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Investments and Taxes Tax Tips

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A Guide to the Capital Gains Tax Rate: Short-term vs. Long-term Capital Gains Taxes
This guide can help you better understand the different rules that apply to various types of capital gains, which are typically profits made from taxpayers’ sale of assets and investments. Read more…

Is There a Dividend Tax? Your Guide to Taxes on Dividends
Is there a dividend tax? Not all dividends are created equal when it comes to reporting them on your taxes. Here are a few pointers for reporting them. Read more…

Deductions Allowed for Contributions to a Traditional IRA
The contributions you make to a traditional IRA account may entitle you to a tax deduction each year. Read more…

The Tax Benefits of Your 401(k) Plan
Your contributions to a qualified 401(k) may lower your tax bill and help you build financial security. Read more…

Capital Gains and Losses
What is a capital asset, and how much tax do you have to pay when you sell one at a profit? Find out how to report your capital gains and losses on your tax return with these tips from TurboTax. Read more…

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Pay for TurboTax out of your federal refund: A $40 Refund Processing Service fee applies to this payment method. Prices are subject to change without notice.
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Tax Advice, Expert Review and TurboTax Live: Access to tax advice and Expert Review (the ability to have a Tax Expert review and/or sign your tax return) is included with TurboTax Live or as an upgrade from another version, and available through December 31, 2021. These services are provided only by tax experts or CPAs. 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 TurboTax Live , 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 Full Service product, the tax expert will sign your return as preparer. On-screen help is available on a desktop, laptop or the TurboTax mobile app. Unlimited access to tax experts or CPAs 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.
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Smart Insights: Included with TurboTax Deluxe, Premier, Self-Employed, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits and is available through 11/1/2022. Terms and conditions may vary and are subject to change without notice.
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Easy Online Amend: Included with TurboTax Deluxe, Premier, Self-Employed, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits. Make changes to your 2020 tax return online for up to 3 years after it has been filed and accepted by the IRS through 10/31/2023. Terms and conditions may vary and are subject to change without notice. For TurboTax Live Full Service, your tax expert will amend your 2020 tax return for you through 11/30/2021. After 11/30/2021 TurboTax Live Full Service customers will be able to amend their 2020 tax return themselves using the Easy Online Amend process described above.
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1099-NEC Snap and Autofill: Available in TurboTax Self-Employed and TurboTax Live Self-Employed starting 1/25/2021. Available in mobile app only. Feature available within Schedule C tax form for TurboTax filers with 1099-NEC income.
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