Tax Software Survey: TurboTax


Click here for a PDF of detailed survey responses for TurboTax.

Tax program name TurboTax – for Individual Consumer Use
Vendor name Intuit Inc.
Telephone

800-624-8384

E-mail address Submitted via TurboTax.com Web site
Web site

www.turbotax.com

Price on Federal 1040

$74.95

Is this an increase from last year? By how much?

No
Renewal price Same as price for new product
State price $39.95
State renewal price Same as price for new product
Pay-per-return pricing n/a – a TurboTax user can prepare and e-file up to five returns.
Additional cost for E-filed returns E-filing is for one federal 1040 is included in the base price. Additional federal e-filed returns are $19.95 each; state e-filed returns are $19.95 each.
Online version? Cost? Yes, $74.95 (same as desktop)
Support

Yes, via online chat, Live Community, knowledgebase search, and phone callback.

Toll-free telephone

Customers can schedule a callback from Technical Support via the TurboTax.com support page

Hours

Customers can schedule a callback from Technical Support via the TurboTax.com support page

E-mail support? No
IM/chat? Yes
Other? Please specify

Live Community and Online Support Knowledgebase

Do you offer organizers? No
Client letters No
Client portals No
Does your software integrate with other products?
Which ones?
Integrates with ProSeries Basic and ProSeries Professional
New features added to your software for this year Live Community and free Audit Support Center

Other comments:
Intuit has designed its ProSeries and Lacerte applications specifically to meet the needs of accounting and tax professionals. While some preparers may use TurboTax to prepare taxes for clients, Intuit encourages preparers with small practices to use ProSeries Basic, which is designed for entry-level preparers with primarily individual clients and a need for more guidance through preparation.

SPONSORED REPORT

Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.

QUIZ

News quiz: IRS warning on cyberattacks and a change in pension rules

Once again, the IRS sounds the alarm about a threat from cyberthieves. See how much you know about this and other recent news with this short quiz.

CHECKLIST

Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.