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What tax situations does Full Service cover?

SOLVEDby TurboTax1Updated 1 month ago

Your situation can include any of the following, which are covered by Full Service:

  • Investments, such as stocks or crypto (Form 1099-B, CSV)
  • Rental property (Forms 1099-K, 1099-MISC)
  • Selling a home (Form 1099-S)
  • Self-employment (Form 1099-NEC)
  • Business partnership (Schedule K-1)
  • Bank account interest (Form 1098-INT)
  • Dividends (Form 1099-DIV)
  • Electronic payments (Form 1099-K)
  • Unemployment (Form 1099-G)
  • Retirement (Form 1099-R)
  • Social Security (Form SSA-1099)

TurboTax Full Service is not available for some customers in certain tax situations. But you can still get help preparing your return with TurboTax Live. Before you choose to use TurboTax Full Service, check if your return contains these unsupported situations:

  • Complex foreign transactions
  • Illegal income, including income that is legal at the state level, but not legal federally
  • Taxpayer is a minor
  • Taxpayer filed a nonresident return last year
  • Taxpayer is a dual-status resident or part-year resident or must elect to be treated as a resident
  • Return is filed by a Power of Attorney
  • Married filing separately in a community property state where the exception to allocation hasn’t been met
  • Comprehensive tax projections or planning
  • Any IRS forms or situations that TurboTax Online does not support
  • Filing more than 5 states

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