What are 1095 health care tax forms? (2023)

TURBOTAX ONLINE WARRANTIES

Individual TurboTax returns:

• 100% Accurate Calculations Guarantee - Custom Returns:If you pay a tax or government penalty or interest as a result of a TurboTax calculation error, we'll pay you the penalty and interest. Payment plans are excluded. This guarantee is valid for the life of your personal, individual tax return, which Intuit defines as seven years from the date you submit it to TurboTax. Excludes TurboTax business income. Additional terms and restrictions apply. I seeTerms of usefor details.
• Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or your money back - Tailored returns:If you receive a larger refund or less tax liability from a different tax preparation method by filing an amended tax return, we will refund the applicable TurboTax purchase price paid at the federal and/or state level. (TurboTax Online Free Edition customers are eligible for a $30 payment.) This guarantee is valid for the life of your personal, individual tax return, which Intuit defines as seven years from the date you submit it to TurboTax. Excludes TurboTax business income. Additional terms and restrictions apply. I seeTerms of usefor details.
• Audit Support Guarantee - Individual Returns:If you receive a review letter from the IRS or the Internal Revenue Service based on your TurboTax 2022 individual tax return, we offer one-on-one Q&A assistance with a tax expert upon requestControl-Support-Center, for audited individual tax returns submitted to TurboTax for the current 2022 tax year and for non-business individual tax returns for the last two tax years (2021, 2020). Exam support is for informational purposes only. We do not represent you before the IRS or state tax authorities and do not provide legal advice. If we are unable to connect you with one of our tax experts, we will provide a federal and/or state refund of the TurboTax purchase price paid. (TurboTax Free Edition customers are eligible for a $30 payment.) This guarantee is valid for the life of your personal, individual tax return, which Intuit defines as seven years from the date you submit it to TurboTax. Excludes TurboTax business income. Additional terms and restrictions apply. I seeTerms of usefor details.

TurboTax Business Returns:

• 100% Accurate Calculations Guarantee - Business Returns.If you pay a tax or government penalty or interest as a result of a TurboTax calculation error, we'll pay you the penalty and interest. Payment plans are excluded. You are responsible for paying any additional tax obligations. Additional terms and restrictions apply. I seeTerms of usefor details.
• TurboTax Audit Support Guarantee - Business Returns.If you receive an IRS or Internal Revenue Service review letter for your 2022 TurboTax business return, we offer Q&A assistance with a tax expert upon requestControl-Support-Center, for audited corporate statements filed with TurboTax for the current tax year 2022. Exam support is for informational purposes only. We do not represent you before the IRS or state tax authorities and do not provide legal advice. If we are unable to connect you with one of our tax experts, we will refund the federal and/or state purchase price of TurboTax Live Business or TurboTax Live Full Service Business, as applicable. Additional terms and restrictions apply. I seeTerms of usefor details.
• Satisfaction Guaranteed:You can use TurboTax Online for free until you decide to print or file your tax return online. When you print or file your tax return online, you reflect your satisfaction with TurboTax Online. At this point, you need to pay or register for the product.
• The TurboTax Live Full Service Guarantee means your tax preparer will find every dollar you deserve. Your specialist will only sign and submit your tax return when they are satisfied that it is 100% correct and that you are getting the best possible result. If you receive a larger refund or less tax liability from another tax advisor, we will refund the applicable federal and/or state purchase price paid for the full TurboTax Live service. If you pay an IRS or government penalty (or interest) because of a mistake made by a TurboTax tax preparer or CPA when acting as the signed preparer of your tax return, we will pay you the penalty and interest. Restrictions apply. I seeTerms of usefor details.
• 100% Accurate Certified Expert Guarantee:If you pay an IRS or government penalty (or interest) as a result of an error made by a TurboTax tax preparer or accountant in providing tax advice on a specific topic, a section overview, or as a signed preparer of your tax return, the penalty will be paid to you and interest. Restrictions apply. I seeTerms of usefor details.

