In fact, TurboTax is so precise that it only displays the forms that are relevant to your tax situation based on the answers that were given in the personal information section or, if it applies, during the completion of last year’s return. Everything is simplified to such an extent that even the least experienced taxpayer can understand what’s going on, even explaining how and why certain actions are being performed.īut the software is also extremely thorough where its questioning for different tax topics are concerned. The program itself may not be a masterpiece but when it comes to dealing with the different tax forms, TurboTax is simply incredible and not just because it intelligently categorizes its tax topics, even adding such rarities as cryptocurrencies to the mix. Admittedly, there is also the option to speak with a tax expert but this is an extra costing $80 or more depending on the chosen version of the software. Additionally, it’s also possible to delete unnecessary forms one by one, search for particular topics, and find all the subpages within the software that have been bookmarked.Īs a nice extra, TurboTax accounts are also equipped with support tools, including a built-in knowledge base – which, for some reason, has to be used when contacting live customer support – and the TurboTax Assistant chatbot. There is, for instance, the Tax Tools tab that contains the detailed summaries of federal and state tax returns and provides the option to save the return on the computer or share it with a certified tax agent. Thankfully, however, these are the only major issues that TurboTax Online has, which has managed to maintain its straightforward nature for many years now while still having time to add many convenient tools into the mix. Actually, there is the option to start the return all over again by clicking the “Clear & Start Over” button, which is in fact the only way to downgrade to a basic version of the software if the wrong product was chosen initially. However, when it comes to 1040s created through any other means – including the company’s own desktop products – they can only be uploaded manually and not before upgrading to the Deluxe product and then wiping the current return clean. With past TurboTax Online returns the process is more or less seamless, although certain data has to be confirmed manually to ensure that no changes are left out. One of the most noticeable issues is that the account can only handle one return, which is kind of incomprehensible seeing how a single account can also be used to access other Intuit products including QuickBooks Online, which is actually provided free for a year for TurboTax Self-Employed users.Īnother thing that can also be quite jarring is how the importing of previous years’ tax returns works. Featuresĭespite sporting one of the best software interfaces on the market – combining simplicity with modern design – TurboTax Online isn’t without its problems. And this, believe it or not, is just the surface, since not only is TurboTax fully supported on mobile platforms but it’s also very safe to use thanks to the outstanding built-in and optional security settings. ![]() There are a number of additional extras, too, all of which will help you receive the biggest possible refund in the end. The user-friendly interface of the software is particularly important, but so too are the thorough interview questions. ![]() TurboTax Online, the company’s online tax prep solution, provides everything that a taxpayer needs to create accurate returns. This is the secret behind TurboTax’s success, a company that has been helping people deal with those pesky tax returns since the 80s. So it’s not surprising that once taxpayers find a solution that prepares their taxes and explains the process in plain English, they stick to that solution no matter what. Going through all those different documents that seem like they have been worded by aliens is pure torture for anyone. ![]() If there is one thing people can’t stand it’s doing their taxes.
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