TurboTax® Live Assisted Deluxe 2023-2024 (2024)

Maximize deductions and credits with unlimited expert advice and a final review before you file.

(4.6/5 | 11060 reviews)

Star ratings are from 2023

TurboTax® Live Assisted Deluxe 2023-2024 (2)

Get expert help with TurboTax Live AssistedDeluxe

From answering questions as you go to a final review before you file, our TurboTax Live Assisted experts are ready to help. They’ll make sure you file 100% accurately and get your maximum refund—guaranteed.

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  • TurboTax® Live Assisted Deluxe 2023-2024 (3)

    Get help with any big changes in yourlife

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    Mortgage and property tax deductions for homeowners

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    Maximize 350+ deductions and credits

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    Talk live to tax experts, on-demand

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    Get an expert review before youfile

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Taxes done right, with experts by your side

TurboTax® Live Assisted Deluxe 2023-2024 (9)

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Jumpstart your taxes with last year’s info.

Talk live with tax experts on your schedule while you do your taxes.

Get unlimited help fixing any mistakes and explaining your taxes, including a final review before you file.

You won’t pay for TurboTax until it’s time to file and you’re fully satisfied.

We’re committed to getting you your maximum refund, guaranteed.

What customers are saying about TurboTax Live Assisted Deluxe

  • TurboTax® Live Assisted Deluxe 2023-2024 (11)

    Reassurance with live support

    "I have used TurboTax for 8 years and this was the first year that I used the live support option for filling my taxes. We had a lot of changes over the year and it was reassuring to have the option to connect live with a tax expert for anything that I wasn't sure of. I definitely recommend the live assisted deluxe service."

    Ehk81, New Jersey

    2023 Live Assisted Deluxe

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    Super easy

    "This was my third time filing with TurboTax and this time I required some extra assistance with my taxes. The process was so easy, and the live support I received was super thorough and helpful. I'll definitely be using TurboTax again in the future!"

    Psan93, Florida

    2023 Live Assisted Deluxe

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    TurboTax is wonderful

    "As always, TurboTax is fast and thorough. Assistance from my live CPA was very helpful and informative. He gave me all the information I needed for filing last years taxes."

    Turtletown, New Mexico

    2023 Live Assisted Deluxe

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TurboTax Live Assisted Deluxefeatures

For individuals & families

Help & support

  • Community help

    Get unlimited help and advice from tax experts as you do your taxes, and access to the helpful TurboTax community.

  • Don’t want to do your own taxes?

    Choose TurboTax Live Full Service and let a tax expert do taxes for you, start to finish. A local tax expert matched to your unique situation will find every dollar you deserve and get your taxes done right - as soon as today.

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Commonly Filed Tax Forms and Schedules

Free Edition

Basic Live

Deluxe

Deluxe Live

Premium

Premium Live

1040U.S. Individual Income Tax Return

Schedule EICEarned Income Credit

Schedule 1Additional Income and Adjustments to Income

Schedule 2Additional Taxes

Schedule 3Additional Credits and Payments

Schedule AItemized Deductions

Schedule BInterest and Dividend Income

Schedule CProfit or Loss from Business (Income)

Schedule SESelf-Employment Tax

Schedule DCapital Gains and Losses

Schedule ESupplemental Income and Loss, including rental property

Schedule CProfit or Loss from Business (Expenses)

Other Tax Forms and Schedules

Free Edition

Basic Live

Deluxe

Deluxe Live

Premium

Premium Live

Form 1040-ESEstimated Tax for Individuals

Form 1040-VPayment Vouchers

Form 1040XAmended U.S. Individual Income Tax Return

Form 1095-AHealth Insurance Marketplace Statement

Form 1098-EStudent Loan Interest Statement

Form 1099-DIVDividends and Distributions

Form 1099-INTInterest Income

Form 1099-OIDOriginal Issue Discount

Form 1099-RDistributions From Pensions, Annuities, Retirement, etc.

