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Siete requisitos para calificar para el Crédito Tributario por Hijos

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2024 • November 27, 2024 02:36 PM
OVERVIEW

El Crédito Tributario por Hijos puede reducir significativamente tu factura de impuestos si cumples todos estos siete requisitos: 1. edad, 2. lazo familiar, 3. manutención, 4. estado de dependiente, 5. ciudadanía, 6. duración de la residencia e 7. ingreso familiar. Tú y/o tu hijo/a deben cumplir los siete requisitos para reclamar este crédito tributario.

Puntos clave

  •  Hay 7 requisitos a fin de determinar la elegibilidad para el Crédito Tributario por Hijos: edad, lazo familiar, sustento financiero, requisito de dependiente, ciudadanía, duración de la residencia e ingreso familiar.
  • Si no puedes reclamar el Crédito Tributario por Hijos por un dependiente, puede que este sea elegible para el Crédito por Otros Dependientes.
  • El Plan de Rescate Estadounidense dirigió temporeramente al IRS a emitir pagos por adelantado del Crédito Tributario por Hijos del 2021 a través del año 2021, en vez de hacer esperar a las familias hasta que prepararan sus impuestos del 2021 en el 2022.
  • Los cambios temporales para el 2021 aumentaron las cantidades de elegibilidad y del crédito para ciertas familias y lo hicieron de forma tal que el Crédito Tributario por Hijos completo pudiera ser recibido como reembolso en el 2021, incluso si no debían impuestos federales.

Crédito Tributario por Hijos en el 2024, 2023, 2022, 2020 y años tributarios anteriores

Para reclamar el Crédito Tributario por Hijos en el 2024, 2023, 2022, 2020 y años tributarios anteriores, debes determinar si tu hijo es elegible. Tienes que cumplir con los siguientes siete requisitos:

1) Requisito de edad.

Para calificar, un hijo debe ser menor de 17 años de edad (a saber 16 años de edad o menor) al final del año tributario para el cual reclamas el crédito.

2) Requisito de lazo familiar.

El hijo debe ser tu propio/a hijo/a, hijastro/a o hijo/a de crianza a tu cargo debido a una sentencia judicial o por decisión de una agencia autorizada. Un hijo adoptado siempre se trata como tu propio/a hijo/a. (“Hijo adoptado” incluye a un niño/a que se encuentra a tu cargo por adopción legal, aun si esa adopción no es definitiva para el final del año tributario). También puedes reclamar a tu hermano/a o hermanastro/a. Y puedes reclamar a los descendientes de cualquiera de estas personas que califiquen, como sobrinos/as y nietos/as, si cumplen todos los demás requisitos.

3) Requisito de sustento financiero.

Para calificar, el hijo no puede haber proporcionado más de la mitad de su propio sustento financiero durante el año tributario.

4) Requisito de dependiente.

Debes reclamar al hijo/a como dependiente en tu propia declaración de impuestos. Ten en cuenta que, para que puedas reclamar a un hijo/a como dependiente, este/a debe cumplir las siguientes condiciones:

  • ser tu hijo/a (o hijo/a adoptivo/a o de crianza), hermano/a, sobrino/a o nieto/a;
  • tener menos de 19 años (o menos de 24 años y ser estudiante de tiempo completo durante cinco meses del año como mínimo o tener una discapacidad permanente, independientemente de la edad);
  • haber vivido contigo durante más de medio año; y
  • no haber proporcionado más de la mitad de su propio sustento financiero durante el año

5) Requisito de ciudadanía.

El hijo debe ser ciudadano, nativo o residente extranjero de los EE. UU. (Para fines tributarios, el término “nativo de los EE. UU.” se refiere a las personas nacidas en la Samoa Americana o en la Mancomunidad de las Islas Marianas del Norte).

6) Requisito de residencia.

