TurboTax Live Premier Connects You With Live Tax Experts for Filing

When you’re ready to connect with your tax expert, you can talk to them over the phone or on a one-way video call. They’ll ask questions, get the details they need, and prepare your return. After they’ve completed your tax return, they’ll review it with you and answer any questions you may have. When you’re ready to file and pay, they’ll sign and file your taxes on your behalf. After choosing Live Full Service, we’ll ask you some questions to learn about your tax situation. We’ll create your personalized tax planner to start collecting the right docs and securely upload them to your account.

Get started with TurboTax Live Premier today—it might be the best investment you make all year. TurboTax is one of the most popular tax planning services out there, and with good reason. Its different plans are suited for a variety of filers, whether they’re students, homeowners or self-employed. TurboTax aims at educating users throughout the process with step-by-step guidance, while still securing the maximum returns and deductions available. It’s helpful for people whether they’re first-timers or veteran filers. Additionally, these tax experts are available throughout the entire tax preparation process.

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You can file simple returns for free but will need to upgrade to a paid version if you want to itemize, or want to claim deductions beyond the earned income tax credit. With Live Assisted, you prepare your taxes at your own pace and on your own time by https://turbo-tax.org/ answering simple questions about your life and taxes. When you need help from a tax expert, just select the “Live Help” button, and we’ll connect you. You can discuss your questions over the phone, via live chat, or via one-way video on your screen.

• TurboTax Live Premier will connect you with live tax experts to help you get every dollar you deserve.
• TurboTax Live Assisted Basic is exactly as it sounds — you get assistance from a tax professional as you’re filing your tax return.
• TurboTax aims at educating users throughout the process with step-by-step guidance, while still securing the maximum returns and deductions available.
• For someone a little less experienced with less opportunities immediately available, this could be a great position, assuming you can put up with the corporate garbage and micromanaging.
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• Finally we have the Self-Employed Edition, which accommodates even the most complicated self-employment situations reported on Schedule C.

You simply answer questions and your return gets filled in behind the scenes. The time it takes to prepare your return depends on the complexity of your taxes, your availability, seasonal peak days for tax preparation, and how busy our experts are. Our goal is to get your taxes done with as little waiting as possible. When you’re ready to start, we’re ready to take taxes off your plate. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff.

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Then you’ll have a welcome call with a tax prep assistant who can help you finish uploading your docs and match you with a dedicated tax expert. If you don’t want to get started right away, you can schedule a call for a time that works best for you.When you’re ready to connect with your tax expert, you can talk to them over the phone or on a one-way video call. They’ll ask questions, get the details they need, and prepare your return. After they’ve completed your tax return, they’ll review it with you and answer any questions you may have. When you’re ready to file and pay, they’ll sign and file your taxes on your behalf.

That said, in my experience, the answers are helpful more often than not, but please don’t take them as professional tax advice. Now, I’m not talking about some billionaire’s tax return with hundreds of K-1s, foreign transactions, and all kinds of disclosures that need to be made. Frankly, people like that shouldn’t be using TurboTax; they should probably https://turbo-tax.org/how-do-i-connect-with-a-tax-expert-in-turbotax-liv/ be working with a tax professional. Most of the information you need for your state tax returns will be transferred over from the previous inputs you made for your federal return. Another aspect of the TurboTax user experience that I appreciated was that my tax due / refund amounts were ever-present in the upper-left-hand corner of my screen.

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The final output produces star ratings from poor (1 star) to excellent (5 stars). For more details about the categories considered when rating tax software and our process, read our full methodology. You also have the option of paying for the software out of your refund. Investment reporting and rental income (Schedules D and E, and K-1s), plus business income, expenses on a Schedule C, home office deductions and features for freelancers. Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page.

While many people dread tax season, I find it to be an exciting time of year. I get a flurry of forms and documents telling me how much money I made over the course of a year, and I fill in the pieces of the puzzle that summarize an entire year’s finances in one place. TurboTax charges up to $129 for federal tax filing ($59 per state) for its highest “do-it-yourself tax” package. Other programs, such as TaxSlayer, charge up to $59.95 for federal tax filing ($39.95 per state) for a similar package.

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She answered my questions with no trouble at all, followed along while I filled out a few forms on my screen, and voila. All told, I’d finished three tax returns in a little over an hour, with refunds coming my way. Overall, TurboTax is the most expensive way to prepare your tax return online, unless you qualify for the free option for simple tax returns only. While the platform’s features justify the cost for some people, it’s not the best choice if saving money on tax prep is your priority. TurboTax’s plans are more expensive than other tax planning services. Although it offers a free option, only the most basic returns qualify.