TURBOTAX ONLINE/MOBILE PRICES:

• Try/pay for free when you submit:TurboTax online and mobile pricing is based on your tax situation and varies by product. TurboTax Free ($0 Federal + $0 State + $0 To File) is available forsimple tax returnsonly (check if you qualify) and has limited functionality. Offer subject to change or termination at any time without notice. Actual pricing for paid editions depends on the edition you use and when it was published in print or online and is subject to change without notice. Special discount offers may not apply to mobile in-app purchases.
• TurboTax Live Assisted Basisangebot:Offer available only with TurboTax Live Assisted Basic and forsimple tax returnsonly. Not all taxpayers are eligible. To be eligible for the offer, the application must be submitted by March 31, 2023. Includes state tax returns and one (1) federal tax return. Intuit reserves the right, in its sole and absolute discretion, to modify or terminate this TurboTax Live Assisted Basic offer at any time and for any reason. As you add services, the service fees will adjust accordingly. If you file after March 31, 2023, you will be charged the current list price for TurboTax Live Assisted Basic and an additional state tax filing fee will apply.Current prices can be found here.
• Earnings (TurboTax Premium, formerly self-employed):Estimates are based on deductible business expenses calculated at the self-employment tax rate (15.3%) for tax year 2021. Actual results will vary depending on your tax situation.
• Every time and everywhere:Internet access required. Standard data charges apply for downloading and using the mobile app.
• The fastest possible refund:Faster tax refund with electronic file and direct deposit. Tax refund deadlines vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.
• Receive your tax refund up to 5 days earlier:Individual taxes only. When it's time to file, you can file your tax refund directly in Credit Karma Money™ and receive your money up to 5 days early. If you choose to pay the tax preparation fee with TurboTax through your federal tax refund or choose to take advantage of the advance refund credit, you will not be eligible for a refund up to five days in advance. The early 5-day program can be changed or discontinued at any time. Access to your federal tax refund up to 5 days earlier than standard online tax return filing is dependent on the IRS submitting your refund information to the bank prior to the release date. The IRS cannot submit refund information in advance.

  For credit karma money (checking account):Banking services are provided by MVB Bank, Inc., Member FDIC. Maximum balance and transfer limits apply.

  No fees:Third party charges may apply. See our Account Terms and Disclosures for more information.

