Bookkeeping

TurboTax® Canada 2023-2024: Canadas #1 Best-selling Tax Preparation Software File Taxes Online

A TurboTax product specialist can help you, and even draw on your screen to help you get your taxes done. From mid-April through early January, our experts are available Monday-Friday from 5 AM through 5 PM PT.If you choose to work with an independent Intuit TurboTax Verified Pro, the Pro will share the hours they’re available directly with you. You’ll only need your email address and a phone number to get started. Just answer a few simple questions and you’re on your way. If you don’t have your forms on hand, you can auto-import your info from your W–2s or 1099s directly from more than a million participating employers and financial institutions. Eventually, for more complex tax situations, you may need additional documents like mortgage statements or other detailed financial information.

You can come to TurboTax and get your taxes done from start to finish in one meeting by an experienced TurboTax Live Full Service tax expert, who also specializes in self-employed, investment, and incorporated small business taxes. Tax filers of any income and any complexity can rest assured that TurboTax will take the work and worry out of tax time. Along with its easy-to-use platform, TurboTax has excellent customer service options.

We’re firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team. Whereas TaxSlayer Premium or Self Employed version, offer tax assistance, but it’s limited to guidance only. Product download, installation, and activation requires an Intuit Account and internet connection. CompleteCheck™ scans your return from beginning to end, so you can be confident it’s 100% accurate before you file.

  1. To speak to the bot, click «Help» in the top-right corner of the desktop platform.
  2. Depending on the service you choose, you may or may not be connected with the same tax expert who prepared your tax return.
  3. With Live Assisted, you prepare your taxes at your own pace and on your own time by answering simple questions about your life and taxes.
  4. You can discuss your questions over the phone, via live chat, or via one-way video on your screen.
  5. The majority of tax filers don’t qualify for its free tax-filing service.
  6. Although TurboTax offers an easy-to-use process with helpful interview-style questions and options to obtain help when needed, it‘s a bit pricier than its competitors.

The settlement is intended to benefit those who paid to file their federal tax returns through TurboTax for tax years 2016, 2017, and 2018, but were eligible to file for free through the IRS Free File Program—that’s approximately 4.4 million consumers nationwide. According to the Attorney General, consumers eligible for payment will be notified by email by the settlement fund administrator, Rust Consulting. Specifically, in 2022, the Federal Trade Commission alleged that the word “free” misled consumers into believing they could file their taxes for free with TurboTax.

TurboTax Live was very helpful

But since we save your return as you go, you can finish anytime. Whether you’re an experienced tax preparer or have little knowledge of tax law beyond knowing you need to file, TurboTax makes tax filing easy by walking you through the process with interview-style questions and options for live, on-screen support when needed. There is a legitimate IRS program that’s designed to allow 70% of taxpayers to file their federal income tax returns for free using online software. But hundreds of millions fail to take advantage, potentially overspending by billions, according to the latest IRS data.

You can speak to your tax expert on the phone, through a live one-way video call on your screen (you can see your tax expert, but they can’t see you), or in-person with an independent Intuit TurboTax Verified Pro where available. 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.

During the process, a banner at the top of the screen keeps a running tally of your estimated federal and state refund or amount due. After starting in Live Full Service, we’ll ask you some questions to learn about your tax situation and create a personalized tax planner for you. This tax planner helps you know what docs you’ll need so you can gather them and start securely turbotax website uploading them to your TurboTax account. After installing the software, open it and follow the onscreen instructions to file your return. Meet with a TurboTax Expert who can prepare, sign and file your taxes, so you can be 100% confident your taxes are done right. Start TurboTax Live Full Service today, in English or Spanish, and get your taxes done and off your mind.

All TurboTax products include

Your personal information (like SSN) will be masked so the expert can’t see it. If you want help along the way, TurboTax Live Assisted gives you access to tax experts to help you  complete your taxes, fix any mistakes, and https://turbo-tax.org/ explain what’s next. You can also get an expert final review of their taxes before they file. From getting your CRA tax slips to making sure you claim all eligible deductions, your tax experts are fully at your service.

What customers are saying about TurboTax Free Edition

Preparing your tax return with TurboTax is a lot like sitting down with a tax preparer. The software walks you through the tax preparation and filing process with a series of interview-style questions. These prices reflect the list prices advertised as of April 19, 2023, without any discounts that TurboTax may offer to people who file early in the tax filing season. If you want to pay your filing fee out of your federal refund, TurboTax charges an extra $39 refund processing fee for the convenience. Do you want to DIY your tax filing but need some help figuring out which forms you can file and which deductions you can claim? TurboTax might be the right tax filing software for you—if you don’t mind navigating lots of invitations to upgrade or add on extra features.

~37% of filers qualify. Form 1040 + limited credits only.

Not all Free File providers are right for everyone; they can set their own income and age requirements, so the IRS matches you appropriately and will indicate if a provider allows free state filing, too. Accessing these providers directly through the IRS helps ensure you’re not landing on a page that appears to offer free tax filing but pulls a switcheroo. At the time, these providers were members of the Free File Alliance, the name given to the group of online tax software companies authorized by the IRS to provide Free File services via the IRS website.

Our goal is to get your taxes done with as little waiting as possible. When you’re ready to start, we’re ready to take taxes off your plate. Our software allows you to securely upload your tax documents to our system so they’re available to your tax expert. With Live Full Service, we’ll start by asking you questions about your tax situation. This can be done online, or with the help of a live tax preparation assistant. We’ll use what you tell us to match you with a tax expert who understands your unique situation, has relevant expertise, and is local to your state (where available).

TurboTax is Open and Accepting Tax Returns Now!

Direct File doesn’t have income limitations like Free File but isn’t available for more complex filing needs. If you aren’t eligible for Free File and live in Arizona, California, Florida, Massachusetts, New Hampshire, New York, Nevada, South Dakota, Tennessee, Texas, Washington or Wyoming, this option could be for you. The agency expects to roll Direct File out in stages with wide availability across the eligible states by mid-March. Despite what its misleading advertisements promise, TurboTax usually costs money. The majority of tax filers don’t qualify for its free tax-filing service. Turbotax Premium users, including freelancers and small business owners, sometimes pay hundreds of dollars to file.

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