TurboTax Live Assisted I Premium

Get unlimited expert advice and uncover every tax deduction for your investment and self-employed income.

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State additional
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Meet Diana, one of our experts. She has 20 years of experience.

Why use TurboTax Live Assisted Premium?

Whether you’re an investor, independent contractor, or self-employed, get expert help as you go and a final review of your tax return. Your taxes will be 100% accurate, backed by our Expert Approved Guarantee.

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  • Great for stocks, crypto, bonds, ESPPs and more

  • Covers rental property
    income and tax deductions

  • Searches 500
    deductions and credits

  • Snap & auto-fill your 1099-NEC and 1099-K

  • Unlimited access to live tax experts

  • Get an expert review before you file

View all Live Assisted Premium features

  • Investment and self-employment taxes done right,
    with expert help

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, uncover industry-specific deductions, 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.


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  • What customers are saying about TurboTax Live Assisted Premium

  • Customer review 5 out of 5

    Filing is never easy, but they made it much better

    “We have had a crazy year and had to file in multiple states. We have a start up and kids and investments. I love how easy it was to talk to an expert or CPA. We will continue with them in the future!”

    Sneauflake, SC
    2023 Live Assisted Premium
  • Customer review 5 out of 5

    TurboTax is the way!

    “Been using TurboTax for several years now and it has made filing self employed taxes a breeze! Used the live chat connection for the first time this year and the tax expert walked me through my one error and was beyond helpful!”

    RemodelRescuesLLC, KS
    2023 Live Assisted Premium
  • Customer review 5 out of 5

    Saving money

    “TurboTax makes it possible for non-financial people to follow the prompts and tackle the complexities of taxes in an efficient and safe way. There are also experts always ready to help if something is confusing. I save an incredible amount of money doing my own taxes.”

    Entereza, CA
    2023 Live Assisted Premium

*Actual customer testimonials.

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Features Reviews Tax Forms Requirements

TurboTax Live Assisted Premium features

 

  • For Investors and rental property owners

  • For self-employed workers and freelancers

  • Easily import your investment info

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

  • Find industry-specific deductions

    Maximize unique deductions across diverse industries: Real Estate, Delivery Driving, Specialty-Trade Construction, Personal Services, Online Retail, Rideshare, Professional Consulting, and many more.

  • Accurate investment tax reporting

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

  • Ideal for 1099-NEC income

    Whether you’re getting started or been self-employed for a while, we’re uniquely designed for independent contractors, gig-workers, and freelancers.

  • 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.

  • Snap & auto-fill your 1099-NEC or 1099-K

    Easily and conveniently upload your 1099-NEC or 1099-K with just a snap from your smartphone.

  • Robust investment reporting

    TurboTax Premium is capable of handling over 10,000 stock transactions and 20,000 crypto transactions, so you’re covered no matter how much you trade.

  • Import from QuickBooks Self-Employed

    We'll automatically import your QuickBooks Self-Employed income and expense accounts and classify them for you.

  • Uncover every credit and deduction

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

  • Mileage and vehicle deductions

    We'll figure out if you get a bigger deduction by claiming actual expenses or by using the standard mileage rate.

  • Great for rental property owners

    Calculating and reporting rental depreciation is made simple with TurboTax.

  • Deduct new business expenses

    We’ll show you the startup tax deductions for new businesses so you can get the maximum refund you deserve.

  • Employee stock plan support

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

  • Home office expense help

    Have a home office? We'll help you determine what you can deduct and do all the calculations for you, along with tips on how to best manage your home office deductions.

  • Personalized tips to maximize your tax outcome

    Answer simple questions and let our technology help you get the best tax outcome, even in the most complex investment scenarios.

  • Schedule C import (prior year PDF import)

    Save even more time by easily importing a PDF of last year’s tax return from another major tax prep software.

Help & support

  • Community help

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

  • Need help from a tax expert?

