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What is IRS Form SS-4? A Step-by-Step Guide to Getting an EIN - TurboTax Tax Tips & Videos
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class="pregen-desktop"><div id="gato_ty_23_3981_tax-expert-article-summary_B" class="sc-aXZVg fcxida gato-experience" data-auto-sel="sku-selector"><div class="sc-dLVcNx kyIqAl"><div class="sc-feUZmu gtupXK"><div tabindex="0" role="button" data-ui-object-detail="sumarize-article" class="sc-cPiKLX bFcbRM"><span class="sc-dLMFU jcOuIj"><svg aria-hidden="true" focusable="false" viewBox="0 0 24 24" class="" width="20px" height="20px" fill="currentColor"><g class="Icon-icon-95d3453"><path d="M6 5.5h1.5V7a1 1 0 002 0V5.5H11a1 1 0 100-2H9.5V2a1 1 0 00-2 0v1.5H6a1 1 0 000 2zM22 15h-1v-1a1 1 0 00-2 0v1h-1a1 1 0 000 2h1v1a1 1 0 002 0v-1h1a1 1 0 000-2zm-1-8a1 1 0 100-2 1 1 0 000 2zm-2.858.272l-1.414-1.414a2.005 2.005 0 00-2.829 0L2.586 17.171a2.001 2.001 0 000 2.83L4 21.413a2 2 0 002.828 0L18.142 10.1a2 2 0 000-2.828zM5.414 20L4 18.586l1.411-1.41 1.414 1.413L5.415 20zm2.825-2.825l-1.414-1.414 5.664-5.66 1.414 1.414-5.664 5.66zm7.08-7.075l-.709-.71-.71-.708 1.411-1.41 1.414 1.414-1.407 1.414z"></path></g></svg><span class="Typography-body-2-472ffb3 sc-eDPEul hwsSum sc-eDPEul hwsSumTypography-light-5295e9f"><strong class="Typography-font-demi-f37ff03 Typography-light-5295e9f" as="strong"><span class="Typography-visually-hidden-bd0ec99">Important:</span>Summarize article</strong></span></span></div><span class="sc-fUnMCh edgJsS"><span class="Typography-body-2-472ffb3 sc-hzhJZQ fBPGsY sc-hzhJZQ fBPGsYTypography-light-5295e9f">This should save you ~10 minutes of reading</span></span><div class="sc-imWYAI knpdsC"><div class="sc-kAyceB iCITJb"><div class="sc-gEvEer bisfpJ"><span class="Apollo-apollo-1616abc" aria-hidden="true" style="min-width: 24px; min-height: 24px;"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" color="currentColor" focusable="false" aria-hidden="false" xmlns="http://www.w3.org/2000/svg" class="Apollo-icon-8158454 Apollo-floating-98895f6"><path fill-rule="evenodd" clip-rule="evenodd" d="M12.6174 2.48682L13.1348 7.40884C13.2797 8.80377 11.8624 9.83824 10.5774 9.26575L6.057 7.25277L6.7975 5.58988L11.3179 7.60285L11.3203 7.60383L11.322 7.60267L11.3245 7.60059L11.3242 7.59722L10.8071 2.67711L12.6174 2.48682ZM16.9015 5.28198L15.0911 5.0918L14.5647 10.1022C14.4179 11.5105 15.8488 12.5528 17.1447 11.9769L21.7471 9.92748L21.0066 8.26458L16.4047 10.3138C16.3984 10.3165 16.3951 10.317 16.3948 10.317C16.3943 10.317 16.3898 10.3161 16.3838 10.3118C16.3778 10.3074 16.3754 10.3028 16.375 10.3021C16.375 10.3018 16.3745 10.2986 16.3752 10.2917L16.9015 5.28198ZM15.0326 14.134L19.9578 13.0874L20.3361 14.868L15.4107 15.9146C15.4072 15.9154 15.4046 15.9162 15.4033 15.9166L15.4015 15.9174C15.4008 15.9181 15.398 15.9214 15.3959 15.9279C15.3938 15.9342 15.3941 15.9385 15.3942 15.9396L15.3951 15.9411L15.3963 15.9428L15.3995 15.9465L15.4003 15.9475L18.7694 19.6898L17.4166 20.9077L14.0484 17.1664C13.0997 16.1149 13.6462 14.4283 15.0326 14.134ZM8.15335 15.8242C8.8617 14.5969 10.6342 14.597 11.3424 15.8244L13.8604 20.1854L12.2839 21.0956L9.76585 16.7344L9.76377 16.731L9.76172 16.7281L9.76034 16.7264C9.75983 16.7262 9.75552 16.7241 9.74781 16.7241C9.7403 16.7241 9.73602 16.726 9.73532 16.7264L9.73389 16.7281C9.73308 16.7291 9.73169 16.7311 9.72989 16.7342L7.21167 21.0956L5.63525 20.1854L8.15335 15.8242ZM7.55711 9.81511L2.7334 8.70792L2.32617 10.4821L7.148 11.5889L7.15126 11.5897L7.15243 11.5928L7.15296 11.5948L7.15128 11.5966L3.78081 15.2197L5.11359 16.4596L8.48406 12.8365C9.4424 11.8068 8.92362 10.1305 7.55711 9.81511Z" fill="currentColor"></path></svg></span><div tabindex="-1" class="sc-fqkvVR jNFaJD"><h4 class="Typography-headline-4-b59bb68 sc-dcJsrY fTQNzD sc-dcJsrY fTQNzDTypography-light-5295e9f"><strong class="Typography-font-demi-f37ff03 Typography-light-5295e9f" as="strong"><span class="Typography-visually-hidden-bd0ec99">Important:</span>Article Summary</strong></h4><span class="Typography-body-1-5a5c361 sc-iGgWBj hQCllc sc-iGgWBj hQCllcTypography-light-5295e9f">This should save you ~10 minutes of reading</span></div><span aria-label="Close button" tabindex="0" class="sc-eqUAAy hvrjWY"><svg aria-hidden="true" focusable="false" viewBox="0 0 24 24" class="" width="16px" height="16px" fill="currentColor"><g class="Icon-icon-95d3453"><path d="M13.432 11.984l5.3-5.285a1.001 1.001 0 10-1.412-1.416l-5.3 5.285-5.285-5.3A1 1 0 105.319 6.68l5.285 5.3L5.3 17.265a1 1 0 101.412 1.416l5.3-5.285L17.3 18.7a1 1 0 101.416-1.412l-5.284-5.304z"></path></g></svg></span></div><div class="sc-cwHptR bPattx"><div class="sc-gsFSXq hslsal"><div class="Spinner-wrapper-80f40cd Spinner-light-0f2751c Spinner-large-0b6e981 Spinner-indeterminate-0a3d2a7" aria-label="Loading"><svg class="Spinner-rotator-900085d" viewBox="25 25 50 50"><circle class="Spinner-loop-ddd2d33" cx="50" cy="50" r="20" fill="none" stroke-width="2.56" stroke-miterlimit="10"></circle></svg></div></div><div class="sc-jEACwC fJNgua"></div></div></div></div></div></div></div></div> <div class="pregen-mobile"><div id="gato_ty_23_3981_tax-expert-article-summary_B" class="sc-aXZVg fcxida gato-experience" data-auto-sel="sku-selector"><div class="sc-dLVcNx kyIqAl"><div class="sc-feUZmu gtupXK"><div tabindex="0" role="button" data-ui-object-detail="sumarize-article" class="sc-cPiKLX bFcbRM"><span class="sc-dLMFU jcOuIj"><svg aria-hidden="true" focusable="false" viewBox="0 0 24 24" class="" width="20px" height="20px" fill="currentColor"><g class="Icon-icon-95d3453"><path d="M6 5.5h1.5V7a1 1 0 002 0V5.5H11a1 1 0 100-2H9.5V2a1 1 0 00-2 0v1.5H6a1 1 0 000 2zM22 15h-1v-1a1 1 0 00-2 0v1h-1a1 1 0 000 2h1v1a1 1 0 002 0v-1h1a1 1 0 000-2zm-1-8a1 1 0 100-2 1 1 0 000 2zm-2.858.272l-1.414-1.414a2.005 2.005 0 00-2.829 0L2.586 17.171a2.001 2.001 0 000 2.83L4 21.413a2 2 0 002.828 0L18.142 10.1a2 2 0 000-2.828zM5.414 20L4 18.586l1.411-1.41 1.414 1.413L5.415 20zm2.825-2.825l-1.414-1.414 5.664-5.66 1.414 1.414-5.664 5.66zm7.08-7.075l-.709-.71-.71-.708 1.411-1.41 1.414 1.414-1.407 1.414z"></path></g></svg><span class="Typography-body-2-472ffb3 sc-eDPEul hwsSum sc-eDPEul hwsSumTypography-light-5295e9f"><strong class="Typography-font-demi-f37ff03 Typography-light-5295e9f" as="strong"><span class="Typography-visually-hidden-bd0ec99">Important:</span>Summarize article</strong></span></span></div><span class="sc-fUnMCh edgJsS"><span class="Typography-body-2-472ffb3 sc-hzhJZQ fBPGsY sc-hzhJZQ fBPGsYTypography-light-5295e9f">This should save you ~10 minutes of reading</span></span><div class="sc-imWYAI knpdsC"><div class="sc-kAyceB iCITJb"><div class="sc-gEvEer bisfpJ"><span class="Apollo-apollo-1616abc" aria-hidden="true" style="min-width: 24px; min-height: 24px;"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" color="currentColor" focusable="false" aria-hidden="false" xmlns="http://www.w3.org/2000/svg" class="Apollo-icon-8158454 Apollo-floating-98895f6"><path fill-rule="evenodd" clip-rule="evenodd" d="M12.6174 2.48682L13.1348 7.40884C13.2797 8.80377 11.8624 9.83824 10.5774 9.26575L6.057 7.25277L6.7975 5.58988L11.3179 7.60285L11.3203 7.60383L11.322 7.60267L11.3245 7.60059L11.3242 7.59722L10.8071 2.67711L12.6174 2.48682ZM16.9015 5.28198L15.0911 5.0918L14.5647 10.1022C14.4179 11.5105 15.8488 12.5528 17.1447 11.9769L21.7471 9.92748L21.0066 8.26458L16.4047 10.3138C16.3984 10.3165 16.3951 10.317 16.3948 10.317C16.3943 10.317 16.3898 10.3161 16.3838 10.3118C16.3778 10.3074 16.3754 10.3028 16.375 10.3021C16.375 10.3018 16.3745 10.2986 16.3752 10.2917L16.9015 5.28198ZM15.0326 14.134L19.9578 13.0874L20.3361 14.868L15.4107 15.9146C15.4072 15.9154 15.4046 15.9162 15.4033 15.9166L15.4015 15.9174C15.4008 15.9181 15.398 15.9214 15.3959 15.9279C15.3938 15.9342 15.3941 15.9385 15.3942 15.9396L15.3951 15.9411L15.3963 15.9428L15.3995 15.9465L15.4003 15.9475L18.7694 19.6898L17.4166 20.9077L14.0484 17.1664C13.0997 16.1149 13.6462 14.4283 15.0326 14.134ZM8.15335 15.8242C8.8617 14.5969 10.6342 14.597 11.3424 15.8244L13.8604 20.1854L12.2839 21.0956L9.76585 16.7344L9.76377 16.731L9.76172 16.7281L9.76034 16.7264C9.75983 16.7262 9.75552 16.7241 9.74781 16.7241C9.7403 16.7241 9.73602 16.726 9.73532 16.7264L9.73389 16.7281C9.73308 16.7291 9.73169 16.7311 9.72989 16.7342L7.21167 21.0956L5.63525 20.1854L8.15335 15.8242ZM7.55711 