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BENEFITHUB HAS TEAMED UP WITH TURBOTAX


YOUR TAXES, YOUR WAY

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GET YOUR TAXES DONE RIGHT AND SAVE UP TO AN ADDITIONAL 20%

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SELECT ALL THAT APPLY TO SEE YOUR PRICES

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Stated price subject to change, final price based on your actual tax situation
and forms used.

EXPERTS HELP AS YOU DO YOUR TAXES

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Only TurboTax Live includes a 100% accurate, expert final review at no extra
charge

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Stated price subject to change, final price based on your actual tax situation
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HERE'S WHAT CUSTOMERS ARE SAYING

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Star ratings are from 2023



 * BEST IN CLASS
   
   "I have used many of the other E-file services out there and TurboTax is by
   far Best in class and easy to use."
   
   Sbsurfter, California
   2023 TurboTax Premium

 * TURBOTAX MY WAY
   
   "I have filed both my Federal and State returns using TurboTax. It is fast,
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   2023 TurboTax Free Edition

 * GREAT SERVICE
   
   "TurboTax makes it so easy to do your taxes. I love this service and have
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TurboTax Online: Important Details about Filing Form 1040 Returns with Limited
Credits

A Form 1040 return with limited credits is one that's filed using IRS Form 1040
only (with the exception of the specific covered situations described below).
Roughly 37% of taxpayers are eligible.

If you have a Form 1040 return and are claiming limited credits only, you can
file for free yourself with TurboTax Free Edition or TurboTax Live Assisted
Basic (if available), or you can file with TurboTax Full Service at the listed
price.

Situations covered (assuming no added tax complexity):

 * W-2 income
 * Interest or dividends (1099-INT/1099-DIV) that don’t require filing a
   Schedule B
 * IRS standard deduction
 * Earned Income Tax Credit (EITC)
 * Child Tax Credit (CTC)
 * Student loan interest deduction

Situations not covered:

 * Itemized deductions claimed on Schedule A
 * Unemployment income reported on a 1099-G
 * Business or 1099-NEC income
 * Stock sales (including crypto investments)
 * Rental property income
 * Credits, deductions and income reported on other forms or schedules

* MORE IMPORTANT DETAILS AND DISCLOSURES


TURBOTAX ONLINE GUARANTEES

TurboTax Individual Returns:

 * 100% Accurate Calculations Guarantee – Individual Returns: If you pay an IRS
   or state penalty or interest because of a TurboTax calculation error, we'll
   pay you the penalty and interest. Excludes payment plans. This guarantee is
   good for the lifetime of your personal, individual tax return, which Intuit
   defines as seven years from the date you filed it with TurboTax. Excludes
   TurboTax Business returns. Additional terms and limitations apply. See Terms
   of Service for details.
   
   
 * Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back
   – Individual Returns: If you get a larger refund or smaller tax due from
   another tax preparation method by filing an amended return, we'll refund the
   applicable TurboTax federal and/or state purchase price paid. (TurboTax Free
   Edition customers are entitled to payment of $30.) This guarantee is good for
   the lifetime of your personal, individual tax return, which Intuit defines as
   seven years from the date you filed it with TurboTax. Excludes TurboTax
   Business returns. Additional terms and limitations apply. See Terms of
   Service for details.
   
   
 * Audit Support Guarantee – Individual Returns: If you receive an audit letter
   from the IRS or State Department of Revenue based on your 2023 TurboTax
   individual tax return, we will provide one-on-one question-and-answer support
   with a tax professional, if requested through our Audit Support Center, for
   audited individual returns filed with TurboTax for the current 2023 tax year
   and for individual, non-business returns for the past two tax years (2022,
   2021). Audit support is informational only. We will not represent you before
   the IRS or state tax authority or provide legal advice. If we are not able to
   connect you to one of our tax professionals, we will refund the applicable
   TurboTax federal and/or state purchase price paid. (TurboTax Free Edition
   customers are entitled to payment of $30.) This guarantee is good for the
   lifetime of your personal, individual tax return, which Intuit defines as
   seven years from the date you filed it with TurboTax. Excludes TurboTax
   Business returns. Additional terms and limitations apply. See Terms of
   Service for details.

