TurboTax Live Basic
Simple tax situations
with final review from a real CPA or EA
$79.99* Federal
Talk live to a CPA or EA onscreen
Expertos que hablan Español están disponibles
Why use TurboTax Live Basic?
-
Easy, personalized
questions guide you -
Get a jumpstart by
uploading your W-2 -
Live onscreen tax advice
from a CPA or EA -
All advice or reviews from
CPAs and EAs
are guaranteed -
Unlimited year-round
tax advice, on demand
Real CPAs and EAs help you file
with 100% confidence
All advice or reviews are guaranteed
1. IT'S EASY TO GET YOUR TAXES DONE RIGHT
Just answer simple questions about your life—we do all the math for you. If you're looking for additional guidance, a tax expert is there when you need them.
2. WITH A CPA IN YOUR CORNER YOU'LL NEVER GET STUCK
Get unlimited advice from a tax expert—just click to talk with a CPA or EA on demand. We’ll give you the tax guidance you need, as often as you need it to file with total confidence.
3. FINAL CPA OR EA 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.
Real CPAs review your return.
Guaranteed done right.
TurboTax Live CPAs and EAs provide personalized answers to your tax questions, on demand. You'll get unlimited access to tax experts with an average 15 years of experience. Your CPA or EA can review your return line by line, sign it, and guarantee
it’s done right.
TurboTax Live Basic features
-
Talk to real CPAs or EAs on demand
Simply click to connect when you need advice from a tax expert. Stay home and talk live to a CPA or EA for tax advice on demand.
-
Unlimited tax help and advice all year
We'll help you get the best outcome possible. There are tax experts online year-round, so you're never alone.
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Final review of your tax return
Our CPAs and EAs can review your return line by line, sign it, and guarantee it's done right. You'll love the convenience of online tax assistance.
-
We've got you covered for tax reform
When tax laws change we're on top of it. You get the tax help you need from TurboTax online tax advisors, and your return includes the latest tax forms.
-
Complex life, simplified taxes
Our tax experts can guide you through life changes and their impact on your taxes, so you get every tax deduction and credit you deserve.
-
Get the green light to file
Be 100% confident your taxes are done right. CompleteCheck™ reviews your return automatically, and our CPAs or EAs can perform a live tax review before you file.
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Automatic import of your W-2 info
Import your W-2 from over 1 million companies or snap a photo. Either way, get a big jumpstart on your taxes.
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One-on-one product support, on demand
Our TurboTax product specialists will provide customized answers to your questions and guide you by drawing on your screen*.
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50% done in a click
As a returning customer we'll automatically transfer last year's information to save you time and help ensure the accuracy of your return.
-
Get tax credits for your dependents
We'll show you who qualifies as your dependent, and find tax-saving credits like the Earned Income Tax Credit (EIC) and child tax credit.
-
It's easy to switch
Save time, easily import a PDF of last year's tax return from another tax software.
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Taxes are no longer a mystery
You'll see updates to your tax refund (or taxes due) as you go, with personalized insights from ExplainWhy™. You can talk to a CPA online if you have questions.
-
Get your fastest possible tax refund
e-File your federal and state tax return with direct deposit, so you can get your fastest tax refund possible.
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Anytime, anywhere
Get tax help online anytime, anywhere—no appointment necessary. Seamlessly switch between devices and securely pick up right where you left off.
-
Better understand your true financial health
Your credit score alone isn't enough—get the three numbers that matter most to lenders so you can better understand your true financial health with TurboSM
-
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 (state is additional).
Reviews from TurboTax Live Basic users
Rated 5 out of
5
by
dee4960 from
extra help!
I was so thankful for the online help d/t change in my marital status! everyone was very helpful and provided me as much time as needed to understand everything and get my refund done correctly!
Date published: 2019-04-15
Rated 5 out of
5
by
Zif9 from
Save me 1t my refund
It was clear and easy . The staff readily helpful. Thank you so much I didn't think I could do it. Thank you so much for your understanding and patient.
Date published: 2019-04-15
Rated 5 out of
5
by
SusanS1948 from
Calmed this persistent procrastinator!
Loved my cpa. Totally worth the upgrade to $159 and $200 cheaper than using a CPA although earlier returns were more complex. She was calm and helped me walk through what I needed. Hope I can save my files for next year.
Date published: 2019-04-15
Rated 4 out of
5
by
KimberlyRN from
Use it every year!
I have used TurboTax for quite a few years because of it's ease of use and filing. I also like that I have access to my refund info all year long just by logging in - instead of having to keep up with paperwork...