• Pay TurboTax from your federal refund:Individual taxes only. There is a $39 refund fee for this payment method. Prices are subject to change without notice.
• TurboTax Help and Support:Access to a TurboTax product specialist is included with TurboTax Deluxe, Premier, Self-Employed, Premium, TurboTax Live Assisted and TurboTax Live Full Service. not included in the Free Edition (but available as an upgrade). TurboTax experts are available to provide general assistance and customer support in using the TurboTax product. Services, specialties, experience levels, wait times, hours of operation and availability vary and are subject to restrictions and change without notice. Restrictions apply. Please referTerms of usefor details.
• Tax tips, expert reports and TurboTax Live:Access to expert tax advice and review (the ability to have a tax audit performed by a tax professional and/or sign your tax return) is included with TurboTax Live Assisted or as an upgrade from any other version and is available until December 31, 2023 . Intuit will assign you a tax professional based on availability. Availability of tax and accountants may be limited. Certain tax matters or situations may not be part of this service, at the sole discretion of the tax professional.For the TurboTax Live Assisted product:If your tax return requires a significant amount of tax advice or actual preparation, the tax professional may need to sign on as a preparer and then take primary responsibility for preparing your tax return.For the TurboTax Live Full Service product:Skip tax preparation by uploading your tax documents, finding an expert and meeting with an expert in real time. The tax preparer signs your tax return as the originator. The opportunity to retain the same specialist preparer in subsequent years will be available from December 2023 and is based on a specialist's decision to continue employment with Intuit. Administrative services can be provided by tax assistants. On-screen help is available on desktop, laptop, or the TurboTax mobile app. Unlimited access to TurboTax Live tax experts refers to an unlimited number of contacts available to each customer, but does not refer to hours of operation or service coverage. Service, specialty, experience level, wait times, hours of operation and availability vary and are subject to restrictions and change without notice.
• TurboTax Live Full Service - Qualification for Offer:Depending on your tax situation, you may be asked to answer additional questions to determine your eligibility for the full service offering. Some complex tax situations require an additional fee and some do not qualify for the full service offering. These situations may include, but are not limited to, multiple sources of business income, large cryptocurrency trading volumes, taxable foreign assets and/or significant foreign capital gains. Offer details are subject to change at any time without prior notice. Intuit, in its sole discretion and at any time, may determine that certain tax issues, forms and/or statements are not included in the TurboTax Live Full Service. Intuit reserves the right to refuse to submit a tax return for any reason in its sole discretion. Additional restrictions apply. I seeTerms of usefor details.
• Smart information:Individual taxes only. Included with TurboTax Deluxe, Premier, Self-Employed, Premium, TurboTax Live, TurboTax Live Full Service or PLUS benefits and available through 01/11/2023. Terms and conditions may vary and are subject to change without notice.
• Features of My Documents:Included with TurboTax Deluxe, Premier, Self-Employed, Premium TurboTax Live, TurboTax Live Full Service or PLUS benefits and available through 12/31/2024. Terms and conditions may vary and are subject to change without notice.
• Access to the tax return:Included with all TurboTax Free Edition, Deluxe, Premier, Self-Employed, Premium, TurboTax Live and TurboTax Live Full Service customers. Access to the last seven years of tax returns we have stored for you is possible until 31 December. accessible. 2024. Terms and conditions may vary and are subject to change without notice.
• Easy online change:Individual taxes only. Included with TurboTax Deluxe, Premier, Self-Employed, Premium, TurboTax Live, TurboTax Live Full Service or PLUS benefits. Make changes to your 2022 tax return online for up to 3 years after it is filed and accepted by the IRS through 10/31/2025. Terms and conditions may vary and are subject to change without notice. For TurboTax Live Full Service, your tax professional will amend your 2022 tax return for you by November 15, 2023. After 11/15/2023, TurboTax Live Full Service customers can amend their 2022 tax return themselves using the simple online amendment process described above.
• #1 Best Selling Tax Software:Based on aggregate sales data for all TurboTax products for fiscal year 2021.
• No. 1 solution for electronic submission of tax returns for the self-employed:Based on IRS data for sole proprietors as of 2022, tax year 2021. Self-employed, defined as filing a Schedule C/C-EZ tax form. Online competitor data comes from press releases and SEC filings. "Online" means an individual income tax return (without the preparer's signature) prepared online and submitted either by email or printed, excluding tax returns prepared using desktop software or tax returns prepared by FFA, 2021 .
• Complete control:Covered by TurboTax, accurate calculations and maximum refundThe guarantee. Restrictions apply. I seeTerms of usefor details.
• 1099-K Snap and Autofill:Available only on mobile apps and mobile web.
• 1099-NEC Snap und Autofill:Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). Only available on the mobile app. The feature is available on the Schedule C tax form for TurboTax filers with 1099-NEC income.
• Tax assessor throughout the year:Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). This product feature is only available after you complete and submit a self-employed TurboTax product.
• **Invite a friend:Rewards valid for up to 10 friends or $250 - seeOfficial Terms and ConditionsFor more information.
• Average refund amount:The amount of $3252 is the average refund received by US taxpayers based on IRS data date through 12/30/22 and may not reflect the actual refund amount received.
• Average discount amount:Based on average amount of deductions/expenses found by self-employed TurboTax customers who submitted Schedule C Expenses in tax year 2021 and may not reflect actual deductions found.
• More discounts for the self-employedBased on the average amount of expenses found from TurboTax Premium customers (ex-self-employed) syncing accounts, entering transactions and categorizing them versus entering them manually. Individual results may vary.
• TurboTax Online Business Products:For TurboTax Live Assisted Business and TurboTax Full Service Business, we do not currently support the following tax statuses: C-Corps (Form 1120-C), Trust/Estates (Form 1041), Multiple Filing Policy, Exempt Business/Non-Business. Profits, corporations electing to be treated as a C-Corp, sole proprietorships under Schedule C, payroll, sales tax or quarterly returns, and foreign income.

