You’ll only need your email address and a phone number to get started. Just answer a few simple questions and you’re on your way. If you don’t have your forms on hand, you can auto-import your info from your W–2s or 1099s directly from more than a million participating employers and financial institutions. Eventually, for more complex tax situations, you may need additional documents like mortgage statements or other detailed financial information. But since we save your return as you go, you can finish anytime. As part of our Lifetime Guarantee, you can file with complete confidence knowing that you’ll get your maximum refund, 100% accuracy, and audit support for your return’s full 7-year lifetime.Yes.

  1. We’ll walk you through that process when you get to the File section in the software.
  2. Depending on the service you choose, you may or may not be connected with the same tax expert who prepared your tax return.
  3. We’ll use what you tell us to match you with a tax expert who understands your unique situation, has relevant expertise, and is local to your state (where available).
  4. Eventually, for more complex tax situations, you may need additional documents like mortgage statements or other detailed financial information.
  5. You probably have a simple return if your taxes are limited to W-2 income, limited interest and dividend income; you take the standard deduction; and you plan to claim the earned income tax credit, child tax credit or student loan interest deduction.
  6. Unlike other providers we reviewed, the free tier offers access to a wider range of tax forms without sacrificing user experience or contextual help.

They have their own business and may also offer different or additional services from those offered in TurboTax Full Service. You can receive your refund by check, whether you’re printing or e-filing. To be eligible to participate in 2024, you must live in one of the participating states, have only certain income streams, and claim only certain tax credits and deductions.

You’re our first priority.Every time.

It also points out credits you might not have known you were eligible for, such as the up to $500 work from home credit (that’s really easy to claim). 100% accurate calculations, audit support, and your max refund. All backed for the full 7-year life of your tax return. Intuit is the global technology platform that helps consumers and small businesses overcome their most important financial challenges. Serving more than 100 million customers worldwide with TurboTax, QuickBooks, Mint, Credit Karma, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.

Eventually, for more complex tax situations, you may need additional documents or detailed financial information. But since we save your return as you go, you can always come back later to add these details anytime. Volunteer Income Tax Assistance (VITA) is a federal grant program that helps community organizations provide free tax preparation to low- and moderate-income individuals, disabled people, older Americans and limited-English speakers.

What customers are saying about TurboTax Free Edition

We guarantee your taxes are done 100% right, getting you every dollar you deserve.When you connect live with an expert, you’ll see their specific credentials. Intuit TurboTax is a proud supporter of the IRS Volunteer Income Tax Assistance (VITA) program which provides free tax preparation assistance for lower – and moderate-income taxpayers. At VITAs, IRS-certified volunteers provide free basic income tax return preparation with electronic filing to people who generally make $60,000 or less, have a disability or have limited English-speaking skills. A TurboTax product specialist can help you, and even draw on your screen to help you get your taxes done. When you access Live Help, you’ll enter some information about your question. This will help us direct you to the right expert to answer your question.

~37% of filers qualify. Form 1040 + limited credits only.

Customers with more complex tax situations will file with our paid TurboTax products that provide all the additional forms and guidance they need. We also offer additional benefits that go beyond filing your taxes, but they are optional and are not required to file simple taxes for free. We want our customers to love our products and services.

Why TurboTax Online?

Your tax expert will be able to see a read-only version of your tax return to assist them in addressing your questions. Your personal information (like SSN) will be masked so the expert can’t see it. Yes, you can make changes to a filed tax return by filing an adjustment. The Canada Revenue Agency (CRA) requires that you wait until you’ve received your Notice of Assessment (NOA) before filing an adjustment. In many cases, the CRA will catch the mismatch and automatically adjust your return for you. Whether you lost your job, began working from home, or received government relief benefits (such as CERB, EI, etc.) due to COVID-19, TurboTax walks you through how to report it on your tax return.

For the first time in years, Intuit-owned TurboTax is not part of the IRS Free File program. Free File is a partnership between the government and several tax prep services that allows people to draw up and, in some cases, submit their federal tax returns online for free. Though Free File is notoriously underutilized, it’s typically stacked with name-brand offers from recognizable companies — TurboTax included. The Direct File pilot can support W-2 income, unemployment, interest of $1,500 or less, and Social Security and railroad retirement income.

Unlike other providers we reviewed, the free tier offers access to a wider range of tax forms without sacrificing user experience or contextual help. Which free software makes the most sense for you, however, will ultimately depend on your specific tax needs. For the 2024 tax filing season, families and individual taxpayers who had adjusted gross incomes of $79,000 or less in 2023 are generally https://turbo-tax.org/ eligible. But each participating provider can set additional guidelines for eligibility, such as age or residency. Not all Free File offers include free state returns, so make sure to read the fine print. Over the past ten years, Americans filed approximately 124 million tax returns completely free of charge using TurboTax, more than all other tax prep software companies combined.

We’ll let you know what to expect and how to prepare in the unlikely event you receive an audit letter from the IRS. If you’ve already received a letter from the IRS for a return you filed with TurboTax, please review our Audit Support Guarantee for instructions on how to receive FREE step–by–step audit guidance and the option to connect with an expert. We also offer full audit representation for an additional fee with TurboTax Audit Defense. Tax experts are available year-round for questions and tax advice.

This year, TurboTax is expanding its free offer, allowing filers with simple returns to file completely free of charge any way they want. Our team of tax experts keeps our products up-to-date with the latest tax laws, so we know exactly what to ask. Your answers tell us which deductions and credits to look for, and what to ask next, so that we can find every dollar you deserve. From mid-April through early January, our experts are available Monday-Friday from 5 AM through 5 PM PT.If you choose to work with an independent Intuit TurboTax Verified Pro, the Pro will share the hours they’re available directly with you. Our tax experts are available 7 days a week from 5 AM to 9 PM PT from the January date the IRS starts accepting tax returns through the April filing deadline.From mid-April through early January, they’re available Monday-Friday from 5 AM through 5 PM PT.

Our software will allow you to securely upload your tax documents to our system. You can give permission through the software to share your tax documents with your tax expert. Once you have successfully filed your tax return, and you have direct deposit set up with the CRA, you will receive your refund within 8-10 days.

Only taxpayers who have a simple tax return are able to take advantage of these options. A simple tax return means you’re only filing IRS Form 1040. You probably have a simple return if your taxes are turbotax online free limited to W-2 income, limited interest and dividend income; you take the standard deduction; and you plan to claim the earned income tax credit, child tax credit or student loan interest deduction.

Because we have customers who pay for our premium products and services, we can offer free tax filing. We offer additional paid benefits that go beyond filing your Form 1040 return with limited credits, but they’re optional. When financial situations aren’t simple anymore (like owning a home, having a child, or managing investments), we hope our customers will choose to pay to prepare and file their returns with TurboTax. TurboTax Live Assisted Basic is $0 through March 31, 2024 for simple tax returns only.