What tax documents do I need?

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• QuickBooks Self-Employed Offer with TurboTax Self-Employed and TurboTax Live Self-Employed for Extension Filers: To receive your complimentary subscription to QuickBooks Self-Employed through 10/31/20, you must pay for your 2018 TurboTax Self-Employed or TurboTax Live Self-Employed return between 4/16/19 and 10/15/19 and sign-in and access your QuickBooks Self-Employed account via mobile app or at https://selfemployed.intuit.com/turbotax at least twice by 12/31/19. You will have the option of renewing your QuickBooks Self-Employed subscription by 10/31/20 for another year at the then-current subscription rate. You may cancel your subscription at any time from within the QuickBooks Self-Employed billing section. See https://quickbooks.intuit.com/self-employed/ for price comparison. Offer not valid for existing QuickBooks Self-Employed subscribers already on a payment plan.


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• Pay for TurboTax out of your federal refund: A $39.99 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, 2019. These services are provided only by credentialed CPAs, EAs or tax attorneys. 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 Assist & Review 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 Full Service product, the tax expert will sign your return as preparer. Payment by federal refund is not available when a tax expert signs your return. On-screen help is available on a desktop, laptop or the TurboTax mobile app. Unlimited access to TurboTax Live CPAs and EAs 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.


• Tax Return Access, Smart Insights and My Docs features: Included with TurboTax Deluxe, Premier, Self-Employed, TurboTax Live or with PLUS benefits. Access to the prior seven years of tax-related documents we have on file for you is available through 10/31/2020. Terms and conditions may vary and are subject to change without notice.


• Easy Online Amend: Included with TurboTax Deluxe, Premier, Self-Employed, TurboTax Live or with PLUS benefits. Make changes to your 2018 tax return online for up to 3 years after it has been filed and accepted by the IRS through 10/31/2021. 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 2017 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 January 29, 2018.


• Get tips from Turbo based on your tax and credit data to help get you to where you want to be: Tax and credit data accessed upon your consent.

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• Maximum Refund Guarantee - or Your Money Back: If you get a larger refund or smaller tax due from another tax preparation method, we'll refund the applicable TurboTax federal and/or state purchase price paid. TurboTax Online Free Edition customers are entitled to payment of $14.99.


• 100% Accurate Expert Approved Guarantee: If you pay an IRS or state penalty (or interest) because of an error that a TurboTax CPA, EA, or Tax Attorney 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.


• Audit Support Guarantee: If you received an audit letter based on your 2018 TurboTax return and are not satisfied with how we responded to your inquiry, we’ll refund the applicable TurboTax federal 1040 and/or state purchase price you paid. TurboTax Free Edition customers are entitled to payment of $14.99. We will not represent you or provide legal advice. Excludes TurboTax Business.


• TurboTax Free Guarantee: $0 Federal + $0 State + $0 To File offer is available for simple tax returns with TurboTax Free Edition. A simple tax return is Form 1040 only, with no attached schedules.


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• 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. Prices subject to change without notice.


• 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.


• Pay for additional TurboTax services out of your federal refund: A $39.99 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.


• #1 best-selling tax software: Based on aggregated sales data for all tax year 2017 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 (2014 and higher); both Windows only. Quicken import not available for TurboTax Business. Quicken products provided by Quicken Inc., Quicken import subject to change.