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Las 10 deducciones de impuestos que más se pasan por alto

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 27, 2023 10:24 AM
OVERVIEW

No pagues impuestos de más por pasar por alto estas deducciones. Consulta las 10 deducciones que los contribuyentes más comúnmente pasan por alto en sus declaraciones de impuestos y conserva más dinero en tu bolsillo.

 

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Puntos clave

  • Cuando detallas tus deducciones, puedes deducir tus impuestos sobre los ingresos estatales y locales, o tus impuestos sobre las ventas estatales y locales. Generalmente, la deducción por impuestos sobre los ingresos es mayor, pero si compraste algunas cosas de mucho valor como un vehículo, bote o avión, el impuesto sobre las ventas pudiera ser mayor.

  • Las donaciones caritativas pequeñas, incluyendo la deducción de $0.14 por milla por manejar para el trabajo caritativo que hiciste, pueden ser añadidas a las donaciones caritativas que hiciste durante el año por cheque o deducciones de nómina.

  • Si eres un militar en servicio activo que se está reubicando, puedes deducir gastos de mudanza no reembolsados siempre cuando la mudanza sea permanente y ordenada por el ejército.

  • Cuando refinancias tu hipoteca, puedes deducir los puntos que pagues a través de la vida de nuevo préstamo. En el año que saldes el préstamo, puedes deducir todos los puntos que no hayas deducido aún (a menos que refinancies con el mismo acreedor).  

Obtén tu parte de más de $1 billón de dólares en deducciones de impuestos

De acuerdo con los números más recientes, más de 45 millones de personas detallaron deducciones en sus formularios 1040 y reclamaron deducciones de impuestos por un valor de $1.2 billones de dólares. Así es: $1,200,000,000,000.  Ese mismo año, la suma correspondiente a la deducción estándar que reclamaron los contribuyentes fue de $747,000 millones. Es probable que algunos de los que tomaron el camino fácil se hayan autoengañado. (Si cumpliste 65 años en 2023 o antes, recuerda que te corresponde una deducción estándar mayor a la de tus colegas más jóvenes).

Estas son las 10 deducciones de impuestos que más se pasan por alto. Reclámalas si te corresponde y conserva más dinero en tu bolsillo.

1. Impuestos estatales sobre las ventas

Esta deducción tiene sentido principalmente para quienes viven en estados que no imponen un impuesto sobre el ingreso. Nos referimos a Alaska, Florida, Nevada, Nuevo Hampshire, Dakota del Sur, Tennessee, Texas, Washington y Wyoming. Esto es un factor debido a lo siguiente. Tienes que elegir entre deducir impuestos estatales y locales sobre los ingresos o impuestos estatales y locales sobre las ventas. Para la mayoría de los ciudadanos de estados que cobran el impuesto sobre los ingresos, la deducción de impuestos estatales y locales sobre los ingresos suele ser la mejor opción.

Para quienes viven en un estado que no cobra dicho impuesto, hay dos formas de reclamar la deducción del impuesto sobre las ventas en la declaración de impuestos. Una alternativa es usar las tablas que el IRS proporcionó para tu estado a fin de determinar qué es lo que puedes deducir. Además, si compraste un vehículo, un bote, una aeronave o una vivienda, o si hiciste en tu vivienda mejoras significativas, tal vez puedas agregar el impuesto estatal sobre las ventas que pagaste sobre esos costosos artículos por el monto que se indica en las tablas del IRS hasta el límite máximo para tu estado. La otra opción es dar seguimiento a todos los impuestos sobre las ventas que pagaste durante el año y usar esa cantidad.

La mejor forma de ver qué puedes deducir es usar la Calculadora de deducción de impuestos sobre las ventas del IRS. Recuerda que el total de tus deducciones detalladas correspondientes a la totalidad de tus impuestos locales y estatales se limita a $10,000 por año.

2. Dividendos reinvertidos

Esta no es realmente una deducción de impuestos; es un ajuste que puede ahorrarte mucho dinero. Y es algo que muchos contribuyentes pasan por alto. Si, como la mayoría de los inversionistas, tienes dividendos de acciones y fondos mutuos que se reinvierten automáticamente en más acciones, recuerda que cada reinversión aumenta tu “base de impuestos” en el fondo mutuo o de acciones. A su vez, eso reduce la cantidad de ganancia de capital tributable (o aumenta la pérdida que permite ahorrar impuestos) cuando vendes tus acciones.

