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Income Tax by State: Which Has the Highest and Lowest Taxes?

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2023 • April 5, 2024 2:31 PM
OVERVIEW

Where you call home isn’t just about proximity to work or the quality of local schools—it can also be about the slice of income taken by state taxes. Income tax by state varies greatly, affecting everything from your paycheck to your day-to-day spending. Have you ever wondered which states let you hold onto more cash and which ones dip deeper into your earnings? We're here to outline the states where you'll pay the highest and lowest income taxes, giving you a clearer picture of your financial landscape.

House on the water with a long dock and a couple holding hands in the distance

Key Takeaways

  • For 2023, states with high income tax rates include California at 13.3%, Hawaii at 11%, and New York at 10.9%, with several others not far behind.
  • Tax-free living? Eight states say 'yes' to no personal income tax, including Alaska, Florida, and Nevada, to name a few.
  • Sales tax — a significant factor: Tennessee (9.548%) and Louisiana (9.547%) lead with the highest combined state and local sales taxes.
  • Seeking lower total sales taxes? Delaware, Montana, and New Hampshire residents enjoy a rate of 0%.

By examining where you live through the lens of tax savings, you can make informed financial decisions, whether you're considering a new home, planning for retirement, or optimizing your tax responsibilities.

Now, let's look at the various types of taxes, starting with what state income taxes are, how they work, and why understanding these can make a difference to your financial well-being.

Types of taxes: A closer look at what you pay

Understanding the different types of taxes you might encounter is essential for savvy financial planning. It's not just one tax, but several, that could influence your budget. Here's a rundown of what you need to know:

What is state income tax?

State income tax is one of the main types of tax that you might pay based on the money you earn. But unlike federal income tax, which is consistent across the U.S., state income tax can vary widely from state to state. Here’s what you should know:

  1. Not all states charge income tax: It's true — not every state will take a cut of your wages. In fact, eight states do not collect any state income tax at all. This means that if you live in one of these states, you won't pay state taxes on the money you earn from your job or your business.
  2. Rates can vary: For states that do charge income tax, the rate you pay might be a fixed percentage of your income, known as a 'flat rate,' or it could depend on how much you earn, which is called a 'progressive' tax system. Progressive systems have tax brackets, where higher earnings fall into higher tax brackets with higher rates.
  3. Definitions of income: What counts as 'taxable income' can differ by state. Most taxable income includes wages from your job, but it can also cover other forms of income, such as money from freelance work, business profits, and sometimes even retirement distributions or unemployment compensation.
  4. Deductions and credits: Each state also has its own set of deductions and tax credits that can reduce the amount of income tax you owe. These could relate to charitable contributions, education expenses, or energy-efficient home improvements. Knowing what deductions and credits you're eligible for can help lower your overall tax bill.
  5. Filing requirements: Just like with federal taxes, you may have to file a state income tax return each year if you've earned above a certain amount. These filing requirements vary and may depend on your filing status and age.

How do states decide their tax rates?

Budgetary needs drive the tax rates of each state, funding essentials like schools, roads, and public safety. These requirements regularly prompt state governments to review and adjust tax rates to align with their spending goals.

Tax systems differ, with some states applying a flat tax rate to all residents, while others use progressive rates that increase as income rises. The choice between these systems reflects the state's financial strategy and the political environment shaped by public opinion and elected officials.

Economic factors also weigh in; states may lower rates to invigorate growth or increase them during economic downturns. Ultimately, changes in tax rates are a balancing act intended to provide necessary public services while keeping the state attractive for living and business.

When are state taxes due?

Typically, state income tax returns are due at the same time as your federal tax return — April 15th. However, some states may have different deadlines, and it's worth checking the specifics for where you live, especially in years where the date might be pushed due to holidays or weekends.

State income tax changes for 2023

Each year can bring changes to state tax rates and rules. In 2023, some states might increase or decrease their tax rates, adjust the income brackets, or change tax credits and deductions. You can stay updated with the latest changes by consulting your state's Department of Revenue—or equivalent tax authority—for the latest information. 

Capital gains taxes

Capital gains tax is what you pay on the profit from selling assets, like stocks or property. States may have different rates for capital gains, separate from regular income tax. Some states align with federal capital gains tax rules, while others set their own rates or exemptions.

Corporate income taxes

Not just individual taxpayers, but businesses, too, pay income tax on their earnings. Corporate income tax rates differ from state to state and can have a significant effect on where businesses choose to set up shop. These taxes play a part in the overall ecosystem of a state's economy.

