TurboTax Live Assisted I Basic

For simple tax returns only.
See if you qualify
Get unlimited advice from tax experts as you file.

$99* Federal
State additional
Start for free
Pay only when you file
Laptop displaying the “Are you head of household?” screen in TurboTax with live tax expert Donna waving on-screen. Donna has 30 years of experience.

Get expert help with TurboTax Live Assisted Basic

Our tax experts answer your questions as you go and review your return before you file so you get every dollar you deserve, guaranteed.

Ayuda disponible en español

  • Connect with live tax
    experts on demand

  • Covers dependents and
    the Child Tax Credit

  • Expert does final
    review before you file

  • Get unlimited,
    year-round
    tax advice

View all product features

  • Taxes done right, with experts by your side

Tax expert Kitty is smiling and ready to help. She has 33 years of experience.

Steps 1 through 4
Connect with live tax experts on demand while you do taxes.
Our experts help you complete your taxes, fix any mistakes, and explain what’s next.
A tax expert will review your return before you file so you can be confident it’s done right.
We’re so sure you’ll get your maximum refund or biggest tax savings, we guarantee it.


Start for free
Pay only when you file

For simple tax returns only. See if you qualify

  • What customers are saying about TurboTax Live Assisted Basic

  • Customer review 5 out of 5

    Quick, easy, and accurate

    "The live CPA assistance was incredible. She was helpful even though my tax situation was odd and provided information with links. I will definitely use TurboTax year after year!"

    Tabbycat1123, Colorado
    2023 Live Assisted Basic
  • Customer review 5 out of 5

    Always a great experience

    "Every year I file with TurboTax and the process is always straightforward. If I need help they have a live chat feature to talk with a CPA. I will never use any other tax service again."

    sammayg, Indiana
    2023 Live Assisted Basic
  • Customer review 5 out of 5

    Awesome first time experience

    "I had an awesome experience for my first time filing taxes solo. TurboTax Live Assisted really guided me step by step and help me understand any questions I had. It was such a nice confidence booster to have someone guide me along the way."

    Michelleavre, Florida
    2023 Live Assisted Basic

*Actual customer testimonials.

View all product reviews

Features Reviews Tax Forms Requirements

TurboTax Live Assisted Basic features

For simple tax situations

  • Get every dollar you deserve

    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.

  • File on the go

    We save your info automatically so you can switch devices and pick up right where you left off. You can even file your taxes entirely from your phone with our mobile app.

  • 50% done in a click

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

  • Final expert review

    Get an expert final review of your tax return before you file to make sure your taxes get done right.

  • 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

  • Community help

    Get unlimited access to the helpful TurboTax community if you have questions about doing your taxes.

  • Don’t want to do your own taxes?

    Choose TurboTax Live Full Service Basic and let a tax expert do taxes for you, start to finish. Get matched with an expert who understands your unique situation, provides insight and advice, and gets you the best outcome.

