TurboTax Live Basic

File your simple tax return with unlimited
tax advice and an expert final review.

(4.8/5 | 24445 reviews)
Star ratings are from 2021

Why use TurboTax Live Basic?

When you file your simple federal and
state taxes with TurboTax Live Basic,
you'll get on-
demand access to real tax experts for unlimited advice, answers, and a final review to
make
sure your taxes are done right with every dollar you
deserve, guaranteed.

Expert help on demand, so you
can file with 100% confidence

All tax advice, answers, and
reviews are guaranteed.

1. IT'S EASY TO GET YOUR TAXES
DONE RIGHT

Answer simple questions about your life—we do all
the math for you. And, if you ever need tax advice,
simply select the “Live help” button to talk or chat with
an expert.

2. YOU'RE NEVER ALONE WITH EXPERTS IN
YOUR CORNER

Our tax experts are there
when you need them. Get unlimited tax advice and answers as you do your taxes.

3. A FINAL REVIEW BEFORE
YOU FILE

A tax expert can review your return before you file,
so you can be confident that your unique tax situation is
handled right.

  • What customers are saying
    about TurboTax Live Basic

  • Made it
    so simple

    "I really am so glad that I did have the reassurance by a live CPA. This was my first time doing my taxes all by myself. TurboTax made it so simple! John was very patient, answered all of my questions, and made me feel more confident about my taxes."

    carolime07 -
    Southaven, MS

  • Deployed overseas?
    No problem.

    "My tax professional made what I thought was a difficult and arduous process super easy for me. I was able to successfully file my taxes to include both income at home, and overseas while deployed. Thanks for making it easy
    and painless!"

    ArtyParty -
    Ft Hood, TX

  • Simple enough for
    even ME!!

    "If I can do it, anyone can. It flowed very well with plenty of easy to understand instructions. I also had the CPA
    review, and she
    was FANTASTIC."

    TaxRef -
    Eastern Arkansas


*Actual customer testimonials. Photos are illustrative only.

View all product reviews

All TurboTax Live Basic features

For simple tax situations
  • Get every dollar you deserve, guaranteed

    We’re committed to finding every deduction and credit you qualify for and getting you your maximum refund, guaranteed.

  • Tax credits for
    your dependents

    Our tax experts can help you determine who qualifies as your dependents so you can get tax-saving credits like the Earned Income Tax Credit (EIC), and child tax credit.

  • Simplified taxes for
    any situation

    We ask you simple questions, personalized to your situation. And if you ever need expert guidance, a tax expert is there
    to help.

  • 50% done in a click

    If you’re a returning TurboTax customer, we’ll transfer last year’s information automatically to save you time.

  • Taxes are no longer a mystery

    We’ll show you updates to your tax refund (or taxes due) as you go. ExplainWhy™ provides personalized insights so you can truly understand the ‘whys’ behind your taxes.

  • Big life changes? We can help.

    Change jobs? Purchase a home, get married, or have a child? A tax expert can advise you on how these common life changes can impact
    your taxes.

Help & support
  • Unlimited expert
    tax advice

    Tax experts are only a click away. Select Live help to connect and share your screen with an expert, who will guide you through all your questions and review your return when you’re ready to file.

  • Product support

    Our TurboTax product specialists will provide customized answers to your questions and guide you by drawing on
    your screen.*

  • Expert final review

    Be 100% confident by having a tax expert review your return before you file to make sure everything’s done right.

  • NEW! Full Service
    optional upgrade

    Have a dedicated tax expert
    or CPA do your taxes for you by upgrading to Full Service at
    any time.

All TurboTax products are easy to use & guaranteed accurate
  • No tax knowledge needed

    We’ll ask you easy questions about your life and handle the math
    for you. You’ll get step-by-step guidance along the way.

  • Anytime, anywhere

    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 pick
    up where you left off
    from any device.

  • No credit card? No problem.

    You can choose to pay for your tax preparation costs right out of your
    federal tax refund (fees may apply).

  • See your tax refund in real time

    We update your federal and state tax refund amount (or taxes
    due) as you work, so you always know where you stand.

  • Automatically add your
    tax forms

    We can access tax form information from over a million
    participating employers and financial institutions. If yours
    isn’t on the list, just snap a photo, tap, and
    you’re done.

  • Get the fastest possible tax refund

    E-file your federal and state tax return with direct deposit to get your tax refund
    as fast as possible.

  • It's easy to switch

    You can easily save time by importing a PDF of last year’s tax
    return from other major tax
    prep companies.

