Ux Strat Usa, Phil Ohme, “turbotax Mobile Experience Strategy”

turbotax mobile

Also, some of the costs are buried in the fine print and can be confusing, so scroll through the entire page and read carefully. The company does a good job of walking you through the categories of expenses you will have to itemize, giving you a sense of where you are in the journey. A nice feature is a constantly updating estimator at the top of the page showing how much you owe for both federal and state taxes.

  • This information may be different than what you see when you visit a financial institution, service provider or specific product’s site.
  • As with other versions, you can jumpstart work on your return by importing information from either your last year’s TurboTax return or a PDF of last year’s return you completed using other tax software.
  • If you choose to pay your tax preparation fee with TurboTax using your federal tax refund or if you choose to take the Refund Advance loan, you are not eligible.
  • There are very few restrictions when it comes to who should use mobile tax apps.
  • You are also backed by a brick-and-mortar tax business that has been in the industry for decades.
  • Some government tax forms are not finalized — and may not be for another month — but TurboTax will let you get very far along in the process in just a couple hours’ time.

We upgraded to TurboTax’s live support service—an add-on of about $50, paid when you file—and within a couple of minutes got in touch with a professional tax preparer via online chat. They walked us through questions such as how to verify we were getting all the right credits and why TurboTax estimated a lower refund than a different tax app did. Paying for live support isn’t something most people need to do, but this was the best live-support experience we had with all of the tax software we’ve tested in the past two years. For the right person, who knows the right questions to ask about their return, using a service such as this could be a smart middle-ground option between DIY filing and hiring a tax pro. But since the experience can be highly variable depending on the chat agent you’re assigned, we hesitate to make it a blanket recommendation. FreeTaxUSA is a robust online personal tax preparation service that lets you e-file federal tax returns for free, though state filing, and advanced support costs extra.


If you have simpler needs there are many great free tax apps for 2018. Credit Karma’s tax filing service, which was our previous pick for filing a simple return, has been sold to Square and rebranded as Cash App Taxes. We dismissed it in 2021 because of several reports of issues with the program. Wirecutter readers and staff, as well as commenters on the Better Business Bureau site, have noted frustrating problems such as missing deductions on state returns or forms that fail with no explanation. Credit Karma also doesn’t support multi-state filing and a few common forms such as for underpayment of estimated tax, and it doesn’t offer live support. Its help knowledgebase seemed to have changed in 2021, but not for the better.

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Should You Do Your Taxes On Your Cell Phone?

• Support when you need it – Access TurboTax support to get all your questions answered.

turbotax mobile

TurboTax and H&R Block responded, saying security and protecting their client’s information is a top priority. The company needs to be careful, however, not to advertise a million features that don’t easily show up when people expect to use them, such as automatically scanning 1099-NECs.

Tax Form Schedule

It asks the right questions—no more, no less than are needed—in contrast to other apps, which tend to ask for irrelevant details. TurboTax offers excellent product support options for paid versions, including an online community of TurboTax specialists and users you can turn to 24/7, and phone and on-screen support.

turbotax mobile

The information you provide will only be stored on your computer and will not be transferred to any other source. Scammers and hackers could take advantage of you doing your taxes on your mobile device.

TurboTax noted that its app does not store any data on a customer’s phone or device. The major software products like Turbo Tax, H&R Block and TaxAct let you prepare the “short forms” as well as the 1040 “long form” on your mobile device. They all have apps that let you take a photo of your W-2 to automatically populate your return with that information. The Consumer Group at Intuit, which includes TurboTax, Mint, and Credit Karma, helps millions of customers with their taxes and finances. While we are the market leader in do-it-yourself taxes, we have a broader aspiration to help people be more prosperous and financially free. Leveraging our expert network and family of financial products, we want to solve big customer problems with innovative and data-driven solutions.

We don’t necessarily recommend that you take on a big job using a smartphone. But no matter where you start your tax preparation, you can continue it on any other device by signing in with your username and password. So, you could do some work remotely on your smartphone and finish up on your desktop, or vice versa. TaxSlayer is an affordable tax preparation service that gets better every year. It supports all major IRS forms and schedules for only $17, and the company has enhanced the site’s help system and overall user experience for the 2021 tax year. It is still cheaper than going to a tax professional, however at least there you have an expert who can answer the questions directly.

H&R Block’s summary screens act as milestones within the tax-preparation process. The Chase Freedom Unlimited credit card provides an easy way to earn cash back on your card spending without having to deal with revolving categories or activation to earn points.

Missing Stimulus Payments And Other Tax Software Concerns

Some documents you may have to upload include W-2s, driver’s license, 1099s, and other relevant tax write-offs you may want to add. From there, you will be able to go through the process of filing your taxes directly in the app. For example, the TurboTax mobile app asks for permission to access photos and files. When you allow it, you are then able to upload all the relevant tax information that you need straight to the app. It might be difficult to do, especially if your taxes are complicated.Did you invest in cryptocurrency this year? If you answered yes to any of these questions, filing your taxes on your phone or tablet might not be the best idea, because working on your phone might get unwieldy when taxes get more complicated. Anyone who has ever filed a tax return on their own can sympathize with being stuck and confused.

