Skip To Main Content
TurboTax / Tax Calculators & Tips / Tax Tips Guides & Videos / En Español / ¿Vendes en Etsy artículos hechos en casa? Usa esta lista para preparar tus impuestos

¿Vendes en Etsy artículos hechos en casa? Usa esta lista para preparar tus impuestos

Written by a TurboTax Expert • Reviewed by Miguel Burgos, CPAUpdated for Tax Year 2023 • December 5, 2023 5:20 PM
OVERVIEW

Si vendes artículos en Etsy y eres trabajador por cuenta propia, debes reportar tu ingreso comercial neto en tu declaración de impuestos. Para organizar tus ingresos y gastos comerciales, puedes usar la siguiente lista de comprobación de Etsy para la preparación de impuestos. Es posible que algunos elementos no apliquen a tu situación; sin embargo, la lista te brindará información general sobre lo que tienes que reportar como ingreso y lo que tal vez puedes reclamar como deducción.

Puntos clave

  • Si se procesa más de $20,000 junto con más de 200 transacciones y se te paga a través de Etsy como una red de pagos a terceros, la cantidad se debe reportar en el Formulario 1099-K.
  • Si no recibes un formulario de impuestos, puedes ver tus ventas anuales accediendo tu cuenta en línea de Etsy.com y descargándolas.  
  • Tienes que reportar todo el ingreso de ventas en Etsy en tu declaración de impuestos, sea que recibas un formulario de impuestos o no.  
  • Una vez hayas contabilizado todas tus ventas, puedes deducir todos tus gastos de negocio elegibles para determinar tu ingreso neto de ventas en Etsy.

Antes de empezar:

  • Sigue este enlace e imprime la lista de comprobación.
  • Coloca la lista de comprobación dentro o fuera de una carpeta de archivos.
  • En la lista, tacha todo lo que no corresponda a tu negocio de Etsy.
  • Guarda en la carpeta los recibos relacionados con el negocio y otros documentos de impuestos, y márcalos en la lista.

Anota cualquier otra información que vayas a necesitar para completar tu declaración, por ejemplo:

  • Código de tu negocio principal
  • Tu número de identificación del empleador
  • Números de Seguro Social de tus dependientes
  • Fechas de nacimiento de tus dependientes
  • Número de ruta bancaria para el depósito directo de tu reembolso o el pago de impuestos vencidos.

Lista de comprobación de Etsy para la preparación de impuestos

Llevar adelante tu negocio de Etsy puede generar mucho papeleo que puede que necesites para presentar tus impuestos. Los documentos que tal vez necesites para preparar tu declaración de impuestos incluyen los siguientes:

  • registros de ventas
  • recibos de costos de materiales y equipos
  • cuotas y gastos relacionados con el negocio

La siguiente lista de comprobación puede ayudarte a organizar tus documentos en las categorías tributarias correspondientes. Para asegurarte de no omitir ninguna deducción que te permita ahorrar dinero en impuestos y ahorrar tiempo en la preparación de tu declaración, usa TurboTax.

Tus ingresos

__1099-NEC (1099-MISC en años anteriores)

__1099-K

__Ventas anuales en Etsy

__Cualquier otro registro de ingresos que puedas tener (p. ej., registros de efectivo, Formulario W2, ingresos de cónyuge/pareja, inversiones)

 

Seguros y jubilación

__Seguro médico

__Seguro de atención a largo plazo

__Contribuciones a una cuenta IRA

__Contribuciones a un plan 401(k) individual

 

Equipo

__Compra de teléfono

__Servicio telefónico

__Reparaciones de teléfonos

__Accesorios de teléfonos

__Compra de computadoras/laptops

__Accesorios informáticos

__Servicio de Internet

 

Comisiones y cuotas

__Cuotas de Etsy

 

Honorarios profesionales y legales

__Honorarios de abogados

__Comisiones bancarias, de PayPal y tarjetas de crédito

__Costos de contabilidad

__Honorarios de profesionales de impuestos

 

