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Todas las fechas límite para la presentación de impuestos que tienes que conocer

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2023 • May 10, 2024 11:54 AM
OVERVIEW

Asegúrate de mantener el calendario actualizado con estas fechas límite para la presentación de impuestos, posibles prórrogas y otras cuestiones correspondientes tanto a individuos como a empresas.

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La Agencia Federal para el Manejo de Emergencias (FEMA, por sus siglas en inglés) declaró ciertas regiones en California, Georgia y Alabama como zonas de desastre declaradas por el Gobierno federal debido a los desastres causados por tormentas recientes. Las víctimas de estas tormentas en Georgia y Alabama tienen hasta el 16 de octubre de 2023, y la mayoría de los residentes de California tienen hasta el 16 de noviembre de 2023, para presentar varias declaraciones de impuestos personales y comerciales, y para realizar determinados pagos de impuestos.

Key Takeaways

  • Por lo general, las declaraciones de impuestos sobre el ingreso personal vencen el 15 de abril, a menos que la fecha caiga en fin de semana o feriado, o que presentes el Formulario 4868 para solicitar una prórroga hasta el 15 de octubre.
  • Los contratistas independientes, los trabajadores temporales y los trabajadores por cuenta propia suelen tener que realizar pagos trimestrales de impuestos estimados en fechas preestablecidas a lo largo del año.
  • Las sociedades colectivas (incluidas SRL de varios miembros) y las sociedades anónimas de tipo S suelen tener como fecha límite el 15 de marzo, a menos que operen en un año tributario. Se puede solicitar una prórroga de seis meses hasta el 15 de septiembre (o cinco meses después de la fecha límite original) mediante el Formulario 7004.

 

¿Cuándo vencen los impuestos de 2023?

La fecha límite para presentar declaraciones de impuestos suele ser el 15 de abril si presentas la declaración de año calendario. Generalmente, la mayoría de las personas realiza declaraciones de año calendario.

Para contribuyentes individuales, el último día para presentar sus impuestos de 2023 sin una prórroga es el 15 de abril de 2024, a menos que la prórroga se deba a un feriado estatal. A lo mejor has presentado el Formulario 4868 para solicitar una prórroga con el fin de hacer la presentación más adelante durante el año.

Si tienes una empresa que opera en base al año tributario, tu declaración suele vencer el día 15 del tercer o cuarto mes (según el tipo de entidad comercial) después del cierre del año tributario. Cuando esta fecha de vencimiento cae en sábado, domingo o feriado oficial, la fecha de vencimiento se traslada al día hábil siguiente.

Sin embargo, el último día para preparar los impuestos no es la única fecha límite importante que debes conocer. Hay varias otras fechas límite pertinentes para la presentación de impuestos que es necesario tener en cuenta para 2023. Si dudas sobre cuándo vencen los impuestos, estas son las fechas importantes de un vistazo.

Plazos y fechas límite importantes para la presentación de impuestos

Contribuyentes individuales, incluidos empleados, jubilados, trabajadores por cuenta propia, contratistas independientes y trabajadores temporales