Form 1310Statement of Person Claiming Refund Due a Deceased Taxpayer

Form 14039Identity Theft Affidavit

Form 2120Multiple Support Declaration

Form 2210/2210AIUnderpayment of Tax/Annualized Income

Form 4506Request for Copy of Tax Form

Form 4852Substitute for Form W-2 or 1099-R

Form 4868Application for Automatic Extension of Time to File

Form 8332Release of Claim to Exemption for Child of Divorced or Separated Parents

Form 8379Injured Spouse Allocation

Form 8453U.S. Individual Income Tax Transmittal for an IRS E-File Return

Schedule 8812Additional Child Tax Credit

Form 8822Change of Address

Form 8857Request for Innocent Spouse Relief

Form 8862Information to Claim Certain Refundable Credits After Disallowance

Form 8888Direct Deposit of Refund

Form 9465Installment Agreement Request

Form W-2Wages and Tax Statement

Form W-4Employee's Withholding Allowance Certificate

Schedule LEPRequest for Change in Language Preference

Form 1099-KPayment Card and Third Party Network Transactions

Form 1098Mortgage Interest Statement

Form 1098-CContributions of Motor Vehicles, Boats and Airplanes

Form 1098-TTuition Statement

Form 1099-AAcquisition or Abandonment of Secured Property

Form 1099-CCancellation of Debt

Form 1099-GUnemployment Income and other government payments

Form 1099-MISCMiscellaneous Income

Form 1099-NECNon-Employment Compensation

Form 1099-QPayments From Qualified Education Programs

Form 1099-SADistributions from an HSA, Archer MSA, or Medicare Advantage MSA

Form 1116/AMTAMT Foreign Tax Credit/Foreign Tax Credit

Form 2106Employee Business Expenses

Form 2441Child and Dependent Care Expenses

Form 2555Foreign Earned Income

Form 3903Moving Expenses

Form 4137Tax on Unreported Tip Income

Form 4562Depreciation and Amortization

Form 4684Casualties and Theft

Form 4952/AMTAMT Investment Interest Expense Deduction/Investment Interest Expense Deduction

Form 4972Tax on Lump-Sum Distributions

Form 5329Additional Taxes on Qualified Plans (including IRAs)

Form 5405First-Time Homebuyer Credit and Repayment of the Credit

Form 5695Residential Energy Credits

Form 6251Alternative Minimum Tax

Form 8283Non-cash Charitable Contributions

Form 8396Mortgage Interest Credit

Form 8582/AMT/CRPassive Activity Loss Limitations/AMT/Credit Limitations

Form 8606Nondeductible IRAs

Form 8615Tax for Certain Children who have Unearned Income

Form 8801Credit for Prior Year Minimum Tax

Form 8814Parents' Election To Report Child's Interest and Dividends

Form 8815Exclusion of Interest from Series EE and I U.S. Savings Bonds

Form 8834Qualified Electric Vehicle Credit

Form 8839Qualified Adoption Expenses

Form 8853Archer MSAs and Long-Term Care Insurance Contracts

Form 8859Carryforward of D.C. First-Time Homebuyer Credit

Form 8863Education Credits

Form 8880Credit for Qualified Retirement Savings Contributions

Form 8889Health Savings Account

Form 8910Alternative Motor Vehicle Credit

Form 8911Alternative Fuel Vehicle Refueling Property Credit

Form 8915FQualified Disaster Retirement Plan Distribution and Repayments

Form 8919Uncollected Social Security and Medicare Tax on Wages

Form 8936Qualified Plug-in Electric Drive Motor Vehicle Credit

Form 8938Statement of Specified Foreign Financial Assets

Form 8958Allocation of Community Property Amounts

Form 8959Additional Medicare Tax

Form 8960Net Investment Income Tax

Form 8962Premium Tax Credit

Form 982Reduction of Tax Attributes Due to Discharge of Indebtedness

Form SS-4Application for Employer Identification Number

Form W-2GCertain Gambling Winnings

Schedule HHousehold Employment Taxes

Schedule RCredit for Elderly or Disabled

Form 8994Employer Credit for Paid Family and Medical Leave

Form 8995Qualified Business Income Deduction

Form 8995-AQualified Business Income Deduction Simplified Computation

From 8995-A Sch ASpecified Service Trades or Businesses

From 8995-A Sch BAggregation of Business Operators

From 8995-A Sch CLoss Netting and Carryforward

From 8995-A Sch DSpecial Rules for Patrons of Agricultural or Horticultural Cooperatives

Form 1099-BProceeds from Broker Transactions

Form 2210-FUnderpayment of Estimated Tax by Farmers and Fishermen

Form 2439Notice to Shareholder of Undistributed Long-Term Capital Gains

Form 3468Investment Credit

Form 3800General Business Credit

Form 4136Credit for Federal Tax Paid on Fuels

Form 4255Recapture of Investment Credit

Form 4797Sales of Business Property

Form 4835Farm Rental Income and Expenses

Form 6198At-Risk Limitations

Form 6252Installment Sale Income

Form 6781Gains/Losses from Section 1256 Contracts and Straddles

Form 8586Low-Income Housing Credit

Form 8824Like-Kind Exchange

Form 8949Sales and Other Dispositions of Capital Assets

Schedules K-1 (Form 1041)Estates and Trusts

Schedules K-1 (Form 1065)Partner's Share of Income, Credits, Deductions

Schedules K-1 (Form 1120S)Shareholder's Share of Income, Credits, etc.

