TurboTax / Personal Taxes / TurboTax Premier

TurboTax Premier

Investments and rental property

(4.3/5 | 16319 reviews)
Star ratings are from 2021
$90* Federal
State additional

Why use TurboTax Premier?

Designed for all levels of investing and investment types, from simple stocks to complex rental income.
TurboTax Premier searches for more than 400 tax deductions, to make sure you get every credit and deduction
you qualify for. Automatically import thousands of transactions from your financial institutions to get started.

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

  • Covers rental property income
    and tax deductions

  • Easily import your
    investment income

  • Guidance on
    setting
    up
    rental property,
    depreciation,
    and more

  • One-on-one help,
    on demand

    Ayuda disponible
    en Español

  • Get your maximum
    refund, guaranteed

View all product features

Filing with TurboTax is easy

1. ANSWER SIMPLE QUESTIONS ABOUT YOUR LIFE

All you need to do is tell us about yourself, what you do for a living, and answer some simple questions. Then we do all
the math.

2. IMPORT YOUR W-2 AND
INVESTMENT FORMS

Automatically import your W-2 and investment transactions from participating financial institutions for an easy and accurate
tax experience.

3. YOUR SATISFACTION
IS GUARANTEED

With TurboTax, you can rest assured that your taxes are done right, and you’ll get your maximum refund, guaranteed. Pay only when you’re ready to file.

What customers are saying about
TurboTax Premier

  • customer review 5 out of 5

    Great for Landlords Rental Property

    "This is the best software, hands down, for those who have rental property and are not using an accountant. The other companies all missed telling me about the depreciation for my
    rental property."

    Nurselawyer -
    Edmond, OK

  • customer review 5 out of 5

    Investment imports are easy to use

    "Huge time saver with the expanded list of investment firms that you can import your tax information. Gives a higher level of confidence when you eliminate the human typing
    error factor!"

    MNTolly -
    Minnesota

  • customer review 5 out of 5

    TurboTax is the best!

    "I was very impressed with how effortless it was to move my investment accounts, stocks, and crypto-currency into my tax documents from all my trading
    accounts. Kudos!"

    WhatsNext1224 -
    Missouri


*Actual customer testimonials. Photos are illustrative only.

View all product reviews

All TurboTax Premier features

For investments & rental property owners

  • Easily import your
    investment info

    We can automatically import investment info from over
    300 participating
    financial institutions.

  • Accurate investment tax reporting

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

  • Bitcoin and other cryptocurrencies
    are covered

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

  • Set up new rentals

    Set up new rental properties with the help of step-by-step guidance. We'll even help you determine the fair market value of the
    properties, too.

  • Great for rental depreciation

    Calculating and reporting rental depreciation is made simple 

    with TurboTax.

  • Employee stock
    plan support

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

  • Personalized tips to maximize
    your outcome

    Answer simple questions and get personalized tips to help you get the best tax outcome, even in the most complex
    investment scenarios.

  • Robust investment reporting

    TurboTax Premier is capable of handling over 1,500 transactions, so you're covered no matter how much you trade.

Also for individuals & families

  • Guidance for homeowners

    Mortgage interest, property taxes, refinancing fees—they all have potential tax benefits, and we'll see if you qualify for them.

  • Deduction finder

    We search more than 400 deductions and credits to make sure you get the biggest refund
    possible—guaranteed

  • Ideal for student loans and
    education expenses

    Deduct student loan interest and other education expenses to get every dollar
    you deserve.

  • Tax credits for dependents

    Claim important family tax credits, like the Child & Dependent Care Credit, Earned Income Credit (EIC), and child
    tax credit    .

  • Charitable donations

    Value the items you donated with ItsDeductible™. You’ll know exactly what qualifies as a charitable donation to get your
    maximum refund.

  • Built for all life situations

    Had a big change in your life? No problem. We'll tell you what it means for your taxes
    and see if you qualify for any new deductions
    or credits.

Help & support

  • One-on-one support,
    on demand

    Your TurboTax product specialist will provide customized answers to your questions, and can even guide you by drawing on your screen. (Ayuda disponible en Español.)

  • Community help

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

  • Answers when you need them

    With our detailed guides and FAQs, it's never been easier to do your taxes on your own.

  • Need advice from a
    tax expert?

    Upgrade at any time to TurboTax
    Live Premier    .

All TurboTax products are easy to use & guaranteed accurate

  • No tax knowledge needed

    We'll guide you step by step as your prepare your tax return.

  • Anytime, anywhere

    Do your taxes on your own time, not someone else’s. No appointment necessary—work at your own pace, any time, on any device.

  • No credit card? No problem.

    Just pay for TurboTax out of your federal refund—look for the option when you file. (Fees
    may apply.)

  • See your tax refund in real time

    TurboTax always displays your refund (or
    tax due) in real time, so you can see
    how it changes.

  • Automatically add your
    tax forms

    Auto-import from over 1 million companies, or just snap a photo of your W-2 to get a quick start.

  • Get the fastest possible tax refund

    Get your fastest refund by choosing the direct deposit option after you
    file electronically.

  • Security is built into everything we do

    We safeguard your information always, so you can file your taxes confidently and without
    any worries.

  • Finish your state return faster

    Once you complete your federal taxes online, you can save your information to finish your state return quickly (fees apply).

  • Your tax refund, your way

    Choose to receive your tax refund by
    check, direct deposit, or
    Turbo Visa Debit Card.

  • Snap. Tap. Done.™

    Import your tax forms in a second from
    your smartphone.

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 3 out of 5 by from Can be More Sophisticated in Dealing w/Rental Turbo Tax is good overall for simple tax returns. When it comes to 1040s with multiple rental properties especially with owner occupied multifamily home rentals which are pretty common in Metro areas of big cities like New York, I wish Turbo Tax can be more sophisticated. On Sch E if you have a owner occupied multifamily home, Turbo Tax will ask the % of the home being rented, then tell you the software will take the total expenses like mortgage interest, property taxes etc. and multiply by the rental % to get the expenses on sch E. It does the calc correctly on Sch E. However, when entering the same mortgage interest/property tax for itemized deductions, it never seems to calculate them right, it double counts the amounts and if you delete the 1098s entered on Sch A itemized deduction, it's not taking the portion of mortgage interest/property taxes relates to the owner occupied unit at all. Also for rental properties that you accidently enter personal used days wrong, there's no way to fix it unless you delete that rental property. TurboTax keep asking to correct the total days rented, but if someone accidently entered personal used days as 365 and cannot fix it, they cannot enter any rental days either, causing the rental property to be invalid as rental properties need to be rented out at least 15 days.
Date published: 2021-10-16
Rated 5 out of 5 by from They make it easy and accurate! Turbo Tax has been accurate and reliable for me for years. There were some glitches in the past that all seem to be fixed and running more smoothly now.
Date published: 2021-10-15
Rated 5 out of 5 by from You make my life easier As always, the vexing job of filing our taxes has been made much less vexing by Turbo-Tax. I recommend them to everyone I talk to
Date published: 2021-10-15
Rated 4 out of 5 by from Turbo Tax was very helpful this year I need some guidance on completing F1116 and FSI -> Actually how to access them in the software, it was difficult at first and difficult to get a little help but once I got an agent on Chat it went well I learned some new thing on printing forms etc. this year.
Date published: 2021-10-15
Rated 5 out of 5 by from pleasure to work with it 2020 return worked well. However, 2019 data not accurate. Dividend total incorrect and your program indicated we did not efile in 2019 which we successfully did. I appreciate the feature of reflecting prior year. It had no impact on 2020 but thought you all should know. I have used Turbo Tax for many years, thank you.
Date published: 2021-10-15
Rated 5 out of 5 by from Great tool to file your returns System works well and is very helpful along the way
Date published: 2021-10-15
Rated 3 out of 5 by from Turbo Tax is Confusing I am a tax professional utilizing this program for my personal taxes. I find the program tedious. When I would ask an online question about the input, I would receive explanations of the tax theory. I made two calls for support and one of the responses was incorrect and the other seem to not be able to tell me how to print my returns. However, I will most likely use this program in the future because I am now familiar with it and the cost is reasonable.
Date published: 2021-10-15
Rated 5 out of 5 by from surprisingly easy! I resumed using TurboTax this year in order to meet the extended deadline and was surprised at how easy and smooth the process was!
Date published: 2021-10-15
Rated 5 out of 5 by from Helpful Thank you for helping out filing my tax return! Can't wait to use you next year.
Date published: 2021-10-15
Rated 3 out of 5 by from Good, but not great Federal flows well. State is clunky. I was in an interminable loop where my state return would not accept my payment made with extension. I entered on Federal. I entered it on state. But at the review time of the state it kept removing it. I had to print my return, manually enter the correct figures and mail everything. Incredibly annoying. I also could get it to handle the American Recovery Act credits correctly for my son, who is in his first year as an independent. Had to do his return manually has well. Worst part is the hour or two I spent trying to get Turbo Tax to handle it according to the tax law.
Date published: 2021-10-15
TurboTax® Online Premier Reviews - Page 3
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 3 out of 5 by from Can be More Sophisticated in Dealing w/Rental Turbo Tax is good overall for simple tax returns. When it comes to 1040s with multiple rental properties especially with owner occupied multifamily home rentals which are pretty common in Metro areas of big cities like New York, I wish Turbo Tax can be more sophisticated. On Sch E if you have a owner occupied multifamily home, Turbo Tax will ask the % of the home being rented, then tell you the software will take the total expenses like mortgage interest, property taxes etc. and multiply by the rental % to get the expenses on sch E. It does the calc correctly on Sch E. However, when entering the same mortgage interest/property tax for itemized deductions, it never seems to calculate them right, it double counts the amounts and if you delete the 1098s entered on Sch A itemized deduction, it's not taking the portion of mortgage interest/property taxes relates to the owner occupied unit at all. Also for rental properties that you accidently enter personal used days wrong, there's no way to fix it unless you delete that rental property. TurboTax keep asking to correct the total days rented, but if someone accidently entered personal used days as 365 and cannot fix it, they cannot enter any rental days either, causing the rental property to be invalid as rental properties need to be rented out at least 15 days.
Date published: 2021-10-16
Rated 5 out of 5 by from They make it easy and accurate! Turbo Tax has been accurate and reliable for me for years. There were some glitches in the past that all seem to be fixed and running more smoothly now.
Date published: 2021-10-15
Rated 5 out of 5 by from You make my life easier As always, the vexing job of filing our taxes has been made much less vexing by Turbo-Tax. I recommend them to everyone I talk to
Date published: 2021-10-15
Rated 4 out of 5 by from Turbo Tax was very helpful this year I need some guidance on completing F1116 and FSI -> Actually how to access them in the software, it was difficult at first and difficult to get a little help but once I got an agent on Chat it went well I learned some new thing on printing forms etc. this year.
Date published: 2021-10-15
Rated 5 out of 5 by from pleasure to work with it 2020 return worked well. However, 2019 data not accurate. Dividend total incorrect and your program indicated we did not efile in 2019 which we successfully did. I appreciate the feature of reflecting prior year. It had no impact on 2020 but thought you all should know. I have used Turbo Tax for many years, thank you.
Date published: 2021-10-15
Rated 5 out of 5 by from Great tool to file your returns System works well and is very helpful along the way
Date published: 2021-10-15
Rated 3 out of 5 by from Turbo Tax is Confusing I am a tax professional utilizing this program for my personal taxes. I find the program tedious. When I would ask an online question about the input, I would receive explanations of the tax theory. I made two calls for support and one of the responses was incorrect and the other seem to not be able to tell me how to print my returns. However, I will most likely use this program in the future because I am now familiar with it and the cost is reasonable.
Date published: 2021-10-15
Rated 5 out of 5 by from surprisingly easy! I resumed using TurboTax this year in order to meet the extended deadline and was surprised at how easy and smooth the process was!
Date published: 2021-10-15
Rated 5 out of 5 by from Helpful Thank you for helping out filing my tax return! Can't wait to use you next year.
Date published: 2021-10-15
Rated 3 out of 5 by from Good, but not great Federal flows well. State is clunky. I was in an interminable loop where my state return would not accept my payment made with extension. I entered on Federal. I entered it on state. But at the review time of the state it kept removing it. I had to print my return, manually enter the correct figures and mail everything. Incredibly annoying. I also could get it to handle the American Recovery Act credits correctly for my son, who is in his first year as an independent. Had to do his return manually has well. Worst part is the hour or two I spent trying to get Turbo Tax to handle it according to the tax law.
Date published: 2021-10-15
TurboTax® Online Premier Reviews - Page 3
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
1099-GUnemployment Income
Schedule EICEarned Income Credit
Schedule 1Additional Income and Adjustments to Income
Schedule 2Tax
Schedule 3Non-refundable Credits
Schedule AItemized Deductions
Schedule BInterest and Dividend Income
Schedule C/C-EZProfit or Loss from Business (Income)
Schedule SESelf-Employment Tax
Schedule DCapital Gains and Losses
Schedule ESupplemental Income and Loss, including rental property
Schedule C/C-EZProfit 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-GUnemployment Income
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
Commonly Filed Tax Forms and Schedules (new forms for 2019)
Form 1099-NECNon-Employment Compensation
Form 1098Mortgage Interest Statement
Form 1098-CContributions of Motor Vehicles, Boats and Airplanes
Form 1098-EStudent Loan Interest Statement
Form 1098-TTuition Statement
Form 1099-AAcquisition or Abandonment of Secured Property
Form 1099-CCancellation of Debt
Form 1099-GCertain Government Payments
Form 1099-KPayment Card and Third Party Network Transactions
Form 1099-MISCMiscellaneous Income
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 8915AQualified 2017 Disaster Retirement Plan Distribution and Repayments
Form 8915BQualified 2017 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 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.
Form 8829Expenses for Business Use of Your Home
Form 8881Credit for Small Employer Pension Plan Startup Costs
Form 8885Health Coverage Tax Credit
Form 8941Credit for Small Employer Health Insurance Premiums
Schedule FProfit or Loss from Farming
Schedule JIncome Averaging for Farmers and Fishermen
Form 1040-NRNon-Resident Aliens (includes international students)
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

  • Windows 8

    • Firefox 68.x
    • Edge 17
    • Chrome 74.x
    • Opera 64.x

  • Windows 7

    • 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

  • Mac OS X 10.13.x (High Sierra)

    • Safari 13.x
    • Chrome 74.x
    • Firefox 68.x
    • Edge
    • Opera 64.x

  • Mac OS X 10.12.x (Sierra)

    • Safari 12.x
    • Chrome 74.x
    • Firefox 68.x
    • Edge
    • Opera 64.x

  • Mac OS X 10.11.x (El Capitan)

    • Safari 11.x
    • Chrome 74.x
    • Firefox 68.x
    • Opera 64.x

  • Mac OS X 10.10.x (Yosemite)

    • Safari 11.x
    • Chrome 74.x
    • Firefox 68.x

  • Mac OS X 10.9.x (Mavericks)

    • Firefox 68.x
Mobile / Other

  • iOS 12.x

    • Safari
    • Chrome
    • Firefox

  • Android 7.x

    • Chromium default browser

  • Chromebook

    • Chrome

Unsure TurboTax Premier
is right for you?

We’ll help you find the right TurboTax product for
your situation.

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Get your maximum tax
refund — guaranteed

  • Maximum Refund Guarantee

    We search over 400
    tax deductions

    We’ll find every tax deduction and credit you qualify for to get you the biggest tax
    refund, guaranteed.

  • Complete Check of Your Return

    Every detail reviewed

    Get a comprehensive review of your online tax return before you file so you can be confident nothing
    gets missed.

  • 100% accurate calculations guarantee

    100% accurate calculations

    Our calculations are 100% accurate so your tax return will be done right, guaranteed, or we’ll pay you any
    IRS penalties.

Ready to try TurboTax Premier?

(4.3/5 | 16319 reviews)
Star ratings are from 2021
$90* Federal
State additional