  • 16 de enero de 2024: vencimiento del pago de impuestos estimados del cuarto trimestre de 2023. Si trabajas por cuenta propia o tienes otros ingresos sin retenciones de impuestos y realizas pagos trimestrales de impuestos estimados, esta es la fecha de vencimiento de tu último pago trimestral para el año tributario 2023.
  • Principios de 2024: comienza la temporada de impuestos de 2023. Es cuando el IRS (Servicio de Impuestos Internos) comienza a aceptar y procesar las declaraciones de impuestos federales de 2023.
  • 31 de enero de 2024: fecha límite para que los empleadores envíen los Formularios W-2. Para asegurarte de que puedas completar la declaración de impuestos a tiempo, el IRS exige que todos los empleadores envíen a los empleados un Formulario W-2 a más tardar el 31 de enero siguiente al cierre del año tributario. Normalmente, esto significa que los Formularios W-2 se envían a más tardar el 31 de enero, pero no recibirás necesariamente tu formulario para esa fecha.
  • 31 de enero de 2024: se envían algunos Formularios 1099. Varios Formularios 1099, Formularios 1099-NEC, Formularios 1099-MISC y Formularios 1099-K se usan para reportar pagos que, generalmente, no provienen de un empleador, por ejemplo, cuando trabajas como contratista independiente, trabajador por proyecto o por cuenta propia, o si recibes ingresos, como intereses, dividendos, premios, alquileres o regalías o por transacciones de cuentas de corretaje. Si el 31 de enero cae en fin de semana o feriado, estos formularios se deben enviar el día hábil siguiente.
  • 15 de febrero de 2024: reclama tu exención de retención. Si el año pasado elegiste reclamar una exención de la retención de impuestos de tu cheque salarial por parte de tu empleador mediante la presentación de un Formulario W-4, tendrás que volver a presentar el formulario antes de esta fecha. Presentas esta solicitud de exención si anticipas que no tendrás ninguna responsabilidad fiscal este año y no la tuviste el año anterior.
  • 1 de abril de 2024: distribución mínima requerida si cumpliste 73 años en 2023. Si cumpliste 73 años en 2023, tienes hasta el 1 de abril de 2024 para tomar la distribución mínima requerida de 2023 (tu primera distribución requerida) de tu cuenta de jubilación. Después de la aprobación de la Ley SECURE 2.0 en 2022, si cumpliste 73 años a partir de 2022, no es necesario que tomes la distribución mínima requerida (RMD, por sus siglas en inglés) cuando cumplas los 73 años.
  • 15 de abril de 2024: día de presentación de impuestos (salvo que se prorrogue debido a un feriado estatal local). La fecha límite para presentar la declaración suele ser el 15 de abril de cada año, pero se puede retrasar si cae en fin de semana o feriado. No cumplir con la fecha límite para la presentación de impuestos puede acarrear consecuencias en forma de multas e intereses.
  • 15 de abril de 2024: fecha límite para presentar el Formulario 4868 y solicitar una prórroga. La fecha límite de la declaración de impuestos también es el último día para presentar el Formulario 4868 en el que se solicita una prórroga para presentar la declaración de impuestos sobre el ingreso personal. Si no vas a tenerlo todo listo para presentar la declaración de impuestos en la fecha requerida, asegúrate de completar una solicitud de prórroga, que te otorgará la posibilidad de retrasar la presentación de una declaración completa hasta el 16 de octubre de 2023. Pero recuerda que, incluso si eliges solicitar una prórroga, de todos modos tienes que pagar los impuestos que debas antes de la fecha límite de abril.
  • 15 de abril de 2024: fecha límite para realizar contribuciones a cuentas IRA y HSA para el año tributario 2023. Para los contribuyentes individuales que presentan declaraciones de impuestos sobre el ingreso, esta fecha también marca el último día para realizar contribuciones a tu cuenta individual de jubilación (IRA, por sus siglas en inglés) o de ahorros para gastos médicos (HSA, por sus siglas en inglés) para el año tributario 2023. Después de esta fecha, por lo general, no puedes hacer contribuciones para el año tributario anterior.
  • 15 de abril de 2024: vencimiento del pago de impuestos estimados del primer trimestre de 2024. Hacer pagos de impuestos estimados significa que tienes que calcular la cantidad de ingresos que probablemente obtendrás en el año y determinar cuánto le deberás al IRS en concepto de impuestos sobre los ingresos. Para calcular la cantidad de impuestos que deberás pagar en el año, puedes usar el Formulario 1040-ES del IRS. La Publicación 505 del IRS (en inglés) incluye todas las reglas e información que podrías necesitar sobre cómo calcular esta cantidad. Si calculaste en exceso una cantidad de impuestos que debes durante un año y te corresponde un reembolso, puedes elegir entre recibir ese dinero ahora o aplicar el excedente a los pagos trimestrales de impuestos del año siguiente.
  • 17 de junio de 2024: vencimiento del pago de impuestos estimados del segundo trimestre de 2024. A pesar de que el IRS se refiere a estos pagos como impuestos trimestrales estimados, las fechas de vencimiento no caen necesariamente en los "trimestres" ni representan tres meses de pagos de impuestos. Representan una parte trimestral equitativa de tu responsabilidad fiscal estimada sobre el ingreso pagada en intervalos irregulares. El primer pago se realiza a los 3 meses y medio después del comienzo del año. El segundo pago es a los 5 meses y medio; el tercer pago es a los 8 meses y medio, y el cuarto pago es a los 12 meses y medio después del comienzo del año.
  • 16 de septiembre de 2024: vencimiento del pago de impuestos estimados del tercer trimestre de 2024.
  • 15 de octubre de 2024: fecha límite para presentar la declaración de impuestos de 2023 prorrogada. Si elegiste presentar una solicitud de prórroga para tu declaración de impuestos, esta es la fecha límite para presentarla.
  • 31 de diciembre de 2024: se deben tomar las distribuciones mínimas requeridas para las personas de 73 años o más antes de que finalice el año 2024. Después de tomar tu primera RMD (de 2023) a más tardar el 1 de abril de 2024, si cumpliste 73 años en 2023, también tienes que tomar tu RMD de 2024 antes de fin de año. También es la fecha límite si tienes que tomar una RMD correspondiente al año 2024.
  • 15 de enero de 2025: vencimiento del pago de impuestos estimados del cuarto trimestre de 2025. Esto representa el último pago trimestral de impuestos estimados adeudado para 2024. Si eliges la opción de pagar el 100 % de tu responsabilidad fiscal del año anterior, los impuestos no pagados vencerán cuando presentes tu declaración de impuestos individual de 2024, antes de la fecha límite de abril de 2025.

