Intuit TurboTax Deluxe 2022 review: Tax returns with the best guidance

We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. 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. 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. The step-up from that is TurboTax Live Assisted; the name now adds “Assisted,” presumably for clarity that you do get live help via video chats and tax return review with tax experts.

Intuit TurboTax Deluxe 2022 review: State filing

There’s also an expert-approved guarantee to cover errors that a TurboTax tax expert or CPA made while providing advice, reviewing a section or acting as a signed preparer. Then there’s TurboTax Live Assisted, which enables you to work directly with a tax expert. You can start doing your tax return on your own, but if you reach a point where you realize you can’t go any further, the services of a tax professional are available to help you complete your return. The remote access that the tax professional will have will be the equivalent of having that person working right across the table from you. TurboTax Online offers free federal and state filing options for enlisted, active duty military and reserve members.

Let a tax expert do taxes for you, start to finish

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. One of TurboTax’s most notable features is its contextual help in the form of videos, expandable sidebar information, and embedded links throughout that offer tips, explainers, videos and other resources. Help buttons can also connect you to the searchable knowledge base, on-screen help and more. Once you start working on your return, TurboTax will run you through a series of Q&A-style and fill-in-the-blank questions and import documents (e.g., W-2, 1099s) automatically where possible to eliminate time-consuming manual entry.

  1. A live TurboTax product specialist can help you one-on-one, and even draw on your screen to help you get your taxes done.
  2. And for cryptocurrency transactions, TurboTax supports up to 20,000 transactions, five times the last year’s number.
  3. Working with the same expert year-round is dependent on the expert’s availability.
  4. Also, the Live Full Service adds bi-lingual services for Spanish speakers, from start to finish.
  5. Intuit’s nifty but imperfect integration of donations tracking app Its Deductible into TurboTax simplifies estimating and adding the value of goods donated to your return.

Is TurboTax Live Full Service good?

You can receive your refund as a check, whether you’re printing or e-filing. The call starts by phone, and then you can initiate one-way live video or screen sharing. TurboTax Live is available year-round to ask tax pros questions. 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.

From mid-April through early January, our experts are available Monday-Friday from 5 AM through 5 PM PT.If you choose to work with an independent Intuit TurboTax Verified Pro, the Pro will share the hours they’re available directly with you. TurboTax is delivering a suite of full service, assisted and DIY tax preparation offerings for individuals, families, and small businesses. This free version of TurboTax is a great option for taxpayers whose income is largely from W-2s (roughly 37% of tax filers qualify). The tax software includes free filing of your federal and state tax returns (Form 1040 and limited credits only). According to TurboTax, the free edition covers W-2 income, earned income tax credit (EIC) and child tax credits, plus your standard deductions, student loan interest deductions and limited interest and dividend reporting (1099-INT, 1099-DIV). We are so thrilled to announce TurboTax Live Full Service, a new offering that will transform tax preparation for taxpayers this season.

You’ll be matched with a tax preparer, meet on a video or phone call before they begin working, and then you’ll meet again when your return is ready for review. The preparer files the return for you, and if you choose to use Full Service next year, you can even request to work with the same tax pro if they’re available. Taxpayers are matched with a pro based on the question they have, and you can request a new tax pro if you’re not satisfied with the one assigned to you. According to TurboTax, its pros are either tax experts or TurboTax employees who have gone through vetting and internal training. Once you’re connected with your pro, you’ll also get to see their credentials.

The TurboTax software is incredibly easy to use with resources for those who haven’t filed their own taxes before or are self-employed. The different plans with varying degrees of assistance, including file yourself and a start to finish full service plan, are optimal for even the most unique of situations. One thing we like about TurboTax Live Full Service is how quick it is. All you do is upload your documents, so the tax expert can access them, and you’ll get your taxes done on the same day. TurboTax Live Full Service works with your schedule — you can talk to a tax professional even on nights and weekends.