Date published: 2019-04-15
Rated 5 out of
5
by
Middleclass19 from
Searched hard for us!
Have been using Turbo Tax now for several years and have been very pleased! They work hard to ensure everything has been thoroughly gone through and all deductions that apply have been utilized.
Date published: 2019-04-14
Rated 4 out of
5
by
Jaal13 from
Excellent Service
Scheduling took a day but that had more to do filing so close to the deadline. Other than that personnel was very helpful and answered all my questions.
Date published: 2019-04-14
Rated 5 out of
5
by
beebutch from
Rocked my Refund
The live chat was VERY Helpful.
Date published: 2019-04-13
Rated 5 out of
5
by
tinkertimmy from
Nothing better out there!
Date published: 2019-04-12
Minimum requirements for your computer
Recommended Minimum Computer Hardware
- Processor: Core Duo or higher
- Tablets: iPad(3rd Gen) or Android equivalent
- Mobile Phone: iPhone 5 or Android equivalent
- RAM: 1 GB
- Monitor: 1024x768 or higher screen resolution
- Internet Connection Speed: High-Speed Connection
Minimum Operating Systems and Browsers
Windows
Windows 10.x
- Firefox 40.x
- Chrome 40.x
- Edge
- Explorer 11.x
- Opera 36.x
Windows 8.1
- Firefox 40.x
- Chrome 40.x
- Explorer 11.x
- Opera 36.x
Windows 8
- Firefox 40.x
- Chrome 40.x
- Explorer 11.x
- Opera 36.x
Windows 7
- Firefox 40.x
- Chrome 40.x
- Explorer 11.x
- Opera 36.x
Windows Vista
- Firefox 40.x
- Chrome 40.x
- Opera 36.x
Windows XP SP2
- Firefox 40.x
- Chrome 40.x
- Opera 36.x
Mac
Mac OS X 10.14.x (Mojave)
- Firefox 40.x
- Safari 12.x
- Chrome 40.x
- Opera 36.x
Mac OS X 10.13.x (High Sierra)
- Firefox 40.x
- Safari 11.x
- Chrome 40.x
- Opera 36.x
Mac OS X 10.12.x (Sierra)
- Firefox 40.x
- Safari 10.x
- Chrome 40.x
- Opera 36.x
Mac OS X 10.11.x (El Capitan)
- Firefox 40.x
- Safari 9.x
- Chrome 40.x
- Opera 36.x
Mac OS X 10.10.x (Yosemite)
- Firefox 40.x
- Safari 8.x
- Chrome 40.x
- Opera 36.x
Mac OS X 10.9.x (Mavericks)
- Firefox 40.x
- Safari 8.x
- Chrome 40.x
- Opera 36.x
Mac OS X 10.8.x (Mountain Lion)
- Firefox 40.x
- Chrome 40.x
- Opera 36.x
Mac OS X 10.7.x (Lion)
- Firefox 40.x
- Chrome 40.x
- Opera 36.x
Mac OS X 10.6.x (Snow Leopard)
- Firefox 40.x
- Chrome 40.x
- Opera 36.x
Mobile / Other
iOS 9.x
- Safari
Android 4.x
- Chrome default browser
Kindle Fire
- Silk
Chromebook
- Chrome
Tax Forms included with TurboTax Online products
- Free Edition
—
Basic Live - Deluxe
—
Deluxe Live - Premier
—
Premier Live - Self-Employed
—
Self-Employed Live
| Commonly Filed Tax Forms and Schedules | Free Edition — Basic Live |
Deluxe — Deluxe Live |
Premier — Premier Live |
Self-Employed — Self-Employed Live |
|
|---|---|---|---|---|---|
| 1040 | U.S. Individual Income Tax Return | checked | checked | checked | checked |
| Schedule 1 | Additional Income and Adjustments to Income | not checked | checked | checked | checked |
| Schedule 2 | Tax | not checked | checked | checked | checked |
| Schedule 3 | Non-refundable Credits | not checked | checked | checked | checked |
| Schedule 4 | Other Taxes | not checked | checked | checked | checked |
| Schedule 5 | Other Payments and Refundable Credits | not checked | checked | checked | checked |
| Schedule 6 | Foreign Address and Third Party Designee | not checked | checked | checked | checked |
| Schedule A | Itemized Deductions | not checked | checked | checked | checked |
| Schedule B | Interest and Dividend Income | not checked | checked | checked | checked |
| Schedule C/C-EZ | Profit or Loss from Business (Expenses) | not checked | not checked | not checked | checked |
| Schedule D | Capital Gains and Losses | not checked | not checked | checked | checked |
| Schedule E | Supplemental Income and Loss, including rental property | not checked | not checked | checked | checked |
| Schedule EIC | Earned Income Credit | checked | checked | checked | checked |
| Schedule SE | Self-Employment Tax | not checked | checked | checked | checked |
| Schedule C/C-EZ | Profit or Loss from Business (Income) | not checked | checked | checked | checked |
| Other Tax Forms and Schedules | Free Edition — Basic Live |
Deluxe — Deluxe Live |
Premier — Premier Live |
Self-Employed — Self-Employed Live |
|
|---|---|---|---|---|---|
| Form 982 | Reduction of Tax Attributes Due to Discharge of Indebtedness | not checked | checked | checked | checked |
| Form 1040-ES | Estimated Tax for Individuals | checked | checked | checked | checked |
