Training Example: Intuit TurboTax – Review the Data, Give Your Score & Compare to the Real AI Evaluation

👋 Still need to file? You don't have to figure this out alone. Let a tax expert handle it for you.Skip To Main Content
[H2] Get your best tax outcome, with expert help or on your own
[H1] We make it fast and easy to get your taxes done 100% right, guaranteed.
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[IMG: A tax expert and TurboTax customer celebrate a federal tax refund of $3,453]
[IMG: A tax expert and TurboTax customer celebrate a federal tax refund of $3,453]
[IMG: A tax expert and TurboTax customer celebrate a federal tax refund of $3,453]
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[IMG: Simple returns file free. $0 federal, $0 state and $0 to file.]
Simple returns 100% free~37% of filers qualify. Simple Form 1040 returns only (no schedules, except for EITC, CTC, student loan interest, and Schedule 1-A).
Get started
[IMG: Simple returns file free. $0 federal, $0 state and $0 to file.]
Taxes done 100% right, however you choose
[IMG: TurboTax Expert Full Service]
An expert files for youMatch with a local tax expert as soon as today who can do your taxes, start-to-finish.Start for freeSee how Expert Full Service works
[IMG: TurboTax Expert Assist]
Experts help as you goGet advice from tax experts as you file, as well as a final expert review.Start for freeSee how Expert Assist works
[IMG: TurboTax Do It Yourself]
File your own taxesJust answer simple questions and we’ll guide you through filing your taxes.Start for freeSee how Do It Yourself works
[IMG: Import your tax documents with automatically with TurboTax.]
[H3] Ditch the paperwork. Tax docs and data imported for you.
Subheading Snap a photo, upload your docs, or import them directly from your employer or financial institution.Start my taxes
[H3] We can help you get ready for tax time
[H4] Get an estimate of this year’s tax refund
Use our TaxCaster calculator to preview your refund, or see what you’ll owe.Estimate your taxes
[H4] Be prepared with our handy checklist
Keep track of which docs you’ll need when it’s time to file taxes.Get the checklist
[H4] Tax law changes, explained
We stay up-to-date on the latest tax law changes that affect you and your tax return—so you don’t have to.See the latest tax law changes
[H3] See how our TurboTax Online customers rate TurboTax
[H3] Rated 4.7 out of 5 stars by our customers.
(189,689 reviews of TurboTax Online)Star ratings are from 2026.
[H3] TurboTax is the best
"Always a Great experience! This is the easiest app to self prepare tax returns year after year. I've been using TurboTax for almost 10 years and always encourage others to give TurboTax a try."Whitmill85, Pennsylvania2025 TurboTax Free Edition
[H3] Loved my Full Service Expert
"I love how user-friendly TurboTax is. It's amazing to do on your own with the self-guided features for simple returns, and if you have any difficult situations, you can then choose to do Full Service with a live tax expert to assist you and do your taxes for you. My expert, Susan, was incredibly helpful and knowledgable, and worth the fee to ensure my taxes were filed correctly."Sarahfa, New York2025 TurboTax Expert Full Service
[H3] Quick and easy
"Filing with TurboTax was quick and easy to use and I love the option of having an expert right there for you if you need help"Jfinnell, Oregon2025 TurboTax Expert Assist Deluxe
[H3] Highly recommend
"Filing with TurboTax is so easy. I’ve been using their services for 4 years now and it gets better every year. The extra support from a tax expert gives me peace of mind knowing that I’m filing my taxes correctly."Ktmp15, Massachusetts2025 TurboTax Expert Assist Deluxe
[H3] My go-to every year
"I’ve used TurboTax for about five years and I love that it’s in the comfort of my own home and self-explanatory. It's very fast and easy to use. I can pause my filing process at any time and save the information and come back to it when I’m ready."Melville124602, Maryland2025 TurboTax Do It Yourself Premium
[H3] E-file made easy
"Easy and simple to use! Step by step and snap photo of tax form works! I highly recommend TurboTax Free edition."Burnsred84, Florida2025 TurboTax Free Edition
[H3] TurboTax loyal
"I've been using TurboTax for years and it seems to be improving year after year making it easier and easier to file, even when filing small business taxes."Ksyke, Alabama2025 TurboTax Expert Assist Business Sole Proprietor
[H3] Super easy
"TurboTax was very easy to understand and follow. This was my first year filing my own taxes and I will definitely use TurboTax from here on out. The price is great compared to other places."Halina86, South Carolina2025 TurboTax Expert Assist Basic
[H3] Complex taxes
"My tax expert, Amanda, helped me navigate through a complex tax situation with ease. She was very responsive and attentive. I will recommend her to family and friends."Kphilliiips34, California2025 TurboTax Expert Full Service
[H3] First time users
"I haven't done my own taxes for a number of years and I was afraid that I would make a lot of mistakes. TurboTax had live professional help available when I needed it. I also liked having a professional review and phone conference before I e-filed. I feel confident that my return is accurate and that we maximized our deductions and credits."Dawn22160, Florida2025 TurboTax Expert Assist Deluxe
[H3] Love TurboTax
"I really like to use TurboTax because it allows you to see how making minor changes affects your whole return. I can decide whether to take a deduction or not, or see which credits I qualify for. The easy to follow questions really helped guide me through complicated IRS tax forms."Foxl, Wyoming 2025 TurboTax Expert Assist Business Sole Proprietor
[H3] The only tax software I'd use
"TurboTax is always quick and accurate! Only tax software I use. So easy!"Peanu1885, Georgia2025 TurboTax Do It Yourself Deluxe
[H2] Get your taxes done right and your biggest tax refund—guaranteed
[IMG: Lifetime tax return guarantee]
[H4] Your tax return, backed for lifeTM
100% accurate calculations, audit support, and your max refund. All backed for the full 7-year life of your tax return.
[IMG: Maximum refund guarantee]
[H4] Your best tax outcome
Whether you file yourself or get expert help, you’ll get your maximum refund guaranteed, or your money back.
[IMG: 100% accurate calculations guarantee]
[H4] Taxes done right
TurboTax calculations are 100% accurate so your taxes will be done right, guaranteed, or we'll pay you any IRS penalties.Your security. Built into everything we do.Here's howFile faster and easier with the free TurboTax app
[IMG: Download on the app store]
[IMG: Get it on Google Play]
[IMG: Download on the app store]
[IMG: Get it on Google Play]
[H4] TurboTax Online: Important Details about Filing Simple Form 1040 Returns
If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit, student loan interest, and Schedule 1-A), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Expert Assist Basic at the listed price. Roughly 37% of taxpayers are eligible.
[H3] Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):
W-2 income
Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
IRS standard deduction
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Student loan interest deduction
Schedule 1-A deductions for qualified tips, overtime pay, car loan interest, and seniors (65+)
Taxable qualified retirement plan distributions
[H3] Examples of situations not included in a simple Form 1040 return:
Itemized deductions claimed on Schedule A, such as charitable contributions, medical expenses, mortgage interest and state and local tax deductions
Unemployment income reported on a 1099-G
Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
Stock sales (including crypto investments)
Income from rental property or property sales
Credits, deductions and income reported on other forms or schedules
[H6] * More important offer details and disclosures
[H3] 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. You are responsible for paying any additional tax liability you may owe. Excludes payment plans. This guarantee is good for the lifetime of your individual or business tax return, which Intuit defines as seven years from the date you filed it with TurboTax. Additional terms and 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 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 individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax, or until December 15, 2026 for your 2025 business tax return. Additional terms and limitations apply. See Terms of Service for details.
TurboTax Expert Full Service Guarantee: If you use TurboTax Expert Full Service to file your individual or business tax return, 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 by filing an amended return, we'll refund the applicable TurboTax Expert 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 expert made while acting as a signed preparer for your return, we'll pay you the penalty and interest. You are responsible for paying any additional tax liability you may owe. Additional terms and 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 expert made while providing topic-specific tax advice, a section review, or acting as a signed preparer for your individual or business tax return, we'll pay you the penalty and interest. You are responsible for paying any additional tax liability you may owe. Limitations apply. See Terms of Service for details.
Business Tax Guarantee: If you use TurboTax to file your business tax return, you will be covered by a combination of our 100% accurate calculations, maximum savings and audit support guarantees. If you pay an IRS or state penalty (or interest) because of a TurboTax calculation error or an error that a TurboTax expert made while acting as a signed preparer for your return, we'll pay you the penalty and interest. You are responsible for paying any additional tax liability you may owe. If you get a larger refund or smaller tax due from another tax preparer by filing an amended return, we'll refund the applicable TurboTax Expert Assist Business or Expert Full Service Business federal and/or state purchase price paid. If you receive an audit letter from the IRS or State Department of Revenue, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center. For representation before the IRS, our fee-based Audit Defense add-on service is available for purchase (sold separately). Additional terms and limitations apply. See Terms of Service for details.
Audit Support Guarantee: If you receive an audit letter based on your 2025 TurboTax individual or 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 returns filed with these products for the current tax year (2025) and, for individual, non-business returns, for the past two tax years (2024, 2023). This guarantee does not apply to TurboTax Business desktop software. 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). Additional limitations apply. See Terms of Service for details.
Satisfaction Guaranteed: Some versions of TurboTax Online may be used without charge up to the point you decide to print or electronically file your individual or business tax return. Printing or electronically filing your return reflects your satisfaction with TurboTax Online, at which time you will be required to pay and waive the right for a refund. Additional terms and limitations apply. See Terms of Service for details.
[H3] TurboTax Online/MOBILE OFFERS & PRICING:
The following TurboTax Online offers may be available for tax year 2025. Intuit reserves the right to modify or terminate any offer at any time for any reason in its sole discretion. Unless otherwise stated, each offer is not available in combination with any other TurboTax offers. Certain discount offers may not be valid for mobile in-app purchases and may be available only for a limited period of time.
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 e-file, print, file by mail, or purchase add-on products or services. Actual prices for paid versions are determined based on the version you use and the date and/or time you print or e-file, and are subject to change without notice. Unless otherwise specified, strikethrough prices reflect anticipated final, undiscounted prices for tax year 2025.
TurboTax Free Edition: TurboTax Free Edition ($0 Federal + $0 State + $0 To File) is available for those filing simple Form 1040 returns only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit, student loan interest, and Schedule 1-A). More details are available here. Roughly 37% of taxpayers qualify. Offer may change or end at any time without notice.
TurboTax Free Mobile App Offer: File for free when you start your own taxes in the TurboTax or Credit Karma mobile app by February 28, 2026, 11:59PM ET. You are not eligible for this offer if you used TurboTax to file your 2024 taxes. Offer applies only to individual taxes filed with TurboTax Do It Yourself products and excludes TurboTax Experts products. If you need to amend your return after filing in the app, you

