TurboTax Premier

Investments & rental property

(4.1/5 | 7312 reviews)
Star ratings are from 2021

Why use TurboTax Premier?

  • Import investment info

    Import your
    investment info
    from participating
    financial institutions.

  • Guidance and support 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.

  • Maximize next
    year's refund

    Understand your tax history and know your “tax health” with suggestions
    to help
    you
    next year.

  • Set up new rentals

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

  • Answers as
    you go

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

All TurboTax Premier
CD/Download features

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.

  • See your audit risk

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

  • 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.

  • 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.

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

    Do a little at a time, save your progress as you go and pick-up 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 $40 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 5 out of 5 by from good stuff Been using it for over 10 years and will continue to use
Date published: 2021-11-02
Rated 5 out of 5 by from Turbo Tax Review 2020 Tax Year Great software. Especially impressed with the tax agents online.
Date published: 2021-11-01
Rated 5 out of 5 by from Great tax prep software Accurate and easy to use. Easily handles complex tax situations
Date published: 2021-10-31
Rated 2 out of 5 by from turbo tax is typical of Intuit no support i have used turbo tax for the past 10 years and cannot access anything but the most recent return, not as advertised
Date published: 2021-10-30
Rated 5 out of 5 by from My GoTo for Everything Tax Related I've never found another more user-friendly option, that is easy to understand and so comprehensive. Feel very confident using this software.
Date published: 2021-10-30
Rated 2 out of 5 by from 2019 big error, failed to handle SocSec income I have used TurboTax (TT) since 1990. The IRS has sent me no more than three changes for three years when I had to pay a small amount or make an explanation for my numbers. The year 2019 was not a good for TT and me because I feel TT did not consider people who have received Social Security income for several years. The Scenario I have been receiving social security income for the past several years. I included it in years before 2019 but somehow I forgot to add it into 2019, Consequently, I got an IRS letter with a proposed amount. TT's usual look back Each subsequent year TT looks to the previous year to load values for demographics and some financial data. How come TT did not, at the VERY LEAST, note that I had SocSec income for the past year? If it had and noticed I failed to enter SocSec income, it would have flagged that income as it SHOULD HAVE been able to see the discrepancy. Furthermore, if the current year's amount were less than the previous year's, the assumption might be that I had a divorce or had died. Neither is true because I'm single and alive! :-) As it is I will have to pay interest on the totally missed addition of my social security income. I demand a refund for 2019!
Date published: 2021-10-29
Rated 5 out of 5 by from great easy process very self explanatory love using turbo tax been using for 4 years now
Date published: 2021-10-27
Rated 1 out of 5 by from painful and irritating to deal with when someone is over seas with no data , they should not be punished and have to pay more for these services. i also couldnt put my rent papers anywhere or find it, and the "ROBOT" didnt let me call anyone for help w my issues
Date published: 2021-10-25
Rated 3 out of 5 by from Nightmare I've used TurboTax for decades, happily, successfully. This year and last, not so much! Last year I went with the online version and had to start over three different times because there were not ways to import information without starting over. The people I called were very helpful, and eventually I got it done. This year, I found lots of problems with getting all my info from past years imported and had to start over several times. Then there was information that I did not know how to fill in that were considered errors that should have been handled by the program that I did not know how to handle or enter. It caused me great delays, and I'm late filing.
Date published: 2021-10-24
Rated 4 out of 5 by from 1291 Tax You need to allow someone with Section 1291Tax and 1291 Interest compute it in Turbo tax or at least allow it to be entered manually on the lines indicated in the Form 8621 for Individuals. I now need to print it, white out entries and recompute Form 1040 and Schedule 2
Date published: 2021-10-20
TurboTax® Premier CD or Download Reviews - Page 3
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 5 out of 5 by from good stuff Been using it for over 10 years and will continue to use
Date published: 2021-11-02
Rated 5 out of 5 by from Turbo Tax Review 2020 Tax Year Great software. Especially impressed with the tax agents online.
Date published: 2021-11-01
Rated 5 out of 5 by from Great tax prep software Accurate and easy to use. Easily handles complex tax situations
Date published: 2021-10-31
Rated 2 out of 5 by from turbo tax is typical of Intuit no support i have used turbo tax for the past 10 years and cannot access anything but the most recent return, not as advertised
Date published: 2021-10-30
Rated 5 out of 5 by from My GoTo for Everything Tax Related I've never found another more user-friendly option, that is easy to understand and so comprehensive. Feel very confident using this software.
Date published: 2021-10-30
