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Level 1
posted Mar 8, 2025 3:44:02 PM

Turbotax Full Service for a slightly complicated return

I have a W-2, 1099DIV, INT, 1099-B and also a 1042-S (which sounds like it is for foreign withholding of a company stock when I was overseas in 2023, but I am a full-time resident to the US in 2024, and will be filing 1040, not the 1040-NR this time). I tried doing the FreeTaxUSA federal but it seems they don't support reporting the 1042-S (Miscellaneous income, not reported on W-2, and Withholding not reported on W-2). Apparently Turbotax supports this but not on the free version, and only on Deluxe or Full Service option.

Since this is going to be a bit complicated, I am leaning towards having a professional do the whole thing and have them sign on the form (also because my wife needs to file a W-7 to get her ITIN, which means we need to file by mail). Has anyone got experience with the Full Service? I am a bit confused between Deluxe, Live assisted and Full Service. By full service, do they mean, the accountant does everything, signs the return and I can print/mail it on my own?

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1 Replies
Expert Alumni
Mar 8, 2025 3:56:15 PM

Full Service means the tax expert does everything, from preparing, signing, and e-filing.  If you need to mail your return, you will have to print and mail.

 

For more information, review the TurboTax Help article What is TurboTax Live Full Service? 

 

Select the link Let a tax expert do taxes for you to get started.