Reviews Investment Tax Planning

Seasons End

  • TurboTax Premier is recommended if: You sold stock, bonds or mutual funds, sold employee stock (ESPP), own rental property or are a trust beneficiary.
  • Includes 5 free federal e-files and one download of a TurboTax state product (dollar 40 value). State e-file sold separately..
  • Keep more of your investment and rental income.
  • Extra help for investment sales such as stocks, bonds, mutual funds, and employee stock plans.
  • Coaches you and double checks along the way.
  • Automatically imports W-2s, investment & mortgage information from participating companies (may require a free Intuit account) and imports prior year data from TurboTax and other tax software.
  • Searches 350 deductions and credits, including tax-saving rental property deductions plus maximizing charitable donations with its deductible.
  • Additional guidance for rental property income, expenses, depreciation and refinancing.
  • Maximize next year’s refund with personalized advice.
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A Glitch in the Matrix

  • TurboTax Premier is recommended if: You sold stock, bonds or mutual funds, sold employee stock (ESPP), own rental property or are a trust beneficiary.
  • Includes 5 free federal e-files and one download of a TurboTax state product (dollar 40 value). State e-file sold separately..
  • Keep more of your investment and rental income.
  • Extra help for investment sales such as stocks, bonds, mutual funds, and employee stock plans.
  • Coaches you and double checks along the way.
  • Automatically imports W-2s, investment & mortgage information from participating companies (may require a free Intuit account) and imports prior year data from TurboTax and other tax software.
  • Searches 350 deductions and credits, including tax-saving rental property deductions plus maximizing charitable donations with its deductible.
  • Additional guidance for rental property income, expenses, depreciation and refinancing.
  • Maximize next year’s refund with personalized advice.
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TurboTax Basic 2021 Tax Software, Federal Tax Return Only with E-file [PC Download]

  • Recommended for simple tax situations, claiming the Earned Income Tax Credit, or only need to file a Federal Tax Return..
  • Includes 5 federal e-files. State download and e-file additional. Free U.S.-based product support (hours may vary)..
  • Answer easy questions about your year and the right tax forms are filled in for you.
  • Easily imports W-2s, investment & mortgage information from participating companies (may require free Intuit account).
  • Imports prior year data from TurboTax and other tax software.
  • Before you file, TurboTax completes thousands of checks to help identify missing deductions or credits.
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H&R Block Tax Software Premium 2020 with 3.5% Refund Bonus Offer (Amazon Exclusive) [Mac Download] [Old Version]

  • Recommended for simple tax situations, claiming the Earned Income Tax Credit, or only need to file a Federal Tax Return..
  • Includes 5 federal e-files. State download and e-file additional. Free U.S.-based product support (hours may vary)..
  • Answer easy questions about your year and the right tax forms are filled in for you.
  • Easily imports W-2s, investment & mortgage information from participating companies (may require free Intuit account).
  • Imports prior year data from TurboTax and other tax software.
  • Before you file, TurboTax completes thousands of checks to help identify missing deductions or credits.
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TurboTax Home & Business + State 2019 Tax Software [Amazon Exclusive] [PC/Mac Disc]

  • TurboTax Home & Business + State is recommended to maximize your deductions for personal and self employed tax situations especially if you received income from a side job.
  • Best for those who are self-employed or an independent contractor, freelancer, consultant or sole proprietor.
  • MAXIMUM TAX REFUND- Searches for more than 350+ tax deductions and credits, including mortgage interest, property taxes and energy-efficient improvements, to get you everything you deserve.
  • TAXES DONE RIGHT – TurboTax guides you through your tax preparation, keeping you up to date with the latest tax laws and double checking your entries along the way..
  • SAVE TIME- Automatically imports financial information including W-2s, mortgage and investment information as well as imports prior year tax return information from TurboTax and other tax software..
  • Includes 5 free federal e-files and one download of a TurboTax state product ($44.99 value) state e-file sold separately.
  • Exclusively at Amazon, receive a free 1 year subscription to Quicken Starter Edition 2019 ($29.99 value) with your purchase of TurboTax.
  • Free U.S. based TurboTax product support via phone.
  • TRACK YOUR DONATIONS with Its Deductable from TurboTax- Turn charitable donations into big tax deductions.
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H&R Block Tax Software Deluxe 2021 with 3% Refund Bonus Offer (Amazon Exclusive) | [PC Download]