Gastos de envío

__Franqueo

__Entrega de paquetes

 

Costos de publicidad

__Redes sociales

__Impresión

__Costos de publicación de artículos en Etsy

 

Gastos por uso comercial del hogar

__Muebles

__Alfombras, azulejos, iluminación, y otras mejoras

 

Educación, eventos y viajes

__Comidas

__Entretenimiento

__Matrículas

__Transporte

 

Donaciones caritativas

__Efectivo

__En especie

 

Costo de los bienes vendidos

__Inventario al comienzo del año

__Compras

__Costo de artículos de uso personal

__Costo de mano de obra

__Materiales e insumos

__Otros costos

__Inventario al final del año

 

Gastos de automóvil (sin incluir el uso personal)

__Millaje (si se usa el método estándar) O todos los demás gastos enumerados a continuación (si se usa el método de gastos reales)

__Kit de herramientas para el auto

__Lavado de auto

__Transpondedor electrónico de peaje

__Lámparas y bengalas de emergencia

__Tapetes

__Combustible

__Seguro

__Mantenimiento

__Cambio de aceite

__Costos de estacionamiento

__Cargador portátil de batería

__Cuotas de inscripción

__Reparaciones

__Refrigerios para los pasajeros

__Inflador y calibrador de presión de neumáticos

__Neumáticos

__Peajes

__Servicio de grúas

__Accesorios para el vehículo

__Compras de vehículos

 

Gastos varios

__Cuotas de afiliación relacionadas con el negocio

__Impuestos y licencias relacionados con el negocio

__Otros gastos varios

__Planes de asistencia en carretera

 

Nota de TurboTax:

Prepárate para la temporada de impuestos imprimiendo esta lista y añádela tu carpeta. Coloca tus recibos de negocio y otros documentos tributarios en la carpeta y márcalos en tu lista. También incluye detalles relacionados a tus impuestos incluyendo tu código de negocio principal, número de identificación patronal, etc.

 

Formularios comunes de impuestos para vendedores de Etsy

Es probable que recibas un formulario de impuestos de Etsy que indique la cantidad de ingresos que ganaste durante el año tributario. El formulario que recibas dependerá de la cantidad de las transacciones que hayas realizado y del ingreso que haya generado tu negocio.

    • Probablemente recibirás un Formulario 1099-K si tuviste más de $20,000 y más de 200 transacciones en transacciones de pagos a terceros.
    • No hay un umbral límite para transacciones de pago con tarjeta como cuando se utilizan tarjetas de crédito.

     

El IRS planificó implementar cambios a los requisitos para reportar el Formulario 1099-K en el año tributario 2023. Sin embargo, el IRS recientemente aplazó la implementación del nuevo umbral de $600 para reportar transacciones de procesadores de pagos a terceros por bienes y servicios como Venmo y PayPal hasta, habiendo revertido el año tributario 2023 de vuelta al umbral mayor anterior del Formulario 1099-K del (sobre $20,000 en pagos y más de 200 transacciones). Si no recibes un 1099-K, el IRS aún espera que reportes todo tu ingreso, sin importar la cantidad.

Si no recibes un formulario de impuestos, para encontrar tus ventas anuales inicia una sesión en Etsy.com y descárgalas. Esta pestaña mostrará la cantidad de ventas que hiciste y el volumen de ingresos brutos por ventas que recibiste a través de Etsy Payments durante el año tributario. Recuerda que debes reportar todos los ingresos por ventas de Etsy en tu declaración, independientemente de que recibas o no un formulario de impuestos.

Una vez que hayas registrado todas tus ventas, estarás listo para reducir el ingreso tributable mediante la deducción de tus gastos comerciales.

Suministros y equipos

Los suministros que usas para fabricar los productos que vendes en Etsy, así como los equipos que utilizas para hacerlos, pueden ser gastos comerciales deducibles.

