Skip To Main Content
TurboTax Logo
TurboTax / Tax Calculators & Tips / Tax Tips Guides & Videos / General / Filing Taxes for the First-Timer

Filing Taxes for the First-Timer

Written by a TurboTax Expert • Reviewed by a TurboTax CPA

Updated for Tax Year 2022 • December 1, 2022 5:02 PM
OVERVIEW

Filing taxes doesn't have to be complicated for newcomers. The more you learn about the tax system, the less stress you'll feel when filing your first tax forms.

filing-taxes-for-the-first-timer_L9ME97Qot.png

Filing for the first time

Your first time doing anything is usually a challenge.

You don’t know what to expect. You’re not exactly sure what to do or if you’re doing it correctly. Will you have everything you need? And what are the ramifications if you make careless mistakes?

A lot of such questions may be going through your mind if you are preparing your income taxes for the first time.

What you don't know—if you did know it—could make each element of the form on which you file your return make sense.


Many taxpayers cheat themselves out of deductions by not keeping good records.

—Karen M. Reed, director of communications for TaxResources Inc.


Who files

Before giving yourself a headache over Internal Revenue Service rules, one expert says, determine if you have to report your income at all.

Atlanta-based Cora Parks, author of the blog TaxToday, said first-time filers need to see if they received enough income for the tax year to trigger the filing requirement.

“This amount is determined by the person’s filing status, age and dependency status,” Parks said.

For example, in 2022, if you are under age 65 and filing single or married filing separately, you typically must file an income tax return if your gross income was $12,950.

Chart A of "1040 Instructions 2022" details 10 separate filing situations and the corresponding income threshold for filing.

On the other hand, a self-employed individual who earned the same amount won’t get off so easily, Parks says. Such a person is responsible for the entire amount of taxes due the government—rather than only half, as is the case with an individual from whose pay income taxes have been withheld and forwarded to the government by the employer.

Filing doesn't have to be complicated for newcomers. Because most first-timers are dependent-free and not bogged down with various claims, they're eligible to a simple version of the Form 1040. If your taxes become more complicated, various schedules and forms are included to provide the IRS with information necessary to process your tax return.

Regardless of whether or not you are required to file, you may want to do so, because if your employer has been withholding taxes, you may be owed a tax refund.

The power of deductions

The need to account for deductible expenses is one requirement for which being a pack rat pays off. It can be a problem for those who throw away receipts and find it cumbersome to jot down things like mileage and expense transactions.

Being able to deduct expenses for your business or household can be one of the bright sides of filing taxes. Those deductions can lower your taxes and perhaps lead to a refund.

But you must prove what you spent, says Karen M. Reed, director of communications for Citrus Heights, California-based TaxResources Inc.

“The time to get the documentation in order is when you are preparing your tax return—not one to three years later when you are audited and can’t remember what you did a long time ago,” Reed said. “Many taxpayers cheat themselves out of deductions by not keeping good records.”

If deductions are later questioned by the IRS, Reed says, deductions for which you have no supporting documentation will be disallowed.

Most deductions require an invoice and proof of payment, such as a canceled check or credit card statement.

Reed says a set of conditions must be met before any deduction is approved by the IRS and encourages taxpayers to take the time to understand the difference between what is considered personal versus business.

“Many first-time filers believe they can deduct all of their lunches with co-workers as ‘business meals,’” said Reed. “Another example is business gifts. Most people do not realize that the deduction is limited to $25 per recipient per tax year.”

The taxpayer also needs to know that not every deduction affects the amount of income tax due—or the amount of a refund.

“Many first-time filers are confused when the medical expenses they enter into a tax program do not change the bottom line of their returns,” Reed said. “But the reason is that there are limitations on these expenses, which are only deductible when they exceed a certain percentage of adjusted gross income.”

Status, Form W-2 and Form 1099

Charles Davidson, owner of Redding, California-based Accelerated Education Systems, says that most first-time filers he’s run across have more than one Form W-2, the form prepared by an employer that shows the employee's gross and net wages along with federal, state, Social Security and Medicare taxes withheld.

