TurboTax Premier

Investments & rental property

Why use TurboTax Premier?

  • Import investment info

    We can automatically
    import investment info
    from participating
    financial institutions.*

  • Guidance and support with
    employee
    stock plans

    Sold employee stock? We'll automatically 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 expert tips
    to help
    refund
    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 and easy-to-understand answers
    online 24/7.

All TurboTax Premier
CD/Download features

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

    We can automatically
    import investment info
    from participating
    financial institutions.

    Import investment info
  • Guidance and support with employee stock plans

    Sold employee stock? We'll automatically 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.

  • Set up new rentals

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

  • Accurate reporting

    We'll help you report sales of stocks, bonds, and mutual funds, plus calculate capital gains/losses.

  • Simplified rental depreciation

    Easily report your rental property depreciation and get the biggest tax deduction; we'll show
    you how.

    Simplified rental depreciation
  • Find every tax deduction and credit you qualify for

    We'll get to know you by asking simple questions about your income, family and changes in your tax situation. Then, based on your answers, TurboTax will search for more than 350 tax deductions and credits to get you the biggest tax
    refund— guaranteed.

  • Maximize your tax deduction
    for
    your donations

    Accurately value items you donate to charity with ItsDeductible™ (included)—no more guessing. Plus, we'll track other donations such as cash, mileage and stocks, to help you get every tax deduction you're entitled to for your
    charitable donations.

  • Big life changes? We can help

    Did you change jobs, get married, buy a home or retire? We'll guide you through common life changes, explain how they impact your taxes, and find any new tax deductions and credits you may
    qualify for.

  • See your audit risk

    Reduce your chance of a tax audit with our Audit Risk Meter™. We'll check your tax return for common audit triggers, shows whether your risk is high or low and give you valuable tips.

  • See if you qualify for
    education tax credits

    If you or your children attended college or trade school, we'll help you find refund-boosting education tax credits and deductions (1098-E, 1098-T) for tuition, books, and student
    loan interest.

  • Extra guidance for homeowners

    Your biggest purchase can also mean big deductions for things like: mortgage interest, property taxes, refinancing fees, points, and improvements to your home's
    energy efficiency.

  • Automatic import of your W-2
    and 1099 info

    We can automatically import your W-2 and 1099 tax form
    data from over a million participating employers and 

    financial institutions.*

    Automatic import of your W-2 <br class="cgmt-visible-lg" />and 1099 info
  • Get a head start

    We'll automatically import your information from last year's TurboTax return to help save time and increase accuracy. We'll even import personal information about you and your family if you prepared your taxes with TaxAct or H&R Block CD/Download software.

  • No tax knowledge needed

    We'll ask you easy questions about your year and fill in the
    right tax forms for you.

  • Personalized to your unique situation

    We ask questions to get to know you. Then, based on what you tell us, we'll search for every tax credit that applies to you.

  • Answers as you go

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

  • Thousands of error checks

    You won't miss a thing, we'll double-check your tax return for accuracy before you file.

    Thousands of error checks
  • Get tax deductions for
    your dependents

    We'll show you who qualifies as your dependent, and find tax-saving deductions and credits like the Child & Dependent Care Credit, Earned Income Credit (EIC), and child tax credit.

  • Finish your state return faster

    Once you complete your federal taxes, we can transfer your information over to your state return to help you finish quickly and easily. (Fees
    may apply*)

  • Go at your own pace—no
    appointment necessary

    Finish your tax return in one visit or do a little at a time. We automatically save your progress as you go, so you can always 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 sure your tax return includes the latest IRS and state
    tax forms.

  • Your information is secure

    We're dedicated to safeguarding your personal information. We test our site daily for security, use the most advanced technology available, and employ a dedicated
    Privacy Team.

    Your information is secure
  • Maximize next year's refund

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

  • 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.

  • See your tax refund in real time

    We display and update your federal and state tax refunds (or taxes due) as you do your income taxes, so you always know where
    you stand.

  • No money out of pocket

    Look for the option to deduct TurboTax preparation fees from your federal tax refund, and have the rest deposited directly into your bank account.
    (Fees may apply.)

  • Your tax refund, your way

    Choose to receive your tax refund by check or direct deposit to
    your bank account.