Por ejemplo, si fabricas joyas, las deducciones de impuestos relacionadas con el negocio pueden incluir las siguientes:

  • El metal y las piedras que usas en el producto.
  • El costo de pinzas, taladros o cualquier otro equipo que uses para fabricar las joyas, si los compraste durante el año tributario.
  • Cámaras de vigilancia o alarmas de seguridad específicas para tu estudio, taller u oficina.

Seguros y contribuciones para la jubilación

Como vendedor de Etsy y trabajador por cuenta propia, es posible que puedas deducir las contribuciones para la jubilación hechas a una cuenta IRA tradicional o algún otro plan de jubilación. Si tú o tu cónyuge tienen un plan de jubilación a través de otro trabajo, las deducciones que tomes con relación al plan de jubilación en función de tus ingresos de Etsy pueden estar limitadas.

También es posible que seas elegible para abrir un plan de retiro individual como SEP, IRA SIMPLE o un 401(k) individual. Estos planes típicamente te permiten contribuir dinero a los planes cada año que tengas ingreso ganado y reducen tu ingreso sujeto impuestos para ese año. Este plan funciona de la misma manera que un plan 401(k) corporativo, pero es para trabajadores por cuenta propia. Al igual que ocurre con un plan 401(k) tradicional, las contribuciones que hagas para tu jubilación pueden deducirse de tus ingresos sujeto a impuestos, sin embargo, las distribuciones de ambas tus contribuciones y ganancias de estas cuentas son generalmente incluidas en tu ingreso sujeto a impuestos. 

Otra opción para tus cuentas de retiro cuando tienes ingreso ganado incluye 401(k) individuales Roth y IRA Roth. A diferencia de los planes mencionados arriba, la versión Roth no te permite reclamar una deducción por tus contribuciones en el año que las haces. Sin embargo, los ingresos y las contribuciones de estas cuentas son típicamente libres de impuestos cuando cuanto las sacas durante tu retiro.

Gastos de automóvil

Uno de los mejores aspectos de vender en Etsy es que puedes trabajar desde casa y eliminar el tiempo y la molestia de viajar al trabajo. Sin embargo, es posible que uses tu automóvil para realizar tareas relacionadas con el negocio, por ejemplo,

  • recoger o entregar paquetes, o enviarlos por correo postal,
  • conducir para comprar insumos o
  • comprar artículos antiguos o especiales para vender.

Si es así, es posible que puedas deducir algunos de los gastos de tu vehículo. Tienes dos opciones para calcular la deducción por millaje comercial:

  • El método de deducción de tarifa estándar por milla
  • El método de gastos reales

Para reclamar la deducción según la tarifa estándar por milla, tendrás que llevar un registro preciso del millaje conducido para fines comerciales y total. El método estándar ofrece una tarifa fija por milla. Para 2023, la tarifa estándar por milla es de 65.5 centavos por milla.

Si deseas usar el método de gastos reales, tienes que realizar el seguimiento de todos los gastos de tu vehículo, incluyendo gasolina, reparaciones y peajes. Luego, multiplicas la cantidad total por el porcentaje de millas recorridas con tu vehículo para fines comerciales.

Por ejemplo, si tus gastos del vehículo fueron de $5,000 y el 10 % de las millas que recorriste durante el año estuvieron relacionadas con el negocio, tu deducción sería de $500 ($5,000 x .10 = $500).

Para decidir cuál es el mejor método para ti, lee el artículo Cómo maximizar las deducciones de impuestos por el uso comercial de tu automóvil (en inglés).

Gastos de teléfono móvil e Internet

La administración de tu tienda de Etsy y la atención que le brindes a tus clientes, tanto en línea como a través de tu teléfono, pueden ser una parte importante de tu negocio de Etsy, y los costos asociados con estas actividades pueden ser deducibles. Los costos deducibles de impuestos pueden incluir los siguientes:

  • Comprar un teléfono o una computadora
  • Pagar la factura del teléfono y de Internet
  • Pagar por las reparaciones del teléfono y de la computadora
  • Comprar accesorios

La cantidad que puedas deducir dependerá del porcentaje de tiempo que uses tu teléfono, tu computadora e Internet de forma exclusiva para el negocio. Llevar registros precisos del tiempo que usas estos dispositivos te ayudará a calcular qué porcentaje de sus costos puedes deducir.

