filmov
tv
How to File Taxes with TurboTax || Step-by-Step & Review
Показать описание
Thinking about filing your taxes with TurboTax? Buckle up, because we're about to dive into the good, the not-so-good, and everything in between. This review will guide you through step-by-step like a trusty tax pal, covering:
Software choices: Different versions for different needs.
Pricing: We'll get real about those changing costs.
Upgrades: Do you need the fancy extras?
Filing process: Uploading, importing, error checks, and filing made simple.
Let's start with the sunshine and rainbows (the good stuff):
Effortless importing: Say goodbye to manual data entry! Upload your W-2s and other tax forms directly from your bank or employer.
Accuracy you can trust: Breathe easy knowing TurboTax helps you avoid mistakes and maximize your deductions.
Built-in error checker: Like a watchful tax guardian, TurboTax catches errors before they can cause problems.
No situation left behind: Whether you're a freelancer, homeowner, or have a unique tax situation, TurboTax has you covered.
Now, we can't ignore the occasional raincloud (the not-so-good stuff):
Pricey for simple returns: If your tax situation is straightforward, the cost of TurboTax might feel steep.
Price changes can be confusing: Keep an eye out for shifting prices depending on your needs and the filing season.
Upgrade prompts galore: You might encounter offers for additional features you might not need.
No free 1040 view: You can't access a free PDF copy of your actual tax return for your records.
Gamification? Maybe not for everyone: Some users find the "gamified" approach to filing taxes distracting or unnecessary.
------CHAPTERS------
00:00 - Intro
00:26 - Full Service
01:02 - Do It Yourself TurboTax Options
01:46 - Free Edition
02:39 - CD/ Download Versions
03:30 - Reviews on TurboTax vs. Trustpilot
04:55 - TurbotTax Price Changes
07:54 - Tax Software Gamification
09:16 - Personal Info
10:21 - Enter W-2
11:46 - Unemployment Income on 1099-G
12:52 - Interest on 1099-INT
13:22 - Dividends on 1099-DIV
13:33 - Stock Sale from 1099-B
14:53 - Itemized Deductions
15:19 - Earned Income Credit (EIC)
15:34 - Charitable Donations
15:48 - Student Loan Interest on 1098-E
15:58 - Education Expenses on 1098-T
16:30 - Form 1095-A for Marketplace Insurance
16:56 - Contribution to Traditional IRA
17:08 - Saver's Credit
17:32 - Standard vs. Itemized Deduction
18:59 - Filing State Taxes
19:47 - Gamification at its Best
21:01 - Final Price
21:51 - Tax Tools - Delete Forms, Flag Places, Tax Summary
——————————DISCLOSURE———————————
The information presented in this video is for informational and educational purposes only. It is not intended to render tax advice for any specific situation. Those needing assistance with a specific situation should consult with a qualified Tax Professional.
The information in this video is based on current tax law and IRS regulations as of the date of publication and is subject to change.
#taxguide101 #akistepinska
Software choices: Different versions for different needs.
Pricing: We'll get real about those changing costs.
Upgrades: Do you need the fancy extras?
Filing process: Uploading, importing, error checks, and filing made simple.
Let's start with the sunshine and rainbows (the good stuff):
Effortless importing: Say goodbye to manual data entry! Upload your W-2s and other tax forms directly from your bank or employer.
Accuracy you can trust: Breathe easy knowing TurboTax helps you avoid mistakes and maximize your deductions.
Built-in error checker: Like a watchful tax guardian, TurboTax catches errors before they can cause problems.
No situation left behind: Whether you're a freelancer, homeowner, or have a unique tax situation, TurboTax has you covered.
Now, we can't ignore the occasional raincloud (the not-so-good stuff):
Pricey for simple returns: If your tax situation is straightforward, the cost of TurboTax might feel steep.
Price changes can be confusing: Keep an eye out for shifting prices depending on your needs and the filing season.
Upgrade prompts galore: You might encounter offers for additional features you might not need.
No free 1040 view: You can't access a free PDF copy of your actual tax return for your records.
Gamification? Maybe not for everyone: Some users find the "gamified" approach to filing taxes distracting or unnecessary.
------CHAPTERS------
00:00 - Intro
00:26 - Full Service
01:02 - Do It Yourself TurboTax Options
01:46 - Free Edition
02:39 - CD/ Download Versions
03:30 - Reviews on TurboTax vs. Trustpilot
04:55 - TurbotTax Price Changes
07:54 - Tax Software Gamification
09:16 - Personal Info
10:21 - Enter W-2
11:46 - Unemployment Income on 1099-G
12:52 - Interest on 1099-INT
13:22 - Dividends on 1099-DIV
13:33 - Stock Sale from 1099-B
14:53 - Itemized Deductions
15:19 - Earned Income Credit (EIC)
15:34 - Charitable Donations
15:48 - Student Loan Interest on 1098-E
15:58 - Education Expenses on 1098-T
16:30 - Form 1095-A for Marketplace Insurance
16:56 - Contribution to Traditional IRA
17:08 - Saver's Credit
17:32 - Standard vs. Itemized Deduction
18:59 - Filing State Taxes
19:47 - Gamification at its Best
21:01 - Final Price
21:51 - Tax Tools - Delete Forms, Flag Places, Tax Summary
——————————DISCLOSURE———————————
The information presented in this video is for informational and educational purposes only. It is not intended to render tax advice for any specific situation. Those needing assistance with a specific situation should consult with a qualified Tax Professional.
The information in this video is based on current tax law and IRS regulations as of the date of publication and is subject to change.
#taxguide101 #akistepinska
0:09:38
0:07:07
0:04:43
0:04:06
0:09:49
0:15:25
1:12:26
0:09:11
0:01:00
0:07:32
0:10:06
0:02:41
0:03:29
0:06:35
0:14:19
0:18:00
0:13:28
0:15:54
0:07:19
0:06:03
0:29:49
1:02:18
0:00:48
0:00:52