Rated 2 out of 5 by from 2019 big error, failed to handle SocSec income I have used TurboTax (TT) since 1990. The IRS has sent me no more than three changes for three years when I had to pay a small amount or make an explanation for my numbers. The year 2019 was not a good for TT and me because I feel TT did not consider people who have received Social Security income for several years. The Scenario I have been receiving social security income for the past several years. I included it in years before 2019 but somehow I forgot to add it into 2019, Consequently, I got an IRS letter with a proposed amount. TT's usual look back Each subsequent year TT looks to the previous year to load values for demographics and some financial data. How come TT did not, at the VERY LEAST, note that I had SocSec income for the past year? If it had and noticed I failed to enter SocSec income, it would have flagged that income as it SHOULD HAVE been able to see the discrepancy. Furthermore, if the current year's amount were less than the previous year's, the assumption might be that I had a divorce or had died. Neither is true because I'm single and alive! :-) As it is I will have to pay interest on the totally missed addition of my social security income. I demand a refund for 2019!
Date published: 2021-10-29
Rated 5 out of 5 by from great easy process very self explanatory love using turbo tax been using for 4 years now
Date published: 2021-10-27
Rated 1 out of 5 by from painful and irritating to deal with when someone is over seas with no data , they should not be punished and have to pay more for these services. i also couldnt put my rent papers anywhere or find it, and the "ROBOT" didnt let me call anyone for help w my issues
Date published: 2021-10-25
Rated 3 out of 5 by from Nightmare I've used TurboTax for decades, happily, successfully. This year and last, not so much! Last year I went with the online version and had to start over three different times because there were not ways to import information without starting over. The people I called were very helpful, and eventually I got it done. This year, I found lots of problems with getting all my info from past years imported and had to start over several times. Then there was information that I did not know how to fill in that were considered errors that should have been handled by the program that I did not know how to handle or enter. It caused me great delays, and I'm late filing.
Date published: 2021-10-24
Rated 4 out of 5 by from 1291 Tax You need to allow someone with Section 1291Tax and 1291 Interest compute it in Turbo tax or at least allow it to be entered manually on the lines indicated in the Form 8621 for Individuals. I now need to print it, white out entries and recompute Form 1040 and Schedule 2
Date published: 2021-10-20
TurboTax® Premier CD or Download Reviews - Page 3
Commonly Filed Tax Forms and Schedules
1040U.S. Individual Income Tax Return
Schedule 1Additional Income and Adjustments to Income
Schedule 3Non-refundable Credits
Schedule AItemized Deductions
Schedule BInterest and Dividend Income
Schedule CCovers miscellaneous income and some related expenses (1099-MISC)
Schedule DCapital Gains and Losses
Schedule ESupplemental Income and Loss, including rental property
Schedule EICEarned Income Credit
Schedule SESelf-Employment Tax
Other Tax Forms and Schedules
Form 982Reduction of Tax Attributes Due to Discharge of Indebtedness
Form 1040-ESEstimated Tax for Individuals
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 1116/AMTAMT Foreign Tax Credit/Foreign Tax Credit
Form 1310Statement of Person Claiming Refund Due a Deceased Taxpayer
Form 2106Employee Business Expenses
Form 2120Multiple Support Declaration
Form 2210-FUnderpayment of Estimated Tax by Farmers and Fishermen
Form 2210/2210AIUnderpayment of Tax/Annualized Income
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
Form 4684Casualties and Theft
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 4952/AMTAMT Investment Interest Expense Deduction/Investment Interest Expense Deduction
Form 4972Tax on Lump-Sum Distributions
Form 5329Additional Taxes on Qualified Plans (including IRAs)
Form 5405First-Time Homebuyer Credit and Repayment of the Credit
Form 5695Residential Energy Credits
Form 6198At-Risk Limitations
Form 6251Alternative Minimum Tax
Form 6252Installment Sale Income
Form 6781Gains/Losses from Section 1256 Contracts and Straddles
Form 7202Credit for Sick Leave and Family Leave of Certain Self-Employed Individuals
Form 8283Non-cash Charitable Contributions
Form 8332Release of Claim to Exemption for Child of Divorced or Separated Parents
Form 8379Injured Spouse Allocation
Form 8396Mortgage Interest Credit
Form 8453U.S. Individual Income Tax Transmittal for an IRS E-File Return
Form 8582/AMT/CRPassive Activity Loss Limitations/AMT/Credit Limitations
Form 8586Low-Income Housing Credit
Form 8606Nondeductible IRAs
Form 8615Tax for Certain Children Who Have Unearned Income
Form 8801Credit for Prior Year Minimum Tax
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 D.C. 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
Form 8885Health Coverage Tax Credit
Form 8888Direct Deposit of Refund
Form 8889Health Savings Account
Form 8903Domestic Production Activities Deduction
Form 8910Alternative Motor Vehicle Credit
Form 8911Alternative Fuel Vehicle Refueling Property Credit
Form 8915-BQualified 2017 Disaster Retirement Plan Distributions and Repayments
Form 8915-CQualified 2018 Disaster Retirement Plan Distributions and Repayments
Form 8915-DQualified 2019 Disaster Retirement Plan Distributions and Repayments
Form 8915-EQualified 2020 Disaster Retirement Plan Distributions and Repayments
Form 8919Uncollected Social Security and Medicare Tax on Wages
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 Community Property Amounts
Form 8959Additional Medicare Tax
Form 8960Net Investment Income Tax
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 9465Installment Agreement Request
Form 14039Identity 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 8812Child Tax Credit
Schedule FProfit or Loss from Farming
Schedule HHousehold Employment Taxes
Schedule JIncome Averaging for Farmers and Fishermen
Schedule RCredit for Elderly or Disabled
Schedules K-1 (Form 1041)Estates and Trusts
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
TurboTax Federal Tax
Year
2021 Software
Minimum System Requirements