Consejo de TurboTax:

Si no sabes con seguridad cuánto debes pagar en impuestos estimados este año y no quieres pagar la cantidad incorrecta por accidente, puedes elegir entre pagar el 90 % de tu factura de impuestos estimados del año actual o el 100 % (o 110 %, según el AGI) de tu factura de impuestos del año anterior. Generalmente, esto evita tener que pagar una multa por pago incompleto.

Empresas: sociedades colectivas (incluidas SRL), sociedades anónimas de tipo C (Formulario 1120) y sociedades anónimas de tipo S (Formulario 1120S)

  • 15 de enero de 2024: vencimiento del pago de impuestos estimados del cuarto trimestre de 2023
  • Principios de 2024: comienza la temporada de impuestos de 2023
  • 31 de enero de 2024: los empleadores envían los Formularios W-2 a los empleados
  • 31 de enero de 2024: envío de algunos Formularios 1099
  • 15 de marzo de 2024: vencen los impuestos para algunos tipos de empresas (sociedades colectivas, SRL de varios miembros y sociedades anónimas de tipo S). Las empresas organizadas como sociedades colectivas, incluidas las SRL de varios miembros y las sociedades anónimas de tipo S, deben presentar el Formulario 1065 o el Formulario 1120S a más tardar el 15 de marzo de 2024, si son empresas que operan según el año calendario. Si tu empresa opera según el año tributario, debes presentar la declaración de impuestos a más tardar el día 15 del tercer mes posterior al cierre de tu año tributario. Por ejemplo, si tu empresa opera en el año tributario del 1 de abril al 31 de marzo, la declaración de impuestos sobre el negocio vencería el 15 de junio en lugar del 15 de marzo.
  • 15 de abril de 2024: vencen los impuestos para las sociedades anónimas de tipo C. Las empresas organizadas como sociedades anónimas de tipo C deben presentar el Formulario 1120 a más tardar el 15 de abril de 2024, si son empresas que operan según el año calendario. Si tu empresa opera según el año tributario, debes presentar la declaración de impuestos a más tardar el día 15 del tercer mes posterior al cierre de tu año tributario. Por ejemplo, si tu empresa opera en el año tributario del 1 de abril al 31 de marzo, la declaración de impuestos sobre el negocio vencería el 15 de junio en lugar de abril.
  • 16 de septiembre de 2024: fecha límite para las declaraciones prorrogadas de sociedades colectivas y sociedades anónimas de tipo S
  • 15 de octubre de 2024: fecha límite para las declaraciones prorrogadas de sociedades anónimas de tipo C
  • 15 de enero de 2025: vencimiento del pago de impuestos estimados del cuarto trimestre de 2024

La descripción anterior no cubre todas las fechas límite para la presentación de impuestos, sino solo las más importantes y pertinentes para estos grupos de contribuyentes. Para obtener un resumen completo de todas las fechas límite importantes de impuestos aplicables a cada contribuyente, consulta la Publicación 509 del IRS (en inglés).

¿Qué ocurre si se me pasa una fecha límite para la presentación de impuestos?

Si se te pasó alguna de estas fechas límite clave de impuestos, tienes varias opciones. Esas opciones dependen de la fecha límite que se te haya pasado y de si adeudas dinero o te corresponde un reembolso.

¿Qué sucede si se te pasa la fecha límite para la presentación de impuestos y se te debe un reembolso?