States with the highest and lowest income tax rates

In the U.S., personal income tax rates are a patchwork of policies that reflect each state's economic and fiscal priorities. These rates can directly influence residents' financial planning and well-being. Let’s take a look at the states with the steepest income tax rates.

Top 10 highest income tax rates by state for 2023:

  1. California: 13.3% for individuals earning more than $1 million. A 1% surcharge for mental health services applies to this income bracket.
  2. Hawaii: 11% for singles earning over $200,000 and couples earning over $400,000.
  3. New York: 10.9% applies to individuals earning more than $1,077,550 and couples earning more than $2,155,350.
  4. New Jersey: 10.75% on income over $5 million. 
  5. Oregon: 9.9% for single filers earning over $125,000 or joint filers over $250,000.
  6. Minnesota: 9.85% for individuals earning more than $164,400 and couples more than $273,470.
  7. District of Columbia: 10.75% on income over $1 million. 
  8. Vermont: 8.75% for individual incomes over $204,000 and joint incomes over $243,750.
  9. Iowa: 8.53% for individuals earning more than $75,420.
  10. Wisconsin: 7.65% on individual incomes exceeding $263,480 and joint filers above $351,310.

While these rates represent the maximum you might pay based on your earning bracket, the effective rate, after accounting for various deductions and credits, could ultimately be lower. 

Now, on to the states with minimal or no income tax, which could mean more money in your pocket after tax season.

States with the lowest personal income tax rates

For those seeking a lighter tax touch, certain states offer low — or even no — personal income tax, making them attractive destinations for individuals and families looking to maximize their earnings. Here's a look at the states where residents enjoy the lowest personal income tax rates:

States with no personal income tax:

Some states have decided to do away with personal income tax altogether, giving residents the advantage of keeping more of their earned income. These include:

  1. Alaska
  2. Florida
  3. Nevada
  4. South Dakota
  5. Tennessee
  6. Texas
  7. Washington
  8. Wyoming

New Hampshire does not have an earned income tax, but it does tax interest and dividend income.

Beyond the rates:

While the absence of state income tax can be appealing, it is important to consider the overall tax burden, as states may have higher property or sales taxes to offset the lack of income tax revenue. Additionally, each state has different costs of living and public services that might balance out the tax savings.

Being in a state with low or no income tax can be a major financial advantage, but it's important to look at the full picture when deciding where you might save the most money. Remember to examine all tax implications, including sales, property, and other state-specific taxes and fees.

States with the highest and lowest property tax rates

A significant part of your tax responsibility involves property taxes, which are largely determined at the local level but can vary widely by state. Here’s what homeowners should know about the states with the heftiest and most modest property tax rates:

States with the highest property tax rates:

These states are known for having high property tax rates, which can significantly add to homeownership costs:

  1. New Jersey: With rates that can surpass 2.20%, it's the nation's leader in property taxes.
  2. Illinois: The average property tax rate here is around 2.10%.
  3. New Hampshire: Homeowners face an average rate of 1.93%, despite not having a general state income tax.
  4. Connecticut: Property tax rates here are commonly above 1.79%.
  5. Vermont: With an average rate of 1.83%, Vermont's scenic beauty comes with significant property taxes.
  6. Texas: Despite having no state income tax, Texas has property tax rates around 1.69%.
  7. Nebraska: Known for rates hovering around 1.65%.
  8. Wisconsin: Averages at 1.61% for property taxes.
  9. Ohio: Property tax rates in Ohio typically stand at 1.59%.
  10. Iowa: Completes the top ten with an average property tax rate of 1.53%.

States with the lowest property tax rates:

On the other end of the spectrum, these states offer more affordable property tax rates:

  1. Hawaii: Offers the most affordable rates in the country, typically below 0.30%.
  2. Alabama: Another state with favorably low rates, around 0.40%.
  3. Colorado: Homeowners here enjoy rates around 0.51%.
  4. Louisiana: Rates in Louisiana generally fall below 0.55%.
  5. District of Columbia: Not a state, but D.C. offers rates as low as 0.55% for its homeowners.
  6. South Carolina: Comes in with an average rate of 0.57%.
  7. West Virginia: Property tax rates around 0.59%.
  8. Nevada: The Silver State has property taxes averaging 0.60%.
  9. Wyoming: Another state with no income tax, and property tax rates at a competitive 0.61%.
  10. Utah: Features relatively low property tax rates at around 0.62%.