9.81511L2.7334 8.70792L2.32617 10.4821L7.148 11.5889L7.15126 11.5897L7.15243 11.5928L7.15296 11.5948L7.15128 11.5966L3.78081 15.2197L5.11359 16.4596L8.48406 12.8365C9.4424 11.8068 8.92362 10.1305 7.55711 9.81511Z" fill="currentColor"></path></svg></span><div tabindex="-1" class="sc-fqkvVR jNFaJD"><h4 class="Typography-headline-4-b59bb68 sc-dcJsrY fTQNzD sc-dcJsrY fTQNzDTypography-light-5295e9f"><strong class="Typography-font-demi-f37ff03 Typography-light-5295e9f" as="strong"><span class="Typography-visually-hidden-bd0ec99">Important:</span>Article Summary</strong></h4><span class="Typography-body-1-5a5c361 sc-iGgWBj hQCllc sc-iGgWBj hQCllcTypography-light-5295e9f">This should save you ~10 minutes of reading</span></div><span aria-label="Close button" tabindex="0" class="sc-eqUAAy hvrjWY"><svg aria-hidden="true" focusable="false" viewBox="0 0 24 24" class="" width="16px" height="16px" fill="currentColor"><g class="Icon-icon-95d3453"><path d="M13.432 11.984l5.3-5.285a1.001 1.001 0 10-1.412-1.416l-5.3 5.285-5.285-5.3A1 1 0 105.319 6.68l5.285 5.3L5.3 17.265a1 1 0 101.412 1.416l5.3-5.285L17.3 18.7a1 1 0 101.416-1.412l-5.284-5.304z"></path></g></svg></span></div><div class="sc-cwHptR bPattx"><div class="sc-gsFSXq hslsal"><div class="Spinner-wrapper-80f40cd Spinner-light-0f2751c Spinner-large-0b6e981 Spinner-indeterminate-0a3d2a7" aria-label="Loading"><svg class="Spinner-rotator-900085d" viewBox="25 25 50 50"><circle class="Spinner-loop-ddd2d33" cx="50" cy="50" r="20" fill="none" stroke-width="2.56" stroke-miterlimit="10"></circle></svg></div></div><div class="sc-jEACwC fJNgua"></div></div></div></div></div></div></div></div> </div> </div> <script src="https://lib.intuitcdn.net/libs/styled-components/4.3.2/styled-components.min.js" defer="defer"></script> <script src="https://turbotax.intuit.com/cms/component/asset/cg-mktg-component-widget/1.2.2/cg-mktg-component-widget.js" defer="defer"></script> <script src="https://turbotax.intuit.com/widgets/forge-host/5.333.1/baseline-tax-expert-article-summary.js" defer="defer"></script></div></div><div data-com-id="Container" data-testid="container" class="border-t border-pepper0 "><span data-com-id="Text" class="mt-0 inline-block px-12 py-4 body03 bg-pepper0 text-size-inherit font-text-weight-inherit" data-sb-field-path=".text">OVERVIEW</span></div></div><div data-com-id="Container" data-testid="container" class=" "></div><div data-com-id="RichText" class="mb-20 body03 text-size-inherit" data-sb-field-path=".htmlContent"><p>Explore what IRS Form SS-4 is, why it's important, and how to fill it out correctly to get your Employer Identification Number (EIN).</p></div><div class="" data-com-id="TableOfContents" data-testid="TableOfContents"><div data-com-id="Container" data-testid="container" class="border-t mb-12 border-pepper0 "><div data-com-id="Container" data-testid="container" class="border-t border-pepper0 Container-text-align-inherit-03f16ea " data-cas-id="c1PypSPXH"><span data-com-id="Text" class="mt-0 inline-block px-12 py-4 bg-pepper0 body03 font-regular" data-sb-field-path=".text">TABLE OF CONTENTS</span></div></div><ul data-testid="defaultContentList" class="TableOfContents-plainList-ad4f610"><li class="border-b body03 font-medium pb-4 text-black pt-4 pl-4 pr-12 border-pepper0 TableOfContents-contentList-0e83887"><a href="#GoTo-Purpose-of-the-SS-4-Form" class="TableOfContents-contentListAnchor-8c28c67"><span>Purpose of the SS-4 Form</span></a></li><li class="border-b body03 font-medium pb-4 text-black pt-4 pl-4 pr-12 border-pepper0 TableOfContents-contentList-0e83887"><a href="#GoTo-Required-Information-on-the-SS-4-Form" class="TableOfContents-contentListAnchor-8c28c67"><span>Required Information on the SS-4 Form</span></a></li><li class="border-b body03 font-medium pb-4 text-black pt-4 pl-4 pr-12 border-pepper0 TableOfContents-contentList-0e83887"><a href="#GoTo-The-Application-Process-for-an-EIN" class="TableOfContents-contentListAnchor-8c28c67"><span>The Application Process for an EIN</span></a></li></ul><ul class="TableOfContents-plainList-ad4f610 TableOfContents-expandedUlList-5387ceb" data-testid="contentList" hidden="" id="" tabindex="-1"><li class="border-b body03 font-medium pb-4 text-black pt-4 pl-4 pr-12 border-pepper0 TableOfContents-contentList-0e83887"><a href="#GoTo-How-to-File-Online" class="TableOfContents-contentListAnchor-8c28c67"><span>How to File Online</span></a></li><li class="border-b body03 font-medium pb-4 text-black pt-4 pl-4 pr-12 border-pepper0 TableOfContents-contentList-0e83887"><a href="#GoTo-Why-File-Online" class="TableOfContents-contentListAnchor-8c28c67"><span>Why File Online</span></a></li><li class="border-b body03 font-medium pb-4 text-black pt-4 pl-4 pr-12 border-pepper0 TableOfContents-contentList-0e83887"><a href="#GoTo-What-to-Do-If-You-Can-t-Complete-It-Online" class="TableOfContents-contentListAnchor-8c28c67"><span>What to Do If You Can’t Complete It Online</span></a></li><li class="border-b body03 font-medium pb-4 text-black pt-4 pl-4 pr-12 border-pepper0 TableOfContents-contentList-0e83887"><a href="#GoTo-Third-Party-Designee" class="TableOfContents-contentListAnchor-8c28c67"><span>Third Party Designee</span></a></li><li class="border-b body03 font-medium pb-4 text-black pt-4 pl-4 pr-12 border-pepper0 TableOfContents-contentList-0e83887"><a href="#GoTo-Form-SS-4--The-First-Step-in-your-Entrepreneurial-Journey" class="TableOfContents-contentListAnchor-8c28c67"><span>Form SS-4: The First Step in your Entrepreneurial Journey</span></a></li></ul><div class="text-center"><a data-testid="slideToggle" tabindex="0" aria-controls="" aria-expanded="false" aria-label="Click to expand the table of contents" class="inline-block rounded-b-medium body03 py-4 px-20 bg-pepper0" role="button" href="#">Click to expand</a></div></div><article data-com-id="Container" data-testid="container" class=" "><div data-com-id="Container" data-testid="container" class=" "><div data-com-id="RichText" class="body02 text-size-inherit" data-sb-field-path=".htmlContent"><p><img src="https://digitalasset.intuit.com/content/dam/intuit/cg/en_us/turbotax/tax-tips/images/general/Stocksy_txp462ca3eecis300_Small_5215255 (1)_1_11zon.jpg" alt="A person standing in a room with a vase of flowers."></p> <div class="key-takeaways"> <h4>Key Takeaways</h4> <ul> <li>IRS Form SS-4 is used to obtain an Employer Identification Number (EIN) for your business or other entity such as a trust or estate.</li> <li>The SS-4 form requires detailed information about the business, including the legal name, business type, and reason for applying.</li> <li>You can apply for an EIN directly through the IRS website or by mailing or faxing your SS-4 form.</li> <li>Filing your SS-4 online is faster and simpler, and in many cases, you’ll receive your EIN immediately.</li> </ul> </div> <p><span style="font-weight: 400;">The Federal Employer Identification Number (EIN) Application, otherwise known as IRS Form SS-4, is an official document used to request a Federal EIN. Essentially, you apply through Form SS-4 to obtain a unique nine-digit number that can be considered the Social Security number for your business entity.</span></p> <h3 id="GoTo-Purpose-of-the-SS-4-Form" style="scroll-margin-top: 0px;"><span style="font-weight: 400;">Purpose of the SS-4 Form</span></h3> <p><span style="font-weight: 400;">An EIN is necessary for certain businesses, as it allows the IRS to identify your business for tax purposes when it is not appropriate to use your Social Security number. The EIN can be used in various business activities such as opening business bank accounts and paying employment taxes.</span></p> <p><span style="font-weight: 400;">An EIN isn't just a recommendation, but it's often a requirement for many types of businesses. Let's explore some of the reasons why a business needs an EIN:</span></p> <ol> <li style="font-weight: 400;" aria-level="1"><b>Business Formation:</b><span style="font-weight: 400;"> When you form a business structure like a corporation or a partnership, an EIN is generally required, as it provides an ID for your business for tax purposes.</span></li> <li style="font-weight: 400;" aria-level="1"><b>Hiring Employees:</b><span style="font-weight: 400;"> If you're a business owner planning to hire employees, the IRS requires you to have an EIN to handle employment taxes, employee tax withholdings and reporting.