  • Finish your state return faster

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

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 2 out of 5 by from Needs a lot of work I thought my taxes were filed in June 2021 and it’s October and I just filed them bc the app has told me they were already done. Not happy with this app.
Date published: 2021-10-18
Rated 5 out of 5 by from Turbotax is the best software I like the service that makes me feel they are coaching me all along
Date published: 2021-10-16
Rated 5 out of 5 by from Turbo Tax Great It was an easy and friendly way to submit my Tax Return 2020
Date published: 2021-10-15
Rated 5 out of 5 by from Turbo is Awesp,e The representative that help me was exceptional. She was patient and helped guide me through this process.
Date published: 2021-10-15
Rated 5 out of 5 by from Great! The process was easy to understand, I did not have to go to a office
Date published: 2021-10-15
Rated 5 out of 5 by from Turbo Tax is Wonderful ! It was very easy for my first time. a lot of help and tips along the way. I will be filing again with turbo tax
Date published: 2021-10-15
Rated 4 out of 5 by from Turbo Tax is good, but not perfect! I paid my estimates tax when I got an extension, May 15. The program would not let me efile the return until I completed the tax payment method. That's when I got the live help!
Date published: 2021-10-14
Rated 5 out of 5 by from TurboTax is Great Turbo tax was easy to use and I loved having help at the touch of your fingers.
Date published: 2021-10-13
Rated 5 out of 5 by from Simple to use Quick and easy to use. Will use again in the future
Date published: 2021-10-12
Rated 5 out of 5 by from The Best Since my company uses Intuit for paying, was very easy to file taxes
Date published: 2021-10-10
TurboTax® Live Basic 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 2 out of 5 by from Needs a lot of work I thought my taxes were filed in June 2021 and it’s October and I just filed them bc the app has told me they were already done. Not happy with this app.
Date published: 2021-10-18
Rated 5 out of 5 by from Turbotax is the best software I like the service that makes me feel they are coaching me all along
Date published: 2021-10-16
Rated 5 out of 5 by from Turbo Tax Great It was an easy and friendly way to submit my Tax Return 2020
Date published: 2021-10-15
Rated 5 out of 5 by from Turbo is Awesp,e The representative that help me was exceptional. She was patient and helped guide me through this process.
Date published: 2021-10-15
Rated 5 out of 5 by from Great! The process was easy to understand, I did not have to go to a office
Date published: 2021-10-15
Rated 5 out of 5 by from Turbo Tax is Wonderful ! It was very easy for my first time. a lot of help and tips along the way. I will be filing again with turbo tax
Date published: 2021-10-15
Rated 4 out of 5 by from Turbo Tax is good, but not perfect! I paid my estimates tax when I got an extension, May 15. The program would not let me efile the return until I completed the tax payment method. That's when I got the live help!
Date published: 2021-10-14
Rated 5 out of 5 by from TurboTax is Great Turbo tax was easy to use and I loved having help at the touch of your fingers.
Date published: 2021-10-13
Rated 5 out of 5 by from Simple to use Quick and easy to use. Will use again in the future
Date published: 2021-10-12
Rated 5 out of 5 by from The Best Since my company uses Intuit for paying, was very easy to file taxes
Date published: 2021-10-10
TurboTax® Live Basic Reviews - Page 2
Commonly Filed Tax Forms and Schedules
Free Edition
Basic Live
Deluxe
Deluxe Live
Premier
Premier Live
Self-Employed
Self-Employed Live
1040U.S. Individual Income Tax Return
1099-GUnemployment Income
Schedule EICEarned Income Credit
Schedule 1Additional Income and Adjustments to Income
Schedule 3Non-refundable Credits
Schedule AItemized Deductions
Schedule BInterest and Dividend Income
Schedule C/C-EZProfit or Loss from Business (Income)
Schedule SESelf-Employment Tax
Schedule DCapital Gains and Losses
Schedule ESupplemental Income and Loss, including rental property
Schedule C/C-EZProfit or Loss from Business (Expenses)
Other Tax Forms and Schedules
Free Edition
Basic Live
Deluxe
Deluxe Live
Premier
Premier Live
Self-Employed
Self-Employed Live
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 1099-DIVDividends and Distributions
Form 1099-GUnemployment Income
Form 1099-INTInterest Income