👋 Still need to file? You don't have to figure this out alone. Let a tax expert handle it for you.Skip To Main Content
[H2] Get a personalized recommendation
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[IMG: images.prepDiwm]
[IMG: images.prepDifm]
[IMG: Tax preparation]
ContinueTax Profile:Do it myselfHelp me do itDo it for meCompare options
[IMG: TurboTax Expert Assist]
$89-$209$79-$209 State additionalTo see pricing, select all that apply:I want to maximize deductions What does this mean?I have a job (W-2)I have unemployment incomeI paid rentI own a homeI have children/dependentsI donated to charityI sold stock or cryptoI own rental propertyI'm a freelancer/gig-workerI'm self-employed/an independent contractorAm I self employed?I want a tax expert to review my returnI want a tax expert to do my taxes for meNeed to file for an S-corp, Partnership, LLC, or Sole proprietorship?Start for freePay only when you file
[H1] Explore TurboTax filing options
Find my price
[IMG: TurboTax Do It Yourself]
[H3] File yourself with clear,step-by-step tools
$0-$149$0-$139State additional for paid productsStart for freePay only when you fileSee how it worksAs you go, get instant answers to your tax questions with AI-Powered Intuit AssistCompleteCheck™️ scans your entire return for errors, ensuring 100% accuracy, guaranteedImport, upload, or snap a photo of your docs and we'll auto-fill your info.WE RECOMMEND
[IMG: TurboTax Expert Assist]
[H3] File yourself withon-demand expert help
$89-$209$79-$209 State additionalStart for freePay only when you fileSee how it worksAs you go, get unlimited, on-demand advice from Intuit tax experts with an average of 12 years' experience.A tax expert performs a final, 100% accurate guaranteed review of your entire return before you file.Import, upload, or snap a photo of your docs and we'll auto-fill your info.
[IMG: TurboTax Expert Full Service]
[H3] A dedicated expert files for you, from start to finish
Starting at$200$100Price includes W2 and 1040.  State additionalStart for freePay only when we fileSee how it worksAn Intuit tax expert matched to your situation will fully handle your taxes for you, from start to finish, and online or in-person.Your tax expert will sign and file your return on your behalf only when it's 100% accurate, guaranteed.See what you could pay and confirm your personalized price estimate before your expert starts.Final price based on your actual tax situation and forms used.