</span></li> <li style="font-weight: 400;" aria-level="1"><b>Opening Business Bank Accounts:</b><span style="font-weight: 400;"> Traditional banks and online financial institutions often require an EIN to open business bank accounts. Having a separate business banking account can also help to differentiate personal finances from business transactions, aid in bookkeeping, and make tax time more straightforward.</span></li> <li style="font-weight: 400;" aria-level="1"><b>Obtaining Business Licenses and Permits:</b><span style="font-weight: 400;"> Business licenses and permits often require businesses to provide their EIN.</span></li> <li style="font-weight: 400;" aria-level="1"><b>Forming certain Trusts, Pension Plans, or Non-Profits:</b><span style="font-weight: 400;"> Certain entity types that aren't necessarily traditional businesses also often need an EIN. These can include trusts, pension plans, and non-profit organizations.</span></li> </ol> <h3 id="GoTo-Required-Information-on-the-SS-4-Form" style="scroll-margin-top: 0px;"><span style="font-weight: 400;">Required Information on the SS-4 Form</span></h3> <p><span style="font-weight: 400;">The SS-4 form requires detailed information about the business. This includes the legal name and taxpayer identification number (TIN) of the sole proprietor or authorized individual, details about the business type, and the reason for applying for an EIN.</span></p> <p><span style="font-weight: 400;">Let's break down the key elements of the SS-4 form:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><b>Legal Name and Trade Name</b><span style="font-weight: 400;">: Include your official business name and, if different, the name your business operates under.</span></li> <li style="font-weight: 400;" aria-level="1"><b>Executor, Administrator, Trustee, or “care of” name</b><span style="font-weight: 400;">: The person handling the application process on the company's behalf.</span></li> <li style="font-weight: 400;" aria-level="1"><b>Mailing Address</b><span style="font-weight: 400;">: The primary address where the business receives official mail.</span></li> <li style="font-weight: 400;" aria-level="1"><b>County and State where Principal Business is located</b><span style="font-weight: 400;">: The physical business location.</span></li> <li style="font-weight: 400;" aria-level="1"><b>Entity Type</b><span style="font-weight: 400;">: Specify your business structure (corporation, partnership, sole proprietorship, etc.).</span></li> <li style="font-weight: 400;" aria-level="1"><b>Reason for Application</b><span style="font-weight: 400;">: List out why you need an EIN. This can range from starting a new business, hiring employees to changing organization type.</span></li> <li style="font-weight: 400;" aria-level="1"><b>Third Party Designee</b><span style="font-weight: 400;">: If a third-party is handling this process, include their info.</span></li> <li style="font-weight: 400;" aria-level="1"><b>Business Details</b><span style="font-weight: 400;">: Information about the goods you sell, services you provide, or other relevant activities.</span></li> </ul> <h3 id="GoTo-The-Application-Process-for-an-EIN" style="scroll-margin-top: 0px;"><span style="font-weight: 400;">The Application Process for an EIN</span></h3> <p><span style="font-weight: 400;">Filing online for an EIN can be done directly through the IRS website. The immediate processing of forms ensures a streamlined application process. But don't worry if you can't apply online; there are alternative methods available.</span></p> <h3 id="GoTo-How-to-File-Online" style="scroll-margin-top: 0px;"><span style="font-weight: 400;">How to File Online</span></h3> <p><span style="font-weight: 400;">Filing your Form SS-4 online is the faster and cleaner way to process your application. Visit the IRS website, navigate to the online registration process, and follow the step-by-step instructions.</span></p> <h3 id="GoTo-Why-File-Online" style="scroll-margin-top: 0px;"><span style="font-weight: 400;">Why File Online</span></h3> <p><span style="font-weight: 400;">Filing the SS-4 form online comes with several advantages. Along with being free, it's quicker and can be done anywhere, anytime. Once you submit the form, the information is processed immediately, and, if eligible, you’ll receive your EIN instantly. This speedy process can help streamline your business operations.</span></p> <blockquote> <h4><strong><em>TurboTax Tip:</em></strong></h4> <p><em>Keep a copy of your EIN in your records after completing your form SS-4. This can be useful for future reference, such as if you need to verify your EIN later and simplify your daily operations and annual tax filing.</em></p> </blockquote> <h3 id="GoTo-What-to-Do-If-You-Can-t-Complete-It-Online" style="scroll-margin-top: 0px;"><span style="font-weight: 400;">What to Do If You Can’t Complete It Online</span></h3> <p><span style="font-weight: 400;">If you can't apply online, alternative options include mailing or faxing your SS-4 form to the IRS. Although these methods take longer, they still serve as viable ways to acquire your EIN.</span></p> <h3 id="GoTo-Third-Party-Designee" style="scroll-margin-top: 0px;"><span style="font-weight: 400;">Third Party Designee</span></h3> <p><span style="font-weight: 400;">If you'd rather have someone else complete the SS4 form process for you, you have the option of designating a third party to handle your application.</span></p> <p><span style="font-weight: 400;">IRS Form SS-4 includes a section where you can specify a third party designee. This person acts on your behalf. They receive the EIN once it's assigned and can answer questions about the completion of Form SS-4.</span></p> <p><span style="font-weight: 400;">Who can be a Third Party Designee? We're talking about either individuals you trust (like a family member or close friend) or professionals such as your accountant, attorney, or a paid tax preparer. It's someone who's familiar with your financial details and whom you trust to represent you accurately and responsibly.</span></p> <p><span style="font-weight: 400;">The designee will need to provide their name, address, phone number, and their relationship to the business owner or company on the form.</span></p> <p><span style="font-weight: 400;">Remember, you're giving considerable permission to your designee, so it's essential to take caution. Ensure that they fully understand their responsibilities and can handle the role effectively. Once your application is approved and you have received your EIN, the third-party designee’s authority to act on your behalf concludes.</span></p> <h3 id="GoTo-Form-SS-4--The-First-Step-in-your-Entrepreneurial-Journey" style="scroll-margin-top: 0px;"><span style="font-weight: 400;">Form SS-4: The First Step in your Entrepreneurial Journey</span></h3> <p><span style="font-weight: 400;">Starting a business can feel complex, but the good news is the IRS SS-4 Form is straightforward and will secure the all-important EIN for your business. This isn't just paperwork; it’s concrete progress toward launching your business.</span></p> <p>With <a href="https://turbotax.intuit.com/small-business-taxes/">TurboTax Live Business</a>, get unlimited expert help while you do your taxes, or let a tax expert file completely for you, start to finish. Our small business tax experts are always up to date with the latest tax laws and will ensure you get every credit and deduction possible, so you can put more money back into your business. Small business owners get access to unlimited, year-round advice and answers at no extra cost and a 100% Accurate, <a rel="noreferrer noopener" href="https://turbotax.intuit.com/corp/guarantees/" target="_blank">Expert Approved guarantee.</a></p></div></div><div data-com-id="Codeblock"></div></article></div><div data-com-id="GridItem" data-testid="gridItem-element" class=" col-span-12 md:col-span-4 GridItem-col-span-1-c7f8bec GridItem-sm:col-span-4-9afd475 GridItem-order-eb7e6b6 undefined"><div data-com-id="Container" data-testid="container" class=" Container-margin-gutter-a7ab965" data-cas-id="c5LhXcuot|c1e6TCuvO"><div data-com-id="Container" data-testid="container" class="shadow-01 bg-white border p-12 border-pepper0 Container-margin-gutter-a7ab965" data-amp-ignore="true" data-cas-id="c7HEJnPSZ"><div data-cas-id="c9M4ZOLtr" class="Authentication-authContainer-15e4dde" data-com-id="Authentication" id="ius-simple-sign-in-widget" data-auth-widget-layout="vertical"><div 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data-sb-field-path=".htmlContent"><p>The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. 