TurboTax

turbotax.intuit.com
Accounting Software
Few Days

File Taxes Online, Tax Filing Made Easy

How to Replace TurboTax

Overview

TurboTax is an online tax filing software that helps individuals and small business owners prepare and file their tax returns. It offers multiple service options including DIY filing, expert assistance, and full-service expert filing, with guaranteed accurate calculations and maximum refunds.

Features

38 features across 13 categories

Analysis(2)

Credit Eligibility Checker

Determine which tax credits you qualify for

Deduction Impact Analysis

See how making minor changes affects your whole return and decide on deductions

Also in: Lexion, Ironclad, Juro

Calculation(2)

IRS Standard Deduction

Automatic IRS standard deduction calculation and application

TaxCaster Calculator

Preview your refund or see what you'll owe with tax estimator tool

Data Management(1)

Document Import

Snap a photo, upload docs, or import them directly from employers or financial institutions

Also in: monday.com, Notion, Airtable

Education(1)

Tax Law Updates

Stay up-to-date on the latest tax law changes that affect your return

Also in: Ironclad, Moz, Wagmo

Filing(3)

Amendment Filing

Ability to file amended returns after initial filing

E-file Support

Electronic filing of tax returns

Print and Mail Support

Option to print and mail tax returns

Guarantee(6)

100% Accurate Calculations Guarantee

Guaranteed accurate calculations or TurboTax pays any IRS penalties and interest

7-Year Tax Return Backup

Your tax return backed for the full 7-year life of your return with 100% accurate calculations and audit support

Business Tax GuaranteePremium

Combined guarantees for business returns including accurate calculations, maximum savings, and audit support

Expert Full Service GuaranteePremium

Expert-approved guarantee that expert will find every dollar deserved and file correctly or refund and pay penalties

Expert-Approved GuaranteePremium

Guaranteed expert-approved work covers topic-specific tax advice, section review, or signed preparer errors

Maximum Refund Guarantee

Guaranteed maximum refund or maximum tax savings, or your money back

Planning(1)

Document Checklist

Handy checklist to track which documents you'll need for tax filing

Also in: Jira, Later, Jira

Platform(1)

Mobile App

File taxes using the free TurboTax mobile app with faster and easier experience

Also in: KnowBe4, Jira, Asana

Security(1)

Security

Built-in security measures for protecting sensitive tax information

Service(4)

Do It Yourself

File your own taxes by answering simple questions with guided support

Expert AssistPremium

Get advice from tax experts as you file, with a final expert review

Expert Full ServicePremium

A tax expert files your taxes completely from start to finish

Expert MatchingPremium

Match with a local tax expert as soon as today for expert assistance

Support(2)

Audit Defense Add-onPremium

Fee-based service for representation before the IRS

Audit Support

One-on-one question-and-answer support with a tax professional if you receive an audit letter

Tax Support(13)

1099 Income Support

Handle 1099-INT, 1099-DIV, 1099-OID, 1099-NEC, and 1099-G income types

Business Return SupportPremium

Support for sole proprietor, S-corp, partnership, and multi-member LLC returns

Child Tax Credit Support

Help with Child Tax Credit (CTC) eligibility and calculations

Earned Income Tax Credit (EITC) Support

Guide and calculate EITC eligibility and amounts

Form 1040 Simple Return Support

Support for simple Form 1040 returns with basic credits and deductions

Itemized Deductions SupportPremium

Support for Schedule A itemized deductions including charitable contributions, medical expenses, mortgage interest, and SALT

Rental Property and Property Sales SupportPremium

Handle income and gains from rental property and property sales

Retirement Plan Distributions

Handle taxable qualified retirement plan distributions

Schedule 1-A Deductions

Support for Schedule 1-A deductions for qualified tips, overtime pay, car loan interest, and seniors (65+)

Self-Employment Tax Support

Support for gig workers, freelancers, and self-employed individuals

Stock Sales and Crypto SupportPremium

Support for capital gains/losses from stock sales including cryptocurrency investments

Student Loan Interest Deduction

Support for student loan interest deduction claims

W-2 Income Support

Process W-2 wage and salary income

User Experience(1)

Pause and Resume

Ability to pause the filing process at any time and save information to resume later

Pricing

TurboTax Free Edition

Free
  • File simple Form 1040 returns
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction
  • Schedule 1-A deductions

TurboTax Do It Yourself Basic

Pay When You File
  • Self-guided tax filing
  • Simple Form 1040 support
  • E-file or print and mail

TurboTax Do It Yourself Deluxe

Pay When You File
  • Self-guided tax filing
  • Itemized deductions support
  • Investment income support
  • Deduction impact analysis

TurboTax Do It Yourself Premium

Pay When You File
  • Self-guided tax filing
  • Business income support
  • Rental property support
  • Stock and crypto support

TurboTax Expert Assist Basic

Pay When You File
  • Expert assistance as you go
  • Final expert review
  • Simple return support

TurboTax Expert Assist Deluxe

Pay When You File
  • Expert assistance throughout filing
  • Final expert review
  • Itemized deductions support
  • Investment income support

TurboTax Expert Assist Business Sole Proprietor

Pay When You File
  • Business tax filing assistance
  • Expert guidance throughout
  • Final expert review
  • Audit support

TurboTax Expert Full Service

Popular
Pay When You File
  • Expert files your return completely
  • Start-to-finish service
  • Expert guarantee
  • Maximum refund guarantee
  • Audit support

TurboTax Expert Full Service Business

Pay When You File
  • Expert handles business return filing
  • Sole proprietor, S-corp, partnership support
  • Complete tax preparation
  • Audit support
  • Expert guarantee

Cost Calculator

Pricing data not available for TurboTax. Check their website for current pricing.

Build vs Buy

Should you build a TurboTax alternative or buy the subscription? Estimate based on 38 features.

Buy TurboTax

Better Value
Monthly costContact Sales
3-year totalVaries
Time to deployDays

Build Your Own

Development cost$36,000
Maintenance$540/mo
3-year total$55,440
Dev time~3 months

Buying TurboTax saves ~$55,440 over 3 years vs building.

Estimates based on 38 features and a BuildScore of 4/5. Actual costs vary.

Integrations

4 known integrations

Credit KarmaEmployer Direct ImportFinancial Institution Direct ImportIntuit Account