Form 1099-OIDOriginal Issue Discount
Form 1099-RDistributions From Pensions, Annuities, Retirement, etc.
Form 1310Statement of Person Claiming Refund Due a Deceased Taxpayer
Form 14039Identity Theft Affidavit
Form 2120Multiple Support Declaration
Form 2210/2210AIUnderpayment of Tax/Annualized Income
Form 4506Request for Copy of Tax Form
Form 4852Substitute for Form W-2 or 1099-R
Form 4868Application for Automatic Extension of Time to File
Form 8332Release of Claim to Exemption for Child of Divorced or Separated Parents
Form 8379Injured Spouse Allocation
Form 8453U.S. Individual Income Tax Transmittal for an IRS E-File Return
Schedule 8812Additional Child Tax Credit
Form 8822Change of Address
Form 8857Request for Innocent Spouse Relief
Form 8862Information to Claim Certain Refundable Credits After Disallowance
Form 8888Direct Deposit of Refund
Form 9465Installment Agreement Request
Form W-2Wages and Tax Statement
Form W-4Employee's Withholding Allowance Certificate
Commonly Filed Tax Forms and Schedules (new forms for 2019)
Form 1099-NECNon-Employment Compensation
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-CCancellation of Debt
Form 1099-GCertain Government Payments
Form 1099-KPayment Card and Third Party Network Transactions
Form 1099-MISCMiscellaneous Income
Form 1099-QPayments From Qualified Education Programs
Form 1099-SADistributions from an HSA, Archer MSA, or Medicare Advantage MSA
Form 1116/AMTAMT Foreign Tax Credit/Foreign Tax Credit
Form 2106Employee Business Expenses
Form 2441Child and Dependent Care Expenses
Form 2555Foreign Earned Income
Form 3903Moving Expenses
Form 4137Tax on Unreported Tip Income
Form 4562Depreciation and Amortization
Form 4684Casualties and Theft
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 6251Alternative Minimum Tax
Form 8283Non-cash Charitable Contributions
Form 8396Mortgage Interest Credit
Form 8582/AMT/CRPassive Activity Loss Limitations/AMT/Credit Limitations
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 8834Qualified Electric Vehicle Credit
Form 8839Qualified Adoption Expenses
Form 8853Archer MSAs and Long-Term Care Insurance Contracts
Form 8859Carryforward of D.C. First-Time Homebuyer Credit
Form 8863Education Credits
Form 8880Credit for Qualified Retirement Savings Contributions
Form 8889Health Savings Account
Form 8910Alternative Motor Vehicle Credit
Form 8911Alternative Fuel Vehicle Refueling Property Credit
Form 8915AQualified 2017 Disaster Retirement Plan Distribution and Repayments
Form 8915BQualified 2017 Disaster Retirement Plan Distribution 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 8958Allocation of Community Property Amounts
Form 8959Additional Medicare Tax
Form 8960Net Investment Income Tax
Form 8962Premium Tax Credit
Form 982Reduction of Tax Attributes Due to Discharge of Indebtedness
Form SS-4Application for Employer Identification Number
Form W-2GCertain Gambling Winnings
Schedule HHousehold Employment Taxes
Schedule RCredit for Elderly or Disabled
Form 8995Qualified Business Income Deduction
Form 8995-AQualified Business Income Deduction Simplified Computation
From 8995-A Sch ASpecified Service Trades or Businesses
From 8995-A Sch BAggregation of Business Operators
From 8995-A Sch CLoss Netting and Carryforward
From 8995-A Sch DSpecial Rules for Patrons of Agricultural or Horticultural Cooperatives
Form 1099-BProceeds from Broker Transactions
Form 2210-FUnderpayment of Estimated Tax by Farmers and Fishermen
Form 2439Notice to Shareholder of Undistributed Long-Term Capital Gains
Form 3468Investment Credit
Form 3800General Business Credit
Form 4136Credit for Federal Tax Paid on Fuels
Form 4255Recapture of Investment Credit
Form 4797Sales of Business Property
Form 4835Farm Rental Income and Expenses
Form 6198At-Risk Limitations
Form 6252Installment Sale Income
Form 6781Gains/Losses from Section 1256 Contracts and Straddles
Form 8586Low-Income Housing Credit
Form 8824Like-Kind Exchange
Form 8949Sales and Other Dispositions of Capital Assets
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.
Form 8829Expenses for Business Use of Your Home
Form 8881Credit for Small Employer Pension Plan Startup Costs
Form 8885Health Coverage Tax Credit
Form 8941Credit for Small Employer Health Insurance Premiums
Schedule FProfit or Loss from Farming
Schedule JIncome Averaging for Farmers and Fishermen
Form 1040-NRNon-Resident Aliens (includes international students)
Minimum Operating Systems and Browsers