Si pagaste de más para el año tributario 2023, no suele haber ninguna multa por presentar tarde la declaración de impuestos. Sin embargo, deberías hacerlo lo antes posible.

Por lo general, tienes tres años desde la fecha de vencimiento de la declaración de impuestos para reclamar un reembolso. Eso significa que, en el caso de las declaraciones de impuestos de 2023, el plazo vence en 2026. Luego de tres años, los reembolsos de impuestos sin reclamar suelen pasar a ser propiedad del Departamento del Tesoro de los Estados Unidos.

¿Qué sucede si se te pasa la fecha límite para la presentación de impuestos y debes impuestos?

Cuando se te pasa una fecha límite para la presentación de impuestos y adeudas dinero al IRS, debes presentar la declaración lo antes posible. Por cada día que se atrasa la presentación de la declaración, el IRS suele cobrar intereses, multas por no presentar la declaración y multas por no pagar los impuestos hasta que presentas la declaración y pagas el saldo adeudado.

¿Qué ocurre si se te pasa una fecha límite de pago de impuestos estimados?

Si se te pasa un pago de impuestos estimados, haz el pago lo antes que puedas. Las multas y los intereses que cobra el IRS dependen de la cantidad que adeudas y del periodo con el pago retrasado, pero puedes minimizar el daño si realizas el pago lo antes posible.

¿Qué sucede si debo más de lo que puedo pagar?

No dejes de presentar la declaración solo porque no puedes pagar la cantidad adeudada en el día en que debes hacer la presentación. El IRS comienza a cobrar multas e intereses el día en que vence la declaración, sin importar cuándo la presentes. Puedes minimizar las multas por no presentar la declaración de impuestos si la presentas lo antes posible, pagas la mayor cantidad que puedas al hacer la presentación y solicitas un plan de pago a plazos por la cantidad restante.

¿Cuál es la forma más rápida de presentar mi declaración de impuestos?

La manera más rápida y precisa de presentar la declaración de impuestos es hacerlo electrónicamente.

Presentar la declaración de forma electrónica ante el IRS es más seguro que hacerlo en papel. Como la declaración de impuestos se transmite electrónicamente al IRS, no tienes que preocuparte por que se pierda en el correo o llegue tarde. Además, obtienes de inmediato la confirmación de que el IRS recibió la declaración y ha comenzado a procesarla.

Si esperas recibir un reembolso de impuestos, la manera más rápida de obtener tu dinero es que te lo depositen de forma electrónica en la cuenta bancaria. El IRS suele emitir el 90 % de los reembolsos en menos de 21 días cuando los contribuyentes combinan el depósito directo con la presentación electrónica.

¿Qué hago si necesito más tiempo?

No dejes que una fecha límite de impuestos inminente te obligue a apurarte con el proceso de presentación y haga que cometas un error en la declaración. Simplemente solicita una prórroga.

Habitualmente, el IRS otorga una prórroga de seis meses a partir de la fecha límite de presentación de impuestos a cualquier persona que la solicite. Puedes solicitar una prórroga de manera electrónica con TurboTax o usar el Formulario 4868.

Solo ten en cuenta que la prórroga de impuestos te da más tiempo para presentar la declaración, no más tiempo para pagar los impuestos que adeudas. Deberás calcular la cantidad que debes y hacer el pago a más tardar en la fecha límite de presentación de impuestos, incluso si solicitas una prórroga.

¿Qué sucede con las fechas límite de presentación de impuestos si vivo en un área afectada por un desastre natural?

Si necesitas más tiempo porque vives en una zona que ha sufrido un desastre natural, tal vez califiques para recibir algún alivio tributario por parte del IRS. El IRS suele posponer la fecha límite de presentación de impuestos para los contribuyentes que viven o tienen un negocio dentro de un área declarada como zona de desastre por el Gobierno federal.

Por ejemplo: el IRS anunció que aplazaría las fechas límite de presentación y pago de impuestos para los contribuyentes afectados por los incendios forestales de California de septiembre de 2020.

¿Qué ocurre si cometí un error y tengo que volver a presentar mis impuestos?

Errar es de humanos. Presentas la declaración de impuestos y, luego, te das cuenta de que olvidaste reportar algún ingreso o reclamar algún crédito de impuestos. Por lo general, no es necesario que vuelvas a preparar toda la declaración. Además de presentar una enmienda mediante el Formulario 1040-X, también tendrás que incluir copias de los formularios y/o anexos que estás modificando o que no incluiste en la declaración original.

