Intuit TurboTax Deluxe 2022 is a perennial mainstay for the best tax software crown, and this year is no different. Now in its 39th year, the TurboTax family (which covers the 2022 tax year) has a wide swath of options for assistance from a tax expert, and it has the smoothest all-virtual full-service upgrade that lets a tax professional do the heavy lifting. If you’re trading in investments and cryptocurrency, this tier continues to provide one of the best integrated intake processes of any of the competitors. TurboTax Deluxe is an upgrade of the Basic version of TurboTax.
Today this urban Texas cowboy continues to crank out high-quality software as well as non-technical articles covering a multitude of diverse topics ranging from gaming to current affairs. Use our Taxcaster calculator to preview your refund, or see what you’ll owe. CompleteCheck™ scans your return from beginning to end, so you can be confident it’s 100% accurate before you file. https://turbo-tax.org/ The TurboTax service has responsive design, making it easy to navigate across mobile apps, mobile browser, and desktop browser. While the text size is now larger in some places, overall it could still use work to become more differentiated on all screens. Often the text remains surprisingly small, with a low font weight,on a computer screen, making it harder to read.
For the former, the live help is more targeted, and context sensitive to wherever you are in the service. For example, if you’re in the self-employed expenses or investments sections, the expert you connect to will be well-versed in that topic and ready to help you with your questions. And if you need more help, Coach mode helps you get started, letting you connect with an expert to describe your tax situation verbally and let them set up your TurboTax screens to make your view customized and easier to navigate. In Live Assisted, an expert can also now take control of your screen and navigate you to the feature you need (they can even leave to-do notes for you to follow up on). State tax filing costs $59 per state on all standard do-it-yourself TurboTax online products, also up $10 from last year (a free state return comes with TurboTax Free online). That’s pricier than H&R Block, which charges $37 per do-it-yourself state return.
- You can get technical help using any tier of the service, and even share your screen with a support person.
- I encountered the legacy help pop-ups less frequently than before, but they’re still there — even though most help screens activate a dedicated slide-out panel on the right side of the screen.
- This includes standard securities, such as stocks, bonds and funds, as well as more exotic assets such as cryptocurrency.
- She has reviewed the best tax software for Tom’s Guide for several years, and has also tested out fax software, among other things.
- TurboTax allows you to navigate your federal return via four floating tabs — Income & Expenses, Deductions & Credits, Other Tax Situations, and Federal Review.
TurboTax finds every tax deduction and credit you qualify for to boost your tax refund. Keep track of which docs you’ll need when it’s time to file taxes. Either way, TurboTax calculations are 100% accurate, guaranteed. Our calculations are 100% accurate so your taxes will be done right, guaranteed, or we’ll pay you any IRS penalties. 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.
For example, if you started in our Free Edition, but we later learn you had investment sales (not covered in Free Edition), we’ll ask you to upgrade to cover your investment sales. 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. With Live Full Service, you’re matched to a dedicated tax expert who will do your taxes, start to finish, and review them with you before filing.
What customers are saying about TurboTax Deluxe
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. You will need the forms included with TurboTax Premier regardless of the scope of these gains or losses. The IRS does not have a de minimis exception for claiming investment income. Product download, installation, and activation requires an Intuit Account and internet connection.
Meanwhile, investments and cryptocurrency gain big support this year with additional updates to the import process. Investors get a holistic view of their portfolio with the new Investor Hub, which pulls together all investments and their related taxes. You can import up to 10,000 stock transactions directly from financial institution import partners, and the software now performs an analysis on your investments’ cost basis based on your data imports. And for cryptocurrency transactions, TurboTax supports up to 20,000 transactions, five times the last year’s number.
TurboTax my way
TurboTax Live Assisted Basic, which includes live support, includes one state filing. All other TurboTax Live Assisted and Live Full Service options cost $64 to file a state return, up $15 from last year. 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. TurboTax Premier shares all of the features of TurboTax Deluxe, meaning that it lets you itemize your taxes and take below-the-line credits.
Taking advantage of a computer’s ability to manage information quickly, Intuit’s TurboTax applications make filing tax returns as simple as answering questions. Multiple versions of TurboTax exist, such as TurboTax Deluxe and turbotax deluxe 2011 TurboTax Home & Business. Because they have different prices and provide different features, compare the two programs carefully before choosing one. You’ll only need your email address and a phone number to get started.
Overall, H&R Block still does a better job with its cohesive interface design and visual presentation. If you purchased TurboTax from 2016 to 2018, but because of your income, were eligible to use its free offering, you may be entitled to a refund, due to a settlement between Intuit and the states’ Attorneys General offices. Read the rest of our TurboTax Deluxe 2022 review (which covers the 2022 tax year) to find out what else we liked about the software. Then download it again and save it to your desktop or the Downloads folder.
TurboTax Federal Tax Year 2023 Software Minimum System Requirements
They’ll guarantee your taxes are done 100% right, with every dollar you deserve.When you connect live with an expert, you’ll see their specific credentials. 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. Our team of US-based tax experts have extensive experience and internal training. They can handle all kinds of tax situations, from simple to complex; and are always up-to-date on all the latest tax laws, from crypto to side gigs and new government credits. 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.
During the process, they’ll also learn more about your unique situation so they can make sure your taxes are 100% correct before filing. However, Deluxe is not a good option for taxpayers who have complicated investment income, rental income or who are self-employed in some capacity. It does not include the forms for these two categories of taxpayers.
If you upgrade to Live Full Service, you get matched with a tax pro based on the complexity of your return, and this year going forward you will be able to interface with that same pro if you’d like. New in 2023, TurboTax Live Full Service adds a “personal welcome call” to get you started, and can get your taxes done fully in one session with an expert. Also, the Live Full Service adds bi-lingual services for Spanish speakers, from start to finish. This is in addition to the full Spanish language service for the do-it-yourself and Live Assisted products as well. A simple click in the left nav bar switches the interface from English to Spanish.
TurboTax is better than HRBLOCK
TurboTax allows you to navigate your federal return via four floating tabs — Income & Expenses, Deductions & Credits, Other Tax Situations, and Federal Review. When you reach the end, TurboTax alerts you to missing information before you file, or you can choose to have a tax pro review your return. If you are expecting a refund, you can track the status of your refund at Intuit’s Credit Karma.
Read why our customers love Intuit TurboTax
Where available, you will have the option to choose an independent Intuit TurboTax Verified Pro. With Live Assisted, you prepare your taxes at your own pace and on your own time by 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. When you’re done preparing your taxes, you can get a tax expert to review your return to make sure it’s 100% correct.When you’re satisfied and ready to file, simply pay and e-file or print your tax return. Companies such as Intuit help taxpayers prepare complex returns using a keyboard and mouse instead of pen and paper.