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Star ratings are from 2026 Need to file for an S-corp, Partnership, LLC, or Sole proprietorship?
[H4] Compare filing options
What's Included:Do It YourselfFile yourself with guided softwareExpert AssistFile yourself with on-demand 
expert helpExpert Full ServiceA dedicated expert files for you, from start to finishExpert does your taxesExpert signs and files return for youUnlimited expert helpFinal expert reviewYear-round expert supportGuaranteed accuracySnap & import docsAudit supportMax refund guaranteeStart for freeStart for freeStart for freeStart for freeStart for freeStart for free
[H3] All TurboTax products include
[H4] 100% accuracy guaranteed
Our calculations are 100% accurate so your taxes will be done right, guaranteed, or we’ll pay you any IRS penalties.
[H4] Maximum refund guaranteed
We search hundreds of tax deductions to find every tax deduction and credit you qualify for to get you the biggest tax refund, guaranteed.
[H4] File with complete confidence
CompleteCheck™ scans your return from beginning to end, so you can be confident it’s 100% accurate before you file.
[H2] Read why our customers love Intuit TurboTax
Rated 4.7 out of 5 stars by our customers.(4.7/5 | 189,689 reviews)Star ratings are from 2026.
[IMG: TurboTax Do It Yourself customer smiling.]
[H5] Raven
[H5] TurboTax Do It Yourself
"When I did my taxes, I had over 20 1099s and so much paperwork. With TurboTax, I figured out how to do my taxes properly, which helped get things off my plate because there's way too much to deal with at all times for me."
[IMG: TurboTax Expert Assist customer smiling.]
[H5] Marcus
[H5] TurboTax Expert Assist
"The biggest reason I would put off doing my taxes is because I feel like it's a burden that only I have to carry. When I remind myself that I can have assistance, I gain a sense of lightness and freedom."
[IMG: TurboTax Expert Full Service customer smiling]
[H5] Courtney
[H5] TurboTax Expert Full Service
"Whatever gives me time back to spend with my little one or just have some time for myself, I am all for it. TurboTax makes it easy to get started because everyone’s time costs something, and we all try to maximize it."Start for freeLooking for something else?File your business taxesMatch with a small business tax expert specialized in your industry. You can get unlimited, personalized help with a final review, or have them file your taxes for you.Check filing optionsFile a previous year returnIt’s not too late to file. Find the exact TurboTax product you need to file returns for 2024, 2023, or earlier.File prior year taxes
[H2] Frequently asked questions
[H3] Learn more about each way of doing your taxes
TurboTax Do It YourselfTurboTax Expert AssistTurboTax Expert Full ServiceWhat if I have questions along the way?A TurboTax product specialist can help you, and even draw on your screen to help you get your taxes done. With AI-powered guidance from Intuit Assist you'll get comprehensive, easy-to-understand explanations and answers to your questions along the way.

You'll also have unlimited access to the helpful TurboTax community, and a robust set of FAQs and articles if you have questions about doing your taxes.

