You’ll then be prompted for personal information to identify you, such as your first and last name, date of birth, SIN and home address.
The interview will start with a few simple questions: When you return you’ll come back to your home screen, where you can switch between tax returns (if you’re working on more than one simultaneously) and view previous years’ returns as well. If you need to take a break during filing to gather information, you can save your place in the filing process and come back later. Once you choose the version of the platform most appropriate for you, TurboTax will walk you through its ‘interview’ process. If you’ve used a paid TurboTax version to file in previous years, you can sign in with your existing login information.
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For this review I chose the self-employed version, which has most of the same features as the other versions, plus some added questions related specifically to self-employment. The benefit of this is that you can give the platform a test run to see if you like it before committing. TurboTax adopts the business model where it’s free to try, and you don’t need to pay until you file. How Does TurboTax Compare to Competing Tax Prep Software?.
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