    Choose TurboTax Live Full Service Premium 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
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Rated 5 out of 5 by from Easy and intuitive. much better than other services I have used. Far more comprehensive.
Date published: 2023-10-03
Rated 5 out of 5 by from null null
Date published: 2023-10-03
Rated 5 out of 5 by from turbo tax is easy to navigate through Turbo Tax is the easiest way to complete your taxes I must say I am impressed and less stressed getting my taxes done and filed
Date published: 2023-10-02
Rated 5 out of 5 by from null really was very helpful with our questions. Happy we were able connect in time . Thanks so much!
Date published: 2023-10-02
Rated 5 out of 5 by from awesome As always it was pretty easy to do. I've used turbo for years, and it never disappoints!!
Date published: 2023-10-02
Rated 5 out of 5 by from Turbo Tax is the best As always Turbo Tax saved me. I was able to get questions answered by a real person at no extra cost. He was very helpful.
Date published: 2023-10-02
Rated 5 out of 5 by from Great Service! Great service! Very helpful! We always rely on TurboTax to get our taxes done every year.
Date published: 2023-10-02
Rated 2 out of 5 by from 2022 Turbo Tax Evaluation - SPH Your product is adequate for most straight-forward tax return requirements. I found I needed to access pages I was unable to which is frustrating. In the interest of simplifying input you have also eliminated my ability so see how the forms that are submitted are actually populated and how they relate to the final product. This makes it difficult when I want to see how I input similar data from a past year. I did get what I believe to be very good support from a CPA by the name of Scott. Given that if I am audited there is no problem, I would give him high marks for being thorough and staying with me through a complicated situation. I appreciate the work he did!
Date published: 2023-10-02
Rated 5 out of 5 by from null easy to follow, very convenient and user friendly. tax experts are helpful and easily gets connected to.
Date published: 2023-10-02
Rated 5 out of 5 by from null null
Date published: 2023-10-02
TurboTax® Live Assisted Premium 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 Easy and intuitive. much better than other services I have used. Far more comprehensive.
Date published: 2023-10-03
Rated 5 out of 5 by from null null
Date published: 2023-10-03
Rated 5 out of 5 by from turbo tax is easy to navigate through Turbo Tax is the easiest way to complete your taxes I must say I am impressed and less stressed getting my taxes done and filed
Date published: 2023-10-02
Rated 5 out of 5 by from null really was very helpful with our questions. Happy we were able connect in time . Thanks so much!
Date published: 2023-10-02
Rated 5 out of 5 by from awesome As always it was pretty easy to do. I've used turbo for years, and it never disappoints!!
Date published: 2023-10-02
Rated 5 out of 5 by from Turbo Tax is the best As always Turbo Tax saved me. I was able to get questions answered by a real person at no extra cost. He was very helpful.
Date published: 2023-10-02
Rated 5 out of 5 by from Great Service! Great service! Very helpful! We always rely on TurboTax to get our taxes done every year.
Date published: 2023-10-02
Rated 2 out of 5 by from 2022 Turbo Tax Evaluation - SPH Your product is adequate for most straight-forward tax return requirements. I found I needed to access pages I was unable to which is frustrating. In the interest of simplifying input you have also eliminated my ability so see how the forms that are submitted are actually populated and how they relate to the final product. This makes it difficult when I want to see how I input similar data from a past year. I did get what I believe to be very good support from a CPA by the name of Scott. Given that if I am audited there is no problem, I would give him high marks for being thorough and staying with me through a complicated situation. I appreciate the work he did!
Date published: 2023-10-02
Rated 5 out of 5 by from null easy to follow, very convenient and user friendly. tax experts are helpful and easily gets connected to.
Date published: 2023-10-02
Rated 5 out of 5 by from null null
Date published: 2023-10-02
TurboTax® Live Assisted Premium Reviews - Page 2
Commonly Filed Tax Forms and Schedules
Free Edition
–
Basic Live
Deluxe
–
Deluxe Live
Premium
–
Premium 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
Premium
–
Premium 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

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TurboTax Live Full Service Business Full Service I Business

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For partnerships, S-corps, and multi-member LLCs,
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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.

Yes, TurboTax Live Assisted Premium is a new product for TurboTax Live Assisted customers. It has all of the same features and benefits of TurboTax Live Assisted Premier and TurboTax Live Assisted Self-Employed, which are no longer available. TurboTax Live Assisted Premium meets the needs of investors, rental property owners, freelancers, gig workers, and the self-employed.

Yes, TurboTax Live Assisted Premium covers all forms needed to report self-employment or investment income. TurboTax Live Assisted Premium can be used by self-employed workers, freelancers, investors, rental property owners, and more.

The best way to file is up to you. TurboTax Live Assisted Premium is a great solution if you feel comfortable doing your own taxes with unlimited expert help as you go. If you want to have a dedicated expert do your self-employment and investment taxes for you, choose TurboTax Live Full Service Premium.

If you trade stocks, you should file with TurboTax Live Assisted Premium. With TurboTax Live Assisted Premium, you can report sales from stocks, crypto, and bonds.

Investors are not required to use a CPA and can use online tax software like TurboTax Live Assisted Premium to report investments. You can also have a dedicated expert do your investment taxes for you with TurboTax Live Full Service Premium.

No, because TurboTax Live Assisted Self-Employed and TurboTax Live Assisted Premier are no longer available. However, TurboTax Live Assisted Premium has all the same features and benefits and covers everything you need to file your self-employment and investment taxes.

TurboTax Live Assisted Premium has all the same benefits of TurboTax Live Assisted Self-Employed and TurboTax Live Assisted Premier, which are no longer available. With TurboTax Live Assisted Premium, you can seamlessly and accurately report your investments and self-employed income, whether you’re an investor, rental property owner, freelancer, or independent contractor.

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.

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$219* Federal
State additional
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