Narrow your results
Select all that apply to find reviewers similar to you.
Own a business
Student
Rated 5 out of 5 by from I love TurboTax. Turbo tax is easy, comprehensive, and fast. Support when needed is great.
Date published: 2020-09-25
Rated 5 out of 5 by from I have been a TurboTax user for over 20 years I have been a TurboTax user for over 20 years. It's very easy to use and the software walks you through everything. Plus, you can go back and review any section or modify it at any time. I have added descriptive codes in some field which allows me to identify what info is needed the next year.
Date published: 2020-09-24
Rated 5 out of 5 by from love turbo tax easy to use, wish i owned stock in Turbo tax, have a great day
Date published: 2020-09-23
Rated 5 out of 5 by from Turbo Tax is hard to manover Turbo Tax was hard to go forward. I had to go back to the icon many times.
Date published: 2020-09-23
Rated 5 out of 5 by from I think it is a great teacher I think that Turbo tax is a great teacher of taxes
Date published: 2020-09-22
Rated 5 out of 5 by from Easy to Use The program guides you from beginning to the end. Assistance is available when you need it.
Date published: 2020-09-22
Rated 5 out of 5 by from Easy to use Easy to use - as usual. I assume, and hope, the TT program is accurate when it comes to current tax laws.
Date published: 2020-09-22
Rated 5 out of 5 by from Outstanding product Definitely easy to use. Plan on using TurboTax again.
Date published: 2020-09-21
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Narrow your results
Select all that apply to find reviewers similar to you.
Own a business
Student
Rated 5 out of 5 by from I love TurboTax. Turbo tax is easy, comprehensive, and fast. Support when needed is great.
Date published: 2020-09-25
Rated 5 out of 5 by from I have been a TurboTax user for over 20 years I have been a TurboTax user for over 20 years. It's very easy to use and the software walks you through everything. Plus, you can go back and review any section or modify it at any time. I have added descriptive codes in some field which allows me to identify what info is needed the next year.
Date published: 2020-09-24
Rated 5 out of 5 by from love turbo tax easy to use, wish i owned stock in Turbo tax, have a great day
Date published: 2020-09-23
Rated 5 out of 5 by from Turbo Tax is hard to manover Turbo Tax was hard to go forward. I had to go back to the icon many times.
Date published: 2020-09-23
Rated 5 out of 5 by from I think it is a great teacher I think that Turbo tax is a great teacher of taxes
Date published: 2020-09-22
Rated 5 out of 5 by from Easy to Use The program guides you from beginning to the end. Assistance is available when you need it.
Date published: 2020-09-22
Rated 5 out of 5 by from Easy to use Easy to use - as usual. I assume, and hope, the TT program is accurate when it comes to current tax laws.
Date published: 2020-09-22
Rated 5 out of 5 by from Outstanding product Definitely easy to use. Plan on using TurboTax again.
Date published: 2020-09-21
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  • loc_en_US, sid_800_2019, prod, sort_[SortEntry(order=RATING, direction=DESCENDING), SortEntry(order=SUBMISSION_TIME, direction=DESCENDING)]
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Commonly Filed Tax Forms and Schedules
U.S. Individual Income Tax Return
Schedule 1
Additional Income and Adjustments to Income
Schedule 2
Tax
Schedule 3
Non-refundable Credits
Itemized Deductions
Interest and Dividend Income
Covers miscellaneous income and some related expenses (1099-MISC)
Capital Gains and Losses
Supplemental Income and Loss, including rental property
Earned Income Credit
Self-Employment Tax
Other Tax Forms and Schedules
Reduction of Tax Attributes Due to Discharge of Indebtedness
Estimated Tax for Individuals
Form 1040-V
Payment Vouchers
Amended U.S. Individual Income Tax Return
Health Insurance Marketplace Statement
Mortgage Interest Statement
Contributions of Motor Vehicles, Boats and Airplanes
Student Loan Interest Statement
Tuition Statement
Form 1099-A
Acquisition or Abandonment of Secured Property
Proceeds from Broker Transactions
Cancellation of Debt
Dividends and Distributions
Certain Government Payments
Interest Income
Payment Card and Third Party Network Transactions
Miscellaneous Income
Form 1099-OID
Original Issue Discount
Payments From Qualified Education Programs
Distributions From Pensions, Annuities, Retirement, etc.
Distributions from an HSA, Archer MSA, or Medicare Advantage MSA
AMT Foreign Tax Credit/Foreign Tax Credit
Statement of Person Claiming Refund Due a Deceased Taxpayer
Employee Business Expenses
Multiple Support Declaration
Form 2210-F
Underpayment of Estimated Tax by Farmers and Fishermen
Form 2210/2210AI
Underpayment of Tax/Annualized Income
Notice to Shareholder of Undistributed Long-Term Capital Gains
Child and Dependent Care Expenses
Form 2555
Foreign Earned Income
Form 3115
Application for Change in Accounting Method
Investment Credit
Form 3800
General Business Credit
Moving Expenses
Credit for Federal Tax Paid on Fuels
Tax on Unreported Tip Income
Recapture of Investment Credit
Request for Copy of Tax Form
Depreciation and Amortization
Casualties and Theft
Sales of Business Property
Farm Rental Income and Expenses
Form 4852
Substitute for Form W-2 or 1099-R
Application for Automatic Extension of Time to File
AMT Investment Interest Expense Deduction/Investment Interest Expense Deduction
Tax on Lump-Sum Distributions
Form 5329
Additional Taxes on Qualified Plans (including IRAs)
First-Time Homebuyer Credit and Repayment of the Credit
Residential Energy Credits
At-Risk Limitations
Alternative Minimum Tax
Installment Sale Income
Gains/Losses from Section 1256 Contracts and Straddles
Non-cash Charitable Contributions
Release of Claim to Exemption for Child of Divorced or Separated Parents
Injured Spouse Allocation
Mortgage Interest Credit
Form 8453
U.S. Individual Income Tax Transmittal for an IRS E-File Return
Form 8582/AMT/CR
Passive Activity Loss Limitations/AMT/Credit Limitations
Low-Income Housing Credit
Nondeductible IRAs
Tax for Certain Children Who Have Unearned Income
Credit for Prior Year Minimum Tax
Parents' Election To Report Child's Interest and Dividends
Exclusion of Interest from Series EE and I U.S. Savings Bonds
Change of Address
Like-Kind Exchange
Expenses for Business Use of Your Home
Qualified Electric Vehicle Credit
Qualified Adoption Expenses
Archer MSAs and Long-Term Care Insurance Contracts
Request for Innocent Spouse Relief
Carryforward of D.C. First-Time Homebuyer Credit
Information to Claim Certain Refundable Credits After Disallowance
Education Credits
Credit for Qualified Retirement Savings Contributions
Credit for Small Employer Pension Plan Startup Costs
Health Coverage Tax Credit
Direct Deposit of Refund
Health Savings Account
Domestic Production Activities Deduction
Alternative Motor Vehicle Credit
Alternative Fuel Vehicle Refueling Property Credit
Uncollected Social Security and Medicare Tax on Wages
Qualified Plug-in Electric Drive Motor Vehicle Credit
Form 8938
Statement of Specified Foreign Financial Assets
Credit for Small Employer Health Insurance Premiums
Sales and Other Dispositions of Capital Assets
Allocation of Community Property Amounts
Additional Medicare Tax
Net Investment Income Tax
Premium Tax Credit
Form 8995
Qualified Business Income Deduction Simplified Computation
Form 8995-A
Qualified Business Income Deduction
Installment Agreement Request
Identity Theft Affidavit
Form SS-4
Application for Employer Identification Number
Wages and Tax Statement
Certain Gambling Winnings
Employee's Withholding Allowance Certificate
Child Tax Credit
Profit or Loss from Farming
Household Employment Taxes
Income Averaging for Farmers and Fishermen
Credit for Elderly or Disabled
Estates and Trusts
Partner's Share of Income, Credits, Deductions
Shareholder's Share of Income, Credits, etc

