TurboTax is a popular tax preparation software developed by Intuit Inc. It is designed to assist individuals
and small businesses in filing their income tax returns accurately and efficiently. TurboTax guides users
through a step-by-step process to gather necessary tax information, complete tax forms, and identify
potential deductions and credits.
The software asks users a series of questions related to their financial situation, such as employment
income, investments, and expenses. Based on the responses, TurboTax automatically fills in the
appropriate tax forms and performs calculations to determine the tax liability or refund. It also helps
users navigate complex tax laws and regulations to maximize their potential tax benefits.
TurboTax offers various versions tailored to different tax situations, including Free Edition (for simple tax
returns), Deluxe (for homeowners and deductions), Premier (for investments and rental properties), and
Self-Employed (for freelancers and small business owners). Each version provides different features and
levels of support, with higher-priced options offering more advanced tax guidance and assistance.
Users can access TurboTax through its desktop software or use the online version, which allows them to
prepare and file their tax returns directly from a web browser. The software is known for its user-friendly
interface, accuracy, and customer support, making it a popular choice for individuals and businesses
seeking to simplify the tax filing process.
To speak to a live person at TurboTax, you can follow these steps:
Visit the TurboTax website:
Go to the official TurboTax website at https://turbotax.intuit.com/.
Navigate to the “Contact Us” page: Scroll down to the bottom of the TurboTax website. This will take you
to the contact page.
Select the appropriate product:
On the contact page, you’ll see a list of TurboTax products. Choose the product that you are using or
have questions about.
Choose your contact method: TurboTax offers various contact options, including phone support, chat,
and community forums.
Provide necessary information: Depending on your location and the specific issue, you may be asked to
provide some information about yourself and your question. Fill in the required details accurately.
Request a callback or obtain the contact number:
TurboTax may provide a callback service where you can request a representative to call you back, or they
may provide a phone number for you to call directly.
Follow the instructions:
If you requested a callback, make sure to provide the best contact number and be available to answer
the call. If you obtained a phone number, note it down and dial it to reach a live person.
Communicate with a live person: Once you connect with a representative, explain your issue or
question clearly, and they will provide you with the necessary assistance.
Remember that TurboTax’s customer support availability may vary based on factors such as your location
and the time of year (e.g., peak tax season).
Benefits of TurboTax
TurboTax is a popular tax preparation software that offers several benefits to individuals and businesses.
Here are some of the key benefits of using TurboTax:
User-Friendly Interface:
TurboTax provides a user-friendly interface that simplifies the tax preparation process. It guides users
through each step and asks relevant questions to ensure accurate and complete tax filings.
Accuracy Guarantee:
TurboTax offers an accuracy guarantee, which means that if there are any errors in your tax return,
TurboTax will reimburse you for any penalties or interest charges incurred as a result.
Maximum Refund Guarantee: TurboTax also provides a maximum refund guarantee, assuring users that
they will receive the largest possible refund they’re eligible for. The software scans for deductions and
credits that may apply to your situation to optimize your tax outcome.
Audit Support:
TurboTax provides audit support in case you are selected for an IRS audit. They offer guidance on how to
prepare for the audit and provide step-by-step instructions to help you navigate the process.
Expert Help:
TurboTax offers access to tax professionals, either through live chat or phone support, to assist with any
questions or concerns you may have while using the software. This can be particularly useful if you have
complex tax situations or need specific advice.
Time-Saving Features:
TurboTax saves time by importing your previous year’s tax information, eliminating the need to enter it
manually. It also automatically calculates and fills in the appropriate tax forms based on the information
you provide, streamlining the preparation process.
Mobile Access:
TurboTax offers mobile apps for iOS and Android devices, allowing you to prepare and file your taxes onthe-go. You can securely access your tax Information from your mobile device and complete your return
at your convenience.
Integration with Financial Institutions:
TurboTax integrates with many financial institutions, making it easier to import your tax-related
information, such as W-2 forms and investment statements, directly into the software. This integration
can help reduce data entry errors and save time.
Multiple Filing Options:
TurboTax supports various filing options, including e-filing and printing paper returns.
It’s important to note that the specific benefits and features of TurboTax may vary depending on the
version or edition you choose, as TurboTax offers different products for different tax situations (e.g.,
Basic, Deluxe, Premier, Self-Employed). It’s advisable to review the features of each edition to find the
one that best meets your needs.
Functions of TurboTax
It offers various features and functions designed to simplify the tax filing process. Here are some key
functions of TurboTax:
Personalized Guidance:
TurboTax provides step-by-step guidance and asks relevant questions to help you identify all the
deductions, credits, and exemptions you qualify for. It tailors the tax preparation process based on your
specific tax situation.
Easy Data Import:
TurboTax allows you to import your financial data from various sources, such as W-2 forms, 1099 forms,investment accounts, and more. This feature saves time and reduces the chances of manual data entry
errors.
Document Organization:
TurboTax helps you organize your tax-related documents, such as receipts, invoices, and statements. It
offers a secure platform to store and access your documents throughout the year.
Tax Calculation:
The software performs all the necessary calculations for you, ensuring accurate tax calculations based on
the information you provide. It considers federal and state tax laws and updates its software annually to
reflect any changes in tax regulations.
Deduction and Credit Maximization: TurboTax helps you identify all eligible deductions and credits to
maximize your tax savings. It asks targeted questions and searches for applicable tax breaks to ensure
you’re not missing any potential savings opportunities.
Error Checking:
TurboTax runs error checks throughout the tax preparation process to identify any mistakes or missing
information. It alerts you to potential errors and offers suggestions for corrections, reducing the
likelihood of errors on your tax return.
Electronic Filing:
TurboTax enables you to electronically file your tax return with the IRS and applicable state tax agencies.
It guides you through the e-filing process, ensuring your return is submitted accurately and securely.
Refund Tracking:
If you’re entitled to a tax refund, TurboTax allows you to track the status of your refund. You can check
the progress and estimated arrival date of your refund directly through the software.
Audit Support:
TurboTax offers audit support, which includes guidance and assistance if your tax return is selected for an
audit. It provides access to resources and advice on how to respond to an audit notice and helps you
navigate the audit process.
Mobile Apps:
TurboTax offers mobile apps for iOS and Android devices, allowing you to prepare and file your taxes
from your smartphone or tablet. The apps offer similar features and functionality as the desktop version
of TurboTax.
These are some of the main functions and features of TurboTax. However, it’s worth noting that TurboTax
offers different versions (e.g., Free Edition, Deluxe, Premier, Self-Employed) with varying features and
pricing. The availability of specific functions may depend on the version you choose.