Schedules K-3 (Form 1065)Partner's Share of Income, Deductions, Credits, etc.-International

Schedules K-3 (Form 1120S)Shareholder's Share of Income, Credits, etc-International

Form 8829Expenses for Business Use of Your Home

Form 8881Credit for Small Employer Pension Plan Startup Costs

Form 8941Credit for Small Employer Health Insurance Premiums

Schedule FProfit or Loss from Farming

Schedule JIncome Averaging for Farmers and Fishermen

Minimum Operating Systems and Browsers

Windows

  • Windows 10.x

    • Firefox 68.x
    • Edge 17
    • Chrome 74.x
    • Opera 64.x
  • Windows 8.1

    • Firefox 68.x
    • Edge 17
    • Chrome 74.x
    • Opera 64.x

Mac

  • Mac OS 11.0
    (Big Sur)

    • Safari 14.x
    • Chrome 83.x
    • Firefox 77.x
    • Edge
    • Opera 64.x
  • Mac OS X 10.15.x (Catalina)

    • Safari 13.x
    • Chrome 77.x
    • Firefox 70.x
    • Edge
    • Opera 64.x
  • Mac OS X 10.14.x (Mojave)

    • Safari 13.x
    • Chrome 74.x
    • Firefox 68.x
    • Edge
    • Opera 64.x

Mobile / Other

  • iOS 12.x

    • Safari
    • Chrome
    • Firefox
  • Android 7.x

    • Chromium default browser
  • Chromebook

    • Chrome

TurboTax® Live Assisted Deluxe 2023-2024 (17)

Your tax refund, yourway

Get your refund as a check, direct deposit, or up to 5 days early* on a Credit Karma Money™ checking or savings account. *Terms apply

Frequently asked questions

You don't need anything but your email address to get started with TurboTax. Just answer a few simple questions and you're on your way.

You don't even need to have your W–2s or 1099s—we can import that information directly from more than a million participating employers and
financial institutions.

Learn more about importing into TurboTax.

For more complex tax situations you may need additional documents, like mortgage statements or other detailed financial information. But since we save your return as you go, you can finish anytime.

With TurboTax Live Assisted, you can file confidently with experts by your side.

No matter how complex your tax situation, you can get advice from tax experts who can help you finish your taxes error-free, review your return at the end, and guarantee you’ll get every dollar you deserve.

Yes. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax experts. We'll let you know what to expect and how to prepare in the unlikely event you receive an audit letter from the IRS.

If you've already received a letter from the IRS for a return you filed with TurboTax, please review our Audit Support Guarantee for instructions on how to receive FREE step–by–step audit guidance and the option to connect with an expert.

We also offer full audit representation for an additional fee with MAX Defend
& Restore.

If you are a creator, influencer, rideshare driver, work a side gig or other self-employed business and you accept credit, debit, or prepaid cards you may receive Form 1099-K, reporting self-employment payments processed by the third party if you have aggregate payments exceeding $20,000 and more than 200 transactions.

If you are an online seller selling on platforms like Ebay, Airbnb, Etsy, and VRBO with sales at the aggregate of more than $20,000 and more than 200 transactions you could also receive a form 1099-K even if you do occasional sales and consider it a hobby.

One thing to remember is if you are self-employed, you are always supposed to claim your self-employed income regardless of the amount and if your net income is $400 or more you are supposed to file a tax return reporting your self-employment income, since you need to pay self-employment taxes. Don’t worry about paying taxes on the entire amount reported on Form 1099-K. You can claim your expenses directly related to your business, lowering your income reported on Form 1099-K.

Learn more

Get your taxes done right and your biggest tax refund — guaranteed

  • TurboTax® Live Assisted Deluxe 2023-2024 (18)

    Your tax return, backed for life™

    100% accurate calculations, audit support, and your max refund. All backed for the full 7-year life of your tax return.

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    Searches for tax deductions

    TurboTax finds every tax deduction and credit you qualify for to boost your tax refund.

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    Taxes done right

    TurboTax calculations are 100% accurate so your taxes will be done right, guaranteed, or we'll pay you any IRS penalties.

Ready to try Live
Assisted Deluxe?

