How to I Get Started with TurboTax Desktop: Step-by-Step Guide

To Start With TurboTax Desktop, First Download and install TurboTax from InstallTurboTax.com, sign in to your Intuit account, enter your 16-digit license code, and set up your tax return. Follow the step-by-step guide to enter income, claim deductions, review for accuracy, and e-file or print your return easily.

Key Highlights: How to Get Started with TurboTax Desktop

1. Purchase and Download TurboTax – If you haven’t already, buy TurboTax Desktop from the official TurboTax website or an authorized retailer. After purchase, download the correct version (Basic, Deluxe, Premier, Home & Business, or Business) from installTurboTax.com.
2. Install TurboTax on Your Computer – Locate the downloaded setup file, double-click to run the installer, and follow the on-screen instructions. Accept the license agreement and choose the installation location before proceeding.
3. Sign In to Your Intuit Account – Once installed, open TurboTax and log in with your Intuit account credentials or create a new account if you’re a first-time user.
4. Enter Your License Code – If required, input the 16-digit license code from your purchase confirmation email or product box to activate TurboTax.
5. Set Up Your Tax Return – Choose to start a new return or import data from last year’s TurboTax file. You can also upload a W-2 or 1099 form for quick data entry.
6. Follow the Step-by-Step Guidance – TurboTax provides an easy-to-follow questionnaire to help you enter income details, deductions, credits, and other tax-related information accurately.
7. Review and Maximize Your Refund – TurboTax automatically scans for tax deductions and credits to help maximize your refund or reduce your tax liability.
8. Run a Final Accuracy Check – Before filing, TurboTax runs a Smart Check to catch any errors or missing information, ensuring accuracy.
9. File Your Taxes Electronically or Print – Once satisfied with your return, choose to e-file directly with the IRS and state agencies or print and mail your return.
10. Save and Back Up Your Return – Always save a copy of your completed tax return for your records. You can also store it in your Intuit account for easy access.

For additional assistance, visit the TurboTax Help Center.