El Formulario 1040-X del IRS es un formulario de dos páginas que se usa para enmendar una declaración de impuestos presentada previamente. TurboTax puede guiarte en el proceso de enmienda para corregir la declaración de impuestos.

Para evitar demoras, asegúrate de presentar el Formulario 1040-X solo después de que se haya aceptado el Formulario 1040 original. Si presentas un Formulario 1040-X para cobrar un crédito tributario o un reembolso de un año anterior, tendrás que presentar la declaración en el plazo de los tres años posteriores a la fecha en que presentaste la declaración original a tiempo, o en el plazo de los dos años posteriores a la fecha en que pagaste el impuesto (de ambas opciones, la que sea posterior).

¿Cuál es el último día para presentar la declaración de impuestos?

El último día para presentar declaraciones de impuestos federales sobre el ingreso personal suele ser el 15 de abril, a menos que sea sábado, domingo o feriado oficial. Con algunos feriados estatales se puede prorrogar la fecha límite de presentación de impuestos por otro día. Puedes solicitar una prórroga de 6 meses si presentas el Formulario 4868, que hace que el último día para presentar los impuestos sobre el ingreso personal sea el 15 de octubre o el día hábil siguiente si esa fecha cae en fin de semana o feriado.

Si también presentas los impuestos de tu pequeña empresa como sociedad colectiva o sociedad anónima de tipo S, el último día para la presentación es el 15 de marzo o el 15 de abril para las sociedades anónimas de tipo C, a menos que ese día coincida con un fin de semana o un feriado oficial. Si tu empresa opera según el año no calendario tributario, la declaración de impuestos federales suele presentarse a más tardar el día 15 del tercer mes posterior al final del año tributario de la empresa.

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.

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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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  • Business Tax Guarantee: If you use TurboTax to file your business tax return, you will be covered by a combination of our 100% accurate calculations, maximum savings and audit support guarantees. If you pay an IRS or state penalty (or interest) because of a TurboTax calculation error or an error that a TurboTax expert made while acting as a signed preparer for your return, we'll pay you the penalty and interest. You are responsible for paying any additional tax liability you may owe. If you get a larger refund or smaller tax due from another tax preparer by filing an amended return, we'll refund the applicable TurboTax Live Business federal and/or state purchase price paid. If you receive an audit letter from the IRS or State Department of Revenue, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center. For representation before the IRS, our fee-based Audit Defense add-on service is available for purchase (sold separately). Additional terms and limitations apply. See Terms of Service for details.

  • Audit Support Guarantee: If you receive an audit letter from the IRS or State Department of Revenue based on your 2024 TurboTax individual or business 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 or business returns filed with TurboTax for the current 2024 tax year, and solely for individual, non-business returns for the past two tax years (2023, 2022). Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. For IRS representation, our fee-based Audit Defense service is available for purchase (sold separately). If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state purchase price paid. (TurboTax Free Edition customers are entitled to payment of $30.) This guarantee is good for the lifetime of your individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax, or for three years from the date you filed your business tax return. Additional terms and limitations apply. See Terms of Service for details.

  • Satisfaction Guaranteed: You may use TurboTax Online without charge up to the point you decide to print or electronically file your individual or business tax return. Printing or electronically filing your return reflects your satisfaction with TurboTax Online, at which time you will be required to pay or register for the product. Additional terms and limitations apply. See Terms of Service for details.

  • 5 Days Early Refund Fee Guarantee: If you choose to receive your federal tax refund through the TurboTax 5 Days Early service and your refund is deposited into your selected bank account less than 5 days before the IRS refund settlement date (the date it would have arrived if sent from the IRS directly), then you will not be charged the 5 Days Early fee. Excludes TurboTax Business products and services. Limitations apply. See Terms of Service for more details.

TURBOTAX ONLINE/MOBILE OFFERS & PRICING

The following TurboTax Online offers may be available for tax year 2024. Intuit reserves the right to modify or terminate any offer at any time for any reason in its sole discretion. Unless otherwise stated, each offer is not available in combination with any other TurboTax offers. Certain discount offers may not be valid for mobile in-app purchases and may be available only for a limited period of time.