Our TurboTax review looks at where TurboTax excels and how much it costs so you can decide whether you might want to file with it in 2024. Keep reading Forbes Advisor for the chance to see the answer to your question in one of our upcoming stories. 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.

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 personal information (like SSN) will be masked so the expert can’t see it. Investors are not required to use a CPA and can use online tax software like TurboTax Live Assisted Premium to report investments. You can also have a dedicated expert do your investment taxes for you with TurboTax Live Full Service. File your return using your iPhone, iPad, Android phone, or Android tablet with the TurboTax app.

TurboTax also offers desktop software, where your return doesn’t reside in the cloud, but it’s not part of our review. Access to tax pro support requires upgrading to TurboTax’s Live Assisted packages, which range from $89 to $219, plus state fees. TurboTax Live Assisted Basic supports Form 1040 and limited tax credits only; roughly 37% of taxpayers qualify.

And in fact, if that’s something you like, there’s options for have a tax expert help you out or prepare your taxes from start to finish. The main difference is that it will cost hundreds less with TurboTax than it would if you paid an independent tax expert. Our software will allow you to securely upload your tax documents to our system. You can give permission through the software to share your tax documents with 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.

That ends the onboarding process and you can finally begin working on the return itself. Intuit’s nifty but imperfect integration of donations tracking app Its Deductible into TurboTax simplifies estimating and adding the value of goods donated to your return. Previously, you could only import data from your account on this Intuit-owned app. Why you can trust Tom’s Guide Our writers and editors spend hours analyzing and reviewing products, services, and apps to help find what’s best for you. 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. Impact on your credit may vary, as credit scores are independently determined by credit bureaus based on a number of factors including the financial decisions you make with other financial services organizations.

Tax experts are available year-round for questions and tax advice. Depending on the service you choose, you may or may not be connected with the same tax expert who prepared your tax return. Working with the same expert year-round is dependent on the expert’s availability.

Only when you’re completely satisfied that the information is accurate will you actually file your return and get notification about IRS acceptance. You can begin your return for free — you only pay when you file. When you use a one-way video with your tax expert, you’ll be able to see them, but they can’t see you. Although TurboTax offers an easy-to-use process with helpful interview-style questions and many ways to obtain help when needed, it’s a bit pricier than its competitors. TurboTax has long been the most popular do-it-yourself tax software option, thanks to the company’s focus on design and user experience.

Most financial content is either an echo chamber for the “Already Rich” or a torrent of dubious advice designed only to profit its creators. For nearly 20 years, we’ve been on a mission to help our readers acheive their financial goals with no judgement, no jargon, and no get-rich-quick BS. TurboTax Premium is for investors, rental property owners, freelancers, gig workers, and the self-employed to seamlessly and accurately report income. If you’re looking for TurboTax Premier and TurboTax Self-Employed, TurboTax Premium brings them together. The different editions for each provided tax prep plan can get a little confusing. Any opinions, analyses, reviews or recommendations expressed here are those of the author’s alone, and have not been reviewed, approved or otherwise endorsed by any financial institution.

The questions are structured to equally elicit both favorable and unfavorable responses. They are not designed or prepared to produce any predetermined results. The provider’s answers, combined with our specialists’ hands-on research, make up our proprietary assessment process that scores each provider’s performance. If you accidentally start working with a higher-tiered package, say the Premium version, and then realize the lower-tiered Deluxe might suit your needs, you’ll have to start from scratch to downgrade. According to the provider, the easiest way to downgrade is to clear your return and start over, but you won’t be able to do this if you’ve already submitted a credit card payment. TurboTax Live Assisted Premium is a great solution if you feel comfortable doing your own taxes with unlimited expert help as you go.

If you have a more complex return, you will pay $64 to $69 to file each state tax return. H&R Block aims to avoid fee shocks with its “No Surprise Guarantee.” If the company fails to deliver transparent pricing up front and then explain any later price changes, turbotax live deluxe you will receive an H&R Block coupon for 20% off next year’s tax preparation. In 2017, TurboTax Live was launched, allowing customers to reach out for help from a credentialed tax expert if they get stuck or have questions while preparing their returns.