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 null null
Date published: 2023-09-26
Rated 5 out of 5 by from great real fast to use and very easy to use-will use again next year
Date published: 2023-09-23
Rated 5 out of 5 by from they are great fast helpful an easy to use will use again and recommend to others
Date published: 2023-09-21
Rated 4 out of 5 by from very good it was hard at times but good over all it is nice to be able to do your tx at home
Date published: 2023-09-21
Rated 5 out of 5 by from Thanks!! This was easier than I thought it'd be. Was very easy...much easier than i thought it'd be.
Date published: 2023-09-19
Rated 5 out of 5 by from Sabrina was Amazing! With an internally capital A Thank you so much Sabrina! She helped me quickly; after calling multiple times
Date published: 2023-09-18
Rated 5 out of 5 by from Excellent Customer Service The CPA Mike provided excellent assistance with me to file my taxes.
Date published: 2023-09-11
Rated 1 out of 5 by from Free product is buried! Your unfair business practices continue even though you were sued and fined for doing such. I clicked on a link from an email to log into my account to file my taxes and after entering my info (2 hours later) I was made aware the filing fees were $153. I contacted a rep in chat and was told I had to delete everything I had entered and start over again in the free product. You have to be fully aware that is done to sway someone to just go ahead and pay your fees! I had to so, because I was in a time crunch. I would like the $153 credited. I asked the chat rep what your escalation path was and he sent me a link to Turbo Tax Wikipedia???? How was that helpful??? I want a response with a REAL escalation path for a complaint.
Date published: 2023-09-06
Rated 5 out of 5 by from The customer service representative was amazing The customer service representative I had was amazing, we was very helpful with my taxes and helping figure out the thing that needed to be done. If I ever had trouble again she would be the person I would want to talk to.
Date published: 2023-09-06
Rated 5 out of 5 by from awesome tax refund website Tubor tax website is user friendly, very easy to use
Date published: 2023-09-02
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 null null
Date published: 2023-09-26
Rated 5 out of 5 by from great real fast to use and very easy to use-will use again next year
Date published: 2023-09-23
Rated 5 out of 5 by from they are great fast helpful an easy to use will use again and recommend to others
Date published: 2023-09-21
Rated 4 out of 5 by from very good it was hard at times but good over all it is nice to be able to do your tx at home
Date published: 2023-09-21
Rated 5 out of 5 by from Thanks!! This was easier than I thought it'd be. Was very easy...much easier than i thought it'd be.
Date published: 2023-09-19
Rated 5 out of 5 by from Sabrina was Amazing! With an internally capital A Thank you so much Sabrina! She helped me quickly; after calling multiple times
Date published: 2023-09-18
Rated 5 out of 5 by from Excellent Customer Service The CPA Mike provided excellent assistance with me to file my taxes.
Date published: 2023-09-11
Rated 1 out of 5 by from Free product is buried! Your unfair business practices continue even though you were sued and fined for doing such. I clicked on a link from an email to log into my account to file my taxes and after entering my info (2 hours later) I was made aware the filing fees were $153. I contacted a rep in chat and was told I had to delete everything I had entered and start over again in the free product. You have to be fully aware that is done to sway someone to just go ahead and pay your fees! I had to so, because I was in a time crunch. I would like the $153 credited. I asked the chat rep what your escalation path was and he sent me a link to Turbo Tax Wikipedia???? How was that helpful??? I want a response with a REAL escalation path for a complaint.
Date published: 2023-09-06
Rated 5 out of 5 by from The customer service representative was amazing The customer service representative I had was amazing, we was very helpful with my taxes and helping figure out the thing that needed to be done. If I ever had trouble again she would be the person I would want to talk to.
Date published: 2023-09-06
Rated 5 out of 5 by from awesome tax refund website Tubor tax website is user friendly, very easy to use
Date published: 2023-09-02
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 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
Form 1099-KPayment Card and Third Party Network Transactions
Commonly Filed Tax Forms and Schedules (new forms for 2021)
Form 1098-EStudent Loan Interest Statement
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-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 8889Health Savings Account
Form 8910Alternative Motor Vehicle Credit
Form 8911Alternative Fuel Vehicle Refueling Property Credit
Form 8915FQualified 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
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
Mobile / Other

  • iOS 12.x

    • Safari
    • Chrome
    • Firefox

  • Android 7.x

    • Chromium default browser

  • Chromebook

    • Chrome

Your tax refund, your way

Get your refund as a check, direct deposit, or up to 5 days early* on a checking account with Credit Karma Money™. *Terms apply.

Learn more

Frequently asked questions


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.

With TurboTax Live Assisted, you can file confidently with experts by your side.

No matter how complex your tax situation, you can get advice from tax experts who can help you finish your taxes error-free, review your return at the end, and guarantee you’ll get every dollar you deserve.

Yes. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax experts. 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’ll find every tax deduction and credit you qualify for to boost your tax refund.

  • 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

    100% accurate calculations

    Our calculations are 100% accurate on your tax return, or we’ll pay any IRS penalties.

Ready to try TurboTax
Live Assisted Basic?

For simple tax returns only. See if you qualify

$99* Federal
State additional
Start for free
Pay only when you file