TurboTax Desktop or TurboTax Online?


TurboTax never sleeps when it comes to tax law changes. If you are experiencing issues with your tax import, we encourage you to contact the software providers directly. And you must remember it from one year to the next to access last years tax information. Saves time by automatically importing your investment info directly from your financial institution.

A Familiar Format

It should show as B. You can click the "view details" link to check what the file contains, otherwise, just go ahead and click "Import Now". You can click the Start button or Update if you've been there already next to the Stocks, Mutual Funds, Bonds, Other , which will show you the details. You will notice that "Needs info? This is because there is no Institution Name set for the data, which is expected. You can ignore this.

If you want to verify the information has been included in your Schedule D, click on the "Forms" at the top right of TurboTax. You will then see both the Schedule D and forms. Select each to check the details have been included. Tax is leading capital gains calculator for digital currencies for US and worldwide users, traders and investors.

The latter is especially helpful if you have multiple W-2s. A banner running along the side keeps track of where you stand in the process and flags areas you still need to complete. The software asks questions in plain language and puts your answers in the right place on your return. You can skip around, too. If you need or want a lot of handholding, TurboTax could be a great choice. Its searchable knowledge base, video tutorials and online community are great for research on the fly, but the access to live help is a game-changer for many nervous filers.

Hours of operation are 8 a. New this year is an offline expert review option that lets you ask questions and get answers from a CPA, Enrolled Agent or tax attorney via email. Audit defense, on the other hand, gets you full representation before the IRS from a tax professional. Savings Bonds with your refund. Pricing On the higher end. Support Live video help from a tax pro available, plus online FAQs. Ease of use Less flashy, but still a solid, clear experience. Support Live on-screen help from a tax pro available, plus online FAQs and 12, locations.

Pricing Good budget pick. Ease of use Simpler, but upgraded design is a plus. Support Online FAQs plus phone and chat. With its cutting-edge support and comprehensive design, TurboTax is in many ways the standard for the do-it-yourself tax-prep industry.