TurboTax Business Returns:

 * 100% Accurate Calculations Guarantee – Business Returns. If you pay an IRS or
   state penalty or interest because of a TurboTax calculation error, we'll pay
   you the penalty and interest. Excludes payment plans. You are responsible for
   paying any additional tax liability you may owe. Additional terms and
   limitations apply. See Terms of Service for details.
   
   
 * TurboTax Audit Support Guarantee – Business Returns. If you receive an audit
   letter from the IRS or State Department of Revenue on your 2023 TurboTax
   business return, we will provide one-on-one question-and-answer support with
   a tax professional, if requested through our Audit Support Center, for
   audited business returns filed with TurboTax for the current 2023 tax year.
   Audit support is informational only. We will not represent you before the IRS
   or state tax authority or provide legal advice. If we are not able to connect
   you to one of our tax professionals for this question-and-answer support, we
   will refund the applicable TurboTax Live Business or TurboTax Live Full
   Service Business federal and/or state purchase price paid. Additional terms
   and limitations apply. See Terms of Service for details.
   
   
 * Satisfaction Guaranteed: You may use TurboTax Online without charge up to the
   point you decide to print or electronically file your tax return. Printing or
   electronically filing your return reflects your satisfaction with TurboTax
   Online, at which time you will be required to pay or register for the
   product.
   
   
 * Our TurboTax Live Full Service Guarantee means your tax expert will find
   every dollar you deserve. Your expert will only sign and file your return if
   they believe it's 100% correct and you are getting your best outcome
   possible. If you get a larger refund or smaller tax due from another tax
   preparer, we'll refund the applicable TurboTax Live Full Service federal
   and/or state purchase price paid. If you pay an IRS or state penalty (or
   interest) because of an error that a TurboTax tax expert or CPA made while
   acting as a signed preparer for your return, we'll pay you the penalty and
   interest. Limitations apply. See Terms of Service for details.
   
   
 * 100% Accurate Expert-Approved Guarantee: If you pay an IRS or state penalty
   (or interest) because of an error that a TurboTax tax expert or CPA made
   while providing topic-specific tax advice, a section review, or acting as a
   signed preparer for your return, we'll pay you the penalty and interest.
   Limitations apply. See Terms of Service for details.


TURBOTAX ONLINE/MOBILE PRICING:

 * Start for Free/Pay When You File: TurboTax online and mobile pricing is based
   on your tax situation and varies by product. For most paid TurboTax online
   and mobile offerings, you may start using the tax preparation features
   without paying upfront, and pay only when you are ready to file or purchase
   add-on products or services. Actual prices for paid versions are determined
   based on the version 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.
   
   
 * TurboTax Free Edition: TurboTax Free Edition ($0 Federal + $0 State + $0 To
   File) is available for those filing Form 1040 and limited credits only, as
   detailed in the TurboTax Free Edition disclosures. Roughly 37% of taxpayers
   qualify. Offer may change or end at any time without notice.
   
   
 * TurboTax Live Assisted Basic Offer: Offer only available with TurboTax Live
   Assisted Basic and for those filing Form 1040 and limited credits only.
   Roughly 37% of taxpayers qualify. Must file between November 29, 2023 and
   March 31, 2024 to be eligible for the offer. Includes state(s) and one (1)
   federal tax filing. Intuit reserves the right to modify or terminate this
   TurboTax Live Assisted Basic Offer at any time for any reason in its sole and
   absolute discretion. If you add services, your service fees will be adjusted
   accordingly. If you file after March 31, 2024, you will be charged the
   then-current list price for TurboTax Live Assisted Basic and state tax filing
   is an additional fee. See current prices here.
   
