Make the most of charitable donations. One-on-one help, on demand. Get your maximum tax refund, guaranteed. View all product features.

Maximum tax return. It covers all the deductions very thoroughly. Easy to understand instructions. Searches for all deductions, accurate, helpful professional credit experts to ask questions when needed. well worth the money.

Your biggest investment might also be your biggest tax break. When you buy a home, have a child, or go through any other big change in your life, it might affect your taxes. We'll tell you how and make sure you get any new deductions you qualify for. A live TurboTax product specialist can help you one on one, and even draw on your screen to help you get your taxes done.

Get unlimited access to the helpful TurboTax community if you have questions about doing your taxes. Our robust FAQs and articles can help you learn more about your taxes if you get stuck, or even if you're just curious. Upgrade at any point to TurboTax Live Deluxe.

We guide you every step of the way with simple questions about your life. This is why tens of millions of people choose TurboTax each year. Work on your taxes anytime, anywhere, on any device. You're in control. Import tax data by simply snapping a photo of your forms with your phone— it's that simple. We'll always show you your refund or tax due as you go, to avoid any surprises. We can import tax data from over a million employers and financial institutions to make things faster and easier for you.

Choose direct deposit when you e-file to get your fastest possible refund. We diligently safeguard your info so you can file worry-free.

We'll move your info from your federal return to your state return so you can get done faster. Fees may apply. Windows Windows 8. Windows 7. Mac OS Mac OS X x Catalina. x Mojave. x High Sierra. x Sierra. x El Capitan. x Yosemite.

x Mavericks. iOS Android 7. Get a comprehensive review of your online tax return before you file so you can be confident nothing gets missed. Skip To Main Content. TurboTax Deluxe Maximize tax deductions and credits. Start for free Pay only when you file. Why use TurboTax Deluxe? carousel slide 0 carousel slide 1 carousel slide 2 carousel slide 3 carousel slide 4.

Getting started with TurboTax is easy. ANSWER SIMPLE QUESTIONS ABOUT YOUR LIFE. UPLOAD YOUR W-2 IN A SNAP. What customers are saying about TurboTax Deluxe.

TurboTax is excellent for tax preparation "I've used TurboTax for years with no problems whatsoever. TurboTax is user friendly "They walk you through all the tax breaks and deductions and explains it all. TurboTax is the Best "Extremely easy to use. Photos are illustrative only.

View all product reviews. Features Reviews Tax Forms Requirements. All TurboTax Deluxe features. Guidance for homeowners Your biggest investment might also be your biggest tax break.

Big life changes? TurboTax can handle it. One-on-one support, on demand A live TurboTax product specialist can help you one on one, and even draw on your screen to help you get your taxes done. Community help Get unlimited access to the helpful TurboTax community if you have questions about doing your taxes. Answers when you need them Our robust FAQs and articles can help you learn more about your taxes if you get stuck, or even if you're just curious.

Need advice from a tax expert? No tax knowledge needed We guide you every step of the way with simple questions about your life. Anytime, anywhere Work on your taxes anytime, anywhere, on any device. See your tax refund in real time We'll always show you your refund or tax due as you go, to avoid any surprises.

Automatically add your tax forms We can import tax data from over a million employers and financial institutions to make things faster and easier for you.

Get the fastest possible tax refund Choose direct deposit when you e-file to get your fastest possible refund. Security is built into everything we do We diligently safeguard your info so you can file worry-free. Finish your state return faster We'll move your info from your federal return to your state return so you can get done faster.

Select all that apply to find reviewers similar to you. What's new for you in ? Select one. Used a Tax Prep Service Tax Store. Used a Tax Prof CPA. Used TurboTax. Did by hand. Friend or Family. Used another Tax Software. Has kids. No kids. Own a business. Newest reviews Oldest reviews Highest rated Lowest rated. All TurboTax Online Online Free Edition Online Deluxe Online Premier Online Self-Employed. All TurboTax Live Live Basic Live Deluxe Live Premier Live Self-Employed. All TurboTax Live Full Service TurboTax Live Full Service Basic TurboTax Live Full Service Deluxe TurboTax Live Full Service Premier TurboTax Live Full Service Self-Employed.