  • Start for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. For most paid TurboTax online and mobile offerings, you may start using the tax preparation features without paying upfront, and pay only when you are ready to e-file, print, file by mail, or purchase add-on products or services. Actual prices for paid versions are determined based on the version you use and the date and/or time you print or e-file, and are subject to change without notice. Unless otherwise specified, strikethrough prices reflect anticipated final, undiscounted prices for tax year 2024.

  • TurboTax Free Edition: TurboTax Free Edition ($0 Federal + $0 State + $0 To File) is available for those filing simple Form 1040 returns only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit and student loan interest). More details are available here. Roughly 37% of taxpayers qualify. Offer may change or end at any time without notice.

  • TurboTax Free Mobile App Offer: File for free when you start and finish your own taxes in the TurboTax mobile app by February 18, 2024, 11:59pm ET. You are not eligible for this offer if you used TurboTax to file your 2023 taxes. Offer applies only to individual taxes filed with TurboTax do-it-yourself products and excludes TurboTax Live products.

  • TurboTax Full Service - Forms-Based Pricing: “Starting at” pricing represents the base price for one federal return (includes one W-2 and one Form 1040). Final price may vary based on your actual tax situation and forms used or included with your return. Price estimates are provided prior to a tax expert starting work on your taxes. Estimates are based on initial information you provide about your tax situation, including forms you upload to assist your expert in preparing your tax return and forms or schedules we think you'll need to file based on what you tell us about your tax situation. Final price is determined at the time of print or electronic filing and may vary based on your actual tax situation, forms used to prepare your return, and forms or schedules included in your individual return. Prices are subject to change without notice and may impact your final price. If you decide to leave Full Service and work with an independent Intuit TurboTax Verified Pro, your Pro will provide information about their individual pricing and a separate estimate after you discuss your tax situation with them.

TURBOTAX ONLINE/MOBILE

  • Anytime, anywhere: Internet access required; standard data rates apply to download and use mobile app.

  • 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. Last tax year, the IRS issued more than 9 out of 10 refunds in less than 21 days.

  • Get your tax refund 5 days early in your bank account: If you choose this paid add-on feature, your federal tax refund will be deposited to your selected bank account 5 days before the refund settlement date provided by the IRS (the date your refund would have arrived if sent from the IRS directly). The receipt of your refund 5 Days Early is subject to IRS submitting refund information to us at least 5 days before the refund settlement date. IRS does not always provide refund settlement information 5 days early. You will not be eligible to receive your refund 5 Days Early if (1) you take a Refund Advance loan, (2) IRS delays payment of your refund, or (3) your bank's policies do not allow for same-day payment processing. 5 Days Early fee will be deducted directly from your refund prior to being deposited to your bank account. If your refund cannot be delivered 5 Days Early, you will not be charged the 5 Days Early fee. Excludes business tax returns. 5 Days Early program may change or be discontinued at any time without notice.

    Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

  • Get your tax refund up to 5 days early with Credit Karma Money™: When it's time to file, have your tax refund direct deposited to a Credit Karma Money™ checking or savings account, and you could receive your funds up to 5 days early. If you choose to pay your tax preparation fee with TurboTax using your federal tax refund or if you choose to take the Refund Advance loan, you will not be eligible to receive your refund up to 5 days early with Credit Karma. 5-day early program may change or discontinue at any time. Up to 5 days early access to your federal tax refund is compared to standard tax refund electronic deposit and is dependent on and subject to IRS submitting refund information to the bank before release date. IRS may not submit refund information early. Excludes business tax returns. Banking services for Credit Karma Money accounts are provided by MVB Bank, Inc., Member FDIC. Maximum balance and transfer limits apply per account. For more information, please visit https://turbotax.intuit.com/credit-karma-money/.

  • Loan details and disclosures for the Refund Advance program: If you expect to receive a federal refund of $500 or more, you could be eligible for a Refund Advance loan. Refund Advance loans may be issued by First Century Bank, N.A. or WebBank, neither of which are affiliated with MVB Bank, Inc., Member FDIC. Refund Advance is a loan based upon your anticipated refund and is not the refund itself. 0% APR and $0 loan fees. Availability of the Refund Advance is subject to satisfaction of identity verification, certain security requirements, eligibility criteria, and underwriting standards. This Refund Advance offer expires on February 28, 2025, or the date that available funds have been exhausted, whichever comes first. Offer, eligibility, and availability subject to change without further notice.