(4.6/5 | 11060 reviews)

Star ratings are from 2023

TurboTax® Live Assisted Deluxe 2023-2024 (2024)

FAQs

How much does TurboTax Live Deluxe cost? ›

TurboTax Fees & Costs
PackagePrice
Premium$129 Federal $64 Per State
Deluxe$139 Federal $69 Per State
Premium$219 Federal $69 Per State
Basic$89 Federal $69 State
4 more rows
Apr 10, 2024

How much does TurboTax cost in 2024? ›

Included features vary depending on the type of package purchased, but generally, you get free federal tax e-filing. State e-file costs extra. How much does TurboTax Full Service cost? In April 2024, TurboTax Full Service starts at $129 for Form W-2 and Form 1040 filing, while state filing costs more.

What is the difference between TurboTax live assisted and full service? ›

With Live Assisted, a team of tax experts is available to provide you with unlimited answers and advice as you do your taxes, and can review your return before you file. With Live Full Service, you're matched to a dedicated tax expert who will do your taxes, start to finish, and review them with you before filing.

Why am I paying for TurboTax Live 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 that we can maximize your tax deductions and ensure you file an accurate return.

How do I avoid TurboTax Deluxe fee? ›

You can use Free Edition by selecting Tax Tools in the left menu, then Switch to Free Edition. Selecting this option keeps all the data you've entered so far. Note: TurboTax Free Edition is for customers who are filing Form 1040 and limited credits only. Roughly 37% of taxpayers qualify.

Is it worth paying for TurboTax Deluxe? ›

The Strengths of TurboTax Deluxe

TurboTax Deluxe lets you take itemized deductions and below-the-line credits. This is the correct choice for taxpayers who make their money through employment, meaning they got paid with a W-2, but who will itemize their taxes instead of taking the standard deduction.

What is the difference between TurboTax Deluxe and Premier? ›

So which is best, TurboTax Deluxe vs. Premier? TurboTax Premier is most suitable for those with stocks or crypto, or capital gains and losses from other income who will need to file a Schedule D. TurboTax Deluxe will suit most other taxpayers otherwise.

What is the difference between TurboTax Standard and Deluxe? ›

The Deluxe tier includes everything in the Basic version but also searches through more than 350 tax deductions and credits to find tax breaks that you qualify for.

Do you need to buy TurboTax software every year? ›

The TurboTax software is only valid for the year that is specified in the product description. New versions of the software matching any posterior years need to be acquired.

Is TurboTax Live Assisted free? ›

TurboTax has a couple of options for free tax filing: TurboTax Free Edition and TurboTax Live Assisted Basic Offer. These offers are designed for people with simple returns only.

Is Costco selling TurboTax? ›

TurboTax Premier 2021 Tax Software, Federal and State Returns + Federal E-file (State E-file Additional), PC Download (E-Delivery) | Costco.

What does TurboTax Live include? ›

TurboTax Live includes unlimited help from live tax experts when you need it, and the option for an expert final review of your return at no extra charge. Our tax experts have an average of 12 years of experience, and are always up to date on the latest tax laws, so you can trust that you're in good hands.

How do I change my TurboTax Live Deluxe to free? ›

Can I go back to the TurboTax Free after updating the package to Deluxe? Unfortunately, there is no way to downgrade a TurboTax product once you have upgraded it. You would need to create a new return and choose a lower version.

Why is TurboTax no longer free? ›

The FTC said that TurboTax's “file FREE” claims misled people because most people didn't qualify for “$0 to file.” Except they only found that out well after they spent a lot of time putting all their info into the system. As a result, the FTC ordered Intuit to stop making false “free” claims.

How not to use TurboTax Deluxe? ›

To downgrade from Full Service, select Do my own taxes in the left or bottom menu. You will leave Full Service and arrive in the TurboTax product that most closely matches what you've told us so far about your tax situation.

Why is TurboTax charging me $89? ›

$89 is for the Self Employed version federal return. The state is a separate $39. Or if you want the fee deducted from your federal refund there is an Extra $40 Refund Processing Service charge (45 in California). https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-review-my-fees-in-turbotax-online/0...

Do you have to pay for TurboTax Deluxe every year? ›

Yes... whether Desktop software, or Online Software, you have to purchase it every year. Exception: The Online "Free" version will let you file for Free ...for Federal & State early in the tax year...or with a state charge if you wait too long (sometime in late Feb or March).

What is the difference between TurboTax Deluxe and Premium? ›

So which is best, TurboTax Deluxe vs. Premier? TurboTax Premier is most suitable for those with stocks or crypto, or capital gains and losses from other income who will need to file a Schedule D. TurboTax Deluxe will suit most other taxpayers otherwise.

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