TurboTax Basic Federal + efile [Download] [Old Version]

TurboTax Basic
TurboTax Basic Federal + efile 2009 [Download] [Old Version]
by Intuit
Platform:   Windows Vista / 7 / XP
3.3 out of 5 stars(48)

Buy new: $24.95

(Visit the Bestsellers in Tax Preparation list for authoritative information on this product's current rank.)

If you have a simple return and would like step-by-step guidance, TurboTax Basic will help you get your biggest refund.

Get Your Refund Fast: Efile Your 2009 Taxes with TurboTax
Here's how efile works: Start your return and efile with TurboTax today. The moment the IRS starts accepting returns, scheduled for January 15, 2010, TurboTax will submit your efiled return. The IRS will confirm receipt by e-mail within 48 hours.

Here's how it works:

Asks easy questions
We customize questions to your unique tax situation and put your answers on the right tax forms for you.

Guides you step by step
With tax answers on every screen, live answers online, easy import, and error checking, doing your taxes is easier than ever.

Efile for a fast refund
Efile with direct deposit to get your refund in as few as 8 days. Five federal efiles included.

Why TurboTax Basic is the easiest choice for you

TurboTax Basic was designed to make doing your simple taxes easy, by guiding you step by step through your federal tax return. Choose TurboTax Basic if any of the following apply to you:
  • You file a 1040EZ or other simple tax return
  • You own your home but don't have a mortgage
  • You rent your home

If you have a mortgage, childcare expenses, or made charitable donations, TurboTax Deluxe will help you maximize your deductions for the biggest tax refund.

If you own investments or rental property, choose TurboTax Premier. It has everything in Deluxe PLUS will provide extra guidance so you get the most from your investments.

If you are a sole proprietor, consultant, 1099 contractor, or single-owner LLC, TurboTax Home & Business has everything in Premier and will help you make the most of your business and personal tax deductions.

Compare TurboTax Software

Everything you need to easily do your simple tax return.

Does the Hard Work for You

TurboTax customizes questions to your unique tax situation and put your answers on the right tax forms for you. Click to enlarge.

With tax answers on every screen, live answers online, easy import, and error checking, doing your taxes is easier than ever. Click to enlarge.

Asks Easy Questions, Tailored to You
Guides you step by step through your tax return, then puts your answers on the right tax forms for you, including 1040EZ, 1040A, and 1040. Skips interview questions that don't apply to you, so you can finish your return faster.

Improved Automatically Fills in W-2 and 1099 Info
Gets your W-2 and 1099 data directly from over 100,000 participating employers and financial institutions and automatically puts it in the right tax forms. A brief summary lets you review and edit downloaded information if necessary.

Improved Transfers Last Year's Tax Info
No retyping necessary. Fills in information from your previous year's return to save time and increase accuracy. Shows you what you're importing and where it goes in your return. You can also import from other tax software including TaxACT and H&R Block's TaxCut.

Imports Your Financial Data
Imports information from your financial software (including Quicken, QuickBooks 2007 and higher, and Microsoft Money) so you can skip the cut and paste this year.

New Makes it Easy to Hold Your Place
Flag areas in your tax return so you can get back to them easily.

Provides Help When You Need It

Live Tax Answers
Get live answers online from TurboTax experts and other TurboTax users in our Live Community2. Plus you'll have instant access to answers to commonly asked tax questions on every screen.

Straightforward Guidance & Advice
Find help on any tax topic from anywhere within TurboTax. Get plain-English explanations of specific tax areas and helpful examples when you need them.

Life Events Expert
Explains how changes in your life, such as purchasing a home, changing jobs or becoming a parent, will affect your taxes so you can prepare your return with confidence.

Guide Me
Not sure how to answer a tax question? We'll guide you to the right answer, making your taxes even easier.

FREE Technical Support
Got a software question? No problem! Get answers from a TurboTax expert via e-mail, phone, or live chat.

Spots Errors and Shows How to Fix Them

New Smart Check Scans for Mistakes
Smart Check double-checks your return for errors, so you can be confident your taxes are done right.

Guaranteed Accurate Calculations
If you should get hit with an IRS or state penalty or interest due to a TurboTax calculation error, we'll pay you the penalty and interest.

Keeps You Up-to-Date with the Latest Tax Forms
With a single click you can check for updates each time you start to ensure your return includes the latest IRS and state tax forms. No more disruptions while you work on your return.

Get Your Refund Faster with Included Federal Efile

Shows Your Tax Refund in Real Time
Watch your refund add up as you complete your return. Our Dual Refund Monitor constantly displays and updates both your federal and state refunds (or taxes due) as you complete your federal return.

