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TurboTax / Personal Taxes / TurboTax Live Basic
TurboTax Live Basic
File your simple tax return with unlimited
tax advice and a final review from real
CPAs or EAs.
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 CPAs and EAs for unlimited tax advice, answers, and a final review to
make
sure your taxes are
done right with every dollar you
deserve, guaranteed.
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Easy, personalized questions to
guide you -
Ideal for W-2 income
and dependents -
Talk live to CPAs and EAs on demand
Ayuda disponible
en Español -
Get unlimited, year-round tax advice
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Get a line-by-line review of your return
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Get 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 click the “Live Help” button to talk or chat with
a CPA or EA.
2. YOU'RE NEVER ALONE WITH A CPA IN
YOUR CORNER
Our CPAs and EAs are there
whenever you need them,
including
nights and weekends. Get unlimited tax
advice and answers as
you do your taxes.
3. A FINAL REVIEW BEFORE YOU FILE
Our CPAs and EAs can review, sign and guarantee
your return, so you can be confident that your unique
tax situation is handled right.
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What customers are saying
about TurboTax Live Basic
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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 -
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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 -
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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
All TurboTax Live Basic features
For simple tax situations
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Tax credits for
your dependentsOur CPAs and EAs 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.
![Tax credits for <br class="cgmt-visible-md" />your dependents]()
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Simplified taxes for
any situationWe ask you simple questions, personalized to your situation. And if you ever need expert guidance, a CPA or EA is there
to help.![Simplified taxes for <br class="cgmt-visible-md"/>any situation]()
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50% done in a click
If you’re a returning TurboTax customer, we’ll transfer last year’s information automatically to save you time.
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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.
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Big life changes? We can help.
Change jobs? Purchase a home, get married, or have a child? A CPA or EA can advise you on how these common life changes can impact your taxes.
Help & support
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Unlimited expert
tax adviceA TurboTax CPA or EA is only a click away. Choose “Live
Help” to connect and share your screen with a tax expert,
who will guide you through all your questions and review
your return when you’re ready
to file.![Unlimited expert <br class="cgmt-visible-md"/>tax advice]()
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Product support
Our TurboTax product specialists will provide customized answers to your questions and guide you by drawing on your screen.*
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Expert Review
Be 100% confident—we can review your return
line-by-line, sign and
file for you. -
Community support
Unlimited access to the helpful TurboTax community if you
have questions.![Community support]()
All TurboTax products are easy to use & guaranteed accurate
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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.![Anytime, anywhere]()
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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 formsWe 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.![Automatically add your <br class="cgmt-visible-md cgmt-visible-xs" />tax forms]()
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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)
Minimum Operating Systems and Browsers
Windows
Windows
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Windows 10.x
- Firefox 65.x
- Edge 15
- Chrome 73.x
- Opera 58.x
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Windows 8.1
- Firefox 65.x
- Edge 15
- Chrome 73.x
- Opera 58.x
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Windows 8
- Firefox 65.x
- Edge 15
- Chrome 73.x
- Opera 58.x
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Windows 7
- Firefox 65.x
- Edge 15
- Chrome 73.x
- Opera 58.x
Mac
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Mac OS X 10.15.x (Catalina)
- Firefox 65.x
- Edge 15
- Safari 13.x
- Chrome 73.x
- Opera 58.x
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Mac OS X 10.14.x (Mojave)
- Firefox 65.x
- Edge 15
- Safari 13.x
- Chrome 73.x
- Opera 58.x
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Mac OS X 10.13.x (High Sierra)
- Firefox 65.x
- Edge 15
- Safari 13.x
- Chrome 73.x
- Opera 58.x
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Mac OS X 10.12.x (Sierra)
- Firefox 65.x
- Edge 15
- Safari 12.x
- Chrome 73.x
- Opera 58.x
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Mac OS X 10.11.x (El Capitan)
- Firefox 65.x
- Edge 15
- Safari 11.x
- Chrome 73.x
- Opera 58.x
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Mac OS X 10.10.x (Yosemite)
- Firefox 65.x
- Edge 15
- Safari 10.x
- Chrome 73.x
- Opera 58.x
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Mac OS X 10.9.x (Mavericks)
- Firefox 65.x
Mobile / Other
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iOS 11.x
- Safari
- Chrome
- Firefox
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Android 5.x
- Chromium default browser
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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. Learn more about importing into TurboTax.
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?
Because you’re with TurboTax Live, you’ve got access to CPAs and EAs with an average of 15 years experience preparing tax returns. It’s like bringing the tax store to your home computer.
Not only that, TurboTax 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.)
What do the CPA and EA
certifications mean?
certifications mean?
A CPA is a Certified Public Accountant. They’re licensed to provide accounting services to the public only after completing the appropriate education, experience, and testing. CPAs maintain their certification through ongoing education.
An EA is an Enrolled Agent. EAs are certified to represent taxpayers before the IRS. They have passed rigorous exams, and must complete ongoing education to maintain their EA certification. This is the highest status the IRS awards.
Simply select “Live Help” and you’ll be connected with a certified CPA or EA. 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.
Unsure 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
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We search over 400
tax deductionsWe find every tax deduction and credit you qualify for to get you the biggest tax
refund, guaranteed. -
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100% Accurate Expert Approved Guarantee
If you pay an IRS or state penalty
(or interest) because of an error that
a TurboTax CPA, EA, 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. -
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100% accurate calculations
Our calculations are 100% accurate so your taxes will be done right, guaranteed, or we’ll pay you any
IRS penalties.
