Here is how to get started:
- Sign In/Create Account: Go to TurboTax.com. New users register with an email; returning users log in.
- Gather Documents: Collect W-2s, 1099s, 1098s, and deduction records (charity, tuition, etc.).
- Fill Out "My Info": Start by entering your name, SSN, marital status, and dependents.
- Enter Income: Input W-2s and 1099s. You can upload these directly or enter them manually.
- Answer Questions: TurboTax asks simple questions about your life (e.g., jobs, homeownership, child care) to find deductions and credits.
- Review and File: The software performs a final check for errors before submitting your federal and state returns
If you need help with your return, search for the "Get expert help" button located on your screen and a Turbo Tax expert can connect with you and assist you with any questions.
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