TurboTax

### TurboTax: File Your Tax Return - User Guide Welcome to TurboTax, the app that makes filing your tax return easy and accurate. Whether you prefer to do it yourself or get help from a tax expert, TurboTax has you covered. Follow this guide to navigate the key features and make the most of your TurboTax experience. #### Getting Started 1. **Download and Install:** - Install the TurboTax app from your device’s app store. - Open the app and create an account or log in with your existing Intuit account. 2. **Choose Your Filing Method:** - **TurboTax Live Full Service:** If you want an expert to handle your taxes, choose this option to have a tax professional manage your tax return from start to finish. - **TurboTax Live Assisted:** If you prefer to do it yourself but need some help along the way, select this option to get unlimited expert assistance while you file. - **Self-Filing:** Confident in your ability to file? Choose this option to file on your own with step-by-step guidance. #### Navigating the App 1. **Home Screen:** - After logging in, you’ll be greeted with the Home Screen, where you can start or continue your tax return. - Access your account settings, previous returns, and TurboTax help from the navigation menu. 2. **Start Your Tax Return:** - **Quick Start:** Upload last year’s tax return or take a photo of your W-2 or 1099-NEC to autofill your information. - **Manual Entry:** If you prefer, you can manually enter your income, deductions, and other tax details. 3. **Filing Your Taxes:** - **Answer Questions:** TurboTax will guide you through a series of questions to help you input your financial information. - **Deduction Finder:** Use this feature to identify deductions and credits you may qualify for, ensuring you maximize your refund. - **Investment and Crypto Imports:** If you have investments or crypto transactions, you can easily import this data into your return. 4. **Review and Submit:** - **Final Review:** Before submitting, TurboTax will check your return for any errors or missed deductions. - **Live Expert Review:** If you selected TurboTax Live Assisted, a tax expert will review your return to ensure everything is correct. - **Submit:** Once everything looks good, you can file your return electronically. #### Special Features 1. **Real-Time Refund Tracking:** - Track your refund status directly in the app after filing. 2. **Tax Return Lifetime Guarantee:** - TurboTax provides audit support and ensures your return’s accuracy for up to 7 years. 3. **Bilingual Support:** - Switch between English and Spanish, and access bilingual expert help if needed. 4. **Payment Options:** - Pay your TurboTax fees directly from your refund or use a credit/debit card. #### Getting Help 1. **In-App Help:** - Access tutorials, FAQs, and support articles in the Help section of the app. 2. **Live Expert Assistance:** - Contact a TurboTax expert for personalized help at any point during your filing process if you chose TurboTax Live Assisted. 3. **Customer Support:** - Reach out to customer service for any technical issues or additional help. With TurboTax, you’re in control of your tax return. Follow these steps to ensure a smooth and accurate filing experience. Thank you for choosing TurboTax!