Federal Efile Included
Get your refund in as few as 8 days with efile and direct deposit. Free federal efile is included with TurboTax at no extra charge. If you're a returning user, we'll automatically transfer your efile information from your previous year's return to save you even more time.

Plus, includes these helpful features to make doing your taxes even easier:

Search Topics or Forms
Looking for a specific form? Just type in the name of the form and TurboTax will take you to it.

Compares Sales Tax vs. State Income Tax Deduction Savings
Shows you which tax deduction will get you the biggest savings: sales tax paid or state and local income tax paid.

Takes the Confusion Out of Vehicle Registration Deductions
Tells you if you can deduct vehicle registration costs and how to take the deduction.

Summarizes Your Tax Situation
Compares this year's return to last year's return and shows you how your numbers compare with the U.S. average, so you can rest assured your taxes are accurate.

Explains AMT and How to Avoid It
Gain a better understanding of the Alternative Minimum Tax (AMT) and how it affects your bottom line. Learn why you may be subject to AMT and how you can avoid it in the future.

Helps with Education Credits and Deductions
Tells you who qualifies for education credits, which expenses are deductible and how to save the most money.

Handles Social Security and Other Types of Income
Provides extra help for entering Social Security income, Disability income, Supplemental Security income, and dependent's Social Security income.

Simplifies Estimated Tax Payments
Explains how estimated taxes work and tells you if you need to make estimated quarterly payments.

Risk Free
Not sure Basic Edition will cover your unique situation? Start anytime and we will prompt you if another TurboTax program may be better for you. When you upgrade, the info you've already entered so far will transfer automatically.

Guides You Step by Step Through Amending Returns, if You Need To
TurboTax makes it easy to amend your return. Need more time? You can submit an application for a filing extension with just a few clicks.

TurboTax Basic Includes These Tax Forms

TurboTax takes the worry out of deciding which forms you need to file. Just answer simple questions and TurboTax fills out the right forms for you.

Most Commonly-Filed IRS Tax Forms and Schedules

Form 1040Individual Income Tax Return
Schedule AItemized Deductions
Form 1040AIndividual Income Tax Return
Schedule BInterest and Dividend Income
Schedule D/D-1Capital Gains and Losses/Additional Capital Gains and Losses
Form 1040EZIncome Tax Return for Single and Joint Filers With No Dependents
Schedule C/EZProfit (or Loss) from Business/Net Profit from Business
Schedule EICEarned Income Credit
Schedule ESupplemental Income and Loss
Schedule SESelf-Employment Tax

