You can speak to your tax expert on the phone or through a live one-way video call on your screen (you can see your tax expert, but they can’t see you). Your tax expert will ask you questions and provide advice as they prepare your return and get ready to file on your behalf. You can also communicate with your tax expert via the messaging center as needed. It starts with a welcome call with a tax prep assistant to gather and upload your documents, and then you’ll be connected to your Live Full Service tax expert.

• 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.
• You can also communicate with your tax expert via the messaging center as needed.
• Obtain the correct forms and instructions for the specific tax year.
• You can speak to an expert via phone, chat or live on-screen through one-way video chat (they can’t see you).

• Tax year 2022 has seven tax brackets, ranging from 10% to 37%, depending on your income. If your taxable income exceeds the upper limit of one bracket, then the money above that is taxed at the rate of the next bracket, and so on up to the top rate of 37%. • The Standard Deduction increases to $12,950 for single taxpayers and to $25,900 for married couples filing jointly (tax year 2022). • You can file your taxes using the standard Form 1040 or, if you are age 65 and older, you can use the newer Form 1040-SR, which has a larger font and includes a Standard Deduction table printed right on the form.

Step 2: Determine deductions to reduce taxable income

For a dedicated tax expert who’s matched to you based on your situation, choose Live Full Service. 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.

Prior-year returns must be paper-filed, as e-filing is no longer available for them. We’ll walk you through that process when you get to the File section in the software. Prior to tax reform, you were able to deduct most losses for uninsured casualty, disaster and theft losses. Under tax reform provisions, deductions for casualty and theft losses have changed for tax years 2018 through 2025. Fill out the forms you need according to the instructions for those forms. Since the tax law changes from year to year, it’s important that you use the instructions applicable for the applicable tax year.

After the IRS accepts your return, it typically takes about 21 days to get your refund.

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. 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. With Live Assisted, a team of tax experts is available to provide you with answers and advice as you do your taxes, and can review your return before you file.

With TurboTax Live Full Service, a tax expert does your taxes for you, from start to finish. You will connect with your expert in real time and get your taxes done without all the waiting and wondering. With TurboTax Live Assisted, you can do your own taxes and get advice from tax experts who can help you finish your taxes error-free, review your return at the end, and ensure you’ll get every dollar you deserve, guaranteed. TurboTax will ask simple questions and give you the tax deductions and credits you’re eligible for based on your answers.

Taxes done right, with experts by your side

Fortunately, this comprehensive guide can help you get through filing 2022 taxes, whether you file on your own or get help from a tax expert. • If you’re a nonresident alien with a US source income, you can use Form 1040-NR to report different types of income and claim deductions and tax credits. You can speak to an expert via phone, chat, or live on-screen through one-way video chat (they can’t see you). You can share your TurboTax screen with your expert so they can guide you and answer your questions. You can speak to an expert via phone, chat, or live on-screen through one-way video chat (they can’t see you). Many entrepreneurs are reluctant to write off the business use of their home for fear of being audited.

• Meanwhile, op-eds and stories that parrot Intuit’s talking points have appeared in at least 20 newspapers and other publications across the country.
• All features, services, support, prices, offers, terms and conditions are subject to change without notice.
• Fill out the forms you need according to the instructions for those forms.
• Filing an extension will postpone your filing deadline until October 16, 2023 which is a day further out than usual since the 15th of October falls on a weekend.
• We use information about your tax situation to match you with an expert who has experience with taxes like yours.
• Plus, if you hit a point where another product might be better for you, we’ll give you the opportunity to change.

We’ll create your personalized tax planner to start collecting the right docs and securely upload them to your account. Then you’ll have a welcome call with a tax prep assistant who can help you finish uploading your docs and match you with a dedicated tax expert. If you don’t want to get started right away, you can schedule a call for a time that works best for you.When you’re ready to connect with your tax expert, you can talk to them over the phone or on a one-way video call. 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.

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. It starts with a welcome call with a tax prep assistant to gather and upload your documents, and then you’ll be connected to your Live Full Service tax expert.

You can speak to your tax expert on the phone or through a live one-way video call on your screen (you can see your tax expert, but they can’t see you). 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. 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.

What is the Earned Income Tax Credit and How Do I Claim it?

You can share your screen with your expert so they can guide you and answer your questions. If you don’t have this, you can usually claim the standard deduction for each of those years. You can also reduce your tax by claiming deductions and credits for any dependents you were eligible to claim for the tax years. You need the names and Social Security turbotax faq numbers for each dependent you claim. If you have a simple tax return, you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic or TurboTax Live Full Service Basic at the listed price. Those that are 65 and older, or blind, or both 65 and older and blind, receive additional standards deductions.