[Old Version] TurboTax Premier 2023, Federal & State Tax Return [PC/Mac Download]
4.3 4.3 out of 5 stars | 6,176 ratings
Price: 104.99
Last update: 12-23-2024
About this item
Includes 5 Federal e-files and 1 State via download. State e-file sold separately. Free U.S.-based product support (hours may vary).
Get your taxes done right and keep more of your investment and rental property income
Step-by-step guidance on stocks, bonds, ESPPs and other investment income
Up-to-date with the latest tax laws
From the manufacturer
TurboTax 2023 – File your taxes with 100% confidence
TurboTax is tailored to your unique situation. It searches for hundreds of deductions and credits and handles even the toughest tax situations, so you can be confident you’re getting every dollar you deserve.
- Includes 5 Federal e-files and 1 State via download. State e-file sold separately. Free U.S.-based product support (hours may vary).
- Your downloaded software resides on your computer, so you can view and manage your tax data (Intuit Account required)
- Searches 350+ deductions and credits, so you can keep more of your investment income
- Helps you report sales of stocks, bonds, and mutual funds, plus calculate capital gains/losses
- Up-to-date with the latest tax laws so you have the latest information
- Extra retirement tax help and IRA tools
- Avoid mistakes by importing W-2s, investment & mortgage information from participating companies
- Audit Risk Meter checks your return for audit triggers and shows your risk level
- Runs thousands of checks before you file to help identify missing deductions or credits
TurboTax Premier is recommended if any of the following apply:
- Need to file both Federal & State Tax Returns
- Sold stock, bonds or mutual funds
- Sold employee stock (ESPP)
- Own rental property
- Are a trust beneficiary
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Windows System RequirementsOperating Systems Windows 10 or later (64-bit) RAM 2 GB or more recommended Hard Disk Space 1 GB for TurboTax (plus up to 4.5 GB for Microsoft .NET 4.8 if not already installed). Monitor 1024x768 or higher recommended Third Party Software Microsoft .NET 4.8 (included with TurboTax Installer) Internet Connection 1 Mbps modem (Broadband connection highly recommended). Required for product activation, software updates and optional online features. Printer Any Windows-compatible inkjet or laser printer. Administrative rights required |
Mac System RequirementsOperating Systems macOS Monterey 12 or later ((macOS Big Sur 11 not supported) RAM 2 GB or more recommended Hard Disk Space 1 GB for TurboTax Monitor 1024x768 or higher recommended Internet Connection 1 Mbps modem (Broadband connection highly recommended). Required for product activation, software updates and optional online features. Printer Any Macintosh-compatible inkjet or laser printer |
Product download, installation, and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers. Install and activate on up to five computers owned by you (at home or at work) and only to prepare, print and/or e-file your own federal and state taxes. One State product via download is included with your TurboTax software. Availability of state forms varies by state. Forms will be downloadable to TurboTax as soon as they become available. |
Disclaimers:
Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.
100% Accurate Calculations: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, Intuit will pay you the penalty and interest. Excludes payment plans. This is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.
Maximum Tax Refund: If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, Intuit will refund the applicable TurboTax federal and/or state software license purchase price you paid. This is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.
Audit Support: If you receive an audit letter from the IRS or State Department of Revenue based on your 2023 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through the TurboTax Audit Support Center, for audited individual returns filed with TurboTax Desktop for the current 2023 tax year and, for individual, non-business returns, for the past two tax years (2021, 2022). Audit support is informational only. Intuit will not represent you before the IRS or state tax authority or provide legal advice. If Intuit is not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state license purchase price you paid. This is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.
60-day Product Returns: If you're not completely satisfied with TurboTax Desktop, go to the TurboTax returns website within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt.
Data Import: Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2021 and higher) and QuickBooks Desktop (2021 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.
TurboTax Product Support: Customer and product support hours and options vary by time of year.
TurboTax Desktop Products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees may not apply in certain states. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connection. All features, services, support, prices, offers, terms and conditions are subject to change without notice.
TurboTax is up-to-date on the latest tax laws (Pending availability of latest forms, rates, credits & deductions as published by the IRS)
Quicken subscription information: Free 1-year Quicken Classic Starter Edition applies to new Quicken members only. Unless cancelled before renewal date, membership will automatically renew at the-then current price. Terms and conditions apply. See details at Quicken.com.
Top reviews from the United States
That said, I believe it is a mistake for someone unfamiliar with tax preparation to think they can just get a tax package such as this one -- or any other of which I know -- and just complete their tax return without any knowledge of taxes or without ever having successfully done them manually. Taxes can be quite complicated, and if you answer a question incorrectly, or misinterpret an instruction, your taxes might be compromised. In my opinion, the goal of TurboTax and other tax packages is to provide a fast, easy, and accurate way to do taxes -- it is not intended to be a course in tax preparation.
I am disappointed that this year users are required to create an Intuit account. Not only that, but the process was not easy or flawless ... I never received an account verification email and after several frustrating attempts, had to choose a different option. I did not see this new requirement on the product packaging and only discovered it after purchasing the software and installing it. Previous years, creating an Intuit account was optional.
I do recommend TurboTax and I intend to purchase it again. For me, it is a timesaver and gives me added confidence in the accuracy of my return.
So I took advantage of the special Amz pricing to acquire the Premier (download) version. It all went smoothly: I was able to find the download link on Amazon (Games and Software Library) easily, and the install (Windows for me) went without a hitch. Starting this year you have to register and validate the license using your TurboTax online account; this is a good idea anyway in case you need to re-download the software in the future (e.g., to a new computer).
One minor annoyance is that you still have to manually fill in the name/address info, although they have all that in the account: hey Intuit, give your software engineers a kick in the pants for being lazy.
Of course, this is an early version: the Schedule D stuff isn't ready (you can manually override and enter info if you know what you're doing), and of course state tax forms aren't available. I didn't go through to find what else isn't done. However, with the manual Sch D entries I was able to get a good preview of my tax situation, and can play some what-if games from here such as whether to generate more capital losses and what happens if I make another charitable gift.
Overall, I recommend TurboTax over the competition, because I've found it just a bit easier to use, and it meets all my needs. In the past I've had some Sch. C income, and in those cases paying a few bucks extra for the Home & Business version is well worth it.
I will update this review early in 2024 after I've downloaded state forms and made a more complete evaluation.
Note added Mar 26:
Just a couple of notes to add to the above review. So far I've downloaded two state forms (paid for one), and efiled two returns for family members, with no problems. Guidance has been good except for a few complicated situations (like QCD from IRA, where you need to read the IRS instructions carefully). One thing I find annoying is that there isn't an easy way to import financial transactions from Excel, CSV, or PDF. I found a program that can produce TXF files from Excel, and that saved me having to hand enter about 40 stock transactions (Schwab doesn't download these for equity award accounts, go figure).
Note on multiple returns:
Some reviewers appear to think that the online activation limits your ability to use the software to file multiple returns. This is not correct: the licensing limits you from using the software under different ids (yeah, Intuit could have chosen a better way to manage this). You can prepare multiple returns, and as far as I can tell right now, you do get the promised 5 free Federal efiles.