| Form 1040-NR | Non-Resident Aliens (includes international students) | not checked | not checked | not checked | not checked |
| Form 1040-V | Payment Vouchers | checked | checked | checked | checked |
| Form 1040X | Amended U.S. Individual Income Tax Return | checked | checked | checked | checked |
| Form 1095-A | Health Insurance Marketplace Statement | checked | checked | checked | checked |
| Form 1098 | Mortgage Interest Statement | not checked | checked | checked | checked |
| Form 1098-C | Contributions of Motor Vehicles, Boats and Airplanes | not checked | checked | checked | checked |
| Form 1098-E | Student Loan Interest Statement | not checked | checked | checked | checked |
| Form 1098-T | Tuition Statement | not checked | checked | checked | checked |
| Form 1099-A | Acquisition or Abandonment of Secured Property | not checked | checked | checked | checked |
| Form 1099-B | Proceeds from Broker Transactions | not checked | not checked | checked | checked |
| Form 1099-C | Cancellation of Debt | not checked | checked | checked | checked |
| Form 1099-DIV | Dividends and Distributions | checked | checked | checked | checked |
| Form 1099-G | Certain Government Payments | not checked | checked | checked | checked |
| Form 1099-INT | Interest Income | checked | checked | checked | checked |
| Form 1099-K | Payment Card and Third Party Network Transactions | not checked | checked | checked | checked |
| Form 1099-MISC | Miscellaneous Income | not checked | checked | checked | checked |
| Form 1099-OID | Original Issue Discount | checked | checked | checked | checked |
| Form 1099-Q | Payments From Qualified Education Programs | not checked | checked | checked | checked |
| Form 1099-R | Distributions From Pensions, Annuities, Retirement, etc. | checked | checked | checked | checked |
| Form 1099-SA | Distributions from an HSA, Archer MSA, or Medicare Advantage MSA | not checked | checked | checked | checked |
| Form 1116/AMT | AMT Foreign Tax Credit/Foreign Tax Credit | not checked | checked | checked | checked |
| Form 1310 | Statement of Person Claiming Refund Due a Deceased Taxpayer | checked | checked | checked | checked |
| Form 2106 | Employee Business Expenses | not checked | checked | checked | checked |
| Form 2120 | Multiple Support Declaration | checked | checked | checked | checked |
| Form 2210-F | Underpayment of Estimated Tax by Farmers and Fishermen | not checked | not checked | checked | checked |
| Form 2210/2210AI | Underpayment of Tax/Annualized Income | checked | checked | checked | checked |
| Form 2439 | Notice to Shareholder of Undistributed Long-Term Capital Gains | not checked | not checked | checked | checked |
| Form 2441 | Child and Dependent Care Expenses | not checked | checked | checked | checked |
| Form 2555 | Foreign Earned Income | not checked | checked | checked | checked |
| Form 3468 | Investment Credit | not checked | not checked | checked | checked |
| Form 3800 | General Business Credit | not checked | not checked | checked | checked |
| Form 3903 | Moving Expenses | not checked | checked | checked | checked |
| Form 4136 | Credit for Federal Tax Paid on Fuels | not checked | not checked | checked | checked |
| Form 4137 | Tax on Unreported Tip Income | not checked | checked | checked | checked |
| Form 4255 | Recapture of Investment Credit | not checked | not checked | checked | checked |
| Form 4506 | Request for Copy of Tax Form | checked | checked | checked | checked |
| Form 4562 | Depreciation and Amortization | not checked | checked | checked | checked |
| Form 4684 | Casualties and Theft | not checked | checked | checked | checked |
| Form 4797 | Sales of Business Property | not checked | not checked | checked | checked |
| Form 4835 | Farm Rental Income and Expenses | not checked | not checked | checked | checked |
| Form 4852 | Substitute for Form W-2 or 1099-R | checked | checked | checked | checked |
| Form 4868 | Application for Automatic Extension of Time to File | checked | checked | checked | checked |
| Form 4952/AMT | AMT Investment Interest Expense Deduction/Investment Interest Expense Deduction | not checked | checked | checked | checked |
| Form 4972 | Tax on Lump-Sum Distributions | not checked | checked | checked | checked |
| Form 5329 | Additional Taxes on Qualified Plans (including IRAs) | not checked | checked | checked | checked |
| Form 5405 | First-Time Homebuyer Credit and Repayment of the Credit | not checked | checked | checked | checked |