   
 * TurboTax Full Service - Forms-Based Pricing: “Starting at” pricing represents
   the base price for one federal return (includes one W-2 and one Form 1040).
   Final price may vary based on your actual tax situation and forms used or
   included with your return. Price estimates are provided prior to a tax expert
   starting work on your taxes. Estimates are based on initial information you
   provide about your tax situation, including forms you upload to assist your
   expert in preparing your tax return and forms or schedules we think you’ll
   need to file based on what you tell us about your tax situation. Final price
   is determined at the time of print or electronic filing and may vary based on
   your actual tax situation, forms used to prepare your return, and forms or
   schedules included in your individual return. Prices are subject to change
   without notice and may impact your final price. If you decide to leave Full
   Service and work with an independent Intuit TurboTax Verified Pro, your Pro
   will provide information about their individual pricing and a separate
   estimate when you connect with them.
   
   
 * Pays for itself (TurboTax Premium, formerly Self-Employed): Estimates based
   on deductible business expenses calculated at the self-employment tax income
   rate (15.3%) for tax year 2022. Actual results will vary based on your tax
   situation.
   
   
 * Anytime, anywhere: Internet access required; standard data rates apply to
   download and use mobile app.
   
   
 * Fastest refund possible: Fastest tax refund with e-file and direct deposit;
   tax refund time frames will vary. The IRS issues more than 9 out of 10
   refunds in less than 21 days.
   
   
 * Get your tax refund up to 5 days early: Individual taxes only. When it’s time
   to file, have your tax refund direct deposited with Credit Karma Money™, and
   you could receive your funds up to 5 days early. If you choose to pay your
   tax preparation fee with TurboTax using your federal tax refund or if you
   choose to take the Refund Advance loan, you will not be eligible to receive
   your refund up to 5 days early. 5-day early program may change or discontinue
   at any time. Up to 5 days early access to your federal tax refund is compared
   to standard tax refund electronic deposit and is dependent on and subject to
   IRS submitting refund information to the bank before release date. IRS may
   not submit refund information early.
   
   For Credit Karma Money (checking account): Banking services provided by MVB
   Bank, Inc., Member FDIC. Maximum balance and transfer limits apply per
   account.
   
   Fees: Third-party fees may apply. Please see Credit Karma Money Account Terms
   & Disclosures for more information.
   
   
 * Pay for TurboTax out of your federal refund or state refund (if applicable):
   Individual taxes only. Subject to eligibility requirements. Additional terms
   apply. A $40 Refund Processing Service fee may apply to this payment method.
   Prices are subject to change without notice.
   
   
 * TurboTax Help and Support: Access to a TurboTax product specialist is
   included with TurboTax Deluxe, Premier, Self-Employed, Premium, TurboTax Live
   Assisted and TurboTax Live Full Service; not included with Free Edition (but
   is available as an upgrade). TurboTax specialists are available to provide
   general customer help and support using the TurboTax product. Services, areas
   of expertise, experience levels, wait times, hours of operation and
   availability vary, and are subject to restriction and change without notice.
   Limitations apply See Terms of Service for details.
   
   
 * Tax Advice, Expert Review and TurboTax Live: Access to tax advice and Expert
   Review (the ability to have a Tax Expert review and/or sign your tax return)
   is included with TurboTax Live Assisted or as an upgrade from another
   version, and available through December 31, 2024. Intuit will assign you a
   tax expert based on availability. Tax expert and CPA availability may be
   limited. Some tax topics or situations may not be included as part of this
   service, which shall be determined in the tax expert’s sole discretion. For
   the TurboTax Live Assisted product, if your return requires a significant
   level of tax advice or actual preparation, the tax expert may be required to
   sign as the preparer at which point they will assume primary responsibility
   for the preparation of your return. For the TurboTax Live Full Service
   product: Handoff tax preparation by uploading your tax documents, getting
   matched with an expert, and meeting with an expert in real time. The tax
   expert will sign your return as a preparer. The ability to retain the same
   expert preparer in subsequent years will be available starting December 2023
   and will be based on an expert’s choice to continue employment with Intuit.
   Administrative services may be provided by assistants to the tax expert.
   On-screen help is available on a desktop, laptop or the TurboTax mobile app.
   Unlimited access to TurboTax Live tax experts refers to an unlimited quantity
   of contacts available to each customer, but does not refer to hours of
   operation or service coverage. Service, area of expertise, experience levels,
   wait times, hours of operation and availability vary, and are subject to
   restriction and change without notice.
   