Consider the big picture:

Property tax rates are critical to consider when buying a home or planning your finances. Yet, the cost is just one factor. Assessing the quality of local schools, public services, and community infrastructure is also important. While low rates may be enticing, the benefits of well-funded public services in areas with higher rates can contribute significantly to property values and quality of life. 

States with the highest and lowest sales taxes

Sales tax is the percentage of tax added to the sale of most goods and services, and it can have a big impact on your day-to-day expenses. Individual states can have differing sales tax rates when combined with local taxes. So, the amount you pay at checkout can vary a lot between communities within the same state. Let’s look at which states have the highest and lowest combined state and local sales tax rates:

States with the highest combined sales taxes:

These ten states have the heftiest average sales tax rates:

  1. Tennessee: 9.55%
  2. Louisiana: 9.52%
  3. Arkansas: 9.47% 
  4. Washington: 9.23%
  5. Alabama: 9.24%
  6. Oklahoma: 8.95%
  7. Illinois: 8.82%
  8. Kansas: 8.68%
  9. California: 8.66%
  10. Texas: 8.25%

States with the lowest combined sales taxes:

Looking for the least amount of sales tax on your purchases? These states offer the lowest combined rates:

  1. Delaware: 0%
  2. Montana: 0%
  3. New Hampshire: 0%
  4. Oregon: 0%
  5. Alaska: While there's technically no state-level sales tax, some localities may impose their own taxes, averaging a low combined rate of 1.76%.
  6. Hawaii: 4.44%
  7. Wyoming: 5.34%
  8. Wisconsin: 5.43%
  9. Maine: 5.50%
  10. Virginia: 5.65%

The impact of sales taxes on your wallet

While sales taxes often go overlooked in budgeting, they can accumulate significantly over time. States with no or low sales tax rates can be more affordable for consumers, but just as with property and income taxes, it's essential to look at the overall tax landscape to understand the true cost of living in a given state. Keep in mind that states with no or lower sales tax may have higher rates in other forms of tax to make up the difference.

Considering the full picture of taxes, from income to sales to property, provides the clearest view of how your state of residence affects your financial wellbeing.

Understanding your state's tax burden

Feeling the weight of your taxes? Think of it as the tax 'backpack' you carry: in some states, it’s heavier due to a variety of taxes adding up, while in others, it’s lighter, letting you stroll through the year with a bit more ease. This 'backpack' isn't just about what you shell out on April 15th. It's the total amount you pay in state and local taxes, including sales, income, property, and excise taxes, weighed against your earnings.

How heavy is your state's tax backpack?

When we measure all these taxes together, experts at WalletHub term it the "tax burden." It's a clear way to see how much of your hard-earned money sticks with you after taxes. Here's a look at states where residents’ wallets feel the pinch of taxes the most, and where they can breathe a bit easier.

States with the heaviest tax burden:

In these states, a mix of higher rates across various taxes means residents tend to see more of their income going to taxes:

  • New York: 12.47%
  • Hawaii: 2.31%
  • Maine: 11.14%
  • Vermont: 10.28%
  • Connecticut: 9.83%
  • New Jersey: 9.76%
  • Maryland: 9.44%
  • Minnesota: 9.41%
  • Illinois: 9.38%
  • Iowa: 9.15%

States with the lightest tax burden:

If you're looking for a lighter tax backpack, these states stand out for their low overall tax burden:

  • Alaska: 5.06%
  • Delaware: 6.12% 
  • New Hampshire: 6.14%
  • Tennessee: 6.22%
  • Florida: 6.33%
  • Wyoming: 6.42%
  • South Dakota: 6.69%
  • Montana: 6.93%
  • Missouri: 7.11% 
  • Oklahoma: 7.12%

While tax rates might not make or break your decision to live in a particular state, they are worth considering, especially as you plan for retirement or evaluate your overall financial health. A lighter tax burden could mean more freedom to enjoy your earnings now and more security to save for those golden years.

Comparing 2023 state taxes 

Making sense of the tax landscape means comparing more than just one type of tax rate. From income to property to sales taxes — and all the other taxes in between — each state crafts a unique tax profile that can affect your wallet in different ways. To help you get a clearer view of where each state stands, we've compiled a chart using information provided by the Tax Foundation that breaks down several key tax rates across all 50 states.