El hijo tiene que haber vivido contigo por más de la mitad del año tributario para el que reclamas el crédito. Sin embargo, hay algunas excepciones importantes:

  • Se considera que un hijo que nació (o falleció) durante el año tributario vivió contigo todo el año.
  • Tus ausencias temporales o las de tu hijo/a debido a situaciones especiales, como escuela o universidad, vacaciones, negocios, atención médica, servicios militares o detención en un centro juvenil, se consideran como tiempo que tu hijo/a vivió contigo.
  • También hay algunas excepciones al requisito de residencia para los hijos de padres divorciados o separados. Para obtener información detallada, consulta las instrucciones para el Formulario 1040.

7) Requisito de ingreso familiar.

El Crédito Tributario por Hijos de se reduce si tu Ingreso Bruto Ajustado Modificado (MAGI, por sus siglas en inglés) supera ciertos niveles, que se determinan en función de tu estado civil para los fines de la presentación de la declaración de impuestos.

  • Para los años tributarios 2024, 2023, 2022 y desde el 2018 hasta el 2022 la eliminación gradual del crédito comienza con $200,000 en ingresos ($400,000 para casados que presentan su declaración en conjunto).
  • En 2017, el límite de ingresos para la eliminación gradual es de $55,000 para parejas casadas declarando por separado, $75,000 para solteros, jefes de familia y contribuyentes viudos calificados y $110,000 para parejas casadas declarando en conjunto. Por cada $1,000 de ingresos por encima del límite, tu Crédito Tributario por Hijos disponible se reduce $50.

¿Cómo puedes asegurarte que calificas para el Crédito Tributario por Hijos?

Si no estás claro en cualquiera de los requisitos antes mencionados, buscar ayuda de un experto en impuestos pudiera ayudarte a determinar si calificas.

  •  

Nota de TurboTax:

Si tienes un dependiente que no cumple con los requisitos para el Crédito Tributario por Hijos del 2023, quizás puedas reclamarlo como dependiente y cumplir los requisitos para el Crédito Tributario por Otros Dependientes.

¿Qué ocurre si el crédito supera mi deuda tributaria?

Para 2024, 2023, 2022, 2020 y años tributarios anteriores, el Crédito Tributario por Hijos no es reembolsable; si el crédito supera tu deuda tributaria, tu factura de impuestos se reduce a cero y se pierde toda la cantidad restante del crédito sin usar. Sin embargo, tal vez puedas reclamar un Crédito Tributario Adicional por Hijos reembolsable por el saldo no utilizado.

      • Con el Crédito Tributario Adicional por Hijos, el máximo reembolsable es de $1,600 por hijo que califica en el 2023 y $1,700 en el 2024.
      • Para averiguar si eres elegible para este crédito reembolsable, completa la hoja de trabajo en el Formulario 8812 del IRS.

Crédito Tributario por Hijos de 2021

La Ley del Plan de Rescate Estadounidense se sancionó en marzo de 2021 para impulsar la recuperación de los Estados Unidos por el impacto económico que produjo la pandemia de COVID-19. Uno de sus principales objetivos consiste en ampliar el Crédito Tributario por Hijos a fin de que incluya a más familias, se aumenten los beneficios financieros que otorga y lleguen más rápido a los contribuyentes elegibles a través de adelantos mensuales en 2021.

Adelantos del Crédito Tributario por Hijos

La Ley del Plan de Rescate Estadounidense, que se aprobó en marzo de 2021, autorizó la ampliación del Crédito Tributario por Hijos y la posibilidad de que pueda adelantarse. Parte de esta ampliación es para adelantar una porción del crédito tributario de 2021 a las familias y enviarles pagos directos durante 2021 en lugar de que tengan que esperar a preparar sus declaraciones de impuestos de 2021 en 2022.

La mayoría de las familias no tiene que hacer nada para recibir el adelanto. Por lo general, el IRS (Servicio de Impuestos Internos) calculará la cantidad del pago a partir de tu declaración de impuestos de 2020. Las familias elegibles recibirán adelantos, ya sea por depósito directo o por cheque.