    Refund Advance loans issued by First Century Bank, N.A. are facilitated by Intuit TT Offerings Inc. (NMLS # 1889291), a subsidiary of Intuit Inc. Refund Advance loans issued by WebBank are facilitated by Intuit Financing Inc. (NMLS # 1136148), a subsidiary of Intuit Inc. Although there are no loan fees associated with the Refund Advance loan, separate fees may apply if you choose to pay for TurboTax with your federal refund. Paying with your federal refund is not required for the Refund Advance loan. Additional fees may apply for other products and services that you choose.

    You will not be eligible for the loan if: (1) your physical address is not included on your federal tax return, (2) your physical address is located outside of the United States or a US territory, is a PO box or is a prison address, (3) your physical address is in one of the following states: IL, CT, or NC, (4) you are less than 18 years old, (5) the tax return filed is on behalf of a deceased person, (6) you are filing certain IRS Forms (1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862), (7) your expected refund amount is less than $500, or (8) you did not receive Forms W-2 or 1099-R or you are not reporting income on Sched C. Additional requirements: You must (a) e-file your federal tax return with TurboTax and (b) currently have or open a Credit Karma Money™ Spend (checking) account with MVB Bank, Inc., Member FDIC. Maximum balance and transfer limits apply. Opening a Credit Karma Money™ Spend (checking) account is subject to eligibility. Please see Credit Karma Money Spend Account Terms and Disclosures for details.

    Not all consumers will qualify for a loan or for the maximum loan amount. If approved, your loan will be for one of ten amounts: $250, $500, $750, $1,000, $1,500, $2,000, $2,500, $3,000, $3,500, or $4,000. Your loan amount will be based on your anticipated federal refund to a maximum of 50% of that refund amount. You will not receive a final decision of whether you are approved for the loan until after the IRS accepts your e-filed federal tax return. Loan repayment is deducted from your federal tax refund and reduces the subsequent refund amount paid directly to you.

    If approved, your Refund Advance will be deposited into your Credit Karma Money™ Spend (checking) account typically within 15 minutes after the IRS accepts your e-filed federal tax return and you may access your funds online through a virtual card. Your physical Credit Karma Visa® Debit Card* should arrive in 7 - 14 days. *Card issued by MVB Bank, Inc., Member FDIC pursuant to a license from Visa U.S.A. Inc.; Visa terms and conditions apply. Other fees may apply. For more information, please visit: https://support.creditkarma.com/s/article/Are-there-fees-with-a-Credit-Karma-Money-Spend-account.

    If you are approved for a loan, your tax refund after deducting the amount of your loan and agreed-upon fees (if applicable) will be placed in your Credit Karma Money™ Spend (checking) account. Tax refund funds are disbursed by the IRS typically within 21 days of e-file acceptance. If you apply for a loan and are not approved after the IRS accepts your e-filed federal tax return, your tax refund minus any agreed-upon fees (if applicable) will be placed in your Credit Karma Money™ Spend (checking) account.

    If your tax refund amounts are insufficient to pay what you owe on your loan, you will not be required to repay any remaining balance. However, you may be contacted to remind you of the remaining balance and provide payment instructions to you if you choose to repay that balance. If your loan is not paid in full, you will not be eligible to receive a Refund Advance loan in the future.

  • Pay for TurboTax out of your federal refund or state refund: Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 service fee may apply to this payment method. Prices are subject to change without notice.

  • TurboTax Help and Support: Access to a TurboTax product specialist is included with TurboTax Deluxe, Premium, TurboTax Live Assisted and TurboTax Live Full Service; not included with Free Edition (but is available as a paid upgrade). TurboTax specialists are available to provide general customer help and support using the TurboTax product. Services, areas of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice. Limitations apply. See Terms of Service for details.

  • TurboTax Live - Tax Advice and Expert Review: Access to an expert for tax questions and Expert Review (the ability to have a tax expert review) is included with TurboTax Live Assisted or as an upgrade from another TurboTax product, and available through December 31, 2025. Access to an expert for tax questions is also included with TurboTax Live Full Service and available through December 31, 2025. If you use TurboTax Live, Intuit will assign you a tax expert based on availability. Tax expert availability may be limited. Some tax topics or situations may not be included as part of this service, which shall be determined at the tax expert's sole discretion. The ability to retain the same expert preparer in subsequent years will be based on an expert’s choice to continue employment with Intuit and their availability at the times you decide to prepare your return(s). 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. 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: Hand off 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.