| Form 5695 | Residential Energy Credits | not checked | checked | checked | checked |
| Form 6198 | At-Risk Limitations | not checked | not checked | checked | checked |
| Form 6251 | Alternative Minimum Tax | not checked | checked | checked | checked |
| Form 6252 | Installment Sale Income | not checked | not checked | checked | checked |
| Form 6781 | Gains/Losses from Section 1256 Contracts and Straddles | not checked | not checked | checked | checked |
| Form 8283 | Non-cash Charitable Contributions | not checked | checked | checked | checked |
| Form 8332 | Release of Claim to Exemption for Child of Divorced or Separated Parents | checked | checked | checked | checked |
| Form 8379 | Injured Spouse Allocation | checked | checked | checked | checked |
| Form 8396 | Mortgage Interest Credit | not checked | checked | checked | checked |
| Form 8453 | U.S. Individual Income Tax Transmittal for an IRS E-File Return | checked | checked | checked | checked |
| Form 8582/AMT/CR | Passive Activity Loss Limitations/AMT/Credit Limitations | not checked | checked | checked | checked |
| Form 8586 | Low-Income Housing Credit | not checked | not checked | checked | checked |
| Form 8606 | Nondeductible IRAs | not checked | checked | checked | checked |
| Form 8615 | Tax for Certain Children who have Unearned Income | not checked | checked | checked | checked |
| Form 8801 | Credit for Prior Year Minimum Tax | not checked | checked | checked | checked |
| Form 8814 | Parents' Election To Report Child's Interest and Dividends | not checked | checked | checked | checked |
| Form 8815 | Exclusion of Interest from Series EE and I U.S. Savings Bonds | not checked | checked | checked | checked |
| Form 8822 | Change of Address | checked | checked | checked | checked |
| Form 8824 | Like-Kind Exchange | not checked | not checked | checked | checked |
| Form 8829 | Expenses for Business Use of Your Home | not checked | not checked | not checked | checked |
| Form 8834 | Qualified Electric Vehicle Credit | not checked | checked | checked | checked |
| Form 8839 | Qualified Adoption Expenses | not checked | checked | checked | checked |
| Form 8853 | Archer MSAs and Long-Term Care Insurance Contracts | not checked | checked | checked | checked |
| Form 8857 | Request for Innocent Spouse Relief | checked | checked | checked | checked |
| Form 8859 | Carryforward of D.C. First-Time Homebuyer Credit | not checked | checked | checked | checked |
| Form 8862 | Information to Claim Certain Refundable Credits After Disallowance | checked | checked | checked | checked |
| Form 8863 | Education Credits | checked | checked | checked | checked |
| Form 8880 | Credit for Qualified Retirement Savings Contributions | not checked | checked | checked | checked |
| Form 8881 | Credit for Small Employer Pension Plan Startup Costs | not checked | not checked | not checked | checked |
| Form 8885 | Health Coverage Tax Credit | not checked | not checked | not checked | checked |
| Form 8888 | Direct Deposit of Refund | checked | checked | checked | checked |
| Form 8889 | Health Savings Account | not checked | checked | checked | checked |
| Form 8910 | Alternative Motor Vehicle Credit | not checked | checked | checked | checked |
| Form 8911 | Alternative Fuel Vehicle Refueling Property Credit | not checked | checked | checked | checked |
| Form 8917 | Tuition and Fees Deduction ***Form 8917 expired at the end of 2017, but may be extended by late legislation. |
checked | checked | checked | checked |
| Form 8919 | Uncollected Social Security and Medicare Tax on Wages | not checked | checked | checked | checked |
| Form 8936 | Qualified Plug-in Electric Drive Motor Vehicle Credit | not checked | checked | checked | checked |
| Form 8938 | Statement of Specified Foreign Financial Assets | not checked | checked | checked | checked |
| Form 8941 | Credit for Small Employer Health Insurance Premiums | not checked | not checked | not checked | checked |
| Form 8949 | Sales and Other Dispositions of Capital Assets | not checked | not checked | checked | checked |
| Form 8958 | Allocation of Community Property Amounts | not checked | checked | checked | checked |
| Form 8959 | Additional Medicare Tax | not checked | checked | checked | checked |
| Form 8960 | Net Investment Income Tax | not checked | checked | checked | checked |
| Form 8962 | Premium Tax Credit | not checked | checked | checked | checked |