Estos pagos constituyen un adelanto del Crédito Tributario por Hijos de 2021. La cantidad que recibas se conciliará con la cantidad para la que seas elegible al momento de preparar tu declaración de impuestos de 2021 en 2022. La mayoría de las familias recibirá aproximadamente la mitad de su crédito tributario a través de los adelantos. Si recibes una cantidad muy baja, se te deberá una cantidad adicional en tu declaración de impuestos. En el caso improbable de que recibas una cantidad muy alta, es posible que tengas que devolver el exceso, según tu nivel de ingresos.

¿Cómo ha cambiado el Crédito Tributario por Hijos a través de los años?

En 2021, el Plan de Rescate Estadounidense aumentó el máximo del Crédito Tributario por Hijos a $3,600 para hijos menores de 6 años que califican y a $3,000 para hijos de entre 6 y 17 años que califican. Antes de 2021, el crédito tenía un valor máximo de $2,000 por hijo elegible, y los hijos mayores de 17 años no eran elegibles para el crédito.

Los cambios realizados al Crédito Tributario por Hijos para 2021 fijaron límites de ingresos más bajos que los del Crédito Tributario por Hijos original. Las familias que no califican para el crédito con estos límites de ingresos más bajos aún son elegibles para el crédito de $2,000 por hijo con los ingresos y las cantidades para la eliminación gradual.

Además, el crédito completo es totalmente reembolsable para 2021. Es decir que las familias elegibles pueden obtenerlo, aunque no deban impuestos federales sobre el ingreso.

Antes de este año, la porción reembolsable se limitaba a $1,400 por hijo y se aplicaban otros requisitos relacionados con los ingresos del trabajo para obtenerla. En 2021, no hay requisitos sobre los ingresos del trabajo.

Como en otros años, para reclamar el Crédito Tributario por Hijos, debes determinar si tu hijo/a es elegible para él. Hay siete requisitos de elegibilidad que debes considerar: edad, lazo familiar, sustento financiero, estado de dependiente, ciudadanía, duración de la residencia e ingreso familiar. Tú y/o tu hijo/a deben cumplir los siete requisitos para reclamar este crédito tributario.

Cambios en el requisito de edad para el 2021 incluye que, para calificar, un hijo debe ser menor de 18 años al final del año tributario. Si se cumplen ciertos requisitos de ingreso familiar, se puede obtener una cantidad de crédito mayor para los hijos/as menores de 6 años.

El Crédito Tributario por Hijos de 2021 se reduce si tu Ingreso Bruto Ajustado Modificado (MAGI, por sus siglas en inglés) supera ciertos niveles, que se determinan en función de tu estado civil para los fines de la presentación de la declaración de impuestos.

      • Las familias que califiquen con ingresos menores a $75,000 para solteros, a $112,500 para jefes de familia o a $150,00 para declaraciones conjuntas serán elegibles para el crédito temporalmente aumentado, que es de $3,600 para menores de 6 años y de $3,000 para menores de 18 años. Por encima de estas cantidades de ingresos, el crédito se reduce $50 por cada $1,000 que supere dichos límites.
      • En las familias cuyo MAGI supere las cantidades elegibles para el aumento de crédito, la eliminación gradual del crédito comienza con $200,000 de ingresos ($400,000 para casados que presentan su declaración en conjunto) y el monto de crédito es de $2,000 para todos los hijos menores de 18 años al final del año tributario.
      • El monto máximo de crédito disponible se determina según el método anterior que te brinde el mayor beneficio.

Además, en 2021, el Crédito Tributario por Hijos es totalmente reembolsable; si el crédito supera tu deuda tributaria, tu factura de impuestos se reduce a cero y puedes recibir toda la cantidad restante del crédito sin usar como reembolso.

Para obtener actualizaciones y más información, consulta nuestra publicación del blog sobre el Crédito Tributario por Hijos de 2021.