  • Recommended if you sold stock, employee stock, bonds or mutual funds, own rental property or are a trust beneficiary.
  • Includes 5 federal e-files and 1 State via download ($45 value*). State e-file sold separately. Free U.S.-based product support..
  • Get your taxes done right and keep more of your investment and rental property income.
  • Retirement tax help and IRA tool show how to get more money back this year and when you retire.
  • Imports W-2s, investment & mortgage information from participating companies (may require free Intuit account).
  • File with confidence thanks to Audit Risk Meter.
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Retirement Planning Toolkit Deluxe 1.0 [Download]

  • Retirement Planning Toolkit gives you access to 19 calculators, worksheets, and checklists to help you in your retirement planning, and gives you information so you can make timely decisions before retirement.
  • Retirement planning calculators including retirement planner, investment withdrawal, future value, and compounding interest so you can see how your money grows, how much money to withdraw for retirement each year, and if you have enough saved.
  • Worksheets include document location summary, financial information recording, investment information recording, retirement information recording, cash flow analysis, networth analysis, and total gross estate analysis.
  • Checklists include a pre-retirement list to help you start the planning process, a list of age milestones to consider before and during retirement, and a list of items to consider when creating an estate plan.
  • Backup and Restore functions to create safety copies of all your toolkit data files using Zipped files with AES-256 encryption to protect your data, and create, view, print, and save reports for all calculators, worksheets, and checklists.
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[Old Version] TurboTax Deluxe + State 2019 Tax Software [Mac Download]

  • TurboTax Deluxe is recommended if: You own a home, have charitable donations to deduct, have high medical expenses, and only need to file a Federal Tax Return.
  • Get your taxes done right and your maximum refund.
  • Extra help to maximize 350 deductions and credits, including maximizing charitable donations with Its Deductible.
  • Coaches you and double checks every step of the way.
  • Automatically imports W-2s, investment & mortgage information from participating companies (may require free Intuit account) and imports prior year data from TurboTax and other tax software.
  • Accurately deduct mortgage interest and property taxes.
  • Guides you through the latest tax and healthcare laws with ease.
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Display NOW Digital Signage Player

  • Recommended if you sold stock, employee stock, bonds or mutual funds, own rental property or are a trust beneficiary.
  • Includes 5 Federal e-files and 1 State via download ($45 value). 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.
  • Maximize your IRA savings with retirement tax help.
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Elmo's Letter To Abby

  • Recommended if you sold stock, employee stock, bonds or mutual funds, own rental property or are a trust beneficiary.
  • Includes 5 Federal e-files and 1 State via download ($45 value). 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.
  • Maximize your IRA savings with retirement tax help.
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H&R Block Tax Software Premium 2021 with 3% Refund Bonus Offer (Amazon Exclusive) | [PC Download]

  • Recommended if you own a home, have charitable donations, high medical expenses, or only need to file a Federal Tax Return.
  • Includes 5 federal e-files. State download and e-file additional. Free U.S.-based product support (hours may vary)..
  • Get your taxes done right and your maximum refund.
  • Easily imports W-2s, investment & mortgage information from participating companies (may require free Intuit account).
  • Imports prior year data from TurboTax and other tax software.
  • Accurately track and value items you donate to charities with ItsDeductible (included).
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Greatest Hits So Far...

  • Recommended if you sold stock, employee stock, bonds or mutual funds, own rental property or are a trust beneficiary.
  • Includes 5 Federal e-files and 1 State via download ($40 value). 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.
  • Maximize your IRA savings with retirement tax help.
  • Amazon Exclusive - 1-Year Subscription of Quicken Starter Edition ($41.88 value) included with your TurboTax purchase*.
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Turbo Tax Premier 2015 Electronics Computer Networking

  • Recommended if you sold stock, employee stock, bonds or mutual funds, own rental property or are a trust beneficiary.
  • Includes 5 federal e-files and 1 State via download ($45 value*). State e-file sold separately. Free U.S.-based product support..
  • Get your taxes done right and keep more of your investment and rental property income.
  • Retirement tax help and IRA tool show how to get more money back this year and when you retire.
Check Stock