You can also upgrade to TurboTax Expert Assist to get unlimited help and advice from tax experts or hand off your taxes to a TurboTax Expert Full Service expert to do them for you, start to finish.What if I make a mistake?Don’t worry, TurboTax Do It Yourself double-checks your return for errors as you go, and before you file. We also guarantee our calculations are 100% accurate, or we’ll pay you any IRS penalties plus interest.If you have questions, just ask us. We have knowledgeable agents available by phone* or live chat to answer any questions you may have. (Fees may apply.)What tax situations can I report with TurboTax Do It Yourself?TurboTax Do It Yourself can cover a wide variety of tax situations & deductions including:
W-2 income
Interest and dividend income
Education credits and student loan interest deductions
Earned Income Tax Credit (EITC) and Child Tax Credit (CTC)
Taxable qualified retirement plan distributions
Mortgage and property tax deductions
Donation deductions
Guidance for independent contractors, freelancers, and self-employed
Industry-specific deductions for more tax breaks
Stocks, bonds, ESPPs, crypto, and other investments
Rental property income and tax deductions
Do I need a credit card to pay for TurboTax?We accept all major credit and debit cards, but you can also choose to pay for your TurboTax fees right out of your federal tax refund. There's an additional fee for this service*.How do I download my Desktop software from TurboTax.com?
For TurboTax Desktop software purchases, once you've received your order confirmation email, you can follow these steps to download your software:
Sign in to your Intuit Account using the same user ID you used to purchase your software
In the Products tab, locate the tile for your TurboTax Desktop product year
Select Licenses and Download
Select the product you want to download
Go to your computer's Downloads folder or your chosen download location--double click to launch TurboTax
Follow the steps to install and activate your software (you will need your license code which can be found in your Intuit Account or your confirmation email)
How quickly can I get my refund?E-file and use direct deposit for your fastest refund possible. Federal e-file is included with TurboTax at no extra charge.TurboTax also offers federal refunds delivered up to 5 days early* in any bank account for a fee, or for no additional cost when depositing into a Credit Karma Money™ account. Select this option when choosing where to deposit your refund in TurboTax. *Up to 5 days before IRS delivery in your own bank account for a fee. Terms apply. Money movement services by Intuit Payments, Inc. licensed by NYDFS.Or skip the wait and get up to $4,000 instantly* with Refund Advance. $0 loan fees, no credit score impact, 0% APR. You could get funds in as little as 30 seconds after IRS acceptance. *IRS accepts returns starting late-Jan. Acceptance times vary. Most customers receive funds within 5 minutes of acceptance. Terms apply. Subject to approval.Am I covered if I get audited?Yes. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. We’ll let you know what to expect and how to prepare in the unlikely event you receive an audit letter from the IRS.If you’ve already received a letter from the IRS for a return you filed with TurboTax, please review our Audit Support Guarantee for instructions on how to receive FREE step–by–step audit guidance and the option to connect with an expert.We also offer full audit representation for an additional fee with TurboTax Audit Defense.What if I don’t have a bank account?No problem. You can have your refund directly deposited into a free to open checking or savings account with Credit Karma Money™ . Sign up when you’re ready to finish and file your taxes with TurboTax and begin using your account right away.Or, you can have your refund mailed as a check. You can receive your refund by check, whether you’re printing or e-filing. This will take longer than direct deposit.What are the differences between Expert Assist and Expert Full Service?With TurboTax Expert Assist, a team of tax experts is available to provide you with unlimited answers and advice as you do your taxes, and can review your return before you file. Connect with an expert who will guide you through the process, fix any mistakes, and explain your taxes along the way. Plus, an expert final review ensures your taxes are accurate before you file.With TurboTax Expert 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.What qualifications do the tax experts have?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; and are always up-to-date on all the latest tax laws, from crypto to side gigs and new government credits. We guarantee your taxes are done 100% right, getting you every dollar you deserve.When can I access a tax expert?During tax season, TurboTax experts are available 7 days a week from 5 AM to 9 PM PT from January 5 to April 20, 2026, and 5 AM to 12 AM on April 15, 2026. Outside of tax season, regular hours are Monday through Friday, 5am to 5pm PT. Near the September and October extension deadlines, we will resume extended hours of operations including evening and weekend hours. Service, area of expertise, experience levels, and wait times vary, and are subject to restriction and change without notice.Can I choose the expert I work with for TurboTax Expert Assist?When you access expert help, you’ll enter some information about your question. This will help us direct you to the right expert to answer your question. We work hard to ensure that our tax experts are highly qualified to answer a broad range of questions, but if your question isn't answered to your satisfaction, you can ask to be transferred to a new expert.To be matched with a dedicated tax expert who can handle your taxes start to finish, you can upgrade to Expert Full Service.How do I communicate with the tax expert?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.Will the tax expert understand my personal tax situation/complexities?We do our best to match you with the right expert based on the nature of your question. Your tax expert will also have read-only access to your tax return so they can better understand your situation. You also have the option to share your tax documents with your tax expert, if needed. All conversations with our experts are documented in our system, so if you come back with another question, your tax expert can see what was already discussed.For a dedicated tax expert who's matched to you based on your situation, choose Expert Full Service.What is the process like?With Expert Assist, you prepare your taxes at your own pace and on your own time by answering simple questions about your life and taxes. When you need help from a tax expert, just select the “Expert Help” button, and we’ll connect you. You can discuss your questions over the phone, via live chat, or via one-way video on your screen. When you’re done preparing your taxes, you can get a tax expert to review your return to make sure it’s 100% correct.When you’re satisfied and ready to file, simply pay and e-file or print your tax return.Can the tax expert see my tax return?Your tax expert will be able to see a read-only version of your tax return to assist them in addressing your questions. Your personal information (like SSN) will be masked so the expert can’t see it.How will my information be securely transferred to the expert?Our software will allow you to securely upload your tax documents to our system. You can give permission through the software to share your tax documents with your tax expert. You may be able to import them directly from your employer or your financial institutions, or you can snap photos of the documents and upload them to TurboTax. We use industry accepted encryption standards for data at rest and in-transit to help ensure your information is protected.How are fees/prices determined?Two factors determine the pricing for TurboTax: the complexity of your tax return and the level of service you choose (Do It Yourself, Expert Assist or Expert Full Service). More complicated tax situations and higher levels of tax expert services may cost more, depending on the product you select.If you choose to add other services (like Audit Defense), there may be addi

Skip To Main ContentTurboTax / Personal Tax Calculators & Tools / Tax Refund Calculator
[H1] Tax Calculator 2025
Calculate your 2025 return (taxes you file in 2026) with our tax refund estimator by answering simple questions about your life and income. Terms of ServiceCalculate my refundStep 1, completedGeneral infoStep 2, incompleteInitial estimateStep 3, incompleteAdditional detailsStep 4, incompleteFinal resultsGENERAL INFO1 of 3

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Start my taxesYour refund may be bigger this year due to the government’s latest tax laws. Learn more
[H2] How to estimate your tax refund with our tax return calculator
[IMG: A TurboTax TaxCaster product screen asking questions about your sources of income in order to accurately estimate your tax refund.]
[H3] Tell us about yourself
Subheading We use general info such as your filling status, number of dependents, and taxable income to get an understanding of your tax situation. Filing status plays a key role in your tax bracket and refund.
[H3] Let us know if you can claim any tax deductions
Do you own a home, have student loans, give donations, or any other itemized deductions? We use this information in our tax return calculator to give you an accurate estimate of your return.
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[H3] See your estimated income tax refund
Subheading Based on your info, our tax refund calculator for 2025 estimates your return or amount owed for this tax year. Use this to get a head start understanding your taxes.Starting at$79FederalLinkCalculate my refund
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Don't forget, we're here to help. Make sure you have everything prepared with a tax checklist, or reach out to one of our tax experts if you have any questions.Start for free
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[H2] Tax Return Calculator frequently asked questions
How can I get TaxCaster?The TaxCaster app is no longer available for download, but you can still use this free tax calculator to estimate your refund on TurboTax.com. No download needed.How does the income tax return calculator work?Enter some simple questions about your situation, and TaxCaster will estimate your tax refund amount, or how much you may owe to the IRS. TaxCaster stays up to date with the latest tax laws, so you can be confident the calculations are current. The results are only estimates however, as various other factors can impact your tax outcome in the income tax calculator. Try our federal income tax calculator to get your tax return estimate.