3. Contribuciones benéficas extraordinarias

Es difícil pasar por alto las donaciones caritativas significativas que realizaste durante el año mediante cheque o deducción de nómina. Pero los pequeños aportes que realizas también suman y puedes deducirlos de los costos extraordinarios en los que incurres mientras realizas una buena acción. Los ingredientes con los que habitualmente cocinas en el comedor popular de una organización sin fines de lucro calificada, por ejemplo, o el costo de los sellos que compras para recaudar fondos en tu escuela cuentan como contribución caritativa. Si condujiste tu auto con fines benéficos en 2022, recuerda deducir 14 centavos por milla.

4. Intereses pagados sobre préstamos estudiantiles tuyos o de otra persona

Antes, si los padres u otra persona devolvían el préstamo estudiantil de un estudiante, a ninguno se le otorgaba una exención de impuestos. Para obtener una deducción, la ley establecía que ambos tenían que ser responsables del pago de la deuda y efectivamente pagarla ellos mismos. Pero ahora hay una excepción. Tal vez sepas que podrías ser elegible para tomar una deducción, pero incluso si otra persona devuelve el préstamo, el IRS considera que esta te dio el dinero a ti y que entonces tú pagaste la deuda. Por lo tanto, un estudiante no declarado como dependiente puede calificar para deducir hasta $2,500 de los intereses sobre préstamos estudiantiles que hayan pagado tú u otra persona.

5. Gastos de mudanza

Mientras que la mayoría de los contribuyentes perdieron la posibilidad de deducir gastos de mudanza a partir de 2018, un grupo importante de personas todavía puede reclamar sus gastos de mudanza ante el IRS. ¿Quiénes son? El personal militar. Si eres personal militar en servicio activo y te están reubicando, puedes deducir estos gastos, salvo que recibas un reembolso del Gobierno por la mudanza.

Asimismo, si la mudanza es permanente, y la reubicación fue una orden militar, no tienes que pagar impuestos sobre los reembolsos de gastos de mudanza calificados. Así que comienza a reunir esos recibos ahora mismo, porque puedes reclamar los costos de viaje y alojamiento tuyos y de tu familia, así como los gastos por mudar los elementos de tu hogar y enviar tus automóviles y tus amadas mascotas. Estas son buenas noticias para los hombres y mujeres a quienes agradecemos por servir valientemente a nuestro país.

En honor al personal militar de la nación, todos los miembros en servicio activo y de reserva pueden presentar sus impuestos federales y estatales sin cargo con TurboTax Online por medio del Descuento de TurboTax para el personal militar. TurboTax, el software de impuestos número 1 en el mercado, maneja situaciones tributarias militares que incluyen las siguientes:

  • Ingresos de personal militar y civil: inclusive la paga por combate, el BAS (subsidio básico de subsistencia) y el BAH (subsidio básico para vivienda militar).
  • Gastos relacionados con el servicio militar: TurboTax encontrará cada deducción que te corresponda.
  • Cambio permanente de estación: TurboTax determinará tu estado de residencia.

Simplemente comienza tu declaración de impuestos en TurboTax Online y usa tu Formulario W-2 de ingresos militares para verificar tu rango, y tus ahorros se aplicarán al presentar la declaración. Comienza ahora sin cargo.

Nota de TurboTax:

Los créditos tributarios, incluyendo el Crédito por Gastos de Cuidado de Hijos Menores y el Crédito por Ingreso del Trabajo so incluso mejores que una deducción de impuestos porque estos reducen tus impuestos a pagar dólar por dólar.

6. Crédito por Gastos de Cuidado de Hijos Menores y Dependientes

Un crédito tributario es mucho mejor que una deducción de impuestos, dado que reduce tu factura de impuestos dólar por dólar. Así que pasarlo por alto es más doloroso que pasar por alto una deducción, que simplemente reduce la cantidad del ingreso sujeta a impuestos.

Sin embargo, es fácil pasar por alto el Crédito por Gastos de Cuidado de Hijos Menores y Dependientes si pagas las facturas de cuidado de tu hijo mediante una cuenta de reembolso en tu trabajo. Para 2022, la ley te permite recuperar hasta $5,000 de esos gastos mediante una cuenta de reembolso con ventajas tributarias en el trabajo. Hasta $6,000 en gastos de cuidado pueden calificar para el crédito, pero los $5,000 de una cuenta con ventajas tributarias no se pueden usar. Así que, si usas el máximo de $5,000 mediante un plan en el trabajo, pero gastas más en el cuidado de tus hijos menores debido a cuestiones relacionadas con el trabajo, puedes reclamar el crédito por un importe adicional de hasta $1,000. Esto reduciría tu factura de impuestos al menos $200 con el valor mínimo (20 %) de los gastos. El porcentaje de crédito asciende para los hogares de menores ingresos.

