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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 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, 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,
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, 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,
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, 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 Self-Employed and TurboTax Live Assisted
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 Self-Employed and TurboTax Live Assisted 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 $2,815 is the average refund American taxpayers received based upon IRS data 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.
- 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 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 Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back – Business 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 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 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.
- 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.
- 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.
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tax deductions - Premier investment & rental property taxes
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tax years
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refund tracker - W-4 tax withholding calculator
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