 2023-02-04
Rated 5 out of 5 by from EASY Love Turbo Tax. I used Home and Business. I love that the program will walk you through all the questions and you can skip over items that you know that do not pertain to you. Also you can switch to forms when needed to review etc. I have been using Turbo Tax for over 10 years.
Date published: 2023-02-03
Rated 5 out of 5 by from So Easy I have used TURBO TAX for at least 15 years and have never had issues with it.
Date published: 2023-02-03
Rated 5 out of 5 by from TURBO TAX IS AWESOME AND FAST I started using Turbo Tax three years ago and it's been awesome! I haven't had any problem using it and getting my refund fast.
Date published: 2023-02-03
Rated 5 out of 5 by from Turbo tax is easy and convenience. I have been using Turbo tax for very long time and will continue to use it.
Date published: 2023-02-03
Rated 5 out of 5 by from TurboTax is Great, used it for 24 years now Great Product....TurboTax covers everything with detail explanations, no need to ever contact their live expert support. Never had any issues with fillings or audits. It is vey easy to use and especially grateful that it imports all your personal data from previous year...no having to reenter personal data each year. Just import and start entering current years financial data...Hugh time saver.
Date published: 2023-02-03
Rated 4 out of 5 by from Easy to Use Quick and easy, Recommend to anyone. Give it a try
Date published: 2023-02-03
Rated 5 out of 5 by from Using Mac Little bit different this year because Im using a MAC
Date published: 2023-02-03
Rated 5 out of 5 by from Turbotax is Wonderful It was very convenient. I will recommend to friends and family.
Date published: 2023-02-03
Rated 5 out of 5 by from Easy to File I've used TurboTax for several years now, and I love how easy it is to do my own taxes with it. It takes you step by step through the process and has extra links throughout to explain what it is asking for.
Date published: 2023-02-03
TurboTax® Home and Business CD or Download Reviews - Page 2
Narrow your results
Select all that apply to find reviewers similar to you.
Own a business
Student
Select a row below to filter reviews:
Rated 4 out of 5 by from Pretty good. Two glitches. Generally good as always. Two glitches: 1. The Update kept stalling and I had to download and reinstall the program. 2. When filling in missed fields in the small forms window, it keeps asking for the info even after it is all filled in and you have to click through the whole list twice.
Date published: 2023-02-04
Rated 5 out of 5 by from EASY Love Turbo Tax. I used Home and Business. I love that the program will walk you through all the questions and you can skip over items that you know that do not pertain to you. Also you can switch to forms when needed to review etc. I have been using Turbo Tax for over 10 years.
Date published: 2023-02-03
Rated 5 out of 5 by from So Easy I have used TURBO TAX for at least 15 years and have never had issues with it.
Date published: 2023-02-03
Rated 5 out of 5 by from TURBO TAX IS AWESOME AND FAST I started using Turbo Tax three years ago and it's been awesome! I haven't had any problem using it and getting my refund fast.
Date published: 2023-02-03
Rated 5 out of 5 by from Turbo tax is easy and convenience. I have been using Turbo tax for very long time and will continue to use it.
Date published: 2023-02-03
Rated 5 out of 5 by from TurboTax is Great, used it for 24 years now Great Product....TurboTax covers everything with detail explanations, no need to ever contact their live expert support. Never had any issues with fillings or audits. It is vey easy to use and especially grateful that it imports all your personal data from previous year...no having to reenter personal data each year. Just import and start entering current years financial data...Hugh time saver.
Date published: 2023-02-03
Rated 4 out of 5 by from Easy to Use Quick and easy, Recommend to anyone. Give it a try
Date published: 2023-02-03
Rated 5 out of 5 by from Using Mac Little bit different this year because Im using a MAC
Date published: 2023-02-03
Rated 5 out of 5 by from Turbotax is Wonderful It was very convenient. I will recommend to friends and family.
Date published: 2023-02-03
Rated 5 out of 5 by from Easy to File I've used TurboTax for several years now, and I love how easy it is to do my own taxes with it. It takes you step by step through the process and has extra links throughout to explain what it is asking for.
Date published: 2023-02-03
TurboTax® Home and Business CD or Download Reviews - Page 2
Commonly Filed Tax Forms and Schedules
Form 1040U.S. Individual Income Tax Return
Form 8812Additional Child Tax Credit
Schedule 1Additional Income and Adjustments to Income
Schedule 2Additional Taxes
Schedule 3Additional Credits and Payments
Schedule A (Form 1040)Itemized Deductions
Schedule B (Form 1040)Interest and Dividend Income
Schedule C (Form 1040)Profit or Loss from Business
Schedule D (Form 1040)Capital Gains and Losses
Schedule E (Form 1040)Page 1, Supplemental Income and Loss
Schedule EICEarned Income Credit
Schedule SE (Form 1040)Self-Employment Tax (Taxpayer Long Sch SE)
Other Tax Forms and Schedules
Form 982Reduction of Tax Attributes Due to Discharge of Indebtedness
Form 1040-ESIndividual Estimated Tax Vouchers
Form 1040-VPayment Vouchers
Form 1040XAmended U.S. Individual Income Tax Return
Form 1095-AHealth Insurance Marketplace Statement
Form 1098Mortgage Interest Statement
Form 1098-CContributions of Motor Vehicles, Boats and Airplanes