Davidson says it’s important that first-timers know they may not file until they have the W-2 from each employer.

“Some first-timers are surprised to learn that they have been contributing to a 401(k) or retirement plan through their employers,” he points out. “Contributions to a retirement plan may result in the taxpayer being able to claim the Retirement Savings Contribution Credit.”

You must also consider filing status—such as single, married filing jointly or head of household. Identifying the proper filing status can be tricky in today’s array of nontraditional living arrangements, Davidson noted, adding that some people misunderstand what claiming "Head of Household" means.

“Many will try to claim head of household even when there is not a qualifying dependent living in the home," Davidson said. “It means a larger standard deduction, so it’s advantageous to file head of household, but if you can’t legitimately file that way, it could mean an audit.” The focus on the filing status in the instructions for Form 1040 explains the conditions that must be met in order for the filer to claim "Head of Household" status.

Filing statuses and dependent claims can be confusing even for tax professionals, Davidson notes, and he encourages first-timer filers to research the stipulations carefully.

And you know all that miscellaneous income you earned last year on the side? Yeah, you have to claim that, too. You might or might not receive a Form 1099 from the company for which you performed work as a self-employed person—an independent contractor.

“Companies are not required to issue a 1099 if the income is less than $600,” Davidson said. “(But) taxpayers must report all income for all sources worldwide. This includes from online activities like eBay or affiliate programs.”

Even if you did earn a little money on the side but didn’t receive a Form 1099, that does not exempt you from reporting that income to the IRS.

“I call these taxpayers ‘accidental business owners’ because they don’t realize that miscellaneous income essentially sets them up in a business,” Davidson says. “They can legally deduct any expenses that enabled them to earn that money. It also means they have to file a Schedule C, which can be much more intimidating.”

Get your mind right

The more you actually learn about the tax system, the less stress you'll feel filing your first forms.

“If you’re a first-time filer, your approach should be calm, focused and curious,” says Karen M. Reed, director of communications for Citrus Heights, California-based TaxResources Inc. “You should take an interest in what you’re doing, as it is a huge component of your financial life.”

Reed advises against waiting until the last minute to think about your taxes, as well as rushing through the process while you’re preparing your return.

“Dig a little deeper and take the time needed to make sure you understand every entry on your tax return,” Reed said. “And be sure to proofread it: A mistake in just one digit can lead to disastrous results.”

Filing with more peace of mind with TurboTax

TurboTax is developed with first-time filers in mind. We guide you step by step with simple, plain-English questions and apply the appropriate tax laws in the background. We also do the math and fill in all the right tax forms. TurboTax will even recommend the best choices for you when it comes to filing status, deductions and credits, and other areas that affect your taxes. Plus, we check your return for errors and tell you how to fix them. And if you’re ever unsure of an answer, or need some expert advice on your taxes, you can talk one-on-one with one of our highly-skilled tax professionals for free.

Let an expert do your taxes for you, start to finish with TurboTax Live Full Service. Or you can get your taxes done right, with experts by your side with TurboTax Live Assisted. File your own taxes with confidence using TurboTax. Just answer simple questions, and we’ll guide you through filing your taxes with confidence. Whichever way you choose, get your maximum refund guaranteed.

Taxes done right, with experts by your side

Get unlimited advice, an expert final review and your maximum refund, guaranteed with Live Assisted Basic.


For simple tax returns only.
See if you qualify.

Get your max refund

Answer simple questions about your life and TurboTax Free Edition will take care of the rest.

For simple tax returns only

See if you qualify

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

Get started

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

ItsDeductible™

See how much your charitable donations are worth

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

Security icon

Your security. Built into everything we do.

Here's how

taxball

File faster and easier with the free TurboTax app

Download on the app storeGet it on Google Play

TurboTax Online: Important Details about Free Filing for Simple Tax Returns

If you have a simple tax return, you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic or TurboTax Live Full Service Basic at the listed price.


