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gbtorrens
New Member

How do I get started doing my return

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1 Reply
MaxA1
Employee Tax Expert

How do I get started doing my return

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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