   
 * TurboTax Live Full Service – Qualification for Offer: Depending on your tax
   situation, you may be asked to answer additional questions to determine your
   qualification for the Full Service offer. Certain complicated tax situations
   will require an additional fee, and some will not qualify for the Full
   Service offering. These situations may include but are not limited to
   multiple sources of business income, large amounts of cryptocurrency
   transactions, taxable foreign assets and/or significant foreign investment
   income. Offer details subject to change at any time without notice. Intuit,
   in its sole discretion and at any time, may determine that certain tax
   topics, forms and/or situations are not included as part of TurboTax Live
   Full Service. Intuit reserves the right to refuse to prepare a tax return for
   any reason in its sole discretion. Additional limitations apply. See Terms of
   Service for details.
   
   
 * TurboTax Live Full Service - File your taxes as soon as today: TurboTax Full
   Service Experts are available to prepare 2023 tax returns starting January 8,
   2024. Based on completion time for the majority of customers and may vary
   based on expert availability. The tax preparation assistant will validate the
   customer’s tax situation during the welcome call and review uploaded
   documents to assess readiness. All tax forms and documents must be ready and
   uploaded by the customer for the tax preparation assistant to refer the
   customer to an available expert for live tax preparation.
   
   
 * TurboTax Live Full Service -- Verified Pro -- “Local” and “In-Person”: Not
   all feature combinations are available for all locations. "Local" experts are
   defined as being located within the same state as the consumer’s zip code for
   virtual meetings. "Local" Pros for the purpose of in-person meetings are
   defined as being located within 50 miles of the consumer's zip code.
   In-person meetings with local Pros are available on a limited basis in some
   locations, but not available in all States or locations. Not all pros provide
   in-person services.
   
   
 * Smart Insights: Individual taxes only. Included with TurboTax Deluxe,
   Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits,
   and is available through 11/1/2024. Terms and conditions may vary and are
   subject to change without notice.
   
   
 * My Docs features: Included with TurboTax Deluxe, Premium TurboTax Live,
   TurboTax Live Full Service, or with PLUS benefits and is available through
   12/31/2024. Terms and conditions may vary and are subject to change without
   notice.
   
   
 * Tax Return Access: Included with all TurboTax Free Edition, Deluxe, Premium,
   TurboTax Live, TurboTax Live Full Service customers and access to up to the
   prior seven years of tax returns we have on file for you is available through
   12/31/2024. Terms and conditions may vary and are subject to change without
   notice.
   
   
 * Easy Online Amend: Individual taxes only. Included with TurboTax Deluxe,
   Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits.
   Make changes to your 2023 tax return online for up to 3 years after it has
   been filed and accepted by the IRS through 10/31/2026. Terms and conditions
   may vary and are subject to change without notice. For TurboTax Live Full
   Service, your tax expert will amend your 2023 tax return for you through
   11/15/2024. After 11/15/2024, TurboTax Live Full Service customers will be
   able to amend their 2023 tax return themselves using the Easy Online Amend
   process described above.
   
   
 * #1 best-selling tax software: Based on aggregated sales data for all tax year
   2022 TurboTax products.
   
   
 * #1 online tax filing solution for self-employed: Based upon IRS Sole
   Proprietor data as of 2023, tax year 2022. Self-Employed defined as a return
   with a Schedule C tax form. Online competitor data is extrapolated from press
   releases and SEC filings. “Online” is defined as an individual income tax DIY
   return (non-preparer signed) that was prepared online & either e-filed or
   printed, not including returns prepared through desktop software or FFA
   prepared returns, 2022.
   
   
 * CompleteCheck: Covered under the TurboTax accurate calculations and maximum
   refund guarantees. Limitations apply. See Terms of Service for details.
   
   
 * 1099-K Snap and Autofill: Available in mobile app and mobile web only.
   
