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Important Offer Details and Disclosures



TurboTax Online: Important Details about Free Filing for Simple Tax Returns

If you have a simple tax return, you can file for free with TurboTax Free
Edition or TurboTax Live Assisted Basic. You can also file with TurboTax Live
Full Service Basic at the listed price.

A simple tax return is one that's filed using IRS Form 1040 only, without having
to attach any forms or schedules. Only certain taxpayers are eligible.

Situations covered (assuming no added tax complexity):
 * W-2 income
 * Limited interest and dividend income reported on a 1099-INT or 1099-DIV
 * IRS standard deduction
 * Earned Income Tax Credit (EIC)
 * Child tax credits
 * Student loan interest deduction

Situations not covered:
 * Itemized deductions
 * Unemployment income reported on a 1099-G
 * Business or 1099-NEC income
 * Stock sales
 * Rental property income
 * Credits, deductions and income reported on other forms or schedules (for
   example, income related to crypto investments)

TURBOTAX ONLINE GUARANTEES

 * 100% Accurate Calculations Guarantee: If you pay an IRS or state penalty or
   interest because of a TurboTax calculation error, we’ll pay you the penalty
   and interest. Limitations apply. Excludes TurboTax Business products and
   services. See Terms of Service for details.
   
   
 * Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money
   Back: If you get a larger refund or smaller tax due from another tax
   preparation method, we'll refund the applicable TurboTax federal and/or state
   purchase price paid. (TurboTax Online Free Edition customers are entitled to
   payment of $30.) Limitations apply. Excludes TurboTax Business products and
   services. 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.
   
   
 * Audit Support Guarantee: If you receive an audit letter based on your 2022
   TurboTax individual return, we will provide one-on-one question-and-answer
   support with a tax professional, if requested through our Audit Support
   Center, for audited returns filed with TurboTax for the current tax year
   (2022) and, for individual, non-business returns, for the past two tax years
   (2021, 2020). 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. Limitations
   apply. Excludes TurboTax Business products and services. 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 Full Service Guarantee means your tax expert will find every dollar you
   deserve. Your expert will only sign and file your return if they know 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.
   
   
 * Lifetime Guarantee: Includes a combination of coverage for the full 7-year
   lifetime of your individual tax return (excludes business returns).
   
   
   1. 100% Accurate Calculations Guarantee: In the event of an IRS or state
      penalty or interest due to a TurboTax calculation error on your TurboTax
      individual tax return, we'll pay you the penalty and interest.
      
      
   2. Maximum Refund Guarantee: Ensures your best tax outcome coverage for the
      7-year life of your TurboTax individual tax return. If you get a larger
      refund or smaller tax due from another tax preparation method, we'll
      refund the applicable TurboTax federal and/or state purchase price paid.
      (TurboTax Online Free Edition customers are entitled to payment of $30.)
      
      
   3. Audit Support Guarantee: In the event of an audit letter from the IRS or
      State Department of Revenue relating to your TurboTax individual tax
      return, Intuit will provide free audit guidance from a tax professional
      available to help answer your audit questions.
   
   This Lifetime Guarantee combination applies to TurboTax Online, TurboTax Live
   and TurboTax Desktop individual returns. Limitations apply. See full terms
   and conditions. Excludes TurboTax Online business products and TurboTax
   Desktop business products.

TURBOTAX ONLINE/MOBILE PRICING:
 * Try for Free/Pay When You File: TurboTax online and mobile pricing is based
   on your tax situation and varies by product. TurboTax Free Edition ($0
   Federal + $0 State + $0 To File) is available for simple tax returns only
   (see if you qualify) and has limited functionality; offer may change or end
   at any time without notice. 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 Live Assisted Basic Offer: Offer only available with TurboTax Live
   Assisted Basic and for simple tax returns only. Not all taxpayers qualify.
   Must file by March 31, 2023 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 filed after March 31, 2023 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.
   
   
 * Pays for itself (TurboTax Self-Employed): Estimates based on deductible
   business expenses calculated at the self-employment tax income rate (15.3%)
   for tax year 2021. 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.
   
   No Fees: Third-party fees may apply. Please see Account Terms & Disclosures
   for more information.
   
   
 * Pay for TurboTax out of your federal refund: Individual taxes only. A $39
   Refund Processing Service fee applies 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, 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, 2023. 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.
   
   
 * Smart Insights: Individual taxes only. Included with TurboTax Deluxe,
   Premier, Self-Employed, TurboTax Live, TurboTax Live Full Service, or with
   PLUS benefits and is available through 11/1/2023. Terms and conditions may
   vary and are subject to change without notice.
   