Please note, the following state tax rates are provided as a guide and can vary based on a number of factors, including your specific location within a state, and applicable deductions or exemptions you may qualify for.

 

State

Income Tax Rate

Ave. Property Tax Rate

Ave. Combined Sales Tax Rate

Corporate Income Tax Rate

Alabama

2% - 5%

0.40%

9.24%

6.5%

Alaska

0

1.04%

1.81%

0% - 9.4%

Arizona

2.5%

0.63%

8.37%

4.9%

Arkansas

2% - 4.9%

0.64%

9.44%

1% - 5.3%

California

1% - 13.3%

0.75%

8.85%

8.84%

Colorado

4.4%

0.55%

7.79%

4.4%

Connecticut

3% - 6.99%

1.79%

6.35%

7.5%

Delaware

2.2% - 6.6%

0.61%

0.00%

8.75%

Florida

0

0.91%

7.02%

5.5%

Georgia

1% - 5.57%

0.92%

7.39%

5.75%

Hawaii

1.4% - 11%

0.32%

4.44%

4.4% - 6.4%

Idaho

5.8%

0.67%

6.02%

5.8%

Illinois

4.95%

2.08%

8.84%

9.5%

Indiana

3.15%

0.84%

7.00%

4.9%

Iowa

4.4% - 6%

1.52%

6.93%

5.5% - 8.4%

Kansas

3.1% - 4.7%

1.34%

8.75%

4% - 7%

Kentucky

4.5%

0.83%

6.00%

5%

Louisiana

1.85% - 4.25%

0.56%

9.55%

3.5% - 7.5%

Maine

5.8% - 7.15%

1.24%

5.50%

3.5% - 8.93%

Maryland

2% - 5.75%

1.05%

6.00%

8.25%

Massachusetts

5% - 9%

1.14%

6.25%

8%

Michigan

4.25%

1.38%

6.00%

6%

Minnesota

5.35% - 9.85%

1.11%

7.52%

9.8%

Mississippi

5%

0.67%

7.06%

4% - 5%

Missouri

2% - 4.95%

1.01%

8.36%

4.0%

Montana

1% - 6.75%

0.74%

0.00%

6.75%

Nebraska

2.46% - 6.64%

1.63%

6.97%

5.58%

Nevada

0

0.59%

8.24%

 

New Hampshire

4% on interest and dividends only

1.93%

0.00%

7.25%

New Jersey

1.4% - 10.75%

2.23%

6.60%

6.5% - 11.5%

New Mexico

1.7% - 5.9%

0.67%

7.60%

4.8% - 5.9%

New York

4% - 10.9%

1.40%

8.53%

6.5% - 7.25%

North Carolina

4.75%

0.82%

7.00%

2.5%

North Dakota

1.1% - 2.9%

0.98%

7.04%

1.41% - 4.31%

Ohio

2.76% - 3.99%

1.59%

7.24%

 

Oklahoma

0.25% - 4.75%

0.89%

8.99%

4%

Oregon

4.75% - 9.9%

0.93%

0.00%

6.6% - 7.6%

Pennsylvania

3.07%

1.49%

6.34%

8.99%

Rhode Island

3.75% - 5.99%

1.40%

7.00%

7%

South Carolina

0 - 6.5%

0.57%

7.50%

5%

South Dakota

0

1.17%

6.11%

0

Tennessee

0

0.67%

9.55%

6.5%

Texas

0

1.68%

8.20%

 

Utah

4.85%

0.57%

7.20%

4.85%

Vermont

3.35% - 8.75%

1.83%

6.36%

6% - 8.2%

Virginia

2% - 5.75%

0.87%

5.77%

6%

Washington

7% on capital gains only

0.87%

9.40%

 

West Virginia

3% - 6.5%

0.57%

6.57%

6.5%

Wisconsin

3.54% - 7.65%

1.61%

5.43%

7.9%

Wyoming

0

0.56%

5.44%

0

 

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  • 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 12/31/2024. Terms and conditions may vary and are subject to change without notice.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

TURBOTAX DESKTOP GUARANTEES

TurboTax Desktop Individual Returns:

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

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

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

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

TurboTax Desktop Business Returns:

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

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

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

TURBOTAX DESKTOP

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

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

  • Fastest Refund Possible: Fastest federal tax refund with e-file and direct deposit; tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.

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

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

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

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

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

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

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

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