Live Assisted Premier Assisted I Premier

Get unlimited help and year-round advice on stocks, bonds, and crypto from tax experts.

(4.5/5 | 8959 reviews)
Star ratings are from 2022
Laptop displaying the “Did you sell stock?” screen in TurboTax with live tax expert Donna waving on-screen. Donna has 30 years of experience.

Get expert help with TurboTax Live
Assisted Premier

Our tax experts help you report your sales of stocks, bonds, and crypto and review your return at the end to make sure you get every dollar you deserve, guaranteed.

Ayuda disponible en español

  • 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.


  • What customers are saying
    about TurboTax Live Assisted Premier

*Actual customer testimonials.

View all product reviews

TurboTax Live Assisted Premier features

For investors & rental property managers
  • Easily import your investment info

    We can automatically import investment info from hundreds of participating financial institutions.

  • Accurate investment tax reporting

    We’ll help you report sales of stocks, crypto, bonds, and mutual funds. We’ll calculate capital gains/losses, too.

  • Bitcoin and other crypto are covered

    Sold crypto? We can handle it. We'll calculate your gains or losses and make sure they are reported accurately.

  • Robust investment reporting

    We can handle over 10,000 stock transactions and 4,000 crypto transactions, so you’re covered no matter how much you trade.

  • Great for rental property owners

    We make calculating and reporting rental depreciation simple.

  • Employee stock plan support

    Bought or sold employee stock? Easily determine your correct basis for stocks purchased and more.

  • Personalized tips and year-round guidance

    Get one-on-one expert advice all year long so you can get the best tax outcome, even in the most complex investment scenarios.

  • Uncover every credit and deduction

    We search for 450+ credits and deductions like charitable contributions, mortgage interest, property taxes, and the Child Tax Credit.

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 Premier 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.

