1. TurboTax /
  2. Tax Calculators & Tips /
  3. Tax Tips & Videos /
  4. Tax Planning and Checklists

Tax Planning and Checklists Tax Tips

Subscribe and receive all Tax Planning and Checklists
tax guides via RSS

Recent Articles

Top 5 Reasons to Adjust Your W-4 Withholding
Common lifestyle changes, like getting a job or getting married, can change your tax liability. To avoid being caught off guard by an unexpected tax bill or huge tax refund, you'll need to adjust your withholdings on your paycheck. Read more…

Tax Time: How to Get Out of Your Own Way
Getting organized and having a plan when its time to do your taxes can make the job a lot easier. Read more…

Video: How to Track Tax Deductions
Tax deductions allow you to decrease your taxable income which can save you money come tax season. Track tax deductions with help from TurboTax in this video on tax tips. Read more…

Video: IRS Tax Return Retention Requirements
The IRS has some very specific requirements when it comes to tax return retention. Learn about IRS tax return retention requirements with help from TurboTax in this video on tax tips. Read more…

How to Estimate Federal Withholding
Choosing the optimal withholding will ensure you don't have too much or too little deducted from your paycheck. Use the W-4 form to estimate the proper amount to be withheld. Read more…


More Tax Planning and Checklists Articles

How to Start Tax Planning 5 Ways to Reduce Your Taxes for Next Year Keeping Good Tax Records The Art of Keeping Receipts for Your Taxes How to Secure Your Tax Information Before a Disaster Video: How to Get All the Tax Deductions Possible When Filing Video: Documents Needed to File Income Taxes Video: How to Recover Past Tax Returns 4 Last-Minute Ways to Reduce Your Taxes A Tax Guide for U.S. Immigrants Which Receipts Should I Keep for Taxes? 8 Tax Terms You Should Know Documents You Should Save for Tax Time Tax Planning for Beginners Making Taxes Easy: Tips for Organizing Receipts and Expenses Top 8 Year-End Tax Tips Summer Tax Tips Medical Expenses Checklist Tax Changes You Need to Know for 2017 Important Tax Deadlines & Dates Filing 2017 Taxes: Your Go-To Guide Eight Things to Do Now to Cash In at Tax Time Tax Preparation Checklist How Long Do Federal and State Tax Returns Need to Be Kept? Last Call Tax Tips for 2010 Tax Tips After January 1, 2018 3 Great Tips for Your 2017 Taxes Top Five Ways to Avoid a Tax Audit

TurboTax Blog »

Get tax tips and tricks, from quick fixes to long term strategies.

Ready to try TurboTax?

Sign In

Security is built into everything we do
Here's how
* Important Offer Details and Disclosures
  • TURBOTAX ONLINE/MOBILE

  • Try for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. Absolute Zero $0 federal (1040EZ/1040A) + $0 state offer only available with TurboTax Federal Free Edition; offer may change or end at any time without notice. Actual prices are determined at the time of print or e-file and are subject to change without notice. Savings and price comparisons based on anticipated price increase expected in March. Special discount offers may not be valid for mobile in-app purchases.
  • QuickBooks Self-Employed Offer with TurboTax Self-Employed: File your 2016 TurboTax Self-Employed return between 4/19/17 and 10/16/17 to receive your complimentary subscription to QuickBooks Self-Employed until 10/31/18. Activation by 12/31/17 required. Sign in to QuickBooks Self-Employed via mobile app or at https://selfemployed.intuit.com/turbotax; e-mail address used for activation and sign-in. Offer valid only for new QuickBooks Self-Employed customers. See QuickBooks.com for price comparison.
    • When you use TurboTax Self-Employed to file your 2017 taxes, you will have the option to renew your QuickBooks Self-Employed subscription. If you do not purchase TurboTax Self-Employed by 10/15/18, you will have the option of renewing your QuickBooks Self-Employed subscription by 10/31/18 for another year at the then-current annual subscription rate. You may cancel your subscription at any time from within the QuickBooks Self-Employed billing section.
  • Pays for itself (TurboTax Self-Employed): Estimates based on deductible business expenses calculated at the self-employment tax income rate (15%) for tax year 2016. Actual results will vary based on your tax situation.
  • Anytime, anywhere: Internet access required; standard message and 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.
  • Pay for TurboTax out of your federal refund: $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice.
  • TurboTax Expert Help, Tax Advice and SmartLook: Included with Deluxe, Premier and Self-Employed (via phone or on-screen); not included with Federal Free Edition (but available for purchase with the Plus bundle). SmartLook on-screen help is available on a PC, laptop or the TurboTax mobile app. TurboTax experts provide general advice, customer service and product help; tax advice provided only by credentialed CPAs, enrolled agents and tax attorneys. Feature availability varies by device. State tax advice is free. Service, area of expertise, experience levels, hours of operation and availability vary, and are subject to restriction and change without notice.
  • Tax Return Access, My Docs and My Analysis & Advice features: Access to all tax-related documents we have on file for you is available until you file your 2017 tax return or through 10/31/2018, whichever comes first. Terms and conditions may vary and are subject to change without notice.
  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2015 TurboTax products.
  • Most Popular: TurboTax Deluxe is our most popular product among TurboTax Online users with more complex tax situations.
  • CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees.
  • #1 rated online tax prep provider: Based on independent comparison of the best online tax software by TopTenReviews.com March 13, 2017.
  • TURBOTAX CD/DOWNLOAD SOFTWARE

  • 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 apply for e-filing state returns. E-file fees do not apply to New York state returns. Savings and price comparison based on anticipated price increase expected in March. Prices subject to change without notice.
  • Fastest refund possible: Fastest tax refund with e-file and direct deposit; tax refund time frames will vary.
  • Pay for TurboTax out of your federal refund: $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice. This benefit is available with TurboTax Federal products except TurboTax Business.
  • About our TurboTax Product Experts: Customer service and product support vary by time of year.
  • About our credentialed tax experts: Live tax advice via phone is included with Premier and Home & Business; fees apply for Basic and Deluxe customers. State tax advice is free. Service, experience levels, hours of operation and availability vary, and are subject to restriction and change without notice. Not available for TurboTax Business customers.
  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2016 TurboTax products.
  • 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 (2016 and higher) and QuickBooks Desktop (2012 and higher); both Windows only. Quicken import not available for TurboTax Business. Quicken products provided by Quicken Inc., Quicken import subject to change.