A simple tax return is one that's filed using IRS Form 1040 only, without having to attach any forms or schedules. Only certain taxpayers are eligible.

Situations covered (assuming no added tax complexity):

  • W-2 income
  • Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B   
  • IRS standard deduction
  • Earned Income Tax Credit (EIC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction

Situations not covered:

  • Itemized deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income
  • Stock sales
  • Rental property income
  • Credits, deductions and income reported on other forms or schedules (for example, income related to crypto investments)


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 Online 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 2022 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 2022 tax year and, for individual, non-business returns, for the past two tax years (2021, 2020). 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.

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 2022 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 2022 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, 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.

  • 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 ONLINE/MOBILE PRICING:

  • Try for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. TurboTax Free Edition ($0 Federal + $0 State + $0 To File) is available for simple tax returns only (see if you qualify) and has limited functionality; offer may change or end at any time without notice. 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.

  • TurboTax Live Assisted Basic Offer: Offer only available with TurboTax Live Assisted Basic and for simple tax returns only. Not all taxpayers qualify. Must file by March 31, 2023 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 filed after March 31, 2023 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.

  • 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 2021. Actual results will vary based on your tax situation.

  • 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.

    No Fees: Third-party fees may apply. Please see Account Terms & Disclosures for more information.

  • Pay for TurboTax out of your federal refund: Individual taxes only. A $39 Refund Processing Service fee applies 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, Premier, Self-Employed, 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, 2023. 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 available starting December 2023 and 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.

  • Smart Insights: Individual taxes only. Included with TurboTax Deluxe, Premier, Self-Employed, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits and is available through 11/1/2023. Terms and conditions may vary and are subject to change without notice.

  • My Docs features: Included with TurboTax Deluxe, Premier, Self-Employed, 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, Premier, Self-Employed, 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, Premier, Self-Employed, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits. Make changes to your 2022 tax return online for up to 3 years after it has been filed and accepted by the IRS through 10/31/2025. Terms and conditions may vary and are subject to change without notice. For TurboTax Live Full Service, your tax expert will amend your 2022 tax return for you through 11/15/2023. After 11/15/2023, TurboTax Live Full Service customers will be able to amend their 2022 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 2021 TurboTax products.

  • #1 online tax filing solution for self-employed: Based upon IRS Sole Proprietor data as of 2022, tax year 2021. 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 & either e-filed or printed, not including returns prepared through desktop software or FFA prepared returns, 2021.

  • CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees. Limitations apply. See Terms of Service for details.

  • 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.

  • **Invite a Friend: Rewards good for up to 10 friends, or $250 - see official terms and conditions for more details.

  • Average Refund Amount: Sum of $3252 is the average refund American taxpayers received based upon IRS data date ending 12/30/22 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 2021 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, or Quarterly filings, and Foreign Income.

TURBOTAX CD/DOWNLOAD 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 Desktop. Excludes TurboTax 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 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 2022 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 2022 tax year and, for individual, non-business returns, for the past two tax years (2021, 2020). 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. Excludes TurboTax Business returns. Additional limitations apply. See License Agreement 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 limitations apply. See License Agreement for details.

  • Maximum Tax Savings Guarantee: 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. 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 CD/DOWNLOAD

  • Installation Requirements: Download option requires a free online Intuit account. Product activation requires internet connectivity. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.

  • TurboTax CD/Download 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 $3252 is the average refund American taxpayers received based upon IRS data date ending 12/30/22 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 2021 TurboTax products.

  • Deduct From Your Federal Refund: 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; May require a free Intuit online account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2020 and higher) and QuickBooks Desktop (2020 and higher); both Windows only. Quicken import not available for TurboTax Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

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

Intuit Logo
TurboTax LogoCreditKarma LogoQuickBooks LogoMailChimp Logo

©1997-2023 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint 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.