TurboTax Online: Important Details about Filing Simple Form 1040 Returns

If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit, student loan interest, and Schedule 1-A), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Expert Assist Basic at the listed price. Roughly 37% of taxpayers are eligible.

Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

W-2 income

Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B

IRS standard deduction

Earned Income Tax Credit (EITC)

Child Tax Credit (CTC)

Student loan interest deduction

Schedule 1-A deductions for qualified tips, overtime pay, car loan interest, and seniors (65+)

Taxable qualified retirement plan distributions

Itemized deductions claimed on Schedule A, such as charitable contributions, medical expenses, mortgage interest and state and local tax deductions

Unemployment income reported on a 1099-G

Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)

Stock sales (including crypto investments)

Income from rental property or property sales

Credits, deductions and income reported on other forms or schedules

* More important offer details and disclosures

TurboTax Online GUARANTEES TurboTax Online/MOBILE OFFERS & PRICING:

The following TurboTax Online offers may be available for tax year 2025. Intuit reserves the right to modify or terminate any offer at any time for any reason in its sole discretion. Unless otherwise stated, each offer is not available in combination with any other TurboTax offers. Certain discount offers may not be valid for mobile in-app purchases and may be available only for a limited period of time.

Who’s Eligible for Expert 365 Business:

Expert 365 Business is available to customers with the following entity and business tax situations: sole proprietorships and single-member LLCs. At this time, the following entity types and business tax situations: C-Corps, S-Corps, partnerships, and existing QuickBooks customers, are not eligible for Expert 365 Business.

Your Expert 365 Business subscription includes access to the following services and features:

Quickbooks Simple Start: You have access for 1 user to Quickbooks Simple Start product. QB simple start offers features such as receipt capture, tracking income and expense, tracking miles and run financial reports on any device (mobile and web)

Tax-Ready Bookkeeping: You must connect your business accounts with Quickbooks in order for your Expert to be able to review and reconcile your books on a quarterly basis. The bookkeeping will be up-to-date to be tax-ready on a quarterly basis so the expert can calculate your quarterly tax payments and develop personalized tax advice. All advice and information made available by Expert 365 Business in connection with the bookkeeping service is based on the information you provide to Intuit or authorize Intuit to obtain from your banks and other third party platforms that sync data into our bookkeeping services, and the bookkeeping service cannot be relied upon to discover errors, fraud deflections or other irregularities, should any exist.

Business Tax Advisory Sessions: You can meet with your Expert on a quarterly basis to obtain personalized tax planning recommendations based on your information provided.

Quarterly Expert Reviews: Your Expert will be available to meet with you at least once per calendar quarter to deliver quarterly tax estimates, and review and reconcile your books.

TurboTax Expert Full Service: TurboTax experts are available to prepare 2025 tax returns starting January 5, 2026. One-day preparation and filing availability depends on start time, the complexity of your return, is based on completion time for the majority of customers, and may vary based on expert availability. A tax preparation assistant will validate the customer’s tax situation during the welcome call and review uploaded documents to assess readiness and ability to file same-day. All tax forms and documents must be ready and uploaded by the customer for the tax preparation assistant to refer the customer to an available expert for live tax preparation.

In addition, as a user of Expert 365 Business and use those Services for preparation and filing of your business return, the following Guarantees apply to your use of those Services: TurboTax Accurate Calculations Guarantee - Business Tax Returns, TurboTax Maximum Savings Guarantee - Business Tax Returns, and TurboTax Audit Support Guarantee - Business Tax Returns.

Free 30-Day Trial Offer Terms: To be eligible for this offer you must be a new Expert 365 Business customer. First thirty (30) days of subscription to Expert 365 Business, starting from the date of enrollment is free. At the end of the free trial, you’ll automatically be charged [$99.00 USD], plus applicable tax on a monthly basis on your account’s billing date until you cancel.

Cancelation: To cancel your Expert 365 Business subscription at any time go to Account & Settings in Expert 365 Business and select “Cancel.” Your cancelation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

Guarantees

Offer Terms

Cancelation: To cancel your Expert 365 Business subscription at any time go to Account & Settings in Expert 365 Business and select “Cancel.” Your cancelation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period.

Eligibility: We support sole proprietorships and single-member LLCs. At this time, C-Corps, S-Corps, partnerships, and existing QuickBooks customers are not eligible for Expert 365 Business.

Free 30-Day Trial Offer Terms: First thirty (30) days of subscription to Expert 365 Business, starting from the date of enrollment is free. At the end of the free trial, you’ll automatically be charged and you’ll be charged on a monthly basis thereafter at the then-current price for the service(s) you’ve selected until you cancel. If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable. To be eligible for this offer you must be a new Expert 365 Business customer. Offer available for a limited time only. To cancel your Expert 365 Business subscription at any time go to Account & Settings in Expert 365 Business and select “Cancel.” Your cancelation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

Offer Terms: Your account will automatically be charged on a monthly basis until you cancel. If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable.

Pricing: While your Expert 365 Business subscription is active, your account will be billed $99 on a monthly basis on your account’s billing date.
Cancel anytime before billing date, no monthly min, no pro-rated

Features

Bookkeeping Services: You must connect your business accounts with Quickbooks in order for your expert to be able to review and reconcile your books on a quarterly basis. The bookkeeping will be up-to-date to be tax-ready on a quarterly basis so the expert can calculate your quarterly tax payments and develop personalized tax advice. All advice and information made available by Expert 365 Business in connection with the bookkeeping service is based on the information you provide to Intuit or authorize Intuit to obtain from your banks and other third party platforms that sync data into our bookkeeping services, and the bookkeeping service cannot be relied upon to discover errors, fraud deflections or other irregularities, should any exist.

Business Tax Advisory Sessions: You will meet with your dedicated expert on a quarterly basis to obtain personalized tax planning recommendations based on your information provided.

Quarterly Expert Reviews: Your expert will meet with you at least once per quarter to deliver your quarterly tax estimates, review your books, present tax saving opportunities and answer any questions you have.

TurboTax Expert Full Service - File your taxes as soon as today: TurboTax Full Service experts are available to prepare 2025 tax returns starting January 5, 2026. One-day preparation and filing availability depends on start time, the complexity of your return, is based on completion time for the majority of customers, and may vary based on expert availability. A tax preparation assistant will validate the customer’s tax situation during the welcome call and review uploaded documents to assess readiness and ability to file same-day. All tax forms and documents must be ready and uploaded by the customer for the tax preparation assistant to refer the customer to an available expert for live tax preparation.

TURBOTAX DESKTOP GUARANTEES

TurboTax Desktop Individual Returns:

TurboTax Desktop Business Returns:

All features, services, support, prices, offers, terms and conditions are subject to change without notice.