Which version of TurboTax is best for me?

Asked by: Mr. Ben Sawayn  |  Last update: June 29, 2023
Score: 4.2/5 (20 votes)

If you have rental property and/or deductions related to stocks and investments, you should use either TurboTax Premier or Home & Business. If you are self-employed, are a contractor, or have a home business, you should not use anything less than TurboTax Home & Business. It maximizes your home deductions.

What is the difference between TurboTax basic and deluxe?

The deluxe version is only about support. Their free version includes much of what is included in TurboTax Premier (investments, rental income) and Home & Business (1099 income and expenses).

What is the difference between TurboTax Plus and Deluxe?

Everything in Free Edition, plus

We'll search over 350 tax deductions and credits to find every tax break you qualify for so you get your maximum refund, guaranteed. If you're a homeowner, TurboTax Deluxe gives you step-by-step guidance to help turn your biggest investment into your biggest tax break.

What is the difference between TurboTax basic and TurboTax standard?

The features are very similar to what you'll find with the online software, but there is no free option and the pricing is slightly higher, as follows: Basic: $19.99, includes 4 returns; Standard: $34.99, includes 8 returns; Premier, $74.99, includes 12 returns; and Home & Business, $119.99, includes 12 returns.

Should I get TurboTax plus?

Is TurboTax Plus Worth It? It depends on your specific situation. Plus provides the convenience of having your previous year's information automatically transferred to the new year's forms. It also lets you access your prior year's tax returns at a later date.

TurboTax 2022 - Which Version You Need

38 related questions found

Is it better to buy TurboTax or use it online?

Most people choose to use the online service. TurboTax reported that 80% of the returns it handled came from its online products. When you have a choice between buying the software you install on your computer and paying to use the service online, you are better off buying the software download.

What does TurboTax plus do?

We can help you amend your return for a variety of reasons, including reporting an additional or corrected tax form, adjusting reported income, and more. MyDocs™—Store, access, and protect your important tax and financial documents in one convenient location.

What are the different versions of TurboTax?

TurboTax Free Edition includes guidance in case of an audit, backed by TurboTax's audit support guarantee.
  • TurboTax Free Edition.
  • TurboTax Deluxe 2021 Tax Software, $40 (regularly $50)
  • TurboTax Deluxe, $59.
  • TurboTax Live Deluxe, $119.
  • TurboTax Premier 2021 Tax Software, $70 (regularly $90)
  • TurboTax Premier, $89.

Does TurboTax Deluxe include Schedule D?

1-5 of 5 Answers. Yes, the DVD version of TurboTax Deluxe does have schedule D.

Why do I need to upgrade to TurboTax Deluxe?

If we detect that your tax situation requires expanded coverage, like deductions for owning a home, unemployment income, or self-employment income, we'll prompt you to upgrade to a version that supports the forms you need so we can maximize your tax deductions and ensure you file an accurate return.

Does TurboTax Deluxe include state?

Although most versions of the TurboTax Deluxe, Premier, and Home & Business CD/Download software include one free state download, there is an extra fee to e-file your state return.

Does TurboTax Premier include Schedule C?

Hi 426silver, Yes, TurboTax automatically creates Schedule C (or Schedule C-EZ) when you enter your business information or when you enter what the IRS considers self-employment income, which is often reported on Form 1099-MISC.

Is TurboTax Premier necessary?

If you have bought or sold stocks in the year you are filing for, you will need to purchase TurboTax Premier 2021 or TurboTax Self-Employed 2021 for at-home filing.

Does TurboTax Deluxe include Schedule C?

TurboTax Deluxe includes the 1040 form with itemized deductions (Schedules 1–6, Schedule A and Schedule C income), along with everything in Free Edition and PLUS.

How much is TurboTax Deluxe this year?

The most popular version is TurboTax Deluxe, for $59 plus $49 per state. Those with more complex investments may need the $89 Premier version, while self-employed business owners will need the top $119 Self-Employed edition.

Can I use TurboTax Deluxe If I sold stock 2021?

All desktop CD/download products (including Deluxe) can handle sales of stocks, bonds, mutual funds, etc, and can import from brokerages, etc.

Does TurboTax 2021 deluxe have Schedule C?

TurboTax's Deluxe option supports Schedule SE, which allows you to file self-employment taxes. It also allows you to file Schedule C and Schedule C-EZ if you have business income to report but do not have any expenses to report. If price is your primary concern, you may want to consider a cheaper service like TaxAct.

Is TurboTax 2022 free?

TurboTax is also offering its TurboTax Live Basic product at no cost for qualifying federal and state returns for a limited time. You'll need to file your return by March 31, 2022, and you'll need to have a simple return to be eligible to use this service.

Is Schedule D free on TurboTax?

Schedule D is included in TurboTax Premier, TurboTax Live Premier, Self-Employed, and TurboTax Live Self-Employed (online) and in all personal CD/Download versions of TurboTax.

Is TurboTax cheaper at Costco?

Re: Turbo Tax at Costco

It is usually $10 cheaper than Costco if you count in all the gift card values.

What is included in TurboTax Deluxe?

All TurboTax Live Deluxe features
  • Guidance for homeowners. Have a tax expert help make sure you get every homeowner tax deduction available, including mortgage interest, property taxes, and more.
  • Searches 350+ deductions. ...
  • Ideal for education expenses. ...
  • Tax credits for dependents. ...
  • Charitable donations. ...
  • Big life changes?

How much does it cost for TurboTax plus?

TurboTax's four DIY packages cost between $0 and $119 for federal returns, plus an extra $49 for state returns. The more complex your situation, the more expensive it will be. The cost can go up if you enlist one-on-one help from an expert.

Is a CPA better than TurboTax?

TurboTax is an inexpensive option to prepare simple tax returns with algorithmic triggers for potential deductions. On the other hand, CPAs, though high-priced, are adept at handling complex financial dealings through prompt human interaction.

Is TurboTax plus a monthly payment?

The TurboTax programs change for each tax year based upon the tax code. So each tax year is a separate purchase for the software. There are no monthly fees.

What is the difference between TurboTax and Intuit?

TurboTax is a software package for preparation of American income tax returns, produced by Intuit. TurboTax is a market leader in its product segment, competing with H&R Block Tax Software and TaxAct. TurboTax was developed by Michael A. Chipman of Chipsoft in 1984 and was sold to Intuit in 1993.