Select a row below to filter reviews: 5. Rated 5 out of 5 by james from Just have to follow along, easy Thank you for the experience and taking the time and patients and help getting this completed. Date published: Rated 5 out of 5 by Ashkb33 from Awesome Fast reliable never fails to get you the most out of your refund Date published: Rated 5 out of 5 by DreamingAlways from Turbo Tax is Great!

It was super easy to process through each item being asked as long as all documents are at hand. Definitely gave me a peace of mind! Rated 4 out of 5 by Patty Salaices from turbo tax is user friendly Turbo Tax is user friendly I really liked the application Date published: Guides you along every scenario.

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Commonly Filed Tax Forms and Schedules. Free Edition —. Deluxe —. Premier —. Self-Employed —. Individual Income Tax Return. Schedule EIC Earned Income Credit. Schedule 1 Additional Income and Adjustments to Income. Schedule 2 Additional Taxes. Schedule 3 Additional Credits and Payments.

Schedule A Itemized Deductions. Schedule B Interest and Dividend Income. Schedule C Profit or Loss from Business Income. Schedule SE Self-Employment Tax. Schedule D Capital Gains and Losses.

Schedule E Supplemental Income and Loss, including rental property. Schedule C Profit or Loss from Business Expenses. Other Tax Forms and Schedules. Form ES Estimated Tax for Individuals. Form V Payment Vouchers. Form X Amended U. Form A Health Insurance Marketplace Statement.

Form E Student Loan Interest Statement. Form DIV Dividends and Distributions. Form INT Interest Income. Form OID Original Issue Discount.

Most investment companies help you create a portfolio based that is managed by a robo-advisor. Sounds easy enough to do it yourself, right? While you can build and manage your own portfolio, investment companies like Robinhood, Acorns, and Schwab offer new investors a few helpful features. If you don't have a lot of money to invest right now or much time to spend researching investments and managing your portfolio, an app is a good place to start.

Around the end of January, investors might receive several tax forms in their mailbox or email inbox. Here are a few of the most common forms you might receive and what to do with them.

Whether you received a Robinhood tax form or a tax form from another investment institution, if you use TurboTax to prepare your tax return, you can import your investment information from hundreds of participating financial institutions.

When you sell an investment, you often pay taxes on the profit you make from the sale. This profit is called a capital gain. To calculate your capital gains and losses , you need four pieces of information:. The amount of tax you'll pay on the capital gain typically depends on how much you made from the sale and how long you owned the asset. For most people, the long-term capital gains tax rate is lower than their ordinary income tax rate, so it can be advantageous to hold investments that have increased in value for longer than one year before selling them.

Employee stock options allow employees to buy their employer's stock at a discount. The option alone doesn't typically give the employee an ownership interest in the company, but exercising the option to buy the stock does. There are two main types of stock options , each with its own tax results. When you use TurboTax to prepare your tax return, you just need to answer some simple questions about your options. The software will do the calculations and fill in all of the right tax forms for you.

Investing can help you build wealth and grow your retirement nest egg, but there are tax implications when you make money on your investments. The subject of taxes pops up pretty much anytime income is involved, and investing is no exception. But calculating and paying taxes on your investment income doesn't have to be a chore.

TurboTax Premier is designed for investors of all experience levels. Increase your tax knowledge and understanding — all while doing your taxes. TurboTax Premier walks you through investment tax scenarios including stocks, bonds, ESPPs, robo-investing, cryptocurrency, rental property income, and more.

It also makes reporting your tax transactions easy and fast because you can automatically import and upload your investments from hundreds of participating financial institutions — including those Betterment, SoFi, Acorns, Robinhood tax forms, and more.

Let a tax expert do your investment taxes for you, start to finish. With TurboTax Live Full Service Premier , our specialized tax experts are here to help with anything from stocks to crypto to rental income. Backed by our Full Service Guarantee. You can also file your own taxes with TurboTax Premier. Your investment tax situation, covered.

