TurboTax Full Service includes Schedule SE and Forms 4797 and 8949, but there are certain situations where you will need to provide calculations. If you are interested, when Full Service opens there will be a button on your TurboTax screen that will say "Do My Taxes For Me". Click on that and you'll get an appointment with a Full Service agent where you can discuss your unique tax situation and obtain pricing.
Our Live Assisted service will have you preparing your own tax return, but you have unlimited help and can call or chat with us as many times as you want. A Tax Expert will provide guidance on how and where to enter your numbers into TurboTax, explain tax law and assist with any issues you may have filing.
Since you are a long-time desktop user (thank you for 10+ years!), you will find the online version very different from desktop. In assisted, you will NOT be able to look at the forms before you pay for the product and all entries are done in step-by-step fashion. When you're a desktop user, you pay for the product before any entry into the program. In Assisted you CAN pay before you file, but don't have to. So to see the forms in Assisted, you must pay first. You can always file the return at a later date.
Assisted does cover help with your MTM entries into the program, BUT it is a specific tax situation that some experts may not be well versed in, based on their clientele.
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