Product activation required via internet. Download option requires free online
Intuit account.

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

Operating Systems
  • Windows 8.1 or later (Windows 8
    not supported)
    • Specific Win OS: Windows 8.1, 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 4.5.2 if not
    already installed)
Monitor
  • 1024x768 or higher recommended
Third Party Software
  • Microsoft .NET 4.5.2 (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)

Operating Systems
  • macOS Catalina 10.15 or later (macOS Mojave 10.14 not supported)
    • Specific MAC OS: macOS Catalina 10.15, macOS Big Sur 11, macOS Monterey 12
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
Product activation required via Internet. Download option requires free online Intuit account. Windows 8 and macOS Mojave 10.14 not supported, click here for full
system requirements.

What customers are saying about
TurboTax Premier CD/Download

  • customer review 5 out of 5

    Me? I
    love my TurboTax...

    "Whether you are a beginner or a tax pro, TurboTax will ask the right questions, give you the best advice, and minimize the time you spend on taxes each year."

    MommaJeanT -
    Lawton, OK

  • customer review 5 out of 5

    Taxes made
    easy for
    the
    complex family

    "I have used TurboTax for the last 9 years. I have had rental property, short and long term capital gains, as well as a child start college. TurboTax has always helped me find situations that I would
    have missed."

    NomadicNirav -
    Florida

  • customer review 5 out of 5

    Turbo Excellent

    "It is a great
    tool for taxes. Recommended to others who found it very easy to follow and appreciated greatly customer support from TT with CPAs and specialists. Made it filing taxes stress free and easy
    to understand."

    Ashok1802 -
    Michigan


*Actual customer testimonials. Photos are illustrative only.

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 get you the biggest tax refund, guaranteed.

  • Complete Check of Your Return

    Double-checks your return

    TurboTax runs through thousands of error checks and double-checks your tax returns as you go to help make sure there are no mistakes.

  • 100% accurate calculations guarantee

    100% accurate calculations

    TurboTax calculations are 100% accurate so your taxes will be done right, guaranteed, or we'll pay you any IRS penalties.



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