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Built into everything we do.</h4><a class="Link-font-demi-link-82736fd " data-com-id="Link" href="/best-tax-software/secure-online-tax-prep"><p data-com-id="Text" class="text-center body03 mt-12 text-size-inherit font-text-weight-inherit" data-sb-field-path=".text">Here's how</p></a></div><div data-com-id="Container" data-testid="container" class="text-center border-t border-pepper20 mt-60 pt-60 "><picture data-com-id="Image"><img class="ml-auto mr-auto" src="https://digitalasset.intuit.com/content/dam/intuit/cg/en_us/images/brands/native-app-turbotax-checkball.svg" alt="taxball" style="height:72px" data-testid="xs-pic-src" loading="lazy"/></picture><h4 data-com-id="Text" class="mt-20 body02 font-demi text-size-inherit font-text-weight-inherit" data-sb-field-path=".text">File faster and easier with the free TurboTax app</h4><div data-com-id="Container" data-testid="container" class="text-center inline-flex mt-20 Container-text-align-center-c2badb3 "><a class="Link-font-demi-link-82736fd " data-com-id="Link" href="/app/link/h0iupklbf?referer=<requestheader-referer>&CP1=TTcom</requestheader-referer>" target="_blank" data-badge-src="apple"><picture data-com-id="Image"><img class="" src="https://digitalasset.intuit.com/content/dam/intuit/cg/en_us/images/partners/download-badges/download-on-the-app-store-wide.png" alt="Download on the app store" style="height:44px" data-testid="xs-pic-src" loading="lazy"/></picture></a><a class="Link-font-demi-link-82736fd ml-20" data-com-id="Link" href="/app/link/g1714yubv?referer=<requestheader-referer>&CP1=TTcom</requestheader-referer>" target="_blank" data-badge-src="google"><picture data-com-id="Image"><img class="" src="https://digitalasset.intuit.com/content/dam/intuit/cg/en_us/images/partners/download-badges/get-it-on-google-play-wide.png" alt="Get it on Google Play" style="height:44px" data-testid="xs-pic-src" loading="lazy"/></picture></a></div></div></div></section></div><div data-com-id="Container" data-testid="container" class="mt-60 " data-cas-id="c05WaCU6W|c9H7PwQUw"><div data-com-id="Container" data-testid="container" class="fixed-width gutters body03 " data-cas-id="c8nxKEflq"><h4 data-com-id="Text" class="font-demi text-size-inherit font-text-weight-inherit" data-sb-field-path=".text">TurboTax Online: Important Details about Filing Simple Form 1040 Returns</h4><div data-com-id="RichText" class=" text-size-inherit" data-cas-id="c2ZT5yrIn" data-sb-field-path=".htmlContent"><p>If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.<br><br></p></div><div data-com-id="RichText" class="mb-16 text-size-inherit" data-cas-id="c87kAlqrS" data-sb-field-path=".htmlContent"><p class="font-demi body03">Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):</p> <ul class="body03"> <li>W-2 income</li> <li>Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B</li> <li>IRS standard deduction</li> <li>Earned Income Tax Credit (EITC)</li> <li>Child Tax Credit (CTC)</li> <li>Student loan interest deduction</li> <li>Taxable qualified retirement plan distributions</li> </ul> <p class="font-demi body03">Examples of situations not included in a simple Form 1040 return:</p> <ul class="body03"> <li>Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions</li> <li>Unemployment income reported on a 1099-G</li> <li>Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)</li> <li>Stock sales (including crypto investments)</li> <li>Income from rental property or property sales</li> <li>Credits, deductions and income reported on other forms or schedules </li> </ul></div><div data-com-id="Expandable" data-testid="expandable-container" class=" mt-60 gutters fixed-width body04 undefined Expandable-contentState--hidden-e701791 "><div class="Expandable-label-2542bd9" aria-controls="" aria-expanded="false" aria-disabled="false" data-testid="expandable-child" role="button" tabindex="0" data-sb-field-path=".label"><h6 class="Expandable-headerIconButton-76a9cd3 body03 font-demi mb-20"><span style="order:2">* More important offer details and disclosures</span><span class="Expandable-buildIconSplit-4894e03 " aria-hidden="true"><span class="Expandable-headerIcon-d5f2738"><svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" color="currentColor" width="24px" height="24px" focusable="false" aria-hidden="true"><path fill="currentColor" d="M12.014 16.018a1 1 0 0 1-.708-.294L5.314 9.715A1.001 1.001 0 0 1 6.73 8.3l5.286 5.3 5.3-5.285a1 1 0 0 1 1.413 1.416l-6.009 5.995a1 1 0 0 1-.706.292"></path></svg></span></span></h6></div><div data-testid="expandable-content" class=" Expandable-content-623f431" id="" tabindex="-1"><div data-com-id="Container" data-testid="container" class=" Container-text-align-left-653c63e " data-cas-id="c2fyv9tDq"><div data-com-id="RichText" class="body04 text-size-inherit" data-sb-field-path=".htmlContent"><h3 class="body02 font-demi">TURBOTAX ONLINE GUARANTEES</h3> <p>TurboTax Individual Returns:</p> <ul> <li><span class="font-demi">100% Accurate Calculations Guarantee – Individual Returns:</span> If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. 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Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state purchase price paid. (TurboTax Free Edition customers are entitled to payment of $30.) This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax. Excludes TurboTax Business returns. Additional terms and limitations apply. See <a class="link-demi-underline" href="https://turbotax.intuit.com/corp/license/online/" target="_blank" rel="noreferrer noopener">Terms of Service</a> for details.<br><br></li> <li><span class="font-demi">Satisfaction Guaranteed: </span>You may use TurboTax Online without charge up to the point you decide to print or electronically file your tax return. Printing or electronically filing your return reflects your satisfaction with TurboTax Online, at which time you will be required to pay or register for the product.<br><br></li> <li>Our <span class="font-demi">TurboTax Live Full Service Guarantee</span> means your tax expert will find every dollar you deserve. Your expert will only sign and file your return if they believe it's 100% correct and you are getting your best outcome possible. If you get a larger refund or smaller tax due from another tax preparer, we'll refund the applicable TurboTax Live Full Service federal and/or state purchase price paid. If you pay an IRS or state penalty (or interest) because of an error that a TurboTax tax expert or CPA made while acting as a signed preparer for your return, we'll pay you the penalty and interest. Limitations apply. See <a class="link-demi-underline" href="https://turbotax.intuit.com/corp/license/online/" target="_blank" rel="noreferrer noopener">Terms of Service</a> for details.<br><br></li> <li><span class="font-demi">100% Accurate Expert-Approved Guarantee:</span> If you pay an IRS or state penalty (or interest) because of an error that a TurboTax tax expert or CPA made while providing topic-specific tax advice, a section review, or acting as a signed preparer for your return, we'll pay you the penalty and interest. Limitations apply. See <a class="link-demi-underline" href="https://turbotax.intuit.com/corp/license/online/" target="_blank" rel="noreferrer noopener">Terms of Service</a> for details.</li> </ul> <p>TurboTax Business Returns:</p> <ul> <li><span class="font-demi">100% Accurate Calculations Guarantee – Business Returns. </span>If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See <a class="link-demi-underline" href="https://turbotax.intuit.com/corp/license/online/" target="_blank" rel="noreferrer noopener">Terms of Service</a> for details.<br><br></li> <li><span class="font-demi">TurboTax Audit Support Guarantee – Business Returns.