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3dogs4me-
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Is it ever possible to speak with a Turbo Tax professional prior to deciding which product to purchase?

 
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Is it ever possible to speak with a Turbo Tax professional prior to deciding which product to purchase?

There are several websites which should give you all the information you need for starting a tax return using TurboTax.

 

The TurboTax online web-based editions for tax year 2023 - https://turbotax.intuit.com/personal-taxes/online/file-your-own-taxes/

Online Free Edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp

Online Deluxe Edition - https://turbotax.intuit.com/personal-taxes/online/deluxe.jsp

Online Premium Edition - https://turbotax.intuit.com/personal-taxes/online/premium/

 

The TurboTax desktop CD/Download editions to be installed on a personal computer (Windows or Mac) for tax year 2023 - https://turbotax.intuit.com/personal-taxes/cd-download/

 

The TurboTax desktop Business Edition for Partnerships, C Corp, S Corp, Multi-member LLC, Estates and Trusts to be installed on a personal computer (Windows only) for tax year 2023 - https://turbotax.intuit.com/small-business-taxes/cd-download/

Is it ever possible to speak with a Turbo Tax professional prior to deciding which product to purchase?

There are 2 ways to use Turbo Tax. You can use the Online browser version or buy and install the Desktop program.


The Online web version is only good for one account and one return. But you can use the same email address for 5 accounts. You can log in and access your return from any computer. You only can see the forms after you pay and download the pdf. And you might need to upgrade to a higher version to enter different kinds of income. And you can add LIVE service or Full Service for expert help. In Online the fees are to prepare the federal and state returns (State is a separate charge) whether you efile or print and mail. Efiling is free and included. You can Transfer from last year's Desktop program. Online System Requirements
https://ttlc.intuit.com/community/system-requirements/help/turbotax-online-system-requirements/00/25...

 

The CD/Download Desktop you buy and install the program on a full Windows or Mac computer (a desktop or laptop), which can do unlimited returns.  And you can buy any version.  All the Desktop programs have all the forms, you just get more help in the higher versions.  And the Desktop program has many other features over the Online versions. Like seeing and entering into the actual forms. And it has a What-If worksheet to test in.

 

The Desktop returns are only saved on your computer and can not be accessed from anywhere else. And not saved at Turbo Tax. So Be sure to save Frequently and make backups. You get 5 federal efile for free. In Deluxe and above you get 1 state PROGRAM download to prepare unlimited state returns (in that state). Each state return including the first one is $20 early or $25 (March 1) to efile or you can print and mail the state for free. The Desktop programs do not have the expert help that is available to add to Online versions. 

Is it ever possible to speak with a Turbo Tax professional prior to deciding which product to purchase?

TurboTax professionls can only be reached by starting an online TurboTax return and then selecting Live help.  Live help is not available for desktop version.  Their function is to advise on tax scenerios and normally they would not assist you in chosing a product.  That would be done by a customer service agent.

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