When you file with TurboTax, we’ll guide you step by step to ensure your taxes are done accurately. Start TurboTax for freeHow do I calculate my net income?You can calculate your net income by taking your total expenses and deduct from total revenue.How accurate is the TurboTax Tax Calculator?TurboTax uses IRS guidelines to help you estimate your federal refund with confidence.What documents do I need to complete the tax refund calculator?
Your filing status: Whether you're single, married filing jointly, etc.
Income details: This includes your total income and details of any deductions or credits you're eligible for to calculate your tax return.
Information on taxes already paid: If you've had any federal income tax withheld or made estimated tax payments, you'll need these amounts to fill out the tax refund estimator.
To use the tax refund calculator, it’s best to have documents like your W-2s, 1099s, Social Security number, and last year’s tax return. For a full list, check out our Tax Prep Checklist.
Keep in mind, you don’t need to wait to have your final documents in-hand to use the calculator. You can use a pay stub instead. But having the actual documents will make your tax estimate more accurate.What are the 5 IRS filing statuses, and what do they mean?The IRS offers these 5 tax filing statuses.

Single: You were unmarried or legally separated as of December 31, 2025.

Married filing jointly: Your marriage certificate was signed and notarized as of December 31, 2025 and you want to file your taxes together. Generally, filing jointly will give you a bigger refund/less taxes due than filing separately.

Married filing separately: Your marriage certificate was signed and notarized as of December 31, 2025 and you want to file your taxes separately. Couples choose to do this when:
They have a sizable difference in income.
You want to protect yourself from inaccurate tax information reported by your spouse.
You're breaking up but not yet legally separated or divorced.
Qualifying Surviving Spouse (formerly Qualifying Widow/Widower): All of the following must be true to use this filing status:
Your spouse passed away in 2023 or 2024 and you haven't remarried.
You have a dependent child or stepchild who lived in your home for all of 2025.
You paid more than half the cost of keeping up your home.
You could've filed a joint return the year your spouse died.
Head of household: There are specific requirements you must meet to file as Head of Household. All of the following must be true for 2025:
You were unmarried as of December 31.
You paid more than half the cost to run your (or a qualifying parent's) home (rent, mortgage, utilities, etc.).
You supported a qualifying person.
The definition of a qualifying person is stricter than that for a dependent. You can check the requirements here.
The tax calculator estimates that I owe money. How do I lower the amount?The simplest way to lower the amount you owe is to adjust your tax withholdings on your W-4. Our W-4 Calculator can help you determine how to update your W-4 to get your desired tax outcome.There are a variety of other ways you can lower your tax liability, such as:
Taking advantage of deductions
Making charitable contributions
Maximizing your business expenses
Read more tips from TurboTax expertsWhat tax bracket am I in?Your tax bracket is determined by your taxable income and filing status. Knowing your tax bracket can help you make smarter financial decisions.Use our Tax Bracket Calculator to determine your bracketWhat is the difference between gross income and taxable income?Gross income is your total earnings before deductions. It’s the starting point for calculating your taxes.What’s the difference between standard and itemized deductions?
Deductions lower your taxable income. The standard deduction is a set amount based on your filing status. It makes sense to choose whichever will yield you the greatest tax break, but if you choose to itemize deductions, you’ll need to keep track of your expenses and have receipts or documentation ready. Most people use the standard deduction.

For the 2025 tax year, the standard deduction amounts are:

Single or Married Filing Separately: $15,000
Married Filing Jointly or Qualifying Surviving Spouse: $30,000
Head of Household: $22,500

Read more about standard and itemized deductionsWhy should you estimate your tax refund?Estimating your tax refund can help you prepare for tax season. By using a tax refund calculator, you'll get an idea of how much you might get back or owe. This can help you plan your finances better, whether it's setting aside money if you owe taxes or planning how to use a potential refund. Remember, it's just an estimate, but it can give you a good starting point.See how to track your tax refundWhat should I do after getting a tax return estimate?After getting a 2025 tax return estimate using the TaxCaster tax estimator for the 2026 tax filing season, it's time to plan. If you're expecting a refund, consider how you can use it wisely. Maybe it's time to boost your emergency fund, pay down debt, or invest in your future. If you owe taxes, start budgeting now to cover that upcoming expense. You can also look at ways to potentially increase your refund, like checking if you've taken advantage of all eligible tax deductions and credits. Remember, the TaxCaster tax estimator gives you an insight into your tax situation.  This TaxCaster tax calculator for 2025 is one of many tools that you can use to plan ahead for tax season. See all of our tax toolsHow do I qualify for education tax credits?You may qualify for education credits if you or your dependent paid tuition. Want to learn more? Check out our full guide on claiming education credits for your taxes.How do Social Security benefits affect your tax refund?Social Security benefits may reduce your tax refund if your income is above certain limits.Can the tax refund calculator be used for state taxes?The TaxCaster calculator is designed for estimating federal taxes. Federal and state taxes are different, with federal taxes covering nationwide programs and services, while state taxes fund state-specific needs. However, while the calculator focuses on federal taxes, TurboTax can help you with both federal and state taxes. Our tools are designed to consider the specific tax laws and provisions of each state, helping you accurately prepare both your state and federal taxes.Learn more about state income taxes.How do I pay if I owe taxes? If you've followed all the recommendations to lower your tax liability and still owe taxes, don't worry. TurboTax offers several ways to pay, including direct debit from a bank account and mail-in payments. If you can't pay the full amount right away, the IRS offers payment plans and installment agreements. Remember, even if you file for an extension, any payment you owe is still due by the April deadline.Learn more about your options if you’re having trouble paying your taxesGet your tax return estimate with TaxCaster.Calculate my refund
[H3] Be tax ready all year long with these free tax calculators
[H4] TaxCaster Tax Calculator
Estimate your tax refund and see where you stand.Get started
[H4] Tax Bracket Calculator
Easily calculate your tax rate to make smart financial decisions.Get started
[H4] W-4 Withholding Calculator
Know how much to withhold from your paycheck to get a bigger refund.Get started
[H4] Self-Employed Tax Calculator
Estimate your self-employment tax and eliminate any surprises.Get started
[H4] Crypto Calculator
Estimate capital gains, losses, and taxes for cryptocurrency sales.Get started
[H4] Self-Employed Tax Deductions Calculator
Find deductions as a 1099 contractor, freelancer, creator, or if you have a side gig.Get started
[H4] Tax Reform Calculator
Estimate savings, understand tax reform changes, and optimize your strategy.Get started
[H2] Learn more about what's new for your tax refund
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Tax planning
[H3] 8 common life events that affect your taxes
[H4] See how life events like getting married, going back to school, or having a child can change your tax refund.
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Tax refund
[H3] 12 smart things to do with your tax refund
[H4] Anticipating a tax refund after using our calculator? Set yourself up for the future by making smart money decisions.
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Taxable income
[H3] What is adjusted gross income (AGI)?
[H4] When you file your taxes, your adjusted gross income (AGI) can impact your eligibility for deductions and credits that can boost your tax refund.
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Tax deductions and credits
[H3] What Are Tax Credits?
[H4] Tax credits can reduce how much income tax you owe, and can add to your tax refund. However, tax credits come with requirements you must satisfy before claiming them.
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Tax refund
[H3] Why is my refund not what I expected?
[H4] Learn more about the changes to tax benefits and adjustments that may have impacted your original estimate for your tax refund.
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Tax refund
[H3] What information is needed for tax returns?
[H4] Documentation like your W-2, 1099-NEC, receipts for deductible expenses are needed to complete your tax return and our tax refund calculator.
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Taxes 101
[H3] What is my federal tax rate?
[H4] Review the federal tax rate schedules and tax bracket calculator to help you estimate your refund.
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IRS tax forms
[H3] What is a W-4?
[H4] The W-4 determines how much is withheld from your paycheck. Use this guide to make sure you're filling it out correctly.
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Taxes 101
[H3] How to lower your effective tax rate
[H4] These tips can help you lower your effective tax rate and your tax bill.
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[H4] TurboTax Online: Important Details about Filing Simple Form 1040 Returns
If you have a simple Form 1040 return only (no forms or schedules except as needed to claim t