| Form 8965 | Health Coverage Exemptions | not checked | checked | checked | checked |
| Form 9465 | Installment Agreement Request | checked | checked | checked | checked |
| Form 14039 | Identity Theft Affidavit | checked | checked | checked | checked |
| Form SS-4 | Application for Employer Identification Number | not checked | checked | checked | checked |
| Form W-2 | Wages and Tax Statement | checked | checked | checked | checked |
| Form W-2G | Certain Gambling Winnings | not checked | checked | checked | checked |
| Form W-4 | Employee's Withholding Allowance Certificate | checked | checked | checked | checked |
| Schedule 8812 | Additional Child Tax Credit | checked | checked | checked | checked |
| Schedule F | Profit or Loss from Farming | not checked | not checked | not checked | checked |
| Schedule H | Household Employment Taxes | not checked | checked | checked | checked |
| Schedule J | Income Averaging for Farmers and Fishermen | not checked | not checked | not checked | checked |
| Schedule R | Credit for Elderly or Disabled | not checked | checked | checked | checked |
| Schedules K-1 (Form 1041) | Estates and Trusts | not checked | not checked | checked | checked |
| Schedules K-1 (Form 1065) | Partner's Share of Income, Credits, Deductions | not checked | not checked | checked | checked |
| Schedules K-1 (Form 1120S) | Shareholder's Share of Income, Credits, etc | not checked | not checked | checked | checked |
| Form 8915B | Qualified 2017 Disaster Retirement Plan Distribution and Repayments | not checked | checked | checked | checked |
| Form 8915A | Qualified 2017 Disaster Retirement Plan Distribution and Repayments | not checked | checked | checked | checked |
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** Some rare forms are not supported in TurboTax Live, such as Foreign Earned Income. Your tax expert will notify you if this applies to your return.
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* Important Offer Details and Disclosures
TURBOTAX ONLINE/MOBILE
- Try for Free/Pay When You File:TurboTax online and mobile pricing is based on your tax situation and varies by product. $0 federal (for simple tax returns) + $0 state + $0 to file offer only available with TurboTax Free Edition; offer may change or end at any time without notice. Actual prices are determined at the time of print or e-file and are subject to change without notice. Savings and price comparisons based on anticipated price increase. Special discount offers may not be valid for mobile in-app purchases.
- QuickBooks Self-Employed Offer with TurboTax Self-Employed and TurboTax Live Self-Employed: To receive your complimentary subscription to QuickBooks Self-Employed through 4/30/20, you must pay for your 2018 TurboTax Self-Employed or TurboTax Live Self-Employed return by 4/15/19 and sign-in and access your QuickBooks Self-Employed account via mobile app or at https://selfemployed.intuit.com/turbotax at least twice by 7/15/19. You will have the option of renewing your QuickBooks Self-Employed subscription by 4/30/20 for another year at the then-current subscription rate. You may cancel your subscription at any time from within the QuickBooks Self-Employed billing section. See QuickBooks.com for price comparison. Offer not valid for existing QuickBooks Self-Employed subscribers already on a payment plan.
- Pays for itself (TurboTax Self-Employed): Estimates based on deductible business expenses calculated at the self-employment tax income rate (15.3%) for tax year 2018. Actual results will vary based on your tax situation.
- Anytime, anywhere: Internet access required; standard data rates apply to download and use mobile app.
- Fastest refund possible: Fastest tax refund with e-file and direct deposit; tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.
- Pay for TurboTax out of your federal refund: A $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice.
- TurboTax Help and Support: Access to a TurboTax specialist is included with TurboTax Deluxe, Premier, Self-Employed and TurboTax Live; not included with Free Edition (but is available as an upgrade). TurboTax specialists are available to provide general customer help and support using the TurboTax product. SmartLook on-screen help is available on a PC, laptop or the TurboTax mobile app. Service, area of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice.
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