For this reason, many taxpayers still find that TurboTax is worth the price tag — but there are plenty of more affordable TurboTax competitors if you want to explore other options. You’ll only need your email address and a phone number my turbotax login to get started. 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.

If you use an accrual method of accounting, you normally report income as you earn it. H&R Block is TurboTax’s closest competitor, but it offers several advantages over TurboTax, including cheaper pricing plans and the option to get in-person assistance at an H&R Block office. When you access Live Assisted help, you’ll enter some information about your question, then TurboTax will connect you with someone who should understand your specific tax situation.

TURBOTAX DESKTOP GUARANTEES

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 through Friday from 5 a.m. You can share your TurboTax screen with the tax expert, but you cannot share any other tax documents with them, which can be quite limiting, depending on the complexity of your situation.

• Even the free plan comes with TurboTax’s maximum refund and 100% accuracy guarantees.
• If your same tax expert is available, you can work with them year-round if you wish.
• Then on the new computer copy the folder (or files) from the flash drive to your Documents folder.
• TurboTax online is very well designed and easy to use, and the interface is intuitive to navigate.
• TurboTax is the most popular tax filing software in the United States.

This plan starts at $129 to file federal returns, with $69 for each state return. With this plan, a local tax expert will be matched to your situation and will prepare, sign and file your return on your behalf. This plan starts at $1,169 to file a federal return for your business, with $64 for each state return. With this plan, a business tax expert will be matched to your situation and will prepare, sign and file your return on your behalf.

Getting started with TurboTax is easy

Your personal information, such as your Social Security number, will also be obscured so the tax expert can’t see it when you share your in-progress return with them. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. 100% accurate calculations, audit support, and your max refund. Your tax files end in .tax or .tax2020 or .tax2021 or .tax2022 etc.  They should be in your Documents in a Turbo Tax folder. TurboTax online is very well designed and easy to use, and the interface is intuitive to navigate. The questionnaire-based, step-by-step guide also simplifies the DIY tax filing process.

• See when your return is accepted and when you can expect your refund.
• Get unlimited advice as you do your taxes, or now even have everything done for you from start to finish.
• Business bad debts are mainly the result of non-payment of part or all of a credit sale to a customer, or also a loan to a vendor, client, employee, or distributor.
• This can be accessed by clicking on the “Live Assist” button in the upper right-hand corner of the interface.
• Nonbusiness bad debts are deductible as short-term capital losses on Form 8949 and Schedule C (Form 1040).
• The desktop version of TurboTax is typically cheaper than TurboTax online.