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4.7/5 (26,671 reviews)Star ratings are from 2026Star ratings are from 2026.~37% of filers qualify. Simple Form 1040 returns only (no schedules, except for EITC, CTC, student loan interest, and Schedule 1-A).$0 Federal + $0 State + $0 To File. Total cost: $0.00.Start for free
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[H2] What qualifies as a simple tax return for TurboTax Free Edition?
A simple Form 1040 return is one that’s filed using IRS Form 1040 only (no schedules, except for EITC, CTC, student loan interest, and Schedule 1-A). Roughly 37% of taxpayers are eligible.
If you have a simple Form 1040 return only as described above, you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Expert Assist Basic at the listed price. If your return doesn’t qualify for TurboTax Free Edition, we have other paid options to file using TurboTax.
[H5] Situations covered by TurboTax Free Edition
W-2 income
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Student loan interest deduction
Schedule 1-A deductions for qualified tips, overtime pay, car loan interest, and seniors (65+)
Taxable qualified retirement plan distributions
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[H5] Situations not covered by TurboTax Free Edition
Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
Unemployment income reported on a 1099-G
Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
Stock sales (including crypto investments)
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Credits, deductions and income reported on other forms or schedules
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[H2] With TurboTax, simple tax returns are 100% free, including state
Jumpstart your free tax filing with last year's return and get your max refund, guaranteed.View all product featuresFile your 2025 federal & state taxes for freeIdeal for a W-2 incomeClaim student loan interest or credits for dependentsGet the green light to fileGet your maximum tax refund, guaranteed
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Tell us about your life and we’ll guide you step by step. Jumpstart your taxes with last year’s info.Import, upload, or snap a photo of your W–2 and we’ll autofill your info.Intuit Assist answers any questions you might have with comprehensive, easy-to-understand answers.We’re committed to getting you your maximum refund, guaranteed.Start for free
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"Everything was simple and easy for filling. I was even able to change to the Free version easily when I realized I did not need the Premium version. Thanks TurboTax."Hotrodtodd77, Tennessee2025 TurboTax Free Edition
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"Turbotax takes the headache and stress out of tax filing with easy to follow instructions."Cheyrgirl, Texas2025 TurboTax Free EditionStar ratings are from 2026.
[H4] TurboTax Free Edition vs. FreeTaxUSA
You won’t pay for state with TurboTax Free Edition.
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While FreeTaxUSA charges $15.99 for state returns, TurboTax Free Edition includes $0 federal and $0 state filing for simple Form 1040 returns.Tax situationForm / CreditTurboTax Free Edition costSimple returnsForm 1040$0W-2 incomeW-2$0Standard deductionElected on Form 1040$0Earned Income Tax CreditEITC$0Child Tax CreditCTC$0Student loan interest1098-E$0State tax returnMultiple states$0FeaturesReviewsTax formsRequirements
[H2] Features included in TurboTax Free Edition
~37% of filers qualify. Simple Form 1040 returns only (no schedules, except for EITC, CTC, student loan interest, and Schedule 1-A).
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Sort By ProductSort By FormTax Forms and Schedules You May Receive / Use to Prepare Your ReturnFree Edition–Experts BasicDeluxe–Experts DeluxePremium–Experts PremiumThese forms/schedules may be included as indicated below. However, if one of these documents generates an additional form/schedule that needs to be submitted with your return, please refer to the table below for product coverage.Form W-2Wages and Tax StatementForm 1095-AHealth Insurance Marketplace StatementForm 1098Mortgage Interest StatementForm 1098-CContributions of Motor Vehicles, Boats and AirplanesForm 1098-EStudent Loan Interest StatementForm 1098-TTuition StatementForm 1099-INT*Interest Income (If 1099-DIV/INT/OID combined is <=$1500)Form 1099-DIV*Dividends and Distributions (If 1099-DIV/INT/OID combined is <=$1500)Form 1099-OID*Original Issue Discount (If 1099-DIV/INT/OID combined is <=$1500)Form 1099-G*Unemployment Income and other government payments (State and Local Refund Only)Form 1099-KPayment Card and Third Party Network TransactionsForm 1099-QPayments From Qualified Education ProgramsForm 1099-RDistributions From Pensions, Annuities, Retirement, etc.Form 1099-INT*Interest Income (If 1099-DIV/INT/OID combined is >$1500)Form 1099-DIV*Dividends and Distributions (If 1099-DIV/INT/OID combined is >$1500)Form 1099-OID*Original Issue Discount (If 1099-DIV/INT/OID combined is >$1500)Form 1099-G*Unemployment Income and other government payments (Entire Form)Form 1099-AAcquisition or Abandonment of Secured PropertyForm 1099-CCancelation of DebtForm 1099-MISCMiscellaneous IncomeForm 1099-NECNon Employee CompensationForm 1099-SADistributions from an HSA, Archer MSA, or Medicare Advantage MSAForm W-2GCertain Gambling WinningsSchedules K-1 (Form 1041)Estates and TrustsSchedules K-1 (Form 1065)Partner's Share of Income, Credits, DeductionsSchedules K-1 (Form 1120S)Shareholder's Share of Income, Credits, etc.Schedules K-3 (Form 1065)Partner's Share of Income, Deductions, Credits, etc.-InternationalSchedules K-3 (Form 1120S)Shareholder's Share of Income, Credits, etc-InternationalForm 1099-BProceeds from Broker TransactionsTax Forms and Schedules Submitted with Your ReturnFree Edition–Experts BasicDeluxe–Experts DeluxePremium–Experts PremiumForm 1040U.S. Individual Income Tax ReturnForm W-4Employee's Withholding Allowance CertificateSchedule 1*Additional Income and Adjustments to Income (Student Loan Interest only)Schedule 1-AAdditional DeductionsSchedule 8812Additional Child Tax CreditSchedule EICEarned Income CreditSchedule LEPRequest for Change in Language PreferenceForm 1040-ESEstimated Tax for IndividualsForm 1040-VPayment VouchersForm 1040-XAmended U.S. Individual Income Tax ReturnForm 1310Statement of Person Claiming Refund Due a Deceased TaxpayerForm 14039Identity Theft AffidavitForm 2120Multiple Support DeclarationForm 2210/2210AIUnderpayment of Tax/Annualized IncomeForm 4506Request for Copy of Tax FormForm 4547Trump Account Election(s)Form 4852Substitute for Form W-2 or 1099-RForm 4868Application for Automatic Extension of Time to FileForm 8332Release of Claim to Exemption for Child of Divorced or Separated ParentsForm 8379Injured Spouse AllocationForm 8453U.S. Individual Income Tax Transmittal for an IRS E-File ReturnForm 8822Change of