With TurboTax Live Premier , talk online to real experts on demand for tax advice on everything from stocks, cryptocurrency to rental income. Short-term vs. Long-term Capital Gains Taxes. Tax Time Gains and Losses: Calculating Your Investment Portfolio Results. Is There a Dividend Tax? Your Guide to Taxes on Dividends.

Tax Tips for Investors. Crypto Tax Forms. Tax Benefits of Retirement Accounts: Comparing k s, b s, and IRAs. Video: Taxes on Dividends Explained. How to Report Vested Benefits on Your Income Taxes. Filing Tax Form INT: Interest Income. Estimate your tax refund and where you stand Get started. Easily calculate your tax rate to make smart financial decisions Get started. Know how much to withhold from your paycheck to get a bigger refund Get started.

Estimate your self-employment tax and eliminate any surprises Get started. Estimate capital gains, losses, and taxes for cryptocurrency sales Get started Comenzar en Español. See how much your charitable donations are worth Get started.

Trading stocks can have an effect on your taxes. Using an investing app such as Robinhood, Acorns, or SoFi can mean you may be receiving tax forms from these providers. If you're a first-time investor, here are the answers to a few common questions about investment accounts, how gains are taxed, and what you can expect from the IRS when it's time to file. To grow wealth, you need to invest. As a first-time investor, you may have a lot of questions about buying and selling stocks.

Fortunately, easy-to-use investing platforms like Robinhood, Acorns, SoFi, and others provide an affordable alternative to picking stocks or mutual funds on your own or paying a wealth manager to invest your money for you. There's a lot you may want to know about selecting investments, what to do with your Acorns or Robinhood tax forms, and how your investment gains and losses are taxed. Here are answers to common questions for people who are new to investing.

Tax-favored accounts, such as an IRA or k , allow you to invest without paying taxes on your investment earnings until you withdraw money from the account during retirement.

By avoiding yearly taxes on your investment income, you can take advantage of greater compounded growth until you pull the money out. If you have a k plan at work, that's a great place to start investing. Contributions to a k reduce your taxable income for the year, so you pay less in federal income tax. If your employer offers matching contributions, that's like getting free money in your account. You can also contribute to an IRA, whether or not you invest in a k.

Tax deductions for traditional IRA contributions con be reduced or eliminated at higher income levels. You can deduct qualified contributions to a traditional IRA, but you pay taxes on withdrawals of both your contributions and earnings. Contributions to a Roth IRA aren't tax deductible, but you can withdraw both contributions and earnings tax-free in retirement.

Index funds are a popular choice among new investors because they offer immediate diversification — one share of an index fund can provide ownership in hundreds of different companies across several industries — and someone else — the fund manager — is making the decisions on which investments to make.

There are two main categories of index funds — index mutual funds and index exchange traded funds ETFs. You can purchase an index mutual fund or ETF directly from a fund provider such as Vanguard. ETFs can be purchased through investing apps such as Robinhood or Acorns. Investment companies such as Fidelity and Charles Schwab allow you to buy both ETF and mutual funds as well as many other investments such as individual stocks and bonds.

Most investment companies help you create a portfolio based that is managed by a robo-advisor. Sounds easy enough to do it yourself, right? While you can build and manage your own portfolio, investment companies like Robinhood, Acorns, and Schwab offer new investors a few helpful features. If you don't have a lot of money to invest right now or much time to spend researching investments and managing your portfolio, an app is a good place to start.

Around the end of January, investors might receive several tax forms in their mailbox or email inbox. Here are a few of the most common forms you might receive and what to do with them. Whether you received a Robinhood tax form or a tax form from another investment institution, if you use TurboTax to prepare your tax return, you can import your investment information from hundreds of participating financial institutions.

When you sell an investment, you often pay taxes on the profit you make from the sale. This profit is called a capital gain. To calculate your capital gains and losses , you need four pieces of information:. The amount of tax you'll pay on the capital gain typically depends on how much you made from the sale and how long you owned the asset.

For most people, the long-term capital gains tax rate is lower than their ordinary income tax rate, so it can be advantageous to hold investments that have increased in value for longer than one year before selling them. Employee stock options allow employees to buy their employer's stock at a discount. The option alone doesn't typically give the employee an ownership interest in the company, but exercising the option to buy the stock does.