   
 * My Docs features: Included with TurboTax Deluxe, Premier, Self-Employed,
   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, Premier,
   Self-Employed, 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,
   Premier, Self-Employed, TurboTax Live, TurboTax Live Full Service, or with
   PLUS benefits. Make changes to your 2022 tax return online for up to 3 years
   after it has been filed and accepted by the IRS through 10/31/2025. Terms and
   conditions may vary and are subject to change without notice. For TurboTax
   Live Full Service, your tax expert will amend your 2022 tax return for you
   through 11/15/2023. After 11/15/2023 TurboTax Live Full Service customers
   will be able to amend their 2022 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
   2021 TurboTax products.
   
   
 * #1 online tax filing solution for self-employed: Based upon IRS Sole
   Proprietor data as of 2022, tax year 2021. Self-Employed defined as a return
   with a Schedule C/C-EZ 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, 2021.
   
   
 * 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 Self-Employed and TurboTax
   Live Assisted 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 Self-Employed and TurboTax
   Live Assisted Self-Employed. This product feature is only available after you
   finish and file in a self-employed TurboTax product.
   
   
 * **Invite a Friend: Rewards good for up to 10 friends, or $250 - see official
   terms and conditions for more details.
   
   
 * Average Refund Amount: Sum of $2,815 is the average refund American taxpayers
   received based upon IRS data 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 2021 and may not reflect actual deductions found.
   
   
 * 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, or Quarterly
   filings, and Foreign Income.
   
   

TURBOTAX CD/DOWNLOAD GUARANTEES
 * 100% Accurate Calculations Guarantee: If you pay an IRS or state penalty or
   interest because of a TurboTax calculation error, we’ll pay you the penalty
   and interest. Limitations apply. Excludes TurboTax Business products and
   services. See License Agreement for details.
   
   
 * Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money
   Back: If you get a larger refund or smaller tax due from another tax
   preparation method, we'll refund the applicable TurboTax federal and/or state
   purchase price paid. Limitations apply. Excludes TurboTax Business products
   and services. See License Agreement for details.
   
   
 * Audit Support Guarantee: If you receive an audit letter based on your 2022
   TurboTax individual return, we will provide one-on-one question-and-answer
   support with a tax professional, if requested through our Audit Support
   Center, for audited returns filed with TurboTax for the current tax year
   (2022) and, for individual, non-business returns, for the past two tax years
   (2021, 2020). 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. Limitations
   apply. Excludes TurboTax Business products and services. See License
   Agreement for details.
   
   
 * Lifetime Guarantee: Includes a combination of coverage for the full 7-year
   lifetime of your individual tax return (excludes business returns).
   
   
   1. 100% Accurate Calculations Guarantee: In the event of an IRS or state
      penalty or interest due to a TurboTax calculation error on your TurboTax
      individual tax return, we'll pay you the penalty and interest.
      
      
   2. Maximum Refund Guarantee: Ensures your best tax outcome coverage for the
      7-year life of your TurboTax individual tax return. If you get a larger
      refund or smaller tax due from another tax preparation method, we'll
      refund the applicable TurboTax federal and/or state purchase price paid.
      (TurboTax Online Free Edition customers are entitled to payment of $30.)
      
      
   3. Audit Support Guarantee: In the event of an audit letter from the IRS or
      State Department of Revenue relating to your TurboTax individual tax
      return, Intuit will provide free audit guidance from a tax professional
      available to help answer your audit questions.
   
   This Lifetime Guarantee combination applies to TurboTax Online, TurboTax Live
   and TurboTax Desktop individual returns. Limitations apply. See full terms
   and conditions. Excludes TurboTax Online business products and TurboTax
   Desktop business products.
   
   
 * 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 CD/DOWNLOAD
 * Installation Requirements: Download option requires a free online Intuit
   account. Product activation requires internet connectivity. You must accept
   the TurboTax License Agreement to use this product. Not for use by
   paid preparers.
   
   
 * TurboTax CD/Download 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 may 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.
   
   
 * 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
   2021 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; May require
   a free Intuit online account. Quicken and QuickBooks import not available
   with TurboTax installed on a Mac. Imports from Quicken (2020 and higher) and
   QuickBooks Desktop (2020 and higher); both Windows only. Quicken import not
   available for TurboTax Business. Quicken products provided by Quicken Inc.,
   Quicken import subject to change.
   
   


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