  • Por ejemplo, si usas tu teléfono el 25 % del tiempo que trabajas con Etsy, podrás deducir el 25 % de esos costos.
  • Si los costos de tu teléfono móvil, tu computadora e Internet suman en total $2,000, podrás deducir $500 como gasto comercial ($2,000 x .25 = $500).

Si usas un teléfono y/o una computadora exclusivamente para fines comerciales, probablemente puedas deducir el 100 % de los gastos.

Gastos varios

¿Invertiste en anuncios en línea para tus productos de Etsy o pagas por una licencia comercial? Estos costos probablemente sean deducibles de impuestos.

Si eres vendedor de Etsy, eres propietario de una pequeña empresa. Eso significa que puedes aprovechar las deducciones de gastos comerciales calificados en los que hayas incurrido, como comisiones bancarias y de PayPal, y el embalaje de los artículos que envías.

Para obtener más ideas sobre qué puedes deducir, lee el artículo Las principales deducciones de impuestos para vendedores de Etsy (en inglés).

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.

Impuestos sobre inversiones y trabajo por cuenta propia bien hechos

 Un experto bilingüe especializado que se ajuste a tu situación particular preparará tu declaración de impuestos de manera 100 % correcta, garantizado con TurboTax Live Full Service. Tu experto buscará todas las deducciones de impuestos que mereces y presentará la declaración por ti hoy mismo.*

Comienza gratis
Paga solo cuando presentemos la declaración

Impuestos bien hechos para inversionistas y trabajadores por cuenta propia

TurboTax Premium descubre deducciones específicas de la industria para obtener más beneficios tributarios. Prepara tus impuestos con el 100 % de precisión, garantizado. Ahora disponible en español.

{{Price_v2.CG.TTO.current.PREMIUM.US#formattedPrice}}*
Los impuestos estatales son adicionales.
Comienza gratis

Looking for more information?

Related Articles
More in En Español
¿Qué son los impuestos estatales sobre los ingresos?Crédito Tributario por Hijos del 2023 y 2024Nacimiento de un hijoUn mayor y mejor crédito tributario para educación superior¿Qué es el Formulario 1040A del IRS?

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.

TaxCaster Tax
Calculator

Estimate your tax refund and where you stand

I’m a TurboTax customer

I’m a new user

Tax Bracket
Calculator

Easily calculate your tax rate to make smart financial decisions

Get started

W-4 Withholding
Calculator

Know how much to withhold from your paycheck to get a bigger refund

Get started

Self-Employed
Tax Calculator

Estimate your self-employment tax and eliminate any surprises

Get started

Crypto Calculator

Estimate capital gains, losses, and taxes for cryptocurrency sales

Get started

Self-Employed Tax Deductions Calculator

Find deductions as a 1099 contractor, freelancer, creator, or if you have a side gig

Get started

ItsDeductible™

See how much your charitable donations are worth

Get started

Your security. Built into everything we do.

Here's how

File faster and easier with the free TurboTax app

TurboTax Online: Important Details about Filing Simple Form 1040 Returns

If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.

Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

  • W-2 income
  • Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction
  • Taxable qualified retirement plan distributions

Examples of situations not included in a simple Form 1040 return:

  • Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
  • Stock sales (including crypto investments)
  • Income from rental property or property sales
  • Credits, deductions and income reported on other forms or schedules 

TURBOTAX ONLINE GUARANTEES

TurboTax 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. Excludes TurboTax Business returns. Additional terms and limitations apply. See Terms of Service 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 purchase price paid. (TurboTax Free Edition customers are entitled to payment of $30.) 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. Excludes TurboTax Business returns. Additional terms and limitations apply. See Terms of Service 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 Support Center, for audited individual returns filed with TurboTax for the current 2023 tax year and for individual, non-business returns for the past two tax years (2022, 2021). 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 purchase price paid. (TurboTax Free Edition customers are entitled to payment of $30.) 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. Excludes TurboTax Business returns. 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 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.