  • TurboTax Live - Unlimited Expert Support: Unlimited access to TurboTax Live 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 Experts - Years of Experience: Based on experts' self-reported years of tax experience.

  • TurboTax Live - Expert Availability: TurboTax Live experts are available on nights and weekends for certain expanded hours during tax season (from January to April) and in the weeks leading up to tax extension deadlines. Outside of tax season, regular hours are Monday through Friday 5am to 5pm PT. Service, area of expertise, experience levels, and wait times vary, and are subject to restriction and change without notice. Unlimited access to TurboTax Live experts is included with all TurboTax Live products.

  • TurboTax Live Full Service - File your taxes as soon as today: TurboTax Full Service experts are available to prepare 2024 tax returns starting January 6, 2025. One-day preparation and filing availability depends on start time, the complexity of your return, is based on completion time for the majority of customers, and may vary based on expert availability. A tax preparation assistant will validate the customer's tax situation during the welcome call and review uploaded documents to assess readiness and ability to file same-day. 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 - “Local”: For purposes of virtual meetings, “Local" experts are defined as being located within the same state as the consumer's zip code. Not available in all states.

  • Smart Insights: Individual taxes only. Included with TurboTax Deluxe, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits, and is available through November 1, 2025. Terms and conditions may vary and are subject to change without notice.

  • My Docs: Included with TurboTax Deluxe, Premium TurboTax Live, TurboTax Live Full Service, or with PLUS benefits and is available through December 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, and TurboTax Live Full Service products. Access to up to seven years of tax returns we have on file for you is available through December 31, 2025. Terms and conditions may vary and are subject to change without notice.

  • Easy Online Amend: Individual taxes only. With TurboTax Deluxe, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits, you can make changes to your 2024 tax return online through October 31, 2027. For TurboTax Live Full Service, your tax expert will amend your 2024 tax return for you through November 15, 2025; after that date, TurboTax Live Full Service customers will be able to amend their 2024 tax return themselves using the Easy Online Amend process described above. TurboTax Free Edition customers may amend 2024 tax returns online through October 31, 2025. Terms and conditions may vary and are subject to change without notice.

  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2023 TurboTax products.

  • #1 online tax filing solution for self-employed: Based upon IRS Sole Proprietor data as of calendar year 2024, for tax year 2023. Self-Employed defined as a return with a Schedule C/C-EZ 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 and either e-filed or printed, not including returns prepared through desktop software.

  • 1099-Ks: Those filing in TurboTax Free Edition, TurboTax Live Assisted Basic or TurboTax Live Full Service Basic will be able to file a limited IRS Schedule 1 if they have hobby income or personal property rental income reported on a Form 1099-K, and/or a limited IRS Schedule D if they have personal item sales with no gain reported on Form 1099-K. Those filing in TurboTax Deluxe, TurboTax Live Assisted Deluxe or TurboTax Live Full Service Deluxe will be able to file a limited IRS Schedule D if they have personal item sales income reported on Form 1099-K. If you add other schedules or forms, or need to report other types of income on Schedules 1, D, E, F, or Form 4835 you may be required to upgrade to another TurboTax product.

  • 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: Maximum of $500 in total rewards for 20 referrals. See official terms and conditions for more details.

  • Refer your Expert (Intuit's own experts): Maximum of $500 in total rewards for 20 referrals. See official terms and conditions for more details.

  • Refer your Expert (TurboTax Verified Pro): Maximum of $500 in total rewards for 20 referrals. See official terms and conditions for more details.

  • 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. Each taxpayer's refund will vary based on their tax situation.

  • 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) and entities electing to be treated as a C-Corp, Trust/Estates (Form 1041), Tax Exempt Entities/Non-Profits, returns that require more than 5 state filings, and other issues unrelated to the preparation of a tax return or unrelated to business income/franchise taxes. TurboTax Live Assisted Business is currently available only in AK, AZ, CA, CO, CT, DE, FL, GA, ID, IL, KS, MA, MD, ME, MI, MO NC, NE, NJ, NV, NY, OH, PA, SD, TN, TX, UT, VA, WA, WV, WI, and WY.

  • Audit Defense: Audit Defense is a third-party add-on service provided, for an additional fee, by TaxResources, Inc., dba Tax Audit. Audit Defense is included at no added cost with business returns filed with TurboTax Live Business (excluding Sole Proprietor). See Membership Agreements at https://www.intuit.com/legal/terms/ 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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