</span> If you receive an audit letter from the IRS or State Department of Revenue on your 2023 TurboTax business return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our <a class="link-demi-underline" href="https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/turbotax-audit-support-guarantee/L06x5FWbz_US_en_US" target="_blank" rel="noreferrer noopener">Audit Support Center</a>, for audited business returns filed with TurboTax for the current 2023 tax year. Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals for this question-and-answer support, we will refund the applicable TurboTax Live Business or TurboTax Live Full Service Business federal and/or state purchase price paid. Additional terms and limitations apply. See <a class="link-demi-underline" href="https://turbotax.intuit.com/corp/license/online/" target="_blank" rel="noreferrer noopener">Terms of Service</a> for details.</li> </ul> <h3 class="body02 font-demi pt-12">TURBOTAX ONLINE/MOBILE PRICING</h3> <ul> <li><span class="font-demi">Start for Free/Pay When You File:</span> TurboTax online and mobile pricing is based on your tax situation and varies by product. For most paid TurboTax online and mobile offerings, you may start using the tax preparation features without paying upfront, and pay only when you are ready to file or purchase add-on products or services. Actual prices for paid versions are determined based on the version you use and the time of print or e-file and are subject to change without notice. Special discount offers may not be valid for mobile in-app purchases. <span class="font-demi">Strikethrough prices reflect anticipated final prices for tax year 2023.</span><br><br></li> <li><span class="font-demi">TurboTax Free Edition:</span> <span style="font-weight: 400;">TurboTax Free Edition ($0 Federal + $0 State + $0 To File) is available for those filing Simple Form 1040</span><span style="font-weight: 400;"> returns only (no forms or schedules except for the Earned Income Tax Credit, Child Tax Credit and student loan interest), as detailed in the TurboTax Free Edition disclosures. Roughly 37% of taxpayers qualify. Offer may change or end at any time without notice.</span><br><br></li> <li><span class="font-demi">TurboTax Live Assisted Basic Offer:</span> Offer only available with TurboTax Live Assisted Basic and for those filing Form 1040 and limited credits only. Roughly 37% of taxpayers qualify. Must file between November 29, 2023 and March 31, 2024 to be eligible for the offer. Includes state(s) and one (1) federal tax filing. Intuit reserves the right to modify or terminate this TurboTax Live Assisted Basic Offer at any time for any reason in its sole and absolute discretion. If you add services, your service fees will be adjusted accordingly. If you file after 11:59pm EST, March 31, 2024, you will be charged the then-current list price for TurboTax Live Assisted Basic and state tax filing is an additional fee. <a href="https://turbotax.intuit.com/personal-taxes/online/live/" target="_blank" rel="noreferrer noopener">See current prices here.</a><br><br></li> <li><span class="font-demi">Full Service $100 Back Offer:</span> Credit applies only to federal filing fees for TurboTax Full Service and not returns filed using other TurboTax products or returns filed by Intuit TurboTax Verified Pros. Excludes TurboTax Live Full Service Business <span style="font-weight: 400;">and TurboTax Canada products</span>. Credit does not apply to state tax filing fees or other additional services. If federal filing fees are less than $100, the remaining credit will be provided via electronic gift card. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. <span style="font-weight: 400;">Must file by April 15, 2024 11:59 PM ET.</span><br><br></li> <li><span class="font-demi">TurboTax Full Service - Forms-Based Pricing:</span> “Starting at” pricing represents the base price for one federal return (includes one W-2 and one Form 1040). Final price may vary based on your actual tax situation and forms used or included with your return. Price estimates are provided prior to a tax expert starting work on your taxes. Estimates are based on initial information you provide about your tax situation, including forms you upload to assist your expert in preparing your tax return and forms or schedules we think you’ll need to file based on what you tell us about your tax situation. Final price is determined at the time of print or electronic filing and may vary based on your actual tax situation, forms used to prepare your return, and forms or schedules included in your individual return. Prices are subject to change without notice and may impact your final price. If you decide to leave Full Service and work with an independent Intuit TurboTax Verified Pro, your Pro will provide information about their individual pricing and a separate estimate when you connect with them.<br><br></li> <li><span class="font-demi">Pays for itself (TurboTax Premium, formerly Self-Employed): </span>Estimates based on deductible business expenses calculated at the self-employment tax income rate (15.3%) for tax year 2022. Actual results will vary based on your tax situation.</li> </ul> <h3 class="body02 font-demi pt-12">TURBOTAX ONLINE/MOBILE</h3> <ul> <li><span class="font-demi">Anytime, anywhere:</span> Internet access required; standard data rates apply to download and use mobile app.<br><br></li> <li><span class="font-demi">Fastest refund possible:</span> Fastest tax refund with e-file and direct deposit; tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.<br><br></li> <li><span class="font-demi">Get your tax refund up to 5 days early:</span> Individual taxes only. When it’s time to file, have your tax refund direct deposited with Credit Karma Money™, and you could receive your funds up to 5 days early. If you choose to pay your tax preparation fee with TurboTax using your federal tax refund or if you choose to take the Refund Advance loan, you will not be eligible to receive your refund up to 5 days early. 5-day early program may change or discontinue at any time. Up to 5 days early access to your federal tax refund is compared to standard tax refund electronic deposit and is dependent on and subject to IRS submitting refund information to the bank before release date. IRS may not submit refund information early.<br><br></li> <li><span class="font-demi">For Credit Karma Money (checking account):</span> Banking services provided by MVB Bank, Inc., Member FDIC. Maximum balance and transfer limits apply per account.</li> </ul> <ul> <li><span class="font-demi">Fees:</span> Third-party fees may apply. Please see Credit Karma Money Account Terms & Disclosures for more information.<br><br></li> <li><span class="font-demi">Pay for TurboTax out of your federal refund or state refund (if applicable):</span> Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee may apply to this payment method. Prices are subject to change without notice. <br><br></li> <li><span class="font-demi">TurboTax Help and Support:</span> Access to a TurboTax product specialist is included with TurboTax Deluxe, Premium, TurboTax Live Assisted and TurboTax Live Full Service; not included with Free Edition (but is available as an upgrade). TurboTax specialists are available to provide general customer help and support using the TurboTax product. Services, areas of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice. Limitations apply See <a class="link-demi-underline" href="https://turbotax.intuit.com/corp/license/online/" target="_blank" rel="noreferrer noopener">Terms of Service</a><a style="font-size: revert; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;" href="https://turbotax.intuit.com/corp/license/online" target="_blank" rel="noopener"> </a><span style="font-size: revert; color: initial; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;">for details.