One of my projects was to refresh the design of our product line up gallery in the TurboTax mobile app. This helps the user select the TurboTax product that best fits their tax situation before they sign up for an account. Around this time, TurboTax Live launched and the company was adding new TurboTax products left and right. That could make even the cost of TurboTax Self-Employed—which starts at $130 to file one federal and one state return—look appealing, but there are many factors beyond sticker price to consider.

Sign-up today to uncover trends, insights and talent that defines the future of Internet excellence. Seamlessly switch between your devices and securely pick up right where you left off when it’s convenient for you. It’s a very easy app to get started with, so you can take the hassles out of starting a budget for 2020. I worked on React during a previous internship and was amazed by the ease of using open source node modules for front end web UI. ” That’s when I set out to open source what I had created into a library for other Android developers inside and outside of Intuit to use. I had never created an Android library before, but I thought to myself how hard can it be? I extracted the UI gallery from my code and refactored it into Kotlin — you can learn more about my thoughts about Kotlin in another Medium post here!

Turbotax’s Prices

The Deluxe, Premier and Self-Employed packages integrate ItsDeductible, a feature — and standalone mobile app — that’s helpful for quickly finding the deduction value of donated clothes, household items and other objects. You can automatically import W-2 information from your employer if it’s partnered with TurboTax, but you can also take a picture of your W-2 and upload it to transfer the data to your return.

Under the hood, every tax software platform—even those that tax pros use—fills in the same IRS forms and uses the same math to calculate the amount you owe or the amount of your refund. The biggest differences among the tax-filing options lie in how thorough their questions are, whether they ask the right questions, and how pleasant or taxing the experience is. The best way to file your tax return is electronically, and you should do it as soon as possible. It will get you your refund quickly, and it can help thwart identity theft. For the 2022 tax year, you should do this especially if you’re missing any stimulus payments; this also applies to households that don’t normally have to file federal taxes. The IRS still has a backlog of over 10 million mailed-in paper tax returns from the previous year, coupled with the nightmare of the pandemic. I’m one of the 34% of Americans who actually like or love doing their taxes, but I also sympathize with those who just want to get their taxes over with.

• Do it yourself, get expert help, or hand it off start to finish – let’s get your taxes done right. With the Mint apps for iPhone, iPad and Android you can see your budget anywhere and there is also an online component to look at from your computer and a bill pay component to help you manage and pay your bills in one place. Now that you’ve handled your taxes, check out our best budget apps to stay on top of your finances in 2018. Once you are done, you can e-file from your phone or use the web and you can pay right from the app or website.


Without clarity on what it supports or doesn’t support for state returns, we can’t recommend it this year. Whatever your income tax situation, TurboTax has a product to address it. Options range from a free version for simple returns that don’t itemize deductions to Self-Employed for users with business income, expenses and deductions. The add-on products give you the option of getting expert assistance with the product of your choice or turning your return over to a pro to complete.

TurboTax guarantees 100% accurate calculations and your maximum refund or your money back. TurboTax CPAs and tax attorneys are here for you year-round so you can get expert answers to your specific questions free. TurboTax uncovers the latest deductions and credits based on your job, family and life. In a digital world, information only matters if it’s timely, relevant, and credible. We promise to do whatever is necessary to get you the information you need when you need it, to make our opinions fair and useful, and to make sure our facts are accurate. TurboTax Digital Assistant and contact form available for all; paid packages get access to a TurboTax specialist. Deluxe version plus investment reporting and rental income (Schedules D and E, and K-1s).

Save Up To $20 On Turbotax®

The base subscription is free, but there is an optional in-app purchase of Mint Live for $24.99. The Mint app uses the same security as banks and the https://turbo-tax.org/ team behind this service also makes TurboTax and Quicken, so you can trust that they take all possible steps to secure your accounts and your data.

TurboTax Deluxe includes Schedule A so you can itemize your deductions. If you decide to do your return on a mobile device and file it using a Wi-Fi connection, stick with a trusted network, such as your home system. Never use public Wi-Fi unless you deploy a virtual private network to encrypt the data.

To support our work, we are paid in different ways for providing advertising services. For example, some advertisers pay us to display ads, others pay us when you click on certain links, and others pay us when you submit your information to request a quote or other offer details. CNET’s compensation is never tied to whether you purchase an insurance product. The compensation we receive and other factors, such as your location, may impact what ads and links appear on our site, and how, where, and in what order ads and links appear. Live, on-screen tax advice or review of your whole tax return by a tax pro is available if you buy the TurboTax Live version. For simple tax returns only; it allows you to file a 1040 and a state return for free, but you can’t itemize or file schedules 1, 2 or 3 of the 1040.

View a general list of all the tax forms Vanguard provides, along with the dates they’ll be available online and sent by mail. Most important, hiring a tax pro lets you establish a relationship with one person you can count on every year. A tax pro who knows you can provide personalized advice and help you save money in future tax years.

TurboTax also offers Live Full Service, which does away with tax software altogether. Instead, you upload your tax documents and a human puts together your tax return. You’ll be matched with a tax preparer, meet on turbotax mobile a video call before he or she begins working, and then you’ll meet again when your return is ready for review. Prices range from $199 to $389 for federal returns depending on complexity, plus $54 per state return.

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