Form 1098-EStudent Loan Interest Statement
Form 1098-TTuition Statement
Form 1099-AAcquisition or Abandonment of Secured Property
Form 1099-BProceeds from Broker Transactions
Form 1099-CCancellation of Debt
Form 1099-DIVDividends and Distributions
Form 1099-GCertain Government Payments
Form 1099-INTInterest Income
Form 1099-KPayment Card and Third Party Network Transactions
Form 1099-MISCMiscellaneous Income
Form 1099-NECNon Employee Compensation
Form 1099-OIDOriginal Issue Discount
Form 1099-QPayments From Qualified Education Programs
Form 1099-RDistributions From Pensions, Annuities, Retirement, etc.
Form 1099-SADistributions from an HSA, Archer MSA, or Medicare Advantage MSA
Form 1116Foreign Tax Credit
Form 1116 (Schedule B)Foreign Tax Carryover Reconciliation Schedule
Form 1310Statement of Person Claiming Refund Due a Deceased Taxpayer
Form 2106Employee Business Expenses
Form 2120Multiple Support Declaration
Form 2210Underpayment of Tax/Annualized Income
Form 2210-FUnderpayment of Estimated Tax by Farmers and Fishermen
Form 2439Notice to Shareholder of Undistributed Long-Term Capital Gains
Form 2441Child and Dependent Care Expenses
Form 2555Foreign Earned Income
Form 3115Application for Change in Accounting Method
Form 3468Investment Credit
Form 3800General Business Credit
Form 3903Moving Expenses
Form 4136Credit for Federal Tax Paid on Fuels
Form 4137Tax on Unreported Tip Income
Form 4255Recapture of Investment Credit
Form 4506Request for Copy of Tax Form
Form 4562Depreciation and Amortization (Schedule C)
Form 4684Casualties and Thefts Personal Use Property
Form 4797Sales of Business Property
Form 4835Farm Rental Income and Expenses
Form 4852Substitute for Form W-2 or 1099-R
Form 4868Application for Automatic Extension of Time to File
Form 4952Investment Interest Expense Deduction
Form 4972Tax on Lump-Sum Distributions
Form 5329Additional Taxes on Qualified Plans (including IRAs) (Taxpayer)
Form 5405First-Time Homebuyer Credit and Recapture
Form 5695Residential Energy Credits
Form 6198At-Risk Limitations (Schedule C)
Form 6251Alternative Minimum Tax
Form 6252Installment Sale Income
Form 6781Gains and Losses from Section 1256 Contracts and Straddles
Form 7203S Corporation Shareholder Stock and Debt Basis Limitations
Form 8283Non-cash Charitable Contributions
Form 8332Release of Claim to Exemption for Child by Custodial Parent
Form 8379Injured Spouse Claim and Allocation
Form 8396Mortgage Interest Credit
Form 8453U.S. Individual Income Tax Transmittal for an IRS E-File Return
Form 8582Passive Activity Loss Limitations
Form 8586Low-Income Housing Credit
Form 8606Nondeductible IRAs (Taxpayer)
Form 8615Tax for Certain Children who have Investment Income
Form 8801Credit for Prior Year Minimum Tax
Form 8812Additional Child Tax Credit
Form 8814Parents' Election To Report Child's Interest and Dividends
Form 8815Exclusion of Interest from Series EE and I U.S. Savings Bonds
Form 8822Change of Address
Form 8824Like-Kind Exchange
Form 8829Expenses for Business Use of Your Home
Form 8834Qualified Electric Vehicle Credit
Form 8839Qualified Adoption Expenses
Form 8853Archer MSAs and Long-Term Care Insurance Contracts
Form 8857Request for Innocent Spouse Relief
Form 8859Carryforward of the District of Columbia First-Time Homebuyer Credit
Form 8862Information to Claim Certain Refundable Credits After Disallowance
Form 8863Education Credits
Form 8880Credit for Qualified Retirement Savings Contributions
Form 8881Credit for Small Employer Pension Plan Startup Costs and Auto-Enrollment
Form 8888Direct Deposit of Refund
Form 8889Health Savings Account (HSAs) (Taxpayer)
Form 8903Domestic Production Activities Deduction
Form 8910Alternative Motor Vehicle Credit
Form 8911Alternative Fuel Vehicle Refueling Property Credit
Form 8915-CQualified 2018 Disaster Retirement Plan Distributions and Repayments
Form 8915-DQualified 2019 Disaster Retirement Plan Distributions and Repayments
Form 8915-FQualified Disaster Retirement Plan Distributions and Repayments
Form 8919Uncollected Social Security and Medicare Tax on Wages (Taxpayer)
Form 8936Qualified Plug-in Electric Drive Motor Vehicle Credit
Form 8938Statement of Specified Foreign Financial Assets
Form 8941Credit for Small Employer Health Insurance Premiums
Form 8949Sales and Other Dispositions of Capital Assets
Form 8958Allocation of Tax Amounts Between Certain Individuals
Form 8959Additional Medicare Tax
Form 8960Net Investment Income - Indivs, Estates, Trusts
Form 8962Premium Tax Credit
Form 8994Employer Credit for Paid Family and Medical Leave
Form 8995Qualified Business Income Deduction Simplified Computation
Form 8995-AQualified Business Income Deduction
Form 9000Alternative Media Preference
Form 9465Installment Agreement Request
Form 14039Identity Theft Affidavit
Form 14039-BBusiness Identity Theft Affidavit
Form SS-4Application for Employer Identification Number
Form W-2Wages and Tax Statement
Form W-2GCertain Gambling Winnings
Form W-4Employee's Withholding Allowance Certificate
Schedule F (Form 1040)Profit or Loss from Farming
Schedule H (Form 1040)Household Employment Taxes
Schedule J (Form 1040)Income Averaging for Farmers and Fishermen
Schedules K-1 (Form 1065)Partner's Share of Income, Credits, Deductions
Schedules K-1 (Form 1120S)Shareholder's Share of Income, Credits, etc.
Schedules K-3 (Form 1120S)Shareholder's Share of Income, Credits, etc.-International
Schedules K-3 (Form 1065)Partner's Share of Income, Deductions, Credits, etc.-International
Schedule LEPRequest for Change in Language Preference
Schedule R (Form 1040)Credit for Elderly or Disabled