The service sends a code to verify you (it sent me codes to my phone, then my email). The free tier handles simple Form 1040 tax situations like the earned income tax credit, the standard deduction, the Child Tax Credit, basic interest and dividend income, and unemployment income. For anything more complex, you need to graduate to a higher tier.

The Live Assisted option also gets you a final review with a tax pro before you file. 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.

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. We’ll use your location and information about your tax situation to match you with the right tax expert to handle your taxes. If at any time you want to be matched to a new expert, you can inform your current expert and they’ll help you get reassigned.Where available, you will have the option to choose an independent Intuit TurboTax Verified Pro. You may see this option after starting with Live Full Service if it’s available in your area. We do our best to match you with the right expert based on the nature of your question.

From Jan. 29 through the April tax-filing deadline, you can access the tax pro feature seven days a week, from 5 a.m. With Live Full Service, we’ll start by asking you questions about your tax situation. We’ll use what you tell us to match you with a tax expert who understands your unique situation, has relevant expertise, and is local to your state (where available). From mid-April through early January, our experts are available Monday-Friday from 5 AM through 5 PM PT. If you get stuck, TurboTax offers live, on-screen support options. You can even turn your tax return over to a tax professional to complete, although this option comes with an additional fee.

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. 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. When you’re done preparing your taxes, you can get a tax expert to review your return to make sure it’s correct.When you’re satisfied and ready to file, simply pay and e-file or print your tax return.

Our Live 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. TaxAct provides professional tax expert assistance, which includes help from CPAs, enrolled agents (EAs) and tax attorneys, at an additional cost of $59.99. While the software offers many tips to help do-it-yourselfers, including a bot called the TurboTax Digital Assistant, you won’t have access to hands-on customer service unless you’re willing to upgrade to TurboTax Live. When your Full Service expert does your taxes they won’t sign and file until your return is 100% accurate and you’re getting your best outcome possible, guaranteed. A local expert matched to your unique situation will get your taxes done 100% right, guaranteed. is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. This compensation may impact how and where products appear on this site (including, for example, the order in which they appear), with exception for mortgage and home lending related products. SuperMoney strives to provide a wide array of offers for our users, but our offers do not represent all financial services companies or products. Tax experts are available year-round for questions and tax advice, but you may not be connected with the specific tax expert who prepared your tax return. These prices are the list prices advertised as of March 1, 2024, without any discounts that TurboTax may offer to people who file early in the tax filing season.

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. We do our best to make sure you start with the right product to cover your tax situation, but it’s possible that we’ll uncover something along the way that requires you to upgrade your version of TurboTax. 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.

This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. Our partners cannot pay us to guarantee favorable reviews of their products or services. Have a tax expert do your taxes from start to finish, as soon as today.

Our US-based tax experts and independent Intuit TurboTax Verified Pros have extensive experience and 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. 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.

The onboarding questions can get repetitive, even though they serve different purposes in the process. If you miss something the first time, you have to find where it is again on your own. For example, I had to click the income button to expand on other income received, and found a highly detailed reference list that jogged my memory of what else to add. And TurboTax covers more scenarios — and it does so more clearly — than some of the competing services. For example, TurboTax calls out if you have a nontraditional situation for a dependent or made money while living in a state other than your residence, and provides appropriate guidance in the slide-out help pane at right. Meanwhile, investments and cryptocurrency gain big support this year with additional updates to the import process.

This influences which products we write about and where and how the product appears on a page. TurboTax finds every tax deduction and credit you qualify for to boost your tax refund. Product download, installation, and activation requires an Intuit Account and internet connection. Yes, TurboTax Online automatically saves all your work so it’s not lost. If you need to sign out and exit, all the information you inputted up to that point won’t need to be filled in again.

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