AddressForm 8857Request for Innocent Spouse ReliefForm 8862Information to Claim Certain Refundable Credits After DisallowanceForm 8888Direct Deposit of RefundForm 9465Installment Agreement RequestSchedule 1*Additional Income and Adjustments to Income (Entire Schedule)Schedule 2Additional TaxesSchedule 3Additional Credits and PaymentsSchedule AItemized DeductionsSchedule BInterest and Ordinary DividendsSchedule C*Profit or Loss from Business (Income only)Schedule SESelf-Employment TaxSchedule HHousehold Employment TaxesSchedule RCredit for Elderly or DisabledForm 1116/AMTAMT Foreign Tax Credit/Foreign Tax CreditForm 2106Employee Business ExpensesForm 2441Child and Dependent Care ExpensesForm 2555Foreign Earned IncomeForm 3903Moving ExpensesForm 4137Tax on Unreported Tip IncomeForm 4562Depreciation and AmortizationForm 4684Casualties and TheftForm 4952/AMTAMT Investment Interest Expense Deduction/Investment Interest Expense DeductionForm 4972Tax on Lump-Sum DistributionsForm 5329Additional Taxes on Qualified Plans (including IRAs)Form 5405First-Time Homebuyer Credit and Repayment of the CreditForm 5695Residential Energy CreditsForm 6251Alternative Minimum TaxForm 8283Non-cash Charitable ContributionsForm 8396Mortgage Interest CreditForm 8582/AMT/CRPassive Activity Loss Limitations/AMT/Credit LimitationsForm 8606Nondeductible IRAsForm 8615Tax for Certain Children who have Unearned IncomeForm 8801Credit for Prior Year Minimum TaxForm 8814Parents' Election To Report Child's Interest and DividendsForm 8815Exclusion of Interest from Series EE and I U.S. Savings BondsForm 8834Qualified Electric Vehicle CreditForm 8839Qualified Adoption ExpensesForm 8853Archer MSAs and Long-Term Care Insurance ContractsForm 8859Carryforward of D.C. First-Time Homebuyer CreditForm 8863Education CreditsForm 8880Credit for Qualified Retirement Savings ContributionsForm 8889Health Savings AccountForm 8911Alternative Fuel Vehicle Refueling Property CreditForm 8915FQualified Disaster Retirement Plan Distribution and RepaymentsForm 8919Uncollected Social Security and Medicare Tax on WagesForm 8936Qualified Plug-in Electric Drive Motor Vehicle CreditForm 8938Statement of Specified Foreign Financial AssetsForm 8958Allocation of Community Property AmountsForm 8959Additional Medicare TaxForm 8960Net Investment Income TaxForm 8962Premium Tax CreditForm 982Reduction of Tax Attributes Due to Discharge of IndebtednessForm 8994Employer Credit for Paid Family and Medical LeaveForm 8995Qualified Business Income DeductionForm 8995-AQualified Business Income Deduction Simplified ComputationForm 8995-A Sch ASpecified Service Trades or BusinessesForm 8995-A Sch BAggregation of Business OperatorsForm 8995-A Sch CLoss Netting and CarryforwardForm 8995-A Sch DSpecial Rules for Patrons of Agricultural or Horticultural CooperativesForm SS-4Application for Employer Identification NumberSchedule C*Profit or Loss from Business (Entire Schedule)Schedule DCapital Gains and LossesSchedule ESupplemental Income and Loss, including rental propertySchedule FProfit or Loss from FarmingSchedule JIncome Averaging for Farmers and FishermenForm 2210-FUnderpayment of Estimated Tax by Farmers and FishermenForm 2439Notice to Shareholder of Undistributed Long-Term Capital GainsForm 3468Investment CreditForm 3800General Business CreditForm 4136Credit for Federal Tax Paid on FuelsForm 4255Recapture of Investment CreditForm 4797Sales of Business PropertyForm 4835Farm Rental Income and ExpensesForm 6198At-Risk LimitationsForm 6252Installment Sale IncomeForm 6781Gains/Losses from Section 1256 Contracts and StraddlesForm 8586Low-Income Housing CreditForm 8824Like-Kind ExchangeForm 8949Sales and Other Dispositions of Capital AssetsForm 8829Expenses for Business Use of Your HomeForm 8881Credit for Small Employer Pension Plan Startup CostsForm 8941Credit for Small Employer Health Insurance Premiums* Only a portion of the form/schedule may be covered, as explained in the above tables.Minimum compatible web browsersIntuit recommends updating your browser for more security, speed and the best experience on this site.
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[H3] Frequently asked questions
[H3] Learn more about each way of doing your taxes
What are the differences between TurboTax Expert Assist and TurboTax Expert Full Service?With Expert 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. Where available, you will have the option to work with a local expert in person. You may see this option after starting with Expert Full Service if it’s available in your area.With Expert Assist, a team of tax experts is available to provide you with unlimited answers and advice as you do your taxes, and can review your return before you file.When is my tax expert available?After you’re matched with your dedicated Expert Full Service tax expert, they’ll share the hours they’re available. If you need help when your Expert Full Service tax expert is unavailable, you can reach our other Expert Full Service experts 7 days a week from 5 AM to 9 PM PT from January 5 to April 20, 2026. Outside of tax season, our experts are available Monday-Friday from 5 AM through 5 PM PT.How do I communicate with my tax expert?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 you can work with an expert in person at one of our hundreds of locations. 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.What qualifications do the tax experts have?Our US-based tax experts have extensive experience and training. They can handle all kinds of tax situations, from simple to complex and are always up-to-date on all the latest tax laws, from crypto to side gigs and new government credits. They’ll guarantee your taxes are done 100% right, with every dollar you deserve.How am I matched with my tax expert?With Expert Full Service, we’ll start by asking you questions about your tax situation. This can be done online, or in person at one of our hundreds of locations. We’ll use what you tell us to match you with a tax expert who understands your tax situation, has relevant expertise, and is local to your state.Can I choose which tax expert I work with?
We’ll use your location and information about your tax situation to match you with the right tax expert to handle your taxes. If at any time you want to be matched to a new expert, you can inform your current expert and they’ll help you get reassigned.If for any reason you feel that your expert isn’t the right fit for you, we’ll help you match with a new expert as soon as you’re ready.
What do I need to do to prepare?After starting in Expert 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 uploading them to your TurboTax account.Will the tax expert understand my personal tax situation/complexities?We use information about your tax situation to match you with an expert who has experience with taxes like yours. During the process, they’ll also learn more about your unique situation so they can make sure your taxes are 100% correct before filing.

