TurboTax constantly tries to sell add-on products throughout the filing experience, such as help and support packages to assist with audits, amended tax returns and one-on-one time with specialists. Source: TurboTaxīut while TurboTax is easy to use, it comes with one major downside: upsells. Please dial 211 if you have questions.TurboTax has a user-friendly interface that lets you easily navigate between categories to file your tax return. To request your transcript, go to under 'Tools,' select 'Get a tax transcript.', answer the questions, and print your transcript. You are required to bring a copy of last year's tax returns or a tax return transcript to prepare your taxes. If you do not have all of the required materials above you will not be able to meet with a tax preparer to complete your return. To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms

Stimulus and child tax credit payments received in 2021 Total paid for daycare provider and the daycare provider’s tax identifying number (the provider’s Social Security number or the provider’s business Employer Identification Number) Interest and dividend statements from banks (Forms 1099)īank routing numbers and account numbers for direct deposit. Wage and earning statement(s) from all 2021 employers: Form W-2, W-2G, 1099-Rīring Notice 1444 or check stubs from the Economic Impact Payment Rebate received earlier in the year (i.e. Social Security cards and/or a Social Security number verification letter issued by the Social Security Administration for you, your spouse, and dependentsīirth dates for you, your spouse, and dependents on the tax returnĬurrent year’s tax package, if you received oneĪ copy of last year’s federal and state returns

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