Other Tax Forms and Schedules

Schedule FProfit or Loss from Farming
Schedule HHousehold Employment Taxes
Schedule JIncome Averaging for Farmers and Fishermen
Schedules K-1 Worksheet (Form 1041)Estates and Trusts
Schedules K-1 (Form 1065)Partner's Share of Income, Credits, Deductions
Schedules K-1 (Form 1120S)Shareholder's Share of Income, Credits, etc
Schedule RCredit for Elderly or Disabled
Schedule 1 - 1040AInterest and Ordinary Dividends for Form 1040A Filers
Schedule 2 - 1040AChild and Dependent Care Expenses
Schedule 3 - 1040ACredit for Elderly or Disabled
Form 982Reduction of Tax Attributes Due to Discharge of Indebtedness
Form 982WKSCancellation of Debt Worksheet
Form 1040-ESEstimated Tax for Individuals
Form 1040-VPayment Vouchers
Form 1040XAmended U.S. Individual Income Tax Return
Form 1098TTuition Statement
Form 1099-MISCMiscellaneous Income
Form 1099-QPayments From Qualified Education Programs
Form 1099-RDistributions From Pensions, Annuities, Retirement, etc.
Form 1116Foreign Tax Credit
Form 1116 AMTForeign Tax Credit for AMT
Form 1310Statement of Person Claiming Refund Due a Deceased Taxpayer
Form 2106/EZEmployee Business Exp/EZ Employee Business Expenses Short Form
Form 2119Home Sale Worksheet
Form 2120Multiple Support Declaration
Form 2210/2210AIUnderpayment of Tax/Annualized Income
Form 2210FUnderpayment of Estimated Tax by Farmers
Form 2439Notice to Shareholder of Undistributed Long-Term Capital Gains
Form 2441Child and Dependent Care Expenses
Form 2555Foreign Earned Income
Form 3468Investment Credit
Form 3800General Business Credit
Form 3903Moving Expenses
Form 4136Credit for Federal Tax Paid on Fuels
Form 4137Tax on Unreported Tips
Form 4255Recapture of Investment Credit
Form 4506Request for Copy of Tax Form
Form 4562Depreciation and Amortization
Form 4684Casualties and Theft
Form 4797Sales of Business Property
Form 4835Farm Rental Income and Expenses
Form 4852Substitute W-2 or 1099-R
Form 4868Application for Automatic Extension of Time to File
Form 4952/AMTInvestment Interest Expense Deduction/Investment Interest Expense Deduction - AMT
Form 4972Tax on Lump-Sum Distributions
Form 5329Additional Taxes on Retirement Plans
Form 5405First-Time Homebuyer Credit
Form 5695Residential Energy Credits
Form 6198At-Risk Limitations
Form 6251Alternative Minimum Tax
Form 6252Installment Sale Income
Form 6781Gains/Losses from Section 1256 Contracts and Straddles
Form 8283Non-cash Charitable Contributions
Form 8332Release of Claim to Exemption for Child of Divorced of Separated Parents
Form 8379Injured Spouse Claim and Allocation
Form 8396Mortgage Interest Credit
Form 8453U.S. Individual Income Tax Transmittal for an IRS E-File Return
Form 8582/AMT/CRPassive Activity Loss Limitations/AMT/Credit Limitations
Form 8586Low Income Housing Credit
Form 8606Nondeductible IRAs
Form 8615Tax for Certain Children Who Have Investment Income of More Than $1,800
Form 8801Credit for Prior Year Minimum Tax
Form 8812Additional Child Tax Credit
Form 8814Parent's Election To Report Child's Interest and Dividends
Form 8815Exclusion of Interest from Series EE and I Bonds
Form 8822Change of Address
Form 8824Like-Kind Exchange
Form 8829Business Use of Your Home
Form 8839Qualified Adoption Expenses
Form 8853Archer MSAs and Long-Term Care Insurance Contracts
Form 8857Innocent Spouse Relief
Form 8859DC First-Time Homebuyer Credit
Form 8862Info to Claim EIC After Disallowance
Form 8863Education Credits
Form 8880Credit for Qualified Retirement Savings Contributions
Form 8881Credit for Small Employer Pension Plan Startup Costs
Form 8885Health Coverage Tax Credit
Form 8888Direct Deposit of Refund
Form 8889Health Savings Account
Form 8891Canadian Retirement Plans
Form 8903Domestic Production Activities Deduction
Form 8910Alternative Motor Vehicle Credit
Form 8914Exemption for Taxpayers Housing Individuals Displaced by Midwestern Disasters
Form 8915Hurricane Retirement Plan Distributions
Form 8917Tuition and Fees Deduction
Form 8919Uncollected Social Security and Medicare Tax on Wages
Form 8930Midwestern Disaster Area Distributions
Form 9465Installment Agreement Request
Form SS-4Application for Employer ID Number
Form TD F 90-22.1Report of Foreign Bank Accounts
Form W-4Employee's Withholding Allowance Certificate
Form W-2Wages and Tax Statement

Choose Security. Choose TurboTax.

TurboTax is dedicated to protecting your personal and financial information. From the most advanced technology to our dedicated Privacy Team, we have you covered.

In fact, TRUSTe, the leading Internet privacy seal-of-approval, named Intuit as one of three Most Trusted Companies for Privacy for 2007.

Our Site Is Tested Daily for Security
To support our commitment to protect your confidential data, the TurboTax Web site is tested and certified daily by the third-party McAfee HACKER SAFE Security Scan, an industry leader in Web site security.

Only You Can Access Your Return
TurboTax Online requires a unique log in. Once you create your username and password, your tax return is guarded. Rest assured that you have complete control over who sees your personal information.

TurboTax CDs and downloads store your information right on your computer. You can choose your own password to protect your personal information.

Your Information Travels Safely
Your TurboTax session is secure. TurboTax Online shields your personal information from prying eyes while you're completing your return.

TurboTax uses the same encryption technology used by banks to efile your return. This means that your information is protected from any unauthorized access while it's electronically sent to the IRS and state agencies.

Our Commitment to You
Armed with surveillance cameras and security alarms, the TurboTax Security Team physically protects our computers and your information--24 hours a day, 7 days a week.

Our Privacy Team's only job is to guard you and your information. If you feel the least bit uneasy, ask the Privacy Team about their commitment to your protection.





Guides you through your federal return step-by-step.