</span></li> </ul> <ul> <li><span class="font-demi">Tax Advice, Expert Review and TurboTax Live:</span> Access to tax advice and Expert Review (the ability to have a Tax Expert review and/or sign your tax return) is included with TurboTax Live Assisted or as an upgrade from another version, and available through December 31, 2024. Intuit will assign you a tax expert based on availability. Tax expert and CPA availability may be limited. Some tax topics or situations may not be included as part of this service, which shall be determined in the tax expert’s sole discretion. <span class="font-demi">For the TurboTax Live Assisted product,</span> if your return requires a significant level of tax advice or actual preparation, the tax expert may be required to sign as the preparer at which point they will assume primary responsibility for the preparation of your return. <span class="font-demi">For the TurboTax Live Full Service product:</span> Handoff tax preparation by uploading your tax documents, getting matched with an expert, and meeting with an expert in real time. The tax expert will sign your return as a preparer. The ability to retain the same expert preparer in subsequent years will be based on an expert’s choice to continue employment with Intuit. Administrative services may be provided by assistants to the tax expert. On-screen help is available on a desktop, laptop or the TurboTax mobile app. Unlimited access to TurboTax Live tax experts refers to an unlimited quantity of contacts available to each customer, but does not refer to hours of operation or service coverage. Service, area of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice.<br><br></li> <li><span class="font-demi">TurboTax Live Full Service – Qualification for Offer:</span> Depending on your tax situation, you may be asked to answer additional questions to determine your qualification for the Full Service offer. Certain complicated tax situations will require an additional fee, and some will not qualify for the Full Service offering. These situations may include but are not limited to multiple sources of business income, large amounts of cryptocurrency transactions, taxable foreign assets and/or significant foreign investment income. Offer details subject to change at any time without notice. Intuit, in its sole discretion and at any time, may determine that certain tax topics, forms and/or situations are not included as part of TurboTax Live Full Service. Intuit reserves the right to refuse to prepare a tax return for any reason in its sole discretion. Additional limitations apply. See <a class="link-demi-underline" href="https://turbotax.intuit.com/corp/license/online/" target="_blank" rel="noreferrer noopener">Terms of Service</a> for details.<br><br></li> <li><span class="font-demi">TurboTax Live Full Service - File your taxes as soon as today:</span> TurboTax Full Service Experts are available to prepare 2023 tax returns starting January 8, 2024. Based on completion time for the majority of customers and may vary based on expert availability. The tax preparation assistant will validate the customer’s tax situation during the welcome call and review uploaded documents to assess readiness. All tax forms and documents must be ready and uploaded by the customer for the tax preparation assistant to refer the customer to an available expert for live tax preparation. <br><br></li> <li><span class="font-demi">TurboTax Live Full Service -- Verified Pro -- “Local” and “In-Person”:</span> Not all feature combinations are available for all locations. "Local" experts are defined as being located within the same state as the consumer’s zip code for virtual meetings. "Local" Pros for the purpose of in-person meetings are defined as being located within 50 miles of the consumer's zip code. In-person meetings with local Pros are available on a limited basis in some locations, but not available in all States or locations. Not all pros provide in-person services. <br><br></li> <li><span class="font-demi">Smart Insights:</span> Individual taxes only. Included with TurboTax Deluxe, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits, and is available through 11/1/2024. Terms and conditions may vary and are subject to change without notice.<br><br></li> <li><span class="font-demi">My Docs features:</span> Included with TurboTax Deluxe, Premium TurboTax Live, TurboTax Live Full Service, or with PLUS benefits and is available through <span style="font-weight: 400;">12/31/2025</span>. Terms and conditions may vary and are subject to change without notice.<br><br></li> <li><span class="font-demi">Tax Return Access:</span> Included with all TurboTax Free Edition, Deluxe, Premium, TurboTax Live, TurboTax Live Full Service customers and access to up to the prior seven years of tax returns we have on file for you is available through <span style="font-weight: 400;">12/31/2025</span>. Terms and conditions may vary and are subject to change without notice.<br><br></li> <li><span class="font-demi">Easy Online Amend:</span> Individual taxes only. Included with TurboTax Deluxe, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits. Make changes to your 2023 tax return online for up to 3 years after it has been filed and accepted by the IRS through 10/31/2026. Terms and conditions may vary and are subject to change without notice. For TurboTax Live Full Service, your tax expert will amend your 2023 tax return for you through 11/15/2024. After 11/15/2024, TurboTax Live Full Service customers will be able to amend their 2023 tax return themselves using the Easy Online Amend process described above.<br><br></li> <li><span class="font-demi">#1 best-selling tax software:</span> Based on aggregated sales data for all tax year 2022 TurboTax products.<br><br></li> <li><span class="font-demi">#1 online tax filing solution for self-employed:</span> Based upon IRS Sole Proprietor data as of 2023, tax year 2022. Self-Employed defined as a return with a Schedule C tax form. Online competitor data is extrapolated from press releases and SEC filings. “Online” is defined as an individual income tax DIY return (non-preparer signed) that was prepared online & either e-filed or printed, not including returns prepared through desktop software or FFA prepared returns, 2022.<br><br></li> <li><span class="font-demi">CompleteCheck:</span> Covered under the TurboTax accurate calculations and maximum refund <a href="https://turbotax.intuit.com/corp/guarantees/" target="_blank" rel="noopener" data-toggle="modal">guarantees</a>. Limitations apply. See <a class="link-demi-underline" href="https://turbotax.intuit.com/corp/license/online/" target="_blank" rel="noreferrer noopener">Terms of Service</a><a href="https://turbotax.intuit.com/corp/license/online" target="_blank" rel="noopener"> </a>for details.</li> </ul> <ul> <li><span class="font-demi">TurboTax Premium Pricing Comparison:</span> Cost savings based on a comparison of TurboTax product prices to average prices set forth in the 2020-2021 NSA Fees-Acct-Tax Practices Survey Report.<br><br></li> <li><span class="font-demi">1099-K Snap and Autofill:</span> Available in mobile app and mobile web only.<br><br></li> <li><span class="font-demi">1099-NEC Snap and Autofill:</span> Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). Available in mobile app only. Feature available within Schedule C tax form for TurboTax filers with 1099-NEC income.<br><br></li> <li><span class="font-demi">Year-Round Tax Estimator:</span> Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). This product feature is only available after you finish and file in a self-employed TurboTax product.<br><br></li> <li><span class="font-demi">**Refer a Friend:</span> Rewards good for up to 20 friends, or $500 - see <a href="https://turbotax.intuit.com/referral/terms/" target="_blank" rel="noopener">official terms and conditions</a> for more details.<br><br></li> <li><span class="font-demi">Refer your Expert (Intuit’s own experts):</span> Rewards good for up to 20 referrals, or $500 - see <a href="https://turbotax.intuit.com/referralexpert/terms/" target="_blank" rel="noopener">official terms and conditions</a> for more details. <br><br></li> <li><span class="font-demi">Refer your Expert (TurboTax Verified Independent Pro):</span> Rewards good for up to 20 referrals, or $500 - see <a href="https://turbotax.intuit.com/referralexpert/terms/" target="_blank" rel="noopener">official terms and conditions</a> for more details.<br><br></li> <li><span class="font-demi">Average Refund Amount:</span> Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 2/17/23 and may not reflect actual refund amount received.