There are two main types of stock options , each with its own tax results. When you use TurboTax to prepare your tax return, you just need to answer some simple questions about your options. The software will do the calculations and fill in all of the right tax forms for you. Investing can help you build wealth and grow your retirement nest egg, but there are tax implications when you make money on your investments.

The subject of taxes pops up pretty much anytime income is involved, and investing is no exception. But calculating and paying taxes on your investment income doesn't have to be a chore. TurboTax Premier is designed for investors of all experience levels. Increase your tax knowledge and understanding — all while doing your taxes.

TurboTax Premier walks you through investment tax scenarios including stocks, bonds, ESPPs, robo-investing, cryptocurrency, rental property income, and more.

It also makes reporting your tax transactions easy and fast because you can automatically import and upload your investments from hundreds of participating financial institutions — including those Betterment, SoFi, Acorns, Robinhood tax forms, and more. Let a tax expert do your investment taxes for you, start to finish.

With TurboTax Live Full Service Premier , our specialized tax experts are here to help with anything from stocks to crypto to rental income. Backed by our Full Service Guarantee. You can also file your own taxes with TurboTax Premier. Your investment tax situation, covered. With TurboTax Live Premier , talk online to real experts on demand for tax advice on everything from stocks, cryptocurrency to rental income.

Short-term vs. Long-term Capital Gains Taxes. Tax Time Gains and Losses: Calculating Your Investment Portfolio Results. Is There a Dividend Tax? Your Guide to Taxes on Dividends. Tax Tips for Investors. Crypto Tax Forms.

Tax Benefits of Retirement Accounts: Comparing k s, b s, and IRAs. Video: Taxes on Dividends Explained. How to Report Vested Benefits on Your Income Taxes. Filing Tax Form INT: Interest Income. Estimate your tax refund and where you stand Get started. Easily calculate your tax rate to make smart financial decisions Get started. Know how much to withhold from your paycheck to get a bigger refund Get started. Estimate your self-employment tax and eliminate any surprises Get started.

Estimate capital gains, losses, and taxes for cryptocurrency sales Get started Comenzar en Español. See how much your charitable donations are worth Get started. The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice.

OVERVIEW Trading stocks can have an effect on your taxes. TABLE OF CONTENTS. Answers to your questions. Which types of accounts are good for first-time investors? Starting with index funds. Should you manage your own portfolio, use an app? What type of tax forms will you receive? What are capital gains and how are they taxed? Is exercising an employee stock option taxable? How can you manage your investment accounts so you can easily and accurately pay taxes on investment gains?

Click to expand. State additional. Have investment income? We have you covered. Looking for more information? Related Articles Short-term vs. Long-term Capital Gains Taxes 5 Things You Should Know about Capital Gains Tax Tax Time Gains and Losses: Calculating Your Investment Portfolio Results Is There a Dividend Tax? Your Guide to Taxes on Dividends Tax Tips for Investors. More in Investments and Taxes Crypto Tax Forms Tax Benefits of Retirement Accounts: Comparing k s, b s, and IRAs Video: Taxes on Dividends Explained How to Report Vested Benefits on Your Income Taxes Filing Tax Form INT: Interest Income.

TaxCaster Tax Calculator Estimate your tax refund and where you stand Get started. Tax Bracket Calculator Easily calculate your tax rate to make smart financial decisions Get started. W-4 Withholding Calculator Know how much to withhold from your paycheck to get a bigger refund Get started.

Self-Employed Expense Estimator Estimate your self-employment tax and eliminate any surprises Get started. Crypto Calculator Estimate capital gains, losses, and taxes for cryptocurrency sales Get started Comenzar en Español. Privacy Settings.

Search instead for. Form Farm Rental Income and Expenses. About Community. Schedules K-1 Form Estates and Trusts. By avoiding yearly taxes on your investment income, you can take advantage of greater compounded growth until you pull the money out. Whether you received a Robinhood tax form or a tax form from another investment institution, if you use TurboTax to prepare your tax return, you can import your investment information from hundreds of participating financial institutions. TurboTax Community.

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