TurboTax Live Basic

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

$79 Federal
State additional
Start for free
Pay only when you file
Our tax experts, like Angela who is an expert of 9 years, can help you as you're doing your taxes.

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.

Ayuda disponible en Español

  • Ideal for W-2 income
    and dependents

  • Talk live to tax experts
    on demand

  • Get unlimited, year-round
    tax advice

  • Get an expert
    final review of
    your return

  • Every dollar
    you deserve, guaranteed

  • An expert can do your taxes
    for you
    Learn more

View all product features

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 whenever you need them, including nights and weekends. Get unlimited tax advice and answers as you do
your taxes.

With TurboTax, our tax experts, like Claudell, who has 23 years of experience, are available for questions and advice.
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.

A tax expert, like Claudell who has 23 years of experience, can give your taxes a final review before you file.

  • What customers are saying
    about TurboTax Live Basic

  • Customer review stars 5 out of 5

    Easy to Use

    "This was by far the easiest program I've used. Plus the experts were able to help me with
    my questions."

    CotyfromtheVille -
    KY

  • Customer review stars 5 out of 5

    TurboTax is
    the Best!

    "I have been doing my taxes for almost 4 years now. It has been easy to file. Useful tools and great Live personal to had bring me help reviewing before
    to file."

    Lisa2174 -
    WA

  • Customer review stars 5 out of 5

    Great support provided!

    "The added review and assistance from a CPA was super helpful! They reviewed and answered all uncertainty I had with a few portions of
    my return."

    JT1284 -
    IL


*Actual customer testimonials. Photos are illustrative only.

View all product reviews

Features Reviews Tax Forms Requirements

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.

  • Full Service optional upgrade

    Have a dedicated tax expert 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)

TurboTaxTurboTax Customer Ratings & Reviews
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Select all that apply to find reviewers similar to you.
Own a business
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Rated 5 out of 5 by from Awesome job Thank you turbo tax. DefiaNtly would recommend you too friends
Date published: 2022-05-21
Rated 5 out of 5 by from Awesome Good. We'll see how it goes. Looks good so far . Way to go TurboTax
Date published: 2022-05-20
Rated 5 out of 5 by from Turbo Tax is really cool It was fantastic, for me to do my taxes alone for the first time, everything was very understandable and the guidance I had from your representative was excellent.
Date published: 2022-05-20
Rated 5 out of 5 by from Great help Any time I need help it was fast to the point and extremely efficient
Date published: 2022-05-19
Rated 5 out of 5 by from Easy and very very helpful Very helpful and knowledgeable easy to contact and get matters handled
Date published: 2022-05-18
Rated 5 out of 5 by from Turbo tax experts very helpful Turbotax live expert, kyle, was very helpful and patient when there were many issues on my side when trying to fix problem, would love to have help from him again if i needed it
Date published: 2022-05-17
Rated 5 out of 5 by from Great place to go to TurboTax did a great job for me I wouldn't recommend no one else besides them
Date published: 2022-05-17
Rated 5 out of 5 by from Awesome and easy to use It quickly and straight to the point explained things so I was able to file and glide right through the process!
Date published: 2022-05-15
Rated 4 out of 5 by from Great!!!!! Tedious but fruitful!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Date published: 2022-05-15
Rated 5 out of 5 by from Easy to Navigate and Understand. I like being able to do on my own what I had been going to H&R Block to do. Turbo Tax not only gives me the ability to do my taxes at home, but also I don't have to make an appointment or wait in a line.
Date published: 2022-05-15
TurboTax® Live Basic Reviews - Page 2
TurboTaxTurboTax Customer Ratings & Reviews
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 Awesome job Thank you turbo tax. DefiaNtly would recommend you too friends
Date published: 2022-05-21
Rated 5 out of 5 by from Awesome Good. We'll see how it goes. Looks good so far . Way to go TurboTax
Date published: 2022-05-20
Rated 5 out of 5 by from Turbo Tax is really cool It was fantastic, for me to do my taxes alone for the first time, everything was very understandable and the guidance I had from your representative was excellent.
Date published: 2022-05-20
Rated 5 out of 5 by from Great help Any time I need help it was fast to the point and extremely efficient
Date published: 2022-05-19
Rated 5 out of 5 by from Easy and very very helpful Very helpful and knowledgeable easy to contact and get matters handled
Date published: 2022-05-18
Rated 5 out of 5 by from Turbo tax experts very helpful Turbotax live expert, kyle, was very helpful and patient when there were many issues on my side when trying to fix problem, would love to have help from him again if i needed it
Date published: 2022-05-17
Rated 5 out of 5 by from Great place to go to TurboTax did a great job for me I wouldn't recommend no one else besides them
Date published: 2022-05-17
Rated 5 out of 5 by from Awesome and easy to use It quickly and straight to the point explained things so I was able to file and glide right through the process!
Date published: 2022-05-15
Rated 4 out of 5 by from Great!!!!! Tedious but fruitful!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Date published: 2022-05-15
Rated 5 out of 5 by from Easy to Navigate and Understand. I like being able to do on my own what I had been going to H&R Block to do. Turbo Tax not only gives me the ability to do my taxes at home, but also I don't have to make an appointment or wait in a line.
Date published: 2022-05-15
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
Schedule EICEarned Income Credit
Schedule 1Additional Income and Adjustments to Income
Schedule 2Additional Taxes
Schedule 3Additional Credits and Payments
Schedule AItemized Deductions
Schedule BInterest and Dividend Income
Schedule CProfit or Loss from Business (Income)
Schedule SESelf-Employment Tax
Schedule DCapital Gains and Losses
Schedule ESupplemental Income and Loss, including rental property
Schedule CProfit 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 1098-EStudent Loan Interest Statement
Form 1099-DIVDividends and Distributions
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
Schedule LEPRequest for Change in Language Preference
Commonly Filed Tax Forms and Schedules (new forms for 2021)
Form 1098Mortgage Interest Statement
Form 1098-CContributions of Motor Vehicles, Boats and Airplanes
Form 1098-TTuition Statement
Form 1099-AAcquisition or Abandonment of Secured Property
Form 1099-CCancellation of Debt
Form 1099-GUnemployment Income and other government payments
Form 1099-KPayment Card and Third Party Network Transactions
Form 1099-MISCMiscellaneous Income
Form 1099-NECNon-Employment Compensation
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 8885Health Coverage Tax Credit
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 8994Employer Credit for Paid Family and Medical Leave
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.
Schedules K-3 (Form 1065)Partner's Share of Income, Deductions, Credits, etc.-International
Schedules K-3 (Form 1120S)Shareholder's Share of Income, Credits, etc-International
Form 8829Expenses for Business Use of Your Home
Form 8881Credit for Small Employer Pension Plan Startup Costs
Form 8941Credit for Small Employer Health Insurance Premiums
Schedule FProfit or Loss from Farming
Schedule JIncome Averaging for Farmers and Fishermen
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 11 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.

How do I know my TurboTax Live experts are qualified?

Our team of tax experts has an average of 11 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 MAX Defend
& Restore.

Get your maximum tax
refund — guaranteed

  • Maximum refund guarantee

    We search hundreds of
    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

    100% Accurate Expert
    Approved Guarantee

    If you pay an IRS or state penalty (or interest) because of an error that a TurboTax expert 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 Guarantee

    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?

$79* Federal
State additional
Start for free
Pay only when you file