TurboTax Live: Do-It-Yourself Taxes Plus Live Expert Help

You’ll be able to connect your online bank accounts to TurboTax, which will try to identify deductible expenses and pull them out for you to include on your tax forms. It also allows you to import tax information from companies like Coinbase, TD Ameritrade, and Bank of America. Like some competitors, TurboTax tries to streamline and accelerate data entry where possible. For example, you can import W-2 data if your employer supports this option or upload a copy of your W-2 to automatically fill in the details.

• That said, if your return is pretty much comprised of documents that others prepared for you — such as your W-2 or a 1099-DIV from your brokerage — your chance of being audited is extremely small.
• Though TurboTax Live is a standalone offering, you can add it even if you’ve already started preparing your taxes using any DIY product in the TurboTax line.
• If you’re ready to start boosting your budget while working from home, it’s time for you to start using the Arise® Platform to provide customer service on the TurboTax opportunity.
• With Live Full Service, we’ll start by asking you questions about your tax situation.
• The first being that TurboTax offers online and desktop versions.
• Get started with TurboTax Live Premier today—it might be the best investment you make all year.

When the company created a brick-and-mortar storefront in San Diego, designers met with tax filers and preparers to better understand their in-person experiences. The team tested different methods of software-based document hand-off — making it easier, for instance, for a filer to pass along a 1040 EZ to a tax preparer working remotely. The company launched Tada, a limited-run iOS application that allowed customers to speak to a tax preparer through an app or via a chat interface. TurboTax packages up the things most people need to file their taxes. While some people with very complex or unique situations may feel more comfortable with the direct assistance of a tax professional, the majority of tax situations are easily covered by TurboTax.

No one offers more ways to get tax help than H&R Block.

TaxAct provides professional tax expert assistance, which includes help from CPAs, Enrolled Agents (EAs) and tax attorneys to help with filing but at no additional cost. While the software offers many tips to help do-it-yourselfers, including a bot (known as the TurboTax Digital Assistant), you won’t have access to hands-on customer service unless you’re willing to upgrade to TurboTax Live. TurboTax comes at a higher price than other services but it pays for itself if it gets you additional tax savings. If you want something straightforward with fewer features, another tax planning service can likely do the job just fine.

If you’re being audited, TurboTax offers the TurboTax Audit Support Guarantee. This gets you year-round audit support from a tax professional. You’ll receive one-on-one guidance, answers to your audit questions and help preparing for the audit. To opt for this service, snap photos of your tax documents and upload them using a secure document share. You’ll receive regular updates about the tax preparation progress through TurboTax’s online tracker.

Refunds

The interview-style approach to filing isn’t as quite as smooth and it doesn’t offer as many educational features or tools. It’s also nice if you don’t mind doing a bit of your own research to understand whether or not you qualify for certain deductions, and to understand what those deductions are to begin with. Thanks to the number of online resources, doing some work yourself isn’t nearly as difficult as it used to be. Through a new program called TurboTax Live, do-it-yourselfers now have access to an easy to understand solution that walks them right through their tax return. Most importantly, they can get help from tax experts at the click of a mouse.

You can connect with an expert for on-demand advice and answers, or schedule a video call at a time convenient for you. Although TurboTax isn’t the cheapest tax filing option for most users, it’s extremely user-friendly with a user interface and various features that make tax filing easy. If you want to make tax season even more hands-off, you can always upgrade to a full-service package. TurboTax, a product of the financial, accounting, and tax-preparation software provider Intuit, is one of the most popular tax-filing options out there. Its popularity partly stems from its name recognition (having been around for nearly 40 years) but also from the company’s focus on design and offering users plenty of features. The most affordable out of the three, it isn’t as flashy as TurboTax or H&R Block but it gets the job done.

Consult a tax professional in your area

That’s why this is the ideal work from home opportunity for anyone interested in providing customer service for Intuit TurboTax , working from home, or gaining lifestyle flexibility. Turbo tax live help is a complete ripoff for a multitude of reasons .I just wish some of the reviewers on review sites actually used the product for something other then a basic return. Below, I list a summary of the pros as well of the cons of the TurboTax software. Believe it or not, TurboTax has an app that you can use to file your taxes. It appears that TurboTax blocks screenshots from being taken while in the app. Another thing I look at when assessing a tax software is its ability to handle complex returns.

