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In this video, I do a complete walkthrough of TurboTax Online for 2024. As a CPA, I can comment on what I like and what I don't like about the software, especially the things that TurboTax tries to sell you. So not only is this a TurboTax Tutorial for 2024 — it's also a TurboTa Review for 2024. Yay. However, doing your taxes can be boring, and I literally fall asleep at one point in this video. 😴

Table of Contents:
0:00 TurboTax Review 2024
0:51 The Tax Documents I'm Using (Form W-2 for Wages, Form 1099-B for Stocks, Etc.)
1:39 How This TurboTax Walkthrough Review Is Going to Work
2:54 TurboTax Isn't Breaking Down All the Different Versions
3:58 They're Really Pushing the TurboTax Live "Assisted" and "Full Services" Versions
4:37 Creating an Intuit Account
5:23 Third-Party Tracking Opt-In
5:54 "We're Glad You're Here!"
6:06 How Did You Do Your Taxes Last Year?
6:14 Basic Situation
6:58 "How Comfortable Do You Feel Doing Your Own Taxes?"
7:29 Upsell #1: TurboTax Live Assisted for $169 Federal + $49 = $218
9:48 Pricing Confusion
11:06 Time Estimate
11:13 Inputting Your Name, Date of Birth, and Occupation
11:45 Inputting Your Social Security Number
11:59 Inputting Your State of Residence
12:32 Rare Situations
12:44 About Your Household
13:05 Adding Your Dependent(s)
14:21 Filing Status
14:47 Asking Your Permission to Use Your Information for Advertising Purposes and to Share Your Data With Intuit
15:47 Upsell #2: TurboTax MAX for $59
16:12 Questions About Retirement Plan Withdrawals, Dividends, Interest, Capital Loss Carryforward, Foreign Assets
17:12 How to Import W-2 in TurboTax
20:26 Uncommon Situations About Your W-2
20:51 Investment Income Questions
21:08 Connecting Your Financial Accounts to TurboTax
21:50 My Personal 1099-B Information (M1 Finance)
22:33 My Rant About Dividends
23:26 How to Enter Form 1099-DIV in TurboTax
25:10 Nothing on My Form 1099-INT and My Form 1099-MISC
25:58 How to Enter Form 1099-B (Stock Gains and Losses) in TurboTax
30:47 Margin Interest
32:05 Upsell #3: TurboTax Live Assisted (AGAIN!)
33:45 Additional Questions
34:04 Tax Breaks
34:42 Child and Other Dependents Tax Credits
35:14 Charitable Donations
35:49 Standard Deduction vs. Itemized Deductions
35:56 QBI Deduction Summary
36:12 More Uncommon Situations
36:27 Underpayment Penalties
36:34 Watch Me Literally Fall Asleep For 10 Seconds
36:44 Underpayment Penalties (Etc.)
37:55 Confirmations and Other Reviews
38:31 Did You Make Money in Other States
38:46 Federal Taxes Summary
39:17 State Income Tax Return in TurboTax
42:34 Upsell #4: Go Over Your Tax Summary With an Expert
42:42 How Much Time This All Took You
42:52 Upsell #5: TurboTax MAX for $59 (AGAIN!)
43:04 Total Cost: $128 for Federal and State
43:33 TurboTax Pros and Cons
45:41 Upsell #6: TurboTax MAX for $59 (AGAIN!) and Will Builder for $39
45:53 Why I Do This

#turbotax #turbotaxandrelax #taxseason

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