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TurboTax® Live Assisted 2023-2024 See How Expert Help Works

Customers will be matched to a tax expert with experience in their unique situation, who will do their taxes for them via one-way video on the same day. Tax filers who used TurboTax Full Service last tax season can also choose to work with the same tax expert this season. New GenAI-powered, Intuit Assist, and Intuit’s AI innovations will make everything from tax expert-matching, document uploading, and data sharing easier, quicker, and more streamlined for the customer. It will also arm the tax expert with the power of AI to guide their tax outcome explanations to the customer, provide additional accuracy checks, and other added support. TurboTax is delivering a suite of full service, assisted and DIY tax preparation offerings for individuals, families, and small businesses.

Working with the same expert year-round is dependent on the expert’s availability. Our software allows you to securely upload your tax documents to our system so they’re available to your tax expert. You may be able to import them directly from your employer or your financial institutions, or you can snap photos of the documents and upload them to TurboTax. We use industry accepted encryption standards for data at rest and in-transit to help ensure your information is protected. We use information about your tax situation to match you with an expert who has experience with taxes like yours.

  1. If you started your tax return in TurboTax Free Edition, you can go back to Free Edition by selecting Switch to Free Edition in the left menu (below Tax Tools).
  2. TurboTax Live Assisted Premium is a great solution if you feel comfortable doing your own taxes with unlimited expert help as you go.
  3. Finish with an expert final review so you know it’s done right.
  4. You can download the latest version of TurboTax from their website to prepare for this years tax season.

With TurboTax Live Assisted, you can file confidently with experts by your side. No matter how complex your tax situation, you can get advice from tax experts who can help you finish your taxes error-free, review your return at the end, and guarantee you’ll get every dollar you deserve. You don’t need to be a tax wizard to file your taxes by yourself. With TurboTax Online, answer a few questions about your life and we will add the right forms to your return and do the math for you. No matter what your tax situation is, we match you with the best TurboTax version for you and guide you through the entire process from start to finish.

Investment and self-employment taxes done right, with expert assistance

A Form 1040 return with limited credits is one that’s filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible.If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price. Our calculations are 100% accurate so your taxes will be done right, guaranteed, or we’ll pay you any IRS penalties.

How do I update my TurboTax Online account info?

If you are currently using the Deluxe version of TurboTax and would like to switch to the basic version, please contact us at [email protected]. If so this is quite a change from the experience I had for the last few decades. For more information on product installation and activation, go to If you forgot your user ID or password, or need additional assistance logging in to your Intuit Account, this article will provide you with helpful steps. Your license code will then be stored in your Intuit Account, should you need to install the software again. Help with upgrading or downgrading your product has been provided below.

File confidently, with experts by your side

We do our best to match you with the right expert based on the nature of your concern and/or tax situation. 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. For a dedicated tax expert matched to your unique situation, choose TurboTax Live Full Service. You can have your refund directly deposited into a free to open checking or savings account with Credit Karma Money™. Sign up when you’re ready to finish and file your taxes with TurboTax and begin using your account right away.Or, you can have your refund mailed as a check. You can receive your refund by check, whether you’re printing or e-filing.

After a successful launch in tax year 2022, TurboTax Live Business is back. Also launching November 30, 2023, business entities that are partnerships (1065), S-Corps (1120-S) how to change turbotax product and multi-member LLCs will be matched with tax experts experienced in their tax situation. Experts will help optimize business tax savings and provide year-round guidance.

Prices for paid products are determined based on the product you use and the time of print or e-file and are subject to change without notice. Special discount offers may not be valid for mobile in-app purchases.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. New for tax year 2023, TurboTax Live Full Service will offer filers who prefer an in-person tax preparation experience the option to meet and build a relationship with a local Intuit TurboTax Verified Pro. Available in most states, customers can visit the TurboTax website and choose an independent Intuit TurboTax Verified Pro in their area, then securely share their tax documents and work with the tax expert either virtually or in-person. Utilizing Intuit’s powerful platform software, AI-powered innovations, and customer support, Intuit TurboTax Verified Pros will offer tax filers the same max refund and accuracy guarantees TurboTax provides through all of its products.

The Switch to Free Edition option appears if you started your return in TurboTax Free Edition and upgraded later. Selecting this option retains all of the data you’ve entered so far. While you might still be able to take mid-morning showers if you work from home, you won’t be able to claim the $500 COVID work-from-home expense in your 2023 tax return. The Canada Worker Lockdown Benefit that offered temporary income support during the pandemic also ended and cannot be claimed for your 2023 taxes. We have simplified the self-employed income experience by grouping and progressively revealing information relevant to you. This means you can file easier and faster without having to understand tax jargon and fields that don’t apply to you.

TurboTax is a software program that helps you file your taxes. They are trying to make sure you have the latest version of their software, which will help them provide better service in the future. TurboTax is a software program that helps users file their taxes. The live chat feature allows users to ask questions about the process and get answers from an agent. Whether you got married, went back to school, launched a business, or literally moved to a new home, making moves could have an impact on your taxes. Fortunately when you file your taxes with TurboTax, we’ll help you get the best tax outcome possible.

If you only need your adjusted gross income (AGI), we can help with that. The IRS also provides transcripts and copies of past tax returns. You can upgrade or switch to a different version of TurboTax after you’ve started your 2023 return. Tax day is in a few months (Monday, April 15, 2024), and TurboTax’s new and latest offerings will transform the tax filing experience like never before. Our Full Service welcome call is handled by a team of specialists who are here to answer your questions about the product, help you understand next steps, and aid you in gathering all of your documents before initiating your expert match. No, because TurboTax Live Assisted Self-Employed and TurboTax Live Assisted Premier are no longer available.

After starting in Live Full Service, we’ll ask you some questions to learn about your tax situation and create a personalized tax planner for you. This tax planner helps you know what docs you’ll need so you can gather them and start securely uploading them to your TurboTax account. 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. They charge $200 to prepare your taxes because they are preparing them for you and doing the work that would be done by an accountant. If you are looking for free versions of this software, then there are many options out there.

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