TurboTax How-To Guides
Clear, step-by-step walkthroughs for installing, setting up, and filing with TurboTax — written in plain English for real people, not tax pros.
Heads up: InstallTurboTax.us is an independent, taxpayer-friendly help site. We are not affiliated with, endorsed by, or sponsored by Intuit Inc. or TurboTax®, and we are here only to make your tax software easier to use. Always verify pricing and features on the official TurboTax site. Full disclaimer.
Installation
How to Install TurboTax CD or Download on Windows
Whether you picked up a physical CD or bought the download, we'll walk you through getting TurboTax desktop installed on your Windows PC and activated with your license code.
Installation • 6 min
How to Install TurboTax on a Mac
The Mac version installs a little differently than Windows. We'll show you how to open the disk image, move TurboTax into Applications, and get it activated.
Installation • 6 min
How to Activate TurboTax With Your License Code
Your license code is what unlocks the desktop software. Here's where to find it, how to enter it correctly, and what to try if activation gives you trouble.
Installation • 5 min
How to Download TurboTax After You Purchase
Bought the download version? Here's how to grab the installer file, save it where you can find it, and get ready to install.
Installation • 5 min
TurboTax System Requirements for Windows and Mac
Before you install, let's make sure your computer is up to the task. Here's what TurboTax desktop typically needs on Windows and Mac.
Installation • 5 min
How to Update TurboTax to the Latest Version
Tax forms change all through the season. Here's how to make sure your TurboTax desktop software has the latest updates before you file.
Installation • 5 min
How to Uninstall TurboTax and Do a Clean Reinstall
If TurboTax keeps crashing or updates won't apply, a clean reinstall usually clears it right up. Back up first, then follow along.
Installation • 6 min
Filing
How to File Your Taxes With TurboTax Step by Step
From gathering your documents to hitting submit, here's the full path through a typical TurboTax return so nothing catches you off guard.
Filing • 7 min
How to Import Your W-2 Into TurboTax
Importing your W-2 saves you typing and cuts down on errors. Here are the ways to bring it into TurboTax and what to do if import doesn't cooperate.
Filing • 5 min
How to Transfer Last Year's Tax Return Into TurboTax
Transferring last year's return pre-fills your personal info and carries over key figures. Here's how to do it in the desktop and online versions.
Filing • 5 min
How to Add a State Return in TurboTax
Most folks need a state return too. Here's how to add and download your state product in TurboTax and handle more than one state if you need to.
Filing • 5 min
How to Amend a Tax Return in TurboTax
If you need to correct a return you already filed, TurboTax can prepare an amended return on Form 1040-X. Here's how the process works.
Filing • 6 min
How to File a Tax Extension With TurboTax
Running short on time? An extension gives you more time to file, but not more time to pay. Here's how to request one through TurboTax.
Filing • 6 min
How to Print or Save Your TurboTax Return as a PDF
Always keep a copy of your finished return. Here's how to save it as a PDF and print it from TurboTax, plus what to keep on file.
Filing • 5 min
Account
How to Switch From TurboTax Online to Desktop
Some folks prefer the desktop software's features or pricing. Here's why you might switch from TurboTax Online and how to move your return over.
Account • 6 min
How to Track Your Tax Refund After Filing With TurboTax
Once you file, the IRS handles your refund, not TurboTax. Here's how to track it with the official Where's My Refund tool and what affects the timing.
Account • 5 min
Is TurboTax Safe? Data Security Explained
Your tax return holds sensitive data. Here's a plain-spoken look at how tax software protects it and the steps you can take to keep your account safe.
Account • 6 min
Tax Tips
Tax Deadlines and Key Dates to Know
Missing a deadline can cost you. Here are the key dates in the tax year, from the main filing deadline to estimated payments and extensions.
Tax Tips • 6 min
Common Tax Deductions TurboTax Helps You Find
Deductions reduce your taxable income. Here are the common ones TurboTax asks about and how it decides between the standard deduction and itemizing.
Tax Tips • 6 min
How to Report Cryptocurrency in TurboTax
Crypto activity is taxable, and TurboTax can help you report it. Here's what to gather, how reporting works, and where the common mistakes pop up.
Tax Tips • 6 min
How to Report 1099 Income in TurboTax
The 1099 family covers freelance pay, interest, dividends, and more. Here's how to enter the common ones in TurboTax and what to expect.
Tax Tips • 6 min
TurboTax vs Hiring a CPA: When to Switch
Software is great for a lot of returns, but not all of them. Here's how to weigh TurboTax against hiring a CPA and the signs it's time to bring in a pro.
Tax Tips • 7 min