<br><br></li> <li><span class="font-demi">Average Deduction Amount: </span>Based on the average amount of deductions/expenses found by TurboTax Self Employed customers who filed expenses on Schedule C in Tax Year 2022 and may not reflect actual deductions found. <br><br></li> <li><span class="font-demi">More self-employed deductions</span> based on the median amount of expenses found by TurboTax Premium (formerly Self Employed) customers who synced accounts, imported and categorized transactions compared to manual entry. Individual results may vary.<br><br></li> <li><span class="font-demi">TurboTax Online Business Products:</span> For TurboTax Live Assisted Business and TurboTax Full Service Business, we currently don’t support the following tax situations: C-Corps (Form 1120-C), Trust/Estates (Form 1041), Multiple state filings, Tax Exempt Entities/Non-Profits, Entities electing to be treated as a C-Corp, Schedule C Sole proprietorship, Payroll, Sales tax, Quarterly filings, and Foreign Income. <span class="font-demi">TurboTax Live Assisted Business is currently available only in AK, AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SD, TN, TX, UT, VA, WA, WV and WY.</span> <br><br></li> <li><span class="font-demi">Audit Defense: </span>Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at <a href="https://turbotax.intuit.com/corp/softwarelicense/" target="_blank" rel="noopener">https://turbotax.intuit.com/corp/softwarelicense/</a> for service terms and conditions. <br><br></li> </ul></div></div><div data-com-id="RichText" class=" body04" data-cas-id="c4vsfupfG" data-sb-field-path=".htmlContent"><h3 class="body02 font-demi">TURBOTAX DESKTOP GUARANTEES</h3> <p>TurboTax Desktop Individual Returns:</p> <ul> <li><span class="font-demi">100% Accurate Calculations Guarantee – Individual Returns:</span> If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See <a class="link-demi-underline" href="/corp/license/desktop.jsp">License Agreement</a> for details.<br /><br /></li> <li><span class="font-demi">Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back – Individual Returns:</span> If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, we'll refund the applicable TurboTax federal and/or state software license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See <a class="link-demi-underline" href="/corp/license/desktop.jsp">License Agreement</a> for details.<br /><br /></li> <li><span class="font-demi">Audit Support Guarantee – Individual Returns:</span> If you receive an audit letter from the IRS or State Department of Revenue based on your 2024 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our <a class="link-demi-underline" href="https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/turbotax-audit-support-guarantee/L06x5FWbz_US_en_US">Audit Support Center</a>, for audited individual returns filed with TurboTax Desktop for the current 2024 tax year and, for individual, non-business returns, for the past two tax years (2022, 2023). Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See <a class="link-demi-underline" href="/corp/license/desktop.jsp">License Agreement</a> for details.<br /><br /></li> <li><span class="font-demi">Satisfaction Guarantee/ 60-Day Money Back Guarantee:</span> If you're not completely satisfied with TurboTax Desktop software, go to <a class="link-demi-underline" href="http://refundrequest.intuit.com">refundrequest.intuit.com</a> within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.</li> </ul> <p>TurboTax Desktop Business Returns:</p> <ul> <li><span class="font-demi">100% Accurate Calculations Guarantee – Business Returns:</span> If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See <a class="link-demi-underline" href="/corp/license/desktop.jsp">License Agreement</a> for details.<br /><br /></li> <li><span class="font-demi">Maximum Tax Savings Guarantee - Business Returns:</span> If you get a smaller tax due (or larger business tax refund) from another tax preparation method using the same data, TurboTax will refund the applicable TurboTax Business Desktop license purchase price you paid. Additional terms and limitations apply. See <a class="link-demi-underline" href="/corp/license/desktop.jsp">License Agreement</a> for details.<br /><br /></li> <li><span class="font-demi">Satisfaction Guarantee/ 60-Day Money Back Guarantee:</span> If you're not completely satisfied with TurboTax Desktop software, go to <a class="link-demi-underline" href="https://accounts.intuit.com/app/oirr">refundrequest.intuit.com</a> within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.</li> </ul> <h3 class="body02 font-demi">TURBOTAX DESKTOP DISCLAIMERS</h3> <ul> <li><span class="font-demi">Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code.</span> You must accept the TurboTax <a class="link-demi-underline" href="/corp/license/desktop.jsp">License Agreement</a> to use this product. Not for use by paid preparers.<br /><br /></li> <li><span class="font-demi">TurboTax Desktop Products:</span> Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees may not apply in certain states, <a class="link-demi-underline" href="/desktop-pricing/">check here for details</a>. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connection. Desktop add-on products and services purchased are non-refundable.<br /><br /></li> <li><span class="font-demi">Fastest Refund Possible:</span> Get your tax refund from the IRS as fast as possible by e-filing and choosing to receive your refund by direct deposit. Tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.<br /><br /></li> <li><span class="font-demi">Average Refund Amount:</span> $3,207 is the average refund amount American taxpayers received in the 2024 filing season based upon IRS data as of February 16, 2024 and may not reflect actual refund amount received.<br /><br /></li> <li><span class="font-demi">TurboTax Technical Support:</span> Customer service and technical support hours and options vary by time of year.<br /><br /></li> <li><span class="font-demi">Deduct From Your Federal Refund: Individual taxes only.</span> Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee applies to this payment. method. Prices are subject to change without notice.<br /><br /></li> <li><span class="font-demi">Data Import:</span> Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2022 and higher) and QuickBooks Desktop (2023 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.<br /><br /></li> <li><span class="font-demi">Live Tax Advice:</span> Access to tax experts to obtain answers to tax questions and to assist with tax year 2024 return(s) prepared with TurboTax Desktop software. Additional fees apply. Must be purchased and used by October 31, 2025. Excludes TurboTax Desktop Business. See <a class="link-demi-underline" href="/corp/license/desktop.jsp">License Agreement</a> for details.<br /><br /></li> <li><span class="font-demi">Audit Defense:</span> Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at <a class="link-demi-underline" href="/corp/softwarelicense/">https://turbotax.intuit.com/corp/softwarelicense/</a>for service terms and conditions.</li> </ul> <p>All features, services, support, prices, offers, terms and conditions are subject to change without notice.