Intuit TurboTax “$0 Any Way” Offer Lets Simple Tax Filers Prepare and File Taxes for Free Even When Handing it Off to An Expert
06 January 2022 - 12:00AM
Business Wire
Only with TurboTax, filers with simple returns
can file themselves, get expert help along the way, or just hand it
off to a dedicated tax expert for $0
TurboTax, from Intuit (NASDAQ: INTU), the global technology
platform that makes TurboTax, QuickBooks, Mint, Credit Karma, and
Mailchimp, and the leader in free tax preparation, announced its
new “$0 Any Way” offer, bringing free tax filing to the
approximately 60 million filers with a simple tax return, no matter
how they want to file. Only TurboTax gives taxpayers with a simple
return the choice to do their taxes themselves, get help from a tax
expert along the way, or have a dedicated tax expert matched to
their specific tax situation do their taxes for them, for $0.
Over the last eight years Americans filed nearly 100 million tax
returns completely free of charge using TurboTax, more than all
other tax prep software companies combined. Last tax season, over
17 million people filed their taxes with TurboTax and paid
absolutely nothing, more than in any year in company history. This
year, TurboTax is expanding its free offer, allowing filers with
simple returns to file completely free of charge any way they
want.
“I always use TurboTax whenever I file, but this year I needed a
little help. Thankfully TurboTax was able to set me up with a tax
expert who knew exactly how to help me - and all for FREE!” - 2021
TurboTax Live Basic Customer
“IT'S REALLY FREE! This is the first time I've ever done my
taxes (I'm 19), and this was so amazing. It was painless and
simple! And the help is right there if you need it!” - 2021
TurboTax Live Basic Customer
With this limited time offer, TurboTax will be offering those
filing simple tax returns its TurboTax Live Basic and TurboTax Live
Full Service Basic products for free, in addition to its TurboTax
Free Edition product, which is America’s most widely used product
for filing taxes free of charge. $0 for federal returns. $0 for
state returns. $0 any way taxpayers want to file.
Just Hand it Off with TurboTax Live Full Service
Basic
Taxpayers get matched with the right tax expert for their
situation, who will do their taxes for them from start to finish.
Simply upload documents and a dedicated tax expert takes it from
there, keeping the filer in the loop at each step. File a simple
return for $0 through February 15, 2022.
- Easy Upload: From the comfort of their home, filers can fully
hand off their taxes to a dedicated TurboTax Live Full Service tax
expert by simply snapping photos of their documents or importing
their 1099s and W-2s in just a few clicks.
- Expert Matching: Built on Intuit’s artificial intelligence and
machine learning models, TurboTax Live Full Service uses dozens of
attributes to match filers with their own dedicated tax expert.
With a network of thousands of tax experts, TurboTax Live has a
dedicated tax expert who specializes in every situation.
- Real-time Updates: Filers will always be in the know on the
status of their return, with the help of an in-product tracker and
ongoing updates from their tax expert.
Get Expert Help Along the Way with TurboTax Live
Basic
Taxpayers can get expert help along the way and a final review
of their return before they file to give them the confidence that
their taxes are done right. File a simple return for $0 through
March 31, 2022.
- Expert Answers: Filers can get unlimited expert answers and
advice along the way. They simply click on the “Live help” button
to chat with a tax expert or set up a video call at a time that’s
convenient.
- Final Review: With TurboTax Live, filers can have a real tax
expert review their taxes as they go or before they file so they
can be 100% confident their taxes are done right.
- Year-round Advice: The network of thousands of TurboTax Live
tax experts is available year-round and on-demand in English or
Spanish to give tax advice and answers specific to each unique tax
situation, as often as a taxpayer needs.
Get a Personalized and Streamlined Experience with TurboTax
Free Edition
Taxpayers with a simple tax return can easily file their taxes
online for free. They simply import their W-2, answer basic
questions about their life, and TurboTax will get them their
biggest refund possible.
- Snap. Tap. Done.: Taxpayers can save time and jumpstart their
taxes by importing their W-2 or snapping a photo of their W-2,
verifying their data, and watching as their information is put on
all the right tax forms for them.
- Personalized Experience: Powered by its Tax Knowledge Engine,
TurboTax uses artificial intelligence and machine learning to guide
taxpayers through a highly personalized experience of smart,
streamlined tax preparation and less work.
- Valuable Deductions and Credits: Get step-by-step guidance to
help filers claim every deduction and credit they are entitled to,
including the Child Tax Credit, Child and Dependent Care Credit and
Earned Income Tax Credit.
Eligibility
TurboTax Free Edition, TurboTax Live Basic, and TurboTax Live
Full Service Basic are designed for tax filers with a simple tax
situation, filing Form 1040 only. Simple situations covered include
W-2 income, limited interest and dividend income, standard
deduction, Earned Income Tax Credit, Child Tax Credit, and Student
Loan interest.
Pricing and Availability
TurboTax Free Edition, TurboTax Live Basic, and TurboTax Live
Full Service are now available, along with the full suite of
TurboTax Live and TurboTax Online products, at
https://www.TurboTax.com, the Apple App Store, and Google Play
Store. File by February 15, 2022 to take advantage of the free
TurboTax Live Full Service Basic offer and file by March 31, 2022
to take advantage of the free TurboTax Live Basic offer. TurboTax
Free Edition is available the entire season.
ABOUT INTUIT
Intuit is the global technology platform that helps consumers
and small businesses overcome their most important financial
challenges. Serving more than 100 million customers worldwide with
TurboTax, QuickBooks, Mint, Credit Karma, and Mailchimp, we believe
that everyone should have the opportunity to prosper. We never stop
working to find new, innovative ways to make that possible. Please
visit us for the latest information about Intuit, our products and
services, and find us on social.
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Ashley McMahon, Ashley_McMahon@intuit.com
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