TurboTax Expert Full Service can cover more complex tax situations & deductions including:
Investments, such as stocks or crypto
Rental property
Selling a home
Self-employment
Business partnership
Bank account interest
Dividends
Electronic payments
Unemployment
Retirement
Social Security
How will my documents be securely transferred to my tax expert?Our software allows you to securely upload your tax documents to our system so they’re available to your tax expert. There are multiple ways to upload your documents: you may be able to snap a photo of your documents, upload them from your phone, or import them directly from your employer or your financial institutions. We use industry accepted encryption standards for data at rest and in-transit to help ensure your information is protected.How long will the process take?The time it takes to prepare your return depends on the complexity of your taxes, your availability, seasonal peak days for tax preparation, and how busy our experts are. 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.How are fees/prices determined?Two factors determine the pricing for TurboTax: the complexity of your tax return and the level of service you choose (Do It Yourself, Expert Assist or Expert Full Service). More complicated tax situations and higher levels of tax expert services may cost more, depending on the product you select.If you choose to add other services (like Audit Defense), there may be additional fees.We’ll always let you know how much you can expect to pay, and we’ll get your confirmation before any products or services are added.You can review your fees along the way at any time and will see a full balance of your charges before you choose to pay and file your taxes.Can my fees/price change?When you file with Expert Full Service, your tax expert will confirm your price estimate with you before they start working on your taxes. Your price may change if your actual tax situation includes other forms. Your expert will review any changes with you and provide your final price before filing your return. You can decide to leave Expert Full Service at any time before payment.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.Is there any type of guarantee if I get audited?Yes. As part of our Lifetime Guarantee, you can file with complete confidence knowing that you’ll get your maximum refund, 100% accuracy, and audit support for your return's full 7-year lifetime.We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. We’ll let you know what to expect and how to prepare in the unlikely event you receive an audit letter from the IRS.If you’ve already received a letter from the IRS for a return you filed with TurboTax, please review our Audit Support Guarantee for instructions on how to receive FREE step–by–step audit guidance and the option to connect with an expert.We also offer full audit representation for an additional fee with TurboTax Audit Defense.Will my expert be there to help me year-round?Tax experts are available year-round for questions and tax advice—at no extra cost. Depending on the service you choose, you may or may not be connected with the same tax expert who prepared your tax return. Working with the same expert year-round is dependent on the expert’s availability.Can I use the same tax expert next year?
Yes, you may work with the same expert who prepared your tax return, when available.
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Refer your Full Service Expert to friends and get a $50 gift card for every friend who files with TurboTax, as long as they didn’t use TurboTax last year.Learn how it works
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[H4] TurboTax Online: Important Details about Filing Simple Form 1040 Returns
If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit, student loan interest, and Schedule 1-A), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Expert Assist Basic at the listed price. Roughly 37% of taxpayers are eligible.
[H3] Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):
W-2 income
Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
IRS standard deduction
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Student loan interest deduction
Schedule 1-A deductions for qualified tips, overtime pay, car loan interest, and seniors (65+)
Taxable qualified retirement plan distributions
[H3] Examples of situations not included in a simple Form 1040 return:
Itemized deductions claimed on Schedule A, such as charitable contributions, medical expenses, mortgage interest and state and local tax deductions
Unemployment income reported on a 1099-G
Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
Stock sales (including crypto investments)
Income from rental property or property sales
Credits, deductions and income reported on other forms or schedules
[H6] * More important offer details and disclosures
[H3] 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. You are responsible for paying any additional tax liability you may owe. Excludes payment plans. This guarantee is good for the lifetime of your individual or business tax return, which Intuit defines as seven years from the date you filed it with TurboTax. Additional terms and 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 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 individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax, or until December 15, 2026 for your 2025 business tax return. Additional terms and limitations apply. See Terms of Service for details.
TurboTax Expert Full Service Guarantee: If you use TurboTax Expert Full Service to file your individual or business tax return, 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 smal

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[H3] We still have experts available to file for you. Starting at $129.
[H4] Hand off your taxes to an expert matched to your tax situation.
Price includes W-2 and 1040. State additionalMatch for freePrice includes W-2 and 1040. State additional