Minimum requirements for your computer

Windows® CD/Download Products

Below are the minimum requirements for TurboTax Federal 2019 software installed on a Windows computer. Product activation required via Internet. Install and activate on up to five of your computers. Download option requires free online Intuit account.

NOTE: As of January 14, 2020, Microsoft will no longer provide security updates or support for PCs running
Windows 7. Learn More. This means computers will be more vulnerable to security risks and viruses. To avoid these
risks, Microsoft recommends upgrading to Windows 10.

Processor
  • Pentium 4 or later/Athlon or later.
Monitor
  • 1024x768 or higher recommended.
Operating Systems
  • Windows 8
  • Windows 8.1
  • Windows 10
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).
Third Party Software
  • Microsoft .NET 4.5.2 (included with TurboTax Installer)
Internet Connection
  • 1 Mbps modem (Broadband connection highly recommended). Required for product updates.
Printer
  • Any Windows-compatible inkjet or laser printer.

Administrative rights required




Mac CD/Download Products

Below are the minimum requirements for TurboTax Federal 2019 software installed on a Mac computer. Product activation required via Internet. Install and activate on up to five of your computers. Download option requires free online Intuit account.

Processor
  • Multi-core Intel Processor with
    64-bit required.
Monitor
  • 1024x768 or higher recommended.
Operating Systems
  • macOS High Sierra 10.13 or later.
RAM
  • 2 GB or more recommended.
Hard Disk Space
  • 1 GB for TurboTax
Internet Connection
  • 1 Mbps modem (Broadband connection highly recommended). Required for product updates.
Printer
  • Any Macintosh-compatible inkjet or laser printer.
Technical Support

What customers are saying about
TurboTax Premier CD/Download

  • 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

  • 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

  • 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

  • We search
    over
    350
    tax deductions

    We find every tax deduction and credit you qualify for to get you the biggest tax refund, guaranteed.

  • We double-check
    your
    tax return

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

  • 100% accurate calculations

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



Curious if TurboTax CD/Download is right
for you?


Compare it side-by-side with
TurboTax Online.

Product activation required via Internet.
Install and activate
on up to five of your computers. Download option requires
free online Intuit account.

Note: Microsoft no longer provides security updates or
support for PCs running Windows 7. This means computers
will
be more vulnerable
to security risks and viruses. To avoid
these risks, Microsoft
recommends upgrading to
Windows 10.
Learn More