TurboTax Premier with State with efile for Tax Year 2009

TurboTax Premier with State with efile for Tax Year 2009 was designed to help you make the most of your investments and rental property deductions, so you get the biggest tax refund possible. Federal efile is now included when you do your taxes with TurboTax. TurboTax Premier + State + efile 2009 gives you everything you need to easily prepare, print, and efile one federal return and prepare and mail one state return (fees apply to state efile).

Choose TurboTax Premier if any of the following apply to you:

• You sold stocks, bonds, mutual funds, or options for an employee stock plan
• You own rental property
• You are the beneficiary of an estate or trust (received a K-1 form)

Helps You Get the Most from Your Investments
Imports Your Investment Info - Saves time by automatically importing your investment info directly from your financial institution.

Helps You Accurately Report Investment Sales - Walks you through reporting sales of stocks, bonds and mutual funds. Automatically calculates capital gains/losses and keeps track of those that carry over to future tax returns.

Determines Your Cost Basis - Finds your accurate purchase price for stock sales, in three easy steps.

Helps with Employee Stock Plans - Guides you through reporting sales and automatically determines your correct basis for selling shares purchased at different times or different prices.

Speeds Up Multiple Investment Entry - Short-cut interview lets you quickly enter multiple investments and provides extra help and guidance if you need it.

401(k) Maximizer - Shows you how to increase your 401(k) contribution without decreasing your take-home pay.

Helps You Find Every Rental Deduction - Finds over 20 deductions for landlords, from travel to advertising to repairs to insurance.

Shows Your Best Rental Depreciation Method - Simplifies reporting rental property depreciation and shows which depreciation method will get you the biggest tax deduction.

Simplifies Reporting Multiple Properties - Short-cut interview speeds you through entering multiple rental properties and provides extra help and guidance if you need it.

Maximizes Refinancing Deductions - Guides you through deducting points, appraisal fees, recording costs, and more so you don't miss a single chance to save.

Handles Supplemental Partnership Expenses - Guides you through deducting your out-of-pocket partnership expenses.

Helps with New Rental Properties - Shows you step by step how to set up new rental properties.

Finds All the Deductions You Deserve
Maximizes Your Tax Deductions - Asks simple questions about your income, family situation and changes in your tax situation. Then, based on your answers, searches for more than 350 deductions to get you the biggest tax refund-guaranteed.

Looks for Deduction Opportunities as You Go - Shows you which deductions you've taken. Which deductions you haven't. And tells you how to qualify for just about any deduction, so you don't miss any opportunities to save.

Gets You the Maximum Deduction for Donations - ItsDeductible (included) helps you accurately value items you donate to charity-no more guessing. Plus, it tracks other donations such as cash, mileage and stocks, to help you get every charitable deduction you're entitled to.

Handles Your Life Changes - Changed jobs? Got married? Bought a home? Had a baby? TurboTax guides you through common life changes, explains how the changes will impact your taxes, and tells you what you can deduct.

Helps with Medical Expenses - Does all the math and tells you if you qualify to deduct your medical expenses for maximum tax savings.

Helps You Reduce Audit Risk
Tracks Your Audit Risk - Audit Risk Meter checks your tax return for common audit triggers. Shows whether your risk is high or low, and provides tips to help you reduce your chance of an audit.

Includes Downloadable Audit Support Center - Gives you step-by-step guidance on everything you need to know and do if the IRS contacts you.

Alerts You to Audit Red Flags - Compares your deductions to national averages for your income bracket so you can quickly see if your deductions fall outside the norm and could possibly trigger an audit.

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

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.

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.

Provides Help and Advice When You Need It
Live Tax Answers - Get live answers online from TurboTax experts and other TurboTax users in our Online Live Community. 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.

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

Explains Your Return - Shows you a summary of your return, including income, tax, credits and payments so you know your taxes are accurate. Provides recommendations to help you get an even bigger refund next year.

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
Checks for Mistakes - 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, Intuit will pay you the penalty and interest.

Keeps You Up-to-Date with the Latest Tax Laws - 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 improved 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. One federal efile is now 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.

Write a Review

Ana -
User Rating

TurboTax Premier + State
Premier for a premium! The TurboTax Premier is primarily targeted at people who have investments in stocks or property. It is for those who own/sell stocks, mutual funds, bonds or rental property. Employees who may have Stock Options can also use this version of the product to do their tax returns. One can get a lot of information about the tax implications of these things on your return. The software handles areas like depreciation, capital gains and losses, loan refinancing etc. As with other versions, the software sieves through all the deductions to maximize your deductions. This ensures that you get the most refund from IRS. Included is the option to do free e-filing. Clearly you need this version only if you have investments and rental property and want to maximize your returns. The extra that you pay will soon pay for itself through increased refund. A rating of 4.5 out of 5.

Lynn Jordan
User Rating

TurboTax Premier + State
Don't file without it I've used TurboTax products for many years. It remembers my accounts and handles my depreciation carryovers. Now the Premier version can download income and investment information from many financial institutions. The interview process asks questions and finds deductions that I would have missed by working through the forms on my own. Like all TurboTax products, the Premier version helps me find all the allowable deductions while reducing my risk of audits. I can use the planning feature to see how major changes in my life will affect my taxes. TurboTax Premier is great for sales of stocks, bonds, and mutual funds as well as tracking employee stock options. It calculates the purchase price and figures the capitol gains and losses. I depend on it to track my carryover from year to year. For rental property, the Premier version checks all the deductions allowed. It makes sure that I take the maximum deductions allowed, including advertising and travel. It also makes suggestions about contributions and deductions for IRAs and 401ks. It tracks my non-deductible IRA contributions so I don't have to worry about it. It also tells me how much I can contribute to my 401k without reducing my take-home pay. My state income tax rules differ from the federal rules. However, with TurboTax , when I've finished my federal tax, my state tax is almost done. After a few more clicks, I'm ready to eFile both returns. Definitely rates a 5.

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