</p></div></div></div></div><div></div><div></div></div><div data-com-id="Container" data-testid="container" class="bg-pepper0 pt-12 mt-32 " data-cas-id="c05WaCU6W|c9H7PwQUw"><div data-com-id="Container" data-testid="container" class="fixed-width gutters "><div data-com-id="Container" data-testid="container" class="mt-12 pt-12 body03 " data-cas-id="c9VYvtK3R"><div data-com-id="Grid" data-testid="grid-element" class=" gutters Grid-grid-gap-20-4956f98 Grid-grid-ac58aa4 Grid-grid-rows-auto-b5e0f84 Grid-grid-cols-1-2625844 Grid-sm:grid-cols-4-fb27ead link-without-highlight-color "><div data-com-id="GridItem" data-testid="gridItem-element" class=" GridItem-order-eb7e6b6 undefined"><div data-com-id="Expandable" data-testid="expandable-container" class=" Expandable-interactionDisabledAt--sm-2855b06 Expandable-contentState--hidden-e701791 "><div class="Expandable-label-2542bd9" aria-controls="" aria-expanded="false" aria-disabled="false" data-testid="expandable-child" role="button" tabindex="0" data-sb-field-path=".label"><h4 class="Expandable-headerIconButton-76a9cd3 border-b border-pepper20 pb-12 "><span style="order:2">About</span><span class="Expandable-buildIconSplit-4894e03 " aria-hidden="true"><span class="Expandable-headerIcon-d5f2738"><svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" color="currentColor" width="24px" height="24px" focusable="false" aria-hidden="true"><path fill="currentColor" d="M12.014 16.018a1 1 0 0 1-.708-.294L5.314 9.715A1.001 1.001 0 0 1 6.73 8.3l5.286 5.3 5.3-5.285a1 1 0 0 1 1.413 1.416l-6.009 5.995a1 1 0 0 1-.706.292"></path></svg></span></span></h4></div><div data-testid="expandable-content" class=" pt-12 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role="listitem"><a class="inline-block h-24" title="TurboTax Desktop Business for corps" href="/small-business-taxes/cd-download/">TurboTax Desktop Business for corps</a></p></div></div></div></div><div data-com-id="GridItem" data-testid="gridItem-element" class=" GridItem-order-eb7e6b6 undefined"><div data-com-id="Expandable" data-testid="expandable-container" class=" Expandable-interactionDisabledAt--sm-2855b06 Expandable-contentState--hidden-e701791 "><div class="Expandable-label-2542bd9" aria-controls="" aria-expanded="false" aria-disabled="false" data-testid="expandable-child" role="button" tabindex="0" data-sb-field-path=".label"><h4 class="Expandable-headerIconButton-76a9cd3 border-b border-pepper20 pb-12 "><span style="order:2">Tax tips</span><span class="Expandable-buildIconSplit-4894e03 " aria-hidden="true"><span class="Expandable-headerIcon-d5f2738"><svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" color="currentColor" width="24px" height="24px" focusable="false" aria-hidden="true"><path fill="currentColor" d="M12.014 16.018a1 1 0 0 1-.708-.294L5.314 9.715A1.001 1.001 0 0 1 6.73 8.3l5.286 5.3 5.3-5.285a1 1 0 0 1 1.413 1.416l-6.009 5.995a1 1 0 0 1-.706.292"></path></svg></span></span></h4></div><div data-testid="expandable-content" class=" pt-12 Expandable-content-623f431" id="" tabindex="-1"><div data-com-id="RichText" class=" text-size-inherit" role="list" data-sb-field-path=".htmlContent"><p role="listitem"><a class="inline-block h-24" title="Tax Tips & Video Homepage" href="/tax-tools/tax-articles-and-tips/">Tax tips and video homepage</a></p> <p role="listitem"><a class="inline-block h-24" title="Browse all tax tips" href="/tax-tips/">Browse all tax tips</a></p> <p role="listitem"><a class="inline-block h-24" title="Married filing jointly vs separately" href="/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/L7gyjnqyM">Married filing jointly vs separately</a></p> <p role="listitem"><a 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withholding calculator</a></p> <p role="listitem"><a class="inline-block h-24" title="ItsDeductible donation tracker" href="/personal-taxes/itsdeductible/">ItsDeductible donation tracker</a></p> <p role="listitem"><a class="inline-block h-24" title="Self-employed tax calculator" href="/tax-tools/calculators/self-employed/">Self-employed tax calculator</a></p> <p role="listitem"><a class="inline-block h-24" title="Crypto tax calculator" href="https://blog.turbotax.intuit.com/income-and-investments/cryptocurrency-tax-calculator-50398/">Crypto tax calculator</a></p> <p role="listitem"><a class="inline-block h-24" title="Capital gains tax calculator" href="https://blog.turbotax.intuit.com/income-and-investments/capital-gains-tax-calculator-48615/">Capital gains tax calculator</a></p> <p role="listitem"><a class="inline-block h-24" title="Bonus tax calculator" href="https://blog.turbotax.intuit.com/tax-planning-2/how-bonuses-are-taxed-calculator-15628/">Bonus tax calculator</a></p> <p 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style=\"font-size: 12px;\"\u003eLET AN EXPERT DO TAXES FOR YOU\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca style=\"color: #000000;\" href=\"/personal-taxes/online/live/full-service/\"\u003eLearn how Full Service works\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca style=\"color: #050505;\" href=\"/personal-taxes/online/live/full-service-pricing/\"\u003ePricing\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\u003ca style=\"color: #333333;\" href=\"#\"\u003eFile your own taxes with expert help\u003c/a\u003e\n\u003cul class=\"ul-\"\u003e\n\u003cli\u003e\u003cspan style=\"font-size: 12px;\"\u003eFILE YOUR OWN TAXES WITH EXPERT HELP\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca style=\"color: #333333;\" href=\"/personal-taxes/online/live/basic.jsp\"\u003eSimple Tax Situations (W-2 only)\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca style=\"color: #333333;\" href=\"/personal-taxes/online/live/deluxe.jsp\"\u003eItemized 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(prefers-reduced-motion){.Spinner-wrapper-80f40cd.Spinner-indeterminate-0a3d2a7{align-items:center;display:flex;width:auto}.Spinner-wrapper-80f40cd.Spinner-indeterminate-0a3d2a7:before{content:\"Loading...\";padding-top:0}}.Spinner-indeterminate-0a3d2a7.Spinner-large-0b6e981{height:70px;width:70px}.Spinner-indeterminate-0a3d2a7.Spinner-large-0b6e981 .Spinner-rotator-900085d{inset:-6px}.Spinner-rotator-900085d{animation:2s linear infinite Spinner-rotate-5fb5201;height:100%;inset:0;margin:0 auto;position:absolute;transform-origin:center center;width:100%}@media screen and (prefers-reduced-motion){.Spinner-rotator-900085d{animation:none;height:0;width:0}}.Spinner-loop-ddd2d33{stroke-dasharray:1,200;stroke-dashoffset:0;stroke-linecap:round;stroke:var(--cgds-spinner-main-color-colorUiSecondary-028873,#393a3d);animation:1.5s ease-in-out infinite Spinner-dash-8e06718}@keyframes Spinner-dash-8e06718{0%{stroke-dasharray:1,200;stroke-dashoffset:0}50%{stroke-dasharray:89,200;stroke-dashoffset:-35px}to{stroke-dasharray:89,200;stroke-dashoffset:-124px}}@keyframes Spinner-rotate-5fb5201{to{transform:rotate(1turn)}}:root{--cgds-spinner-main-color-colorUiPositive-028873:#108000}:root{--ids-82c7f6:Avenir Next forINTUIT Var,Avenir,Helvetica,Arial,sans-serif;--ids-171f71:Avenir Next forINTUIT Var,Avenir,Helvetica,Arial,sans-serif;--ids-72131d:Avenir Next forINTUIT Var,Avenir,Helvetica,Arial,sans-serif;--ids-57eb72:72px;--ids-db0e34:60px;--ids-8eba87:48px;--ids-aa1a2a:40px;--ids-4affa3:40px;--ids-18b98a:34px;--ids-82ffbe:28px;--ids-418a4a:24px;--ids-0d58a8:24px;--ids-02b018:20px;--ids-4de70d:16px}:root{--genux-ds-chat-color-colorTextPrimary-61199b:#393a3d;--genux-ds-chat-color-colorTextInverse-61199b:#fff;--genux-ds-chat-color-colorWatermelon70-f72098:#db334d;--genux-ds-chat-color-colorPepper80-10e397:#5d686f;--genux-ds-chat-color-colorPepper80-397d72:#5d686f;--genux-ds-chat-typography-typographyBody3TextDefaultFontSize-397d72:14px;--genux-ds-chat-font-fontWeightResponsiveBody3-397d72:400}:root{--cgds-link-main-font-fontFamilyBody-335454:Avenir Next forINTUIT,Avenir,Helvetica,Arial,sans-serif}:root{--genux-ds-suggestion-chip-color-colorActionStandard-b75b37:#0077c5}.fcxida{margin:0 auto}.bisfpJ{border-bottom:1px solid #e2e9ed;display:flex;padding:20px 20px 10px}.hvrjWY{position:absolute;right:20px}.jNFaJD{margin-left:8px}.fTQNzD.fTQNzD{display:block;margin:0}.hQCllc.hQCllc{display:block}.hslsal{left:50%;position:absolute;top:50%;transform:translate(-50%,-50%)}.hslsal circle{stroke:#0077c5}.iCITJb{background:#fff;position:relative}.iCITJb,.knpdsC{border-radius:16px}.knpdsC{background:linear-gradient(0deg,#236cff,#00d0e0);display:block;padding:2px}.bPattx{min-height:481px;overflow-y:auto;padding:0 20px 20px}@media (min-width:768px){.bPattx{min-height:426px}}@media (min-width:992px){.hQCllc.hQCllc{font-size:12px;line-height:16px}.bPattx{min-height:354px}}.fJNgua{height:1px}.bFcbRM{display:none}.jcOuIj{-webkit-box-align:center;align-items:center;background:#fff;display:flex;padding-left:8px;width:100%}.hwsSum{padding:0 8px}.gtupXK{display:block}.edgJsS{display:none}@media (min-width:768px){.bFcbRM{height:24px;max-width:160px}.hwsSum.hwsSum{font-size:12px;line-height:16px}.fBPGsY.fBPGsY{font-size:12px;line-height:16px}}:where(.gato-experience,[id^=gato_]) address,:where(.gato-experience,[id^=gato_]) blockquote,:where(.gato-experience,[id^=gato_]) dl,:where(.gato-experience,[id^=gato_]) h1,:where(.gato-experience,[id^=gato_]) h2,:where(.gato-experience,[id^=gato_]) h3,:where(.gato-experience,[id^=gato_]) h4,:where(.gato-experience,[id^=gato_]) h5,:where(.gato-experience,[id^=gato_]) h6,:where(.gato-experience,[id^=gato_]) ol,:where(.gato-experience,[id^=gato_]) p,:where(.gato-experience,[id^=gato_]) ul{margin:0;padding:0}.kyIqