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What is TurboTax Live Full Service?

November 13, 2024

What is TurboTax Live Full Service?

Fees for filing with an H&R Block tax pro start at $99 (plus $75 for a state tax return). If you get stuck along the way, you have the option of paying an additional fee and upgrading to TurboTax Live to get on-demand help from a TurboTax expert or CPA. When you choose this option, the tax pro will do a final review of your return before you file it. TurboTax Live makes it easy to test the waters of DIY tax preparation – even for those who may have lacked the confidence to try it before.

In TurboTax Live Full Service, a dedicated tax expert will prepare, sign, file, and guarantee your tax return for you. We accept credit, debit, and prepaid cards with a Visa, MasterCard, American Express, or Discover logo. Like many other US online merchants, we can only process cards with a US billing address. Well, I made it 5 days with as a tax expert before I told them thanks, but no thanks. I’m a CPA with 8 years experience and I thought it would be a nice side job as I build my practice, helping folks with common tax questions and maybe preparing some easy returns. You could have downgraded your online edition before paying the account fees or requesting the fees deducted from the federal tax refund.

Why am I being charged deluxe

We mostly focus on getting you an expert with the right experience for your type of tax situation. We also consider their location and your personal preferences. If you like working with your tax expert this year, you can request to work with them again next year if they are available. Most people using TurboTax Full Service get their taxes done on a call with an expert that takes about 1 hour.

How does the welcome call with the tax prep assistant work?

Our TurboTax review looks at where TurboTax excels and how much it costs so you can decide whether you might want to file with it in 2025. Keep reading Forbes Advisor for the chance to see the answer to your question in one of our upcoming stories. Our editors also may be in touch with follow-up questions. To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. TurboTax Full-Service reviews are overwhelmingly positive with over 90% of customers giving the product a 5-star rating. You can view thousands of verified and sortable customer reviews on their site here.

Do you have an Intuit account?

Get a 10% Discount on TurboTax Online Tax FilingGet your taxes done right and save an additional 10%. The typical working season is from early January to the end of April. Returning experts often have some choice about when they start work, so some can opt to begin even earlier than January. Optional add-on(s) paid in product, all product versions excluding TurboTax Business, see License Agreement for details. If your employer, payroll provider, or financial institution is a TurboTax Import Partner, you can import your W-2s and 1099s. Otherwise, you can snap a picture and upload it to have the information automatically entered on your return.

Gen Z Forgets About Tax Refunds: 54% of Gen Z Don’t Know the Tax Deadline (A TurboTax Survey)

TurboTax Live Full Service allows you to virtually connect to a dedicated, live tax expert who will prepare and file your tax return for you in entirety — all from the comfort of your home on your own time. For those with more complex tax situations, like freelancers and small business owners, TurboTax Live is an excellent option. Having access to live tax experts who can walk you through a complex situation is a huge confidence boost for anybody wanting to do their own taxes. As long as you’re comfortable answering questions about your taxes, TurboTax Live should be a good fit. With access to live tax experts, TurboTax Live makes it easy to test the waters of DIY tax preparation – even for those who may have lacked the confidence to try it before. Screen sharing capability allows our credentialed tax experts to show you relevant information and answers right on the screen so you can be confident you’re getting every deduction and tax benefit.

  • Most people would rather be doing just about anything but their taxes.
  • With TurboTax Live Full Service, you can hand your taxes off to an expert right from your home, even on nights and weekends.
  • Each return needs its own account and user ID.   If you use the same account and user ID for a second return, you overwrite the first one and lose it forever.
  • To send your expert docs, just add them by selecting Checklist and Add.
  • E-filing state returns is an extra fee which can be avoided by printing and mailing the states.
  • The best part is that you can access TurboTax Live experts on-demand during business hours in the comfort of your own home for ultimate convenience with personalized advice for your unique situation.
  • They’ll ask about your tax situation and answer any questions you may have.
  • To more advanced versions like Deluxe, Premium, and Self-Employed, designed for individuals with more complex tax scenarios.

Our tax experts are here for you year round to help with tax advice what is turbotax live and planning for the coming year. With the simple click of the “Expert Help” button, you can connect with a TurboTax Live credentialed tax expert using one-way video technology, including access to Spanish speaking tax experts. These prices are the list prices advertised as of March 4, 2025, 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 $40 processing fee for the convenience. You can also pay an additional fee to move to Full Service and have your tax return prepared for you. Before filing your return, a tax pro will schedule a time to review it with you.

TurboTax Live Full Service allows you to virtually connect to a dedicated, live tax expert who will prepare and file your tax return for you in entirety — all from the comfort of your home, on your own time. That’s only part of why this new offering is a gamechanger for your taxes. Starting in December 2024, you can get live, expert tax advice on demand. Our dedicated team of tax experts, who have an average of 12 years’ experience, are available when you need them to provide personalized advice and answers to all your tax-related questions for one 2024 tax return.

what is turbotax live

The final price may vary based on your actual tax situation and the forms used with your return. TurboTax Online offers several versions tailored to different tax situations, each with its own pricing structure. Training starts on your first day of employment and takes about 10 days to complete — including two full weekends, when TurboTax customers frequently work on their returns. There are both self-led and live remote sessions, and you will be paid during this period.

It gives you the confidence to take charge of your tax preparation, while still providing support as needed. Speaking of next year, you can choose to stay with the same tax expert or get matched with someone new as your life changes. So get back to doing things you actually enjoy and leave your taxes to TurboTax Full Service. With Full Service your tax expert will find every refund you deserve, guaranteed. Plus, when you get to know and trust your tax expert, you can even work with them next year. You can connect with a tax expert as often as you like while preparing your taxes.

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