Sin embargo, hay grandes cambios para 2021. El Plan de Rescate Estadounidense, que se convirtió en ley el 11 de marzo de 2021, generó cambios significativos en la cantidad del Crédito por Gastos de Cuidado de Hijos Menores y Dependientes, y la forma en que se puede reclamar, solo para el año tributario 2021. La nueva ley aumenta no solo el crédito, sino también el número de contribuyentes que podrán beneficiarse de la tasa más alta del crédito. Además, este pasa a ser totalmente reembolsable.  Eso significa que, a diferencia de años anteriores, se puede obtener el crédito aunque no se adeuden impuestos.

Los cambios en el Crédito por Gastos de Cuidado de Hijos Menores y Dependientes que se aplican únicamente al año tributario 2021 (los impuestos que presentas en 2022) incluyen lo siguiente:

  • El porcentaje máximo del crédito aumentó del 35 % al 50 % de los gastos calificados.
  • Los gastos máximos calificados para el cuidado de hijos menores y dependientes que se usan a fin de calcular el crédito aumentaron de $3,000 a $8,000 para una persona que califica y de $6,000 a $16,000 para dos o más personas que califican.
  • El nivel del Ingreso Bruto Ajustado (AGI, por sus siglas en inglés) en el que se reduce el porcentaje del crédito aumentó de $15,000 a $125,000.

También para el año tributario 2021, se incrementó de $5,000 a $10,500 la cantidad máxima que se puede aportar a la cuenta de gastos flexible para el cuidado de dependientes y la cantidad de beneficios libres de impuestos proporcionados por el empleador para el cuidado de dependientes.

7. Crédito Tributario por Ingreso del Trabajo

Millones de personas con niveles menores de ingresos toman este crédito cada año. Sin embargo, según el IRS, el 25 % de los contribuyentes elegibles para el Crédito Tributario por Ingreso del Trabajo (EITC, por sus siglas en inglés) no lo reclama. Algunas personas lo pasan por alto porque las reglas pueden ser algo complicadas. Otras simplemente desconocen que califican para él.

El EITC es un crédito tributario reembolsable, no una deducción, con cantidades máximas que difieren según el estado civil tributario y que van de $600 a $7,430 para 2023. El crédito está diseñado para complementar el salario de los trabajadores con ingresos bajos a moderados. Pero el crédito no se aplica simplemente a las personas con menores ingresos. Decenas de millones de individuos y familias que anteriormente se clasificaban como “clase media”, incluidos muchos trabajadores administrativos, ahora se consideran de “bajos ingresos” por alguno de estos motivos:

  • Perdieron un trabajo
  • Tuvieron una reducción salarial
  • Trabajaron menos horas durante el año

El reembolso exacto que recibes depende de tu ingreso, de tu estado civil y del tamaño de tu familia. Para recibir un reembolso del EITC, tienes que presentar una declaración de impuestos, incluso si no debes nada de impuestos. Además, si fuiste elegible para reclamar el crédito en el pasado, pero no lo hiciste, puedes realizar la presentación en cualquier momento durante el año para reclamar un reembolso del EITC para tres años tributarios anteriores, como máximo.

8. Impuestos estatales que pagaste la primavera pasada

¿Debías impuestos cuando presentaste tu declaración de impuestos de 2022 en 2023? Entonces recuerda incluir esa cantidad con la deducción detallada de tus impuestos estatales en tu declaración de 2023, junto con los impuestos estatales sobre el ingreso retenidos de tus cheques salariales o pagados mediante pagos trimestrales de impuestos estimados. A partir de 2018, la deducción para los impuestos estatales y locales se limita a un máximo de $10,000 por año.

9. Refinanciación de puntos de hipoteca

Cuando compras una vivienda, con frecuencia puedes deducir puntos pagados para recibir tu hipoteca completa de una sola vez. Sin embargo, cuando refinancias una hipoteca, tienes que deducir los puntos durante el plazo del nuevo préstamo. Eso significa que puedes deducir del primero al trigésimo punto por año, si se trata de una hipoteca a 30 años; es decir, $33 por año por cada $1,000 de puntos que hayas pagado. No parece mucho, pero, ¿por qué dejarlo pasar?

Además, el año que cancelas el préstamo (porque vendiste la casa o porque volviste a refinanciar) puedes deducir todos los puntos que aún no se han deducido, a menos que refinancies con el mismo prestamista.

10. Servicio de jurado pagado al empleador

Algunos empleadores siguen pagando el salario completo del empleado mientras este cumple con su deber cívico, pero solicitan que le entreguen las tasas de jurado a la empresa. El único problema es que tienes que reportar esos pagos como ingreso tributable. Si le das el dinero a tu empleador, puedes deducir la cantidad para que el dinero que simplemente pasa por tus manos no esté sujeto a impuestos.

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  • Tax Advice, Expert Review and TurboTax Live: Access to tax advice and Expert Review (the ability to have a Tax Expert review and/or sign your tax return) is included with TurboTax Live Assisted or as an upgrade from another version, and available through December 31, 2024. Intuit will assign you a tax expert based on availability. Tax expert and CPA availability may be limited. Some tax topics or situations may not be included as part of this service, which shall be determined in the tax expert’s sole discretion. For the TurboTax Live Assisted product, if your return requires a significant level of tax advice or actual preparation, the tax expert may be required to sign as the preparer at which point they will assume primary responsibility for the preparation of your return. For the TurboTax Live Full Service product: Handoff tax preparation by uploading your tax documents, getting matched with an expert, and meeting with an expert in real time. The tax expert will sign your return as a preparer. The ability to retain the same expert preparer in subsequent years will be based on an expert’s choice to continue employment with Intuit. Administrative services may be provided by assistants to the tax expert. On-screen help is available on a desktop, laptop or the TurboTax mobile app. Unlimited access to TurboTax Live tax experts refers to an unlimited quantity of contacts available to each customer, but does not refer to hours of operation or service coverage. Service, area of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice.

  • TurboTax Live Full Service – Qualification for Offer: Depending on your tax situation, you may be asked to answer additional questions to determine your qualification for the Full Service offer. Certain complicated tax situations will require an additional fee, and some will not qualify for the Full Service offering. These situations may include but are not limited to multiple sources of business income, large amounts of cryptocurrency transactions, taxable foreign assets and/or significant foreign investment income. Offer details subject to change at any time without notice. Intuit, in its sole discretion and at any time, may determine that certain tax topics, forms and/or situations are not included as part of TurboTax Live Full Service. Intuit reserves the right to refuse to prepare a tax return for any reason in its sole discretion. Additional limitations apply. See Terms of Service for details.

  • TurboTax Live Full Service - File your taxes as soon as today: TurboTax Full Service Experts are available to prepare 2023 tax returns starting January 8, 2024. Based on completion time for the majority of customers and may vary based on expert availability. The tax preparation assistant will validate the customer’s tax situation during the welcome call and review uploaded documents to assess readiness. All tax forms and documents must be ready and uploaded by the customer for the tax preparation assistant to refer the customer to an available expert for live tax preparation.

  • TurboTax Live Full Service -- Verified Pro -- “Local” and “In-Person”: Not all feature combinations are available for all locations. "Local" experts are defined as being located within the same state as the consumer’s zip code for virtual meetings. "Local" Pros for the purpose of in-person meetings are defined as being located within 50 miles of the consumer's zip code. In-person meetings with local Pros are available on a limited basis in some locations, but not available in all States or locations. Not all pros provide in-person services.

  • Smart Insights: Individual taxes only. Included with TurboTax Deluxe, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits, and is available through 11/1/2024. Terms and conditions may vary and are subject to change without notice.

  • My Docs features: Included with TurboTax Deluxe, Premium TurboTax Live, TurboTax Live Full Service, or with PLUS benefits and is available through 12/31/2024. Terms and conditions may vary and are subject to change without notice.

  • Tax Return Access: Included with all TurboTax Free Edition, Deluxe, Premium, TurboTax Live, TurboTax Live Full Service customers and access to up to the prior seven years of tax returns we have on file for you is available through 12/31/2024. Terms and conditions may vary and are subject to change without notice.

  • Easy Online Amend: Individual taxes only. Included with TurboTax Deluxe, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits. Make changes to your 2023 tax return online for up to 3 years after it has been filed and accepted by the IRS through 10/31/2026. Terms and conditions may vary and are subject to change without notice. For TurboTax Live Full Service, your tax expert will amend your 2023 tax return for you through 11/15/2024. After 11/15/2024, TurboTax Live Full Service customers will be able to amend their 2023 tax return themselves using the Easy Online Amend process described above.

  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2022 TurboTax products.

  • #1 online tax filing solution for self-employed: Based upon IRS Sole Proprietor data as of 2023, tax year 2022. Self-Employed defined as a return with a Schedule C tax form. Online competitor data is extrapolated from press releases and SEC filings. “Online” is defined as an individual income tax DIY return (non-preparer signed) that was prepared online & either e-filed or printed, not including returns prepared through desktop software or FFA prepared returns, 2022.

  • CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees. Limitations apply. See Terms of Service for details.
  • TurboTax Premium Pricing Comparison: Cost savings based on a comparison of TurboTax product prices to average prices set forth in the 2020-2021 NSA Fees-Acct-Tax Practices Survey Report.

  • 1099-K Snap and Autofill: Available in mobile app and mobile web only.

  • 1099-NEC Snap and Autofill: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). Available in mobile app only. Feature available within Schedule C tax form for TurboTax filers with 1099-NEC income.

  • Year-Round Tax Estimator: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). This product feature is only available after you finish and file in a self-employed TurboTax product.

  • **Refer a Friend: Rewards good for up to 20 friends, or $500 - see official terms and conditions for more details.

  • Refer your Expert (Intuit’s own experts): Rewards good for up to 20 referrals, or $500 - see official terms and conditions for more details.

  • Refer your Expert (TurboTax Verified Independent Pro): Rewards good for up to 20 referrals, or $500 - see official terms and conditions for more details

  • Average Refund Amount: Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 2/17/23 and may not reflect actual refund amount received.

  • Average Deduction Amount: Based on the average amount of deductions/expenses found by TurboTax Self Employed customers who filed expenses on Schedule C in Tax Year 2022 and may not reflect actual deductions found.

  • More self-employed deductions based on the median amount of expenses found by TurboTax Premium (formerly Self Employed) customers who synced accounts, imported and categorized transactions compared to manual entry. Individual results may vary.

  • TurboTax Online Business Products: For TurboTax Live Assisted Business and TurboTax Full Service Business, we currently don’t support the following tax situations: C-Corps (Form 1120-C), Trust/Estates (Form 1041), Multiple state filings, Tax Exempt Entities/Non-Profits, Entities electing to be treated as a C-Corp, Schedule C Sole proprietorship, Payroll, Sales tax, Quarterly filings, and Foreign Income. TurboTax Live Assisted Business is currently available only in AK, AZ, CA, CO, FL, GA, IL, MI, MO, NC, NV, NY, OH, PA, SD, TX, UT, VA, WA, and WY.

  • Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions. 

TURBOTAX DESKTOP GUARANTEES

TurboTax Desktop Individual Returns:

  • 100% Accurate Calculations Guarantee – Individual Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.

  • Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back – Individual Returns: If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, we'll refund the applicable TurboTax federal and/or state software license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.

  • Audit Support Guarantee – Individual Returns: If you receive an audit letter from the IRS or State Department of Revenue based on your 2023 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Report Center, for audited individual returns filed with TurboTax Desktop for the current 2023 tax year and, for individual, non-business returns, for the past two tax years (2021, 2022). Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.

  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt.

TurboTax Desktop Business Returns:

  • 100% Accurate Calculations Guarantee – Business Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See License Agreement for details.

  • Maximum Tax Savings Guarantee – Business Returns: If you get a smaller tax due (or larger business tax refund) from another tax preparation method using the same data, TurboTax will refund the applicable TurboTax Business Desktop license purchase price you paid. Additional terms and limitations apply. See License Agreement for details.

  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt.

TURBOTAX DESKTOP

  • Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.

  • TurboTax Desktop Products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees may apply for e-filing state returns. E-file fees may not apply in certain states, check here for details. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connectivity.

  • Fastest Refund Possible: Fastest federal 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.

  • Average Refund Amount: Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 02/17/23 and may not reflect actual refund amount received.

  • TurboTax Product Support: Customer service and product support hours and options vary by time of year.

  • #1 Best Selling Tax Software: Based on aggregated sales data for all tax year 2022 TurboTax products.

  • Deduct From Your Federal or State Refund (if applicable): A $40 Refund Processing Service fee may apply to this payment method. Prices are subject to change without notice.

  • Data Import: Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2021 and higher) and QuickBooks Desktop (2021 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

  • Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions.

All features, services, support, prices, offers, terms and conditions are subject to change without notice.

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