  • Our TurboTax Live Full Service Guarantee means your tax expert will find every dollar you deserve. Your expert will only sign and file your return if they believe it's 100% correct and you are getting your best outcome possible. If you get a larger refund or smaller tax due from another tax preparer, we'll refund the applicable TurboTax Live Full Service federal and/or state purchase price paid. If you pay an IRS or state penalty (or interest) because of an error that a TurboTax tax expert or CPA made while acting as a signed preparer for your return, we'll pay you the penalty and interest. Limitations apply. See Terms of Service for details.

  • 100% Accurate Expert-Approved Guarantee: If you pay an IRS or state penalty (or interest) because of an error that a TurboTax tax expert or CPA made while providing topic-specific tax advice, a section review, or acting as a signed preparer for your return, we'll pay you the penalty and interest. Limitations apply. See Terms of Service for details.

TurboTax 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 Terms of Service for details.

  • TurboTax Audit Support Guarantee – Business Returns. If you receive an audit letter from the IRS or State Department of Revenue on your 2023 TurboTax business return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited business returns filed with TurboTax for the current 2023 tax year. 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 for this question-and-answer support, we will refund the applicable TurboTax Live Business or TurboTax Live Full Service Business federal and/or state purchase price paid. Additional terms and limitations apply. See Terms of Service for details.

TURBOTAX ONLINE/MOBILE PRICING

  • 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 file or purchase add-on products or services. Actual prices for paid versions are determined based on the version you use and the time of print or e-file and are subject to change without notice. Special discount offers may not be valid for mobile in-app purchases. Strikethrough prices reflect anticipated final prices for tax year 2023.

  • 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 for the Earned Income Tax Credit, Child Tax Credit and student loan interest), as detailed in the TurboTax Free Edition disclosures. Roughly 37% of taxpayers qualify. Offer may change or end at any time without notice.

  • TurboTax Live Assisted Basic Offer: Offer only available with TurboTax Live Assisted Basic and for those filing Form 1040 and limited credits only. Roughly 37% of taxpayers qualify. Must file between November 29, 2023 and March 31, 2024 to be eligible for the offer. Includes state(s) and one (1) federal tax filing. Intuit reserves the right to modify or terminate this TurboTax Live Assisted Basic Offer at any time for any reason in its sole and absolute discretion. If you add services, your service fees will be adjusted accordingly. If you file after 11:59pm EST, March 31, 2024, you will be charged the then-current list price for TurboTax Live Assisted Basic and state tax filing is an additional fee. See current prices here.

  • Full Service $100 Back Offer: Credit applies only to federal filing fees for TurboTax Full Service and not returns filed using other TurboTax products or returns filed by Intuit TurboTax Verified Pros. Excludes TurboTax Live Full Service Business and TurboTax Canada products. Credit does not apply to state tax filing fees or other additional services. If federal filing fees are less than $100, the remaining credit will be provided via electronic gift card. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. Must file by April 15, 2024 11:59 PM ET.

  • 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 when you connect with them.

  • Pays for itself (TurboTax Premium, formerly Self-Employed): Estimates based on deductible business expenses calculated at the self-employment tax income rate (15.3%) for tax year 2022. Actual results will vary based on your tax situation.

TURBOTAX ONLINE/MOBILE

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

  • Fastest refund possible: Fastest 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.

  • Get your tax refund up to 5 days early: Individual taxes only. When it’s time to file, have your tax refund direct deposited with Credit Karma Money™, 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. 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.

  • For Credit Karma Money (checking account): Banking services provided by MVB Bank, Inc., Member FDIC. Maximum balance and transfer limits apply per account.
  • Fees: Third-party fees may apply. Please see Credit Karma Money Account Terms & Disclosures for more information.

  • Pay for TurboTax out of your federal refund or state refund (if applicable): Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing 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 an 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.
  • 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.

©1997-2024 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.

About Cookies
Manage Cookies