   
 * 1099-NEC Snap and Autofill: Available in TurboTax Premium (formerly
   Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed).
   Available in mobile app only. Feature available within Schedule C tax form
   for TurboTax filers with 1099-NEC income.
   
   
 * Year-Round Tax Estimator: Available in TurboTax Premium (formerly
   Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed).
   This product feature is only available after you finish and file in a
   self-employed TurboTax product.
   
   
 * Average Refund Amount: Sum of $3140 is the average refund American taxpayers
   received based upon IRS data date ending 2/17/23 and may not reflect actual
   refund amount received.
   
   
 * Average Deduction Amount: Based on the average amount of deductions/expenses
   found by TurboTax Self Employed customers who filed expenses on Schedule C in
   Tax Year 2022 and may not reflect actual deductions found.
   
   
 * More self-employed deductions based on the median amount of expenses found by
   TurboTax Premium (formerly Self Employed) customers who synced accounts,
   imported and categorized transactions compared to manual entry. Individual
   results may vary.
   
   
 * TurboTax Online Business Products: For TurboTax Live Assisted Business and
   TurboTax Full Service Business, we currently don’t support the following tax
   situations: C-Corps (Form 1120-C), Trust/Estates (Form 1041), Multiple state
   filings, Tax Exempt Entities/Non-Profits, Entities electing to be treated as
   a C-Corp, Schedule C Sole proprietorship, Payroll, Sales tax, Quarterly
   filings, and Foreign Income. TurboTax Live Assisted Business is currently
   available only in AK, AZ, CA, CO, FL, GA, IL, MI, NC, NV, NY, OH, PA, SD, TX,
   UT, VA, WA, and WY.
   
   
 * Audit Defense:Audit Defense is a third-party add-on service provided, for a
   fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at
   https://turbotax.intuit.com/corp/softwarelicense/ for service terms and
   conditions.
   
   

TURBOTAX DESKTOP GUARANTEES

TurboTax Desktop Individual Returns:

 * 100% Accurate Calculations Guarantee – Individual Returns: If you pay an IRS
   or state penalty or interest because of a TurboTax calculation error, we’ll
   pay you the penalty and interest. Excludes payment plans. This guarantee is
   good for the lifetime of your personal, individual tax return, which Intuit
   defines as seven years from the date you filed it with TurboTax Desktop.
   Excludes TurboTax Desktop Business returns. Additional terms and limitations
   apply. See License Agreement for details.
   
   
 * Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back
   – Individual Returns: If you get a larger refund or smaller tax due from
   another tax preparation method by filing an amended return, we'll refund the
   applicable TurboTax federal and/or state software license purchase price you
   paid. This guarantee is good for the lifetime of your personal, individual
   tax return, which Intuit defines as seven years from the date you filed it
   with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional
   terms and limitations apply. See License Agreement for details.
   
   
 * Audit Support Guarantee – Individual Returns: If you receive an audit letter
   from the IRS or State Department of Revenue based on your 2023 TurboTax
   individual tax return, we will provide one-on-one question-and-answer support
   with a tax professional, if requested through our Audit Support Center, for
   audited individual returns filed with TurboTax Desktop for the current 2023
   tax year and, for individual, non-business returns, for the past two tax
   years (2021, 2022). Audit support is informational only. We will not
   represent you before the IRS or state tax authority or provide legal advice.
   If we are not able to connect you to one of our tax professionals, we will
   refund the applicable TurboTax federal and/or state license purchase price
   you paid. This guarantee is good for the lifetime of your personal,
   individual tax return, which Intuit defines as seven years from the date you
   filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns.
   Additional terms and limitations apply. See License Agreement for details.
   
   
 * Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely
   satisfied with TurboTax Desktop, go to refundrequest.intuit.com within 60
   days of purchase and follow the process listed to submit a refund request.
   You must return this product using your license code or order number and
   dated receipt.

TurboTax Desktop Business Returns:

 * 100% Accurate Calculations Guarantee – Business Returns: If you pay an IRS or
   state penalty or interest because of a TurboTax calculation error, we’ll pay
   you the penalty and interest. Excludes payment plans. You are responsible for
   paying any additional tax liability you may owe. Additional terms and
   limitations apply. See License Agreement for details.
   
   
 * Maximum Tax Savings Guarantee – Business Returns: If you get a smaller tax
   due (or larger business tax refund) from another tax preparation method using
   the same data, TurboTax will refund the applicable TurboTax Business Desktop
   license purchase price you paid. Additional terms and limitations apply. See
   License Agreement for details.
   
   
 * Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely
   satisfied with TurboTax Desktop, go to refundrequest.intuit.com within 60
   days of purchase and follow the process listed to submit a refund request.
   You must return this product using your license code or order number and
   dated receipt.

TURBOTAX DESKTOP
 * Installation Requirements: Product download, installation and activation
   requires an Intuit Account and internet connection. Product limited to one
   account per license code. You must accept the TurboTax License Agreement to
   use this product. Not for use by paid preparers.
   
   
 * TurboTax Desktop Products: Price includes tax preparation and printing of
   federal tax returns and free federal e-file of up to 5 federal tax returns.
   Additional fees apply for e-filing state returns. E-file fees may not apply
   in certain states, check here for details. Savings and price comparison based
   on anticipated price increase. Software updates and optional online features
   require internet connectivity.
   
   
 * Fastest Refund Possible: Fastest federal tax refund with e-file and direct
   deposit; tax refund time frames will vary. The IRS issues more than 9 out of
   10 refunds in less than 21 days.
   
   
 * Average Refund Amount: Sum of $3140 is the average refund American taxpayers
   received based upon IRS data date ending 02/17/23 and may not reflect actual
   refund amount received.
   
   
 * TurboTax Product Support: Customer service and product support hours and
   options vary by time of year.
   
   
 * #1 Best Selling Tax Software: Based on aggregated sales data for all tax year
   2022 TurboTax products.
   
   
 * Deduct From Your Federal Refund: A $40 Refund Processing Service fee applies
   to this payment method. Prices are subject to change without notice.
   
   
 * Data Import: Imports financial data from participating companies; Requires
   Intuit Account. Quicken and QuickBooks import not available with TurboTax
   installed on a Mac. Imports from Quicken (2021 and higher) and QuickBooks
   Desktop (2021 and higher); both Windows only. Quicken import not available
   for TurboTax Desktop Business. Quicken products provided by Quicken Inc.,
   Quicken import subject to change.
   
   
 * Audit Defense:Audit Defense is a third-party add-on service provided, for a
   fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at
   https://turbotax.intuit.com/corp/softwarelicense/ for service terms and
   conditions.
   
   

All features, services, support, prices, offers, terms and conditions are
subject to change without notice.



ABOUT

ABOUT

 * Compare TurboTax products
 * All online tax preparation software
 * TurboTax online guarantees
 * TurboTax security and fraud protection
 * Tax forms included
   with TurboTax
 * TurboTax en español
 * TurboTax Live en español
 * Self-employed tax center
 * Tax law and stimulus updates
 * Tax Refund Advance
 * Unemployment benefits and taxes
 * File your own taxes
 * TurboTax crypto taxes
 * Credit Karma Money
 * Investment tax tips

ONLINE SOFTWARE PRODUCTS

ONLINE SOFTWARE PRODUCTS

 * TurboTax login
 * Free Edition tax filing
 * Deluxe to maximize
   tax deductions
 * TurboTax self-employed & investor taxes
 * Free military tax filing discount
 * TurboTax Live tax expert products
 * TurboTax Live Premium
 * TurboTax Live Full Service Pricing
 * TurboTax Live Full Service Business Taxes
 * TurboTax Live Assisted Business Taxes
 * TurboTax Business Tax Online

DESKTOP SOFTWARE PRODUCTS

DESKTOP SOFTWARE PRODUCTS

 * TurboTax Desktop login
 * Compare Desktop products
 * All Desktop products
 * Install TurboTax Desktop
 * Check order status
 * TurboTax Advantage
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