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Important Offer Details and Disclosures



TURBOTAX ONLINE GUARANTEES
 * TurboTax Free Edition: $0 Federal + $0 State + $0 To File offer is available
   for simple tax returns only with TurboTax Free Edition. A simple tax return
   is Form 1040 only (without any additional schedules). Situations covered:
   
   
   * W-2 income
   * Limited interest and dividend income reported on a 1099-INT or 1099-DIV
   * Claiming the standard deduction
   * Earned Income Tax Credit (EIC)
   * Child tax credits
   * Student Loan Interest deduction
   
 * 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. 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. 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 2021
   TurboTax return, we will provide one-on-one question-and-answer support with
   a tax professional as requested through our Audit Support Center for audited
   returns filed with TurboTax for the current tax year (2021) and the past two
   tax years (2020, 2019). We will not represent you before the IRS or state
   agency 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.) Excludes TurboTax Business. 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.
   
   

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 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 Basic Offer: Offer only available with TurboTax Live Basic and
   for simple tax returns only. Must file by March 31, 2022 to be eligible for
   the offer. Includes state and one (1) federal tax filing. Intuit reserves the
   right to modify or terminate this TurboTax Live 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, 2022, you
   will be charged the then-current list price for TurboTax Live Basic and state
   tax filing requires an additional fee. See current prices here.
   
   
 * TurboTax Live Full Service Basic Offer: Offer only available with TurboTax
   Live Full Service Basic and for simple tax returns only. Must file by March
   31, 2022 to be eligible for the offer. Includes free state(s) and one (1)
   free federal tax filing. Intuit reserves the right to modify or terminate
   this TurboTax Live Full Service 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, 2022 you will be charged the
   then-current list price for TurboTax Live Full Service Basic and state tax
   filing is an additional fee.
   
   
 * 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 2020. 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: 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: 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 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 or as an upgrade from another version, and
   available through December 31, 2022. Intuit will assign you a tax expert
   based on availability. 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
   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 Full Service product, the tax expert will sign your return as
   preparer. Administrative services may be provided by assistants to the tax
   expert. Payment by federal refund is not available when a tax expert signs
   your return. 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: Included with TurboTax Deluxe, Premier, Self-Employed,
   TurboTax Live, TurboTax Live Full Service, or with PLUS benefits and is
   available through 11/1/2022. 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 12/31/2023. 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 12/31/2023. Terms and conditions may vary and are subject
   to change without notice.
   
   
 * Easy Online Amend: Included with TurboTax Deluxe, Premier, Self-Employed,
   TurboTax Live, TurboTax Live Full Service, or with PLUS benefits. Make
   changes to your 2021 tax return online for up to 3 years after it has been
   filed and accepted by the IRS through 10/31/2024. Terms and conditions may
   vary and are subject to change without notice. For TurboTax Live Full
   Service, your tax expert will amend your 2021 tax return for you through
   11/30/2022. After 11/30/2022 TurboTax Live Full Service customers will be
   able to amend their 2021 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
   2020 TurboTax products.
   
   
 * America’s #1 tax preparation provider: As the leader in tax preparation, more
   federal returns are prepared with TurboTax than any other tax preparation
   provider.
   
   
 * #1 online tax filing solution for self-employed: Based upon IRS Sole
   Proprietor data as of 2020, tax year 2019. 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, 2020.
   
   
 * CompleteCheck: Covered under the TurboTax accurate calculations and maximum
   refund guarantees. Limitations apply. See Terms of Service for details.
   
   
 * 1099-NEC Snap and Autofill: Available in TurboTax Self-Employed and TurboTax
   Live 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 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.
   
   

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. 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. See License Agreement for details.
   
   
 * Audit Support Guarantee: If you receive an audit letter based on your 2021
   TurboTax return, we will provide one-on-one question-and-answer support with
   a tax professional as requested through our Audit Support Center for audited
   returns filed with TurboTax for the current tax year (2021) and the past two
   tax years (2020, 2019). We will not represent you before the IRS or state
   agency 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. Excludes TurboTax Business. 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 CD/DOWNLOAD


 * Installation Requirements: Product activation required via Internet. Download
   option requires free online Intuit account. 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 apply for e-filing state returns. E-file fees do not apply to
   New York state returns. Savings and price comparison based on anticipated
   price increase. Software updates and optional online features require
   internet. All features, services, support, prices, offers, terms and
   conditions are subject to change without notice.
   
   
 * 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
   2020 TurboTax products.
   
   
 * 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 (2019 and higher) and
   QuickBooks Desktop (2019 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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   BUILT INTO EVERYTHING WE DO.


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