Narrow your results
Select all that apply to find reviewers similar to you.
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Rated 3 out of 5 by from Refund for Live Premier I have not used the Live option for filing my taxes. Can I get refund for this?
Date published: 2022-10-18
Rated 5 out of 5 by from TURBO TAX IS GREAT I HAVE BEEN USING TURBO TAX FOR MANY YEARS. IT MAKES THE PROCESS LESS COMPLICATED AND THE BEST PART IS - I DON'T NEED TO LEAVE HOME OR MAKE AN APPOINTMENT TO GET IT DONE!
Date published: 2022-10-18
Rated 4 out of 5 by from Easy and Great Setup I get the most information with Turbo Tax filing at home! I never feel as though someone is giving invalid information
Date published: 2022-10-18
Rated 2 out of 5 by from Just wanted the standard deduction If there could have been a way to take the standard deductions and move on. Did I really have to go through the deduction questions.
Date published: 2022-10-18
Rated 1 out of 5 by from Service sucks/ website sucks Totally blows, Zero support - Fees higher then a tax attorney plus website is a complete waste of time, Now I know why people hate the government
Date published: 2022-10-18
Rated 5 out of 5 by from I should not wait until last night to use TTAX I could do it with a few questions and saved money.
Date published: 2022-10-18
Rated 2 out of 5 by from Disappointed in 2021 Tax Preparation We have been using TurboTax for many many years. This year, it seems that there was a disconnect. It didn't seem like TurboTax knew that we were past customers and I was asked to enter information that they should have had. The other thing that happened is that every time I turned around, I was asked to upgrade or buy another product. Finally, the final and biggest problem was that it was very difficult to get help. The one time I scheduled help, I ended up educating the "helper" with what I needed help. Tonight, the last day to file after the 6 month extension, there was noone to help to answer what I really think was a simple question - yet CRITICAL - question. I am going to have our taxes professionally done next year. I think it will be cheaper and there will be a personal relationship.
Date published: 2022-10-18
Rated 5 out of 5 by from Easy Peasy Ive been using TurboTax since 2014 and it gets better each year. This is the first year I needed to use Live Premier with an Expert and it was like I was sitting in my tax accountant's office, but it was 9:40pm and I was already in my PJs! I had a few questions and the Tax Expert was able to quickly isolate the issue and get the situation remedied for me. I trust the guided process and Im very pleased with the results every year.
Date published: 2022-10-18
Rated 5 out of 5 by from Turbo Tax is user-friendly It's been a very long time since I used Turbo-Tax.. It was easier than I thought.
Date published: 2022-10-18
Rated 1 out of 5 by from Not helpful at all I pay for the premier service and had questions I needed help with. One of the tax experts I spoke to had to leave half way through our conversation because he had an appointment to do his official review with turbotax..(seems like customer service would be key to the review).the other couldn't answer my question...both of these after long wait times. Unfortunately do to customer service this will be my last year using Turbotax
Date published: 2022-10-18
TurboTax® Live Premier 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 3 out of 5 by from Refund for Live Premier I have not used the Live option for filing my taxes. Can I get refund for this?
Date published: 2022-10-18
Rated 5 out of 5 by from TURBO TAX IS GREAT I HAVE BEEN USING TURBO TAX FOR MANY YEARS. IT MAKES THE PROCESS LESS COMPLICATED AND THE BEST PART IS - I DON'T NEED TO LEAVE HOME OR MAKE AN APPOINTMENT TO GET IT DONE!
Date published: 2022-10-18
Rated 4 out of 5 by from Easy and Great Setup I get the most information with Turbo Tax filing at home! I never feel as though someone is giving invalid information
Date published: 2022-10-18
Rated 2 out of 5 by from Just wanted the standard deduction If there could have been a way to take the standard deductions and move on. Did I really have to go through the deduction questions.
Date published: 2022-10-18
Rated 1 out of 5 by from Service sucks/ website sucks Totally blows, Zero support - Fees higher then a tax attorney plus website is a complete waste of time, Now I know why people hate the government
Date published: 2022-10-18
Rated 5 out of 5 by from I should not wait until last night to use TTAX I could do it with a few questions and saved money.
Date published: 2022-10-18
Rated 2 out of 5 by from Disappointed in 2021 Tax Preparation We have been using TurboTax for many many years. This year, it seems that there was a disconnect. It didn't seem like TurboTax knew that we were past customers and I was asked to enter information that they should have had. The other thing that happened is that every time I turned around, I was asked to upgrade or buy another product. Finally, the final and biggest problem was that it was very difficult to get help. The one time I scheduled help, I ended up educating the "helper" with what I needed help. Tonight, the last day to file after the 6 month extension, there was noone to help to answer what I really think was a simple question - yet CRITICAL - question. I am going to have our taxes professionally done next year. I think it will be cheaper and there will be a personal relationship.
Date published: 2022-10-18
Rated 5 out of 5 by from Easy Peasy Ive been using TurboTax since 2014 and it gets better each year. This is the first year I needed to use Live Premier with an Expert and it was like I was sitting in my tax accountant's office, but it was 9:40pm and I was already in my PJs! I had a few questions and the Tax Expert was able to quickly isolate the issue and get the situation remedied for me. I trust the guided process and Im very pleased with the results every year.
Date published: 2022-10-18
Rated 5 out of 5 by from Turbo Tax is user-friendly It's been a very long time since I used Turbo-Tax.. It was easier than I thought.
Date published: 2022-10-18
Rated 1 out of 5 by from Not helpful at all I pay for the premier service and had questions I needed help with. One of the tax experts I spoke to had to leave half way through our conversation because he had an appointment to do his official review with turbotax..(seems like customer service would be key to the review).the other couldn't answer my question...both of these after long wait times. Unfortunately do to customer service this will be my last year using Turbotax
Date published: 2022-10-18
TurboTax® Live Premier 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 DCapital Gains and Losses
**
**
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 ESupplemental Income and Loss, including rental property
Schedule CProfit or Loss from Business (Expenses)

* Limited use of schedule to report hobby and personal property rental income reported on 1099-K

** Limited use of schedule to report personal item sales income reported on 1099-K

*** only if there are no Schedule C Profit 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

* Limited use of schedule to report hobby and personal property rental income reported on 1099-K

** Limited use of schedule to report personal item sales income reported on 1099-K

*** only if there are no Schedule C Profit or Loss from Business (Expenses)

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.

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.

We'll guide you step by step to make sure it's reported correctly.

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 Live
Assisted Premier?

(4.5/5 | 8959 reviews)
Star ratings are from 2022