¿Qué es el Crédito por Otros Dependientes?

Si tienes un dependiente que no cumple los requisitos del Crédito Tributario por Hijos o el Crédito Tributario Adicional por Hijos, es posible que puedas reclamarlo como dependiente y calificar para el Crédito Tributario para el Cuidado de Otros Dependientes.

El Crédito por Otros Dependientes es un crédito alternativo que puede ser reclamado por dependientes que cumplen las siguientes condiciones:

  • El dependiente es ciudadano, nacional o extranjero residente de los EE. UU.
  • El dependiente no puede ser reclamado para el Crédito Tributario por Hijos o Crédito Tributario por Hijos Adicional.
  • El dependiente será reclamado en tu declaración de impuestos.
  • El dependiente tiene un número de Seguro Social o Número de Identificación Personal para Propósitos de Impuestos (ITIN por sus siglas en inglés).

Una cosa a notar para este crédito es que los dependientes pueden ser de cualquier edad. El máximo para este crédito es $500 por dependiente.

¿Cuándo recibiré mi reembolso?

Generalmente, toma 21 días o menos para que el IRS emita un rembolso a un contribuyente que presentó sus impuestos de forma electrónica y escogió recibirlo vía depósito directo.

Sin embargo, si tu declaración requiere revisiones adicionales debido a errores u omisiones, puede tomar más tiempo para procesar. Declaraciones que reclamen el Crédito Tributario por Hijos Adicional, también pudieran ser retrasadas.

Con TurboTax Live Full Service, un experto bilingüe local elegido según tu situación en particular se ocupará de tus impuestos por ti de principio a fin. O bien, obtén ayuda y asesoramiento ilimitados de expertos en impuestos bilingües mientras preparas tu declaración con TurboTax Live Assisted.

Y, si quieres preparar y presentar los impuestos por ti mismo, puedes tener la certeza de que lo harás bien con TurboTax en español , ya que te guiaremos paso a paso. Independientemente de la forma en que realices la presentación, garantizamos un 100 % de precisión y el máximo reembolso correspondiente.

Tus impuestos bien hechos, con expertos bilingües a tu lado

Obtén asesoramiento ilimitado, una revisión final por parte de un experto bilingüe y tu máximo reembolso, garantizado con TurboTax Live Assisted Basic. Ahora disponible en español.

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Presentación gratuita de declaraciones simples con el Formulario 1040 (sin anexos, excepto para el Crédito Tributario por Ingreso del Trabajo, el Crédito Tributario por Hijos y los intereses de préstamos estudiantiles). El 37 % de los contribuyentes califica.

The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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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 12/31/2025. 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 12/31/2025. 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, CT, DE, FL, GA, IL, KS, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SD, TN, TX, UT, VA, WA, WV 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 2024 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited individual returns filed with TurboTax Desktop for the current 2024 tax year and, for individual, non-business returns, for the past two tax years (2022, 2023). 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 software, 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. Desktop add-on products and services purchased are non-refundable.

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 software, 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. Desktop add-on products and services purchased are non-refundable.

TURBOTAX DESKTOP DISCLAIMERS

  • 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 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 connection. Desktop add-on products and services purchased are non-refundable.

  • Fastest Refund Possible: Get your tax refund from the IRS as fast as possible by e-filing and choosing to receive your refund by 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: $3,207 is the average refund amount American taxpayers received in the 2024 filing season based upon IRS data as of February 16, 2024 and may not reflect actual refund amount received.

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

  • Deduct From Your Federal Refund: Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee applies 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 (2022 and higher) and QuickBooks Desktop (2023 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

  • Live Tax Advice: Access to tax experts to obtain answers to tax questions and to assist with tax year 2024 return(s) prepared with TurboTax Desktop software. Additional fees apply. Must be purchased and used by October 31, 2025. Excludes TurboTax Desktop Business. See License Agreement for details.

  • 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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