TurboTax Federal Tax Year 2022
Software Minimum System Requirements

Download option requires a free online Intuit account. Product activation requires internet connectivity.

Windows® CD/Download Products (Basic, Deluxe, Premier, Home & Business and Business)
NOTE: TurboTax Business is Windows Only

Operating Systems
  • Windows 10 or later (Windows 8.1 not supported)
    • Specific Windows OS: Windows 10, Windows 11
RAM
  • 2 GB or more recommended
Hard Disk Space
  • 1 GB for TurboTax (plus up to 4.5 GB for Microsoft .NET 4.8 if not already installed)
Monitor
  • 1024x768 or higher recommended
Third Party Software
  • Microsoft .NET 4.8 (included with TurboTax Installer)
Internet Connection
  • 1 Mbps modem (Broadband connection highly recommended). Required for product activation, software updates and optional
    online features
Printer
  • Any Windows-compatible inkjet or laser printer
  • Administrative rights required

Mac CD/Download Products (Basic, Deluxe, Premier, and Home & Business)
NOTE: TurboTax Business is Windows Only

Operating Systems
  • macOS Big Sur 11 or later (macOS Catalina 10.15 not supported)
    • Specific macOS: macOS Big Sur 11, macOS Monterey 12, macOS Ventura 13
RAM
  • 2 GB or more recommended
Hard Disk Space
  • 1 GB for TurboTax
Monitor
  • 1024x768 or higher recommended
Internet Connection
  • 1 Mbps modem (Broadband connection highly recommended). Required for product activation, software updates and optional
    online features
Printer
  • Any Macintosh-compatible inkjet or laser printer


Technical Support
www.turbotax.com/support
Download option requires a free online Intuit account. Product activation requires internet connectivity.
Windows 8.1 and macOS Catalina 10.15 not supported, click here for full system requirements.

What customers are saying about TurboTax Home
& Business CD/Download

  • customer review 5 out of 5

    Excellent way
    to file

    "TurboTax is excellent. I use it for my business and personal taxes. The step by step guidance keeps me on track. TurboTax makes a complicated process a
    little easier."

    FarmerRick7 -
    NC

  • customer review 5 out of 5

    Always impressed

    "I am always impressed with the thoroughness and accuracy of TurboTax. It amazes me that it can handle the complexities of our gargantuan tax code! If you haven't tried it yet, do so. You won't
    be disappointed."

    BEW27410 -
    Greensboro, NC

  • customer review 5 out of 5

    Turbo Excellent

    "Running a small business is challenging enough. TurboTax provides all the information I need to get my taxes done in
    one weekend."

    LouManz -
    Connecticut

*Actual customer testimonials.

View all product reviews

Get your maximum tax
refund — guaranteed

  • Maximum Refund Guarantee

    Searches over
    350 tax deductions

    TurboTax finds every tax deduction and credit you qualify for to boost your tax refund.

  • Complete Check of Your Return

    Double-checks your return

    TurboTax runs through thousands of error checks and double-checks your tax returns before you file so you can be confident nothing gets missed.

  • 100% accurate calculations guarantee

    100% accurate calculations

    TurboTax calculations are 100% accurate on your tax return, or TurboTax will pay any IRS penalties.

  • Big life changes?
    We can help

    Got married? Had a baby? Bought a home? TurboTax can help find you any new tax deductions and credits.

  • 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.

  • IRS E-File

    Get your fastest tax
    refund possible

    File taxes electronically (e-file) and get email confirmation when your tax return
    is accepted.



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