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slopez26
Returning Member

Selecting the Right Turbo Tax Plan

I want to know if I can trust using turbo tax or hire an individualized tax consultant. I like to feel really confident that I am filing my taxes correctly the first time around but have some changes this year that cause me to want expert help. I recently bought a home and have a mortgage. I also tithe and donate regularly to the point where my itemized deduction through donations alone are greater then the yearly standard deduction. I also have student loans. I am at a point where all these variables do not make me comfortable doing taxes on my own. Why should I choose TurboTax and which plan is right for me?

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2 Replies
AmyC
Expert Alumni

Selecting the Right Turbo Tax Plan

TurboTax is popular among the do it yourself crowd. We realize everyone goes through changes. We do have extra help available with the "live assist". We also have the "do it for me" option for year's with too many variables and you want a professional to do the work.

 

You can always upgrade. If you want to start with the do it yourself and decide you need help, upgrade to live assist or let the professional handle it.

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JamesG1
Expert Alumni

Selecting the Right Turbo Tax Plan

You may consider the TurboTax Deluxe version. 

The Deluxe version allows you to file all of the income and deductions that your mentioned.

In addition, you may want to consider Live Assisted.   See this website.  

Live Full Service allows a tax expert to prepare your tax return for you.  See this website.

 

 

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