Windows
  • Windows 10.x

    • Firefox 68.x
    • Edge 17
    • Chrome 74.x
    • Opera 64.x
  • Windows 8.1

    • Firefox 68.x
    • Edge 17
    • Chrome 74.x
    • Opera 64.x
  • Windows 8

    • Firefox 68.x
    • Edge 17
    • Chrome 74.x
    • Opera 64.x
  • Windows 7

    • Firefox 68.x
    • Edge 17
    • Chrome 74.x
    • Opera 64.x
Mac
  • Mac OS 11.0
    (Big Sur)

    • Safari 14.x
    • Chrome 83.x
    • Firefox 77.x
    • Edge
    • Opera 64.x
  • Mac OS X 10.15.x (Catalina)

    • Safari 13.x
    • Chrome 77.x
    • Firefox 70.x
    • Edge
    • Opera 64.x
  • Mac OS X 10.14.x (Mojave)

    • Safari 13.x
    • Chrome 74.x
    • Firefox 68.x
    • Edge
    • Opera 64.x
  • Mac OS X 10.13.x (High Sierra)

    • Safari 13.x
    • Chrome 74.x
    • Firefox 68.x
    • Edge
    • Opera 64.x
  • Mac OS X 10.12.x (Sierra)

    • Safari 12.x
    • Chrome 74.x
    • Firefox 68.x
    • Edge
    • Opera 64.x
  • Mac OS X 10.11.x (El Capitan)

    • Safari 11.x
    • Chrome 74.x
    • Firefox 68.x
    • Opera 64.x
  • Mac OS X 10.10.x (Yosemite)

    • Safari 11.x
    • Chrome 74.x
    • Firefox 68.x
  • Mac OS X 10.9.x (Mavericks)

    • Firefox 68.x
Mobile / Other
  • iOS 12.x

    • Safari
    • Chrome
    • Firefox
  • Android 7.x

    • Chromium default browser
  • Chromebook

    • Chrome

Frequently asked questions


What do I need to get started?

You don't need anything but your email address to get started with TurboTax. Just answer a few simple questions and you're on your way.

You don't even need to have your W–2s or 1099s—we can import that information directly from more than a million participating employers and
financial institutions.

For more complex tax situations you may need additional documents, like mortgage statements or other detailed financial information. But since we save your return as you go, you can finish anytime.

My tax situation is complex. Can I still use TurboTax?

With TurboTax Live, you get access to tax experts with an average of 12 years experience preparing tax returns. It’s like bringing the tax store to your
home computer.

Not only that—TurboTax always double-checks your return for errors as you go, and before you file your taxes. We also guarantee our calculations are 100% accurate, or we'll pay you any IRS penalties plus interest.

If you have questions about how to use TurboTax, just ask us. We have knowledgeable agents available by phone* or live chat to answer any questions you may have. (Fees may apply.)

How do I know my TurboTax Live experts are qualified?

Our team of tax experts has an average of 12 years experience. They can handle all kinds of tax situations, from simple to complex. When you connect live with an expert, you’ll see their specific certifications. To connect, just select Live help and set up a call or talk via chat. TurboTax Live is an unlimited service, so you can have as many sessions as you need to get your taxes done right.

How do I know my TurboTax Live experts are qualified?

Our team of tax experts has an average of 12 years experience. They can handle all kinds of tax situations, from simple to complex.

When you connect live with an expert, you’ll see their specific certifications. To connect, just select Live help and set up a call or talk via chat. TurboTax Live is an unlimited service, so you can have as many sessions as you need to get your taxes done right.

Am I covered if I get audited?

Yes. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. We'll let you know what to expect and how to prepare in the unlikely event you receive an audit letter from the IRS.

If you've already received a letter from the IRS for a return you filed with TurboTax, please review our Audit Support Guarantee for instructions on how to receive FREE step–by–step audit guidance and the option to connect with an expert.

We also offer full audit representation for an additional fee with TurboTax Audit Defense.



Not sure TurboTax Live Basic is
right for you?


We’ll help you find the right
TurboTax product for
your situation.

Get your maximum tax
refund — guaranteed

  • Maximum refund guarantee

    We search over 400
    tax deductions

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

  • 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 Tax Attorney 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.

  • 100% accurate calculations

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

Ready to try TurboTax
Live Basic?

(4.8/5 | 24445 reviews)
Star ratings are from 2021