TURBOTAX CD/DOWNLOAD WARRANTIES

Individual TurboTax returns:

• 100% Accurate Calculations Guarantee - Custom Returns:If you pay a tax or government penalty or interest as a result of a TurboTax calculation error, we'll pay you the penalty and interest. Payment plans are excluded. This guarantee is valid for the life of your personal, individual tax return, which Intuit defines as seven years from the date you file it in TurboTax Desktop. Excludes TurboTax business income. Additional terms and restrictions apply. I seeLicense Agreementfor details.
• Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or your money back - Tailored returns:If you receive an increased refund or reduced tax liability from a different tax preparation method by filing an amended tax return, we will refund the applicable federal and/or state TurboTax software license purchase price you paid. This guarantee is valid for the life of your personal, individual tax return, which Intuit defines as seven years from the date you file it in TurboTax Desktop. Excludes TurboTax business income. Additional terms and restrictions apply. I seeLicense Agreementfor details.
• Audit Support Guarantee - Individual Returns:If you receive a review letter from the IRS or the Internal Revenue Service based on your TurboTax 2022 individual tax return, we offer one-on-one Q&A assistance with a tax expert upon requestControl-Support-Center, for audited individual tax returns submitted to TurboTax for the current 2022 tax year and for non-business individual tax returns for the last two tax years (2021, 2020). Exam support is for informational purposes only. We do not represent you before the IRS or state tax authorities and do not provide legal advice. If we are unable to connect you with one of our tax experts, we will refund the applicable federal and/or state TurboTax license purchase price you paid. This guarantee is valid for the life of your personal, individual tax return, which Intuit defines as seven years from the date you submit it to TurboTax. Excludes TurboTax business income. Additional restrictions apply. I seeLicense Agreementfor details.

TurboTax Business Returns:

• 100% Accurate Calculation Guarantee - Business Returns:If you pay a tax or government penalty or interest as a result of a TurboTax calculation error, we'll pay you the penalty and interest. Payment plans are excluded. You are responsible for paying any additional tax obligations. Additional restrictions apply. I seeLicense Agreementfor details.
• Maximum Tax Savings Guarantee:If you receive a lower tax liability (or a higher business tax refund) from another tax preparation method using the same dates, TurboTax will refund the corresponding TurboTax Business Desktop license purchase price you paid. I seeLicense Agreementfor details.
• Satisfaction Guarantee/60 Day Money Back Guarantee:If you're not completely satisfied with TurboTax Desktop, go torefundrequest.intuit.comwithin 60 days of purchase and follow the process listed to submit a refund request. You must return this product with your license code or order number and a date of receipt.

TURBOTAX CD/DOWNLOAD

• Installation requirements:A free Intuit online account is required for the download option. An internet connection is required to activate the product. You must accept TurboTaxLicense Agreementto use this product. Not intended for use by paid creators.
• CD/Download TurboTax Products:The price includes tax preparation and printing of federal tax returns as well as the free electronic federal file with up to 5 federal tax returns. Additional fees may apply for electronic filing of state tax returns. Electronic filing fees may not apply in some states.More information can be found here. Save and compare prices based on expected price increase. Software updates and optional online features require an Internet connection.
• The fastest possible refund:Faster federal tax refund with e-file and direct deposit. Tax refund deadlines vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.
• Average refund amount:The amount of $3252 is the average refund received by US taxpayers based on IRS data date through 12/30/22 and may not reflect the actual refund amount received.
• TurboTax Product Support:Hours of operation and options for customer service and product support vary by time of year.
• #1 Best Selling Tax Software:Based on aggregate sales data for all TurboTax products for fiscal year 2021.
• Deduct from your federal refund:There is a $40 refund fee for this payment method. Prices are subject to change without notice.
• Data input:Imports financial data from participating companies. A free Intuit online account may be required. Quicken and QuickBooks import is not available when TurboTax is installed on a Mac. Imports from Quicken (2020 and later) and QuickBooks Desktop (2020 and later). only for the two windows. Quicken import is not available for TurboTax Business. Quicken products are provided by Quicken Inc. Quicken import subject to change.

All features, services, support, prices, offers and terms and conditions are subject to change without notice.