• The Latino brand campaign is an extension of the brand’s “Come to TurboTax” advertising campaign for 2023.
• TurboTax might be the right tax filing software for you—if you don’t mind navigating lots of invitations to upgrade or add on extra features.
• TurboTax also allows you to use the refund to buy U.S. savings bonds or apply it to next year’s taxes, which shows up as tax credit.
• All conversations with our experts are documented in our system, so if you come back with another question, your tax expert can see what was already discussed.
• All of TurboTax’s tax experts are U.S.-based and have extensive experience and training.

It often provides brief, simple explanations of tax topics while asking you questions. Many hyperlinked words and phrases open windows containing additional detail. Next, TurboTax asks how you did your taxes last year and helps you import that data from TurboTax or another personal tax preparation website. After that, it asks you a second time to https://turbo-tax.org/how-do-i-connect-with-a-tax-expert-in-turbotax-liv/ indicate which life situations apply to you. Finally, you get a list of the topics you identified as being relevant to your situation, plus the tax documents you need for them, which is very helpful. Though TurboTax originated this trend of using a wizard-based approach to tax preparation, the practice has evolved substantially over the years.

Your price could also change if you decide to upgrade your service level and add expert help, or if you choose to add other services like Audit Defense. Our team of US-based tax experts have extensive experience and internal training. They can handle all kinds of tax situations, https://turbo-tax.org/ from simple to complex. They’ll guarantee your taxes are done right, with every dollar you deserve. When you connect live with an expert, you’ll see their specific credentials. Each service ranges in features and price as each person’s tax filing needs can be vastly different.

Your personal information (like SSN) will be masked so the expert can’t see it. Well, I made it 5 days with as a tax expert before I told them thanks, but no thanks. I’m a CPA with 8 years experience and I thought it would be a nice side job as I build my practice, helping folks with common tax questions and maybe preparing some easy returns. Arise connects small home-based businesses – run by everyday people like you – to prestigious Fortune 500 clients through a virtual platform. You are your own boss and have the option to choose your clients and schedule, while you work from the comfort of your own home. If you’re ready to start boosting your budget while working from home, it’s time for you to start using the Arise® Platform to provide customer service on the TurboTax opportunity.

What’s the TurboTax phone number to talk to a live person?

Plus, with extensive support options to help you understand the complete process of , TurboTax is fit for both first-time and veteran filers. There are online tools, like a document checklist and tax refund estimate calculator, to help you navigate through the process. If you have a more complicated return or if you just want the advice of a tax professional, TurboTax Live also allows you to chat with an expert. TurboTax also offers Live Full Service, which does away with tax software altogether. Instead, you upload your tax documents and a human puts together your tax return.

• If you need help when your expert is unavailable, you can reach our other tax experts 7 days a week from 5 AM to 9 PM PT from mid-January through the April 18 filing deadline.
• Please visit us for the latest information about Intuit, our products and services, and find us on social.
• Here’s where you can securely (and quickly) file your taxes this year.
• We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff.

However, some people with simple taxes may be satisfied with cheaper options, and some people might just feel more comfortable paying an accountant to do their taxes for them. For most tax situations, TurboTax does a great job of covering your needs. I’m a self-employed freelance writer with a mortgage, bank interest, investment accounts, and other complexities, but I feel confident doing my taxes myself with TurboTax.

For example, someone who has been filing for years and doesn’t mind manually inputting information into a tax form may want to go with a cheaper option. With TurboTax’s user-friendly interface, range of plans and helpful tools, it’s no wonder that it’s one of the most popular tax filing services. But it comes at a higher cost, and other programs offer similar services at lower prices. I know many people who are capable of doing their own taxes but choose to pay a tax prep service instead.

They are afraid of making mistakes, missing out on deductions, or forgetting something that could lead to tax penalties or an audit. However, having unlimited access to advice and guidance from tax experts could be well worth the investment. With its intuitive design and variety of human support options, TurboTax is in many ways the standard for the do-it-yourself tax-prep industry. Its products come at a price, however, and confident filers might find that similar offerings from competitors may provide a better value. After you’re matched with your dedicated Live Full Service tax expert, they will share the hours they’re available. If you need help when your expert is unavailable, you can reach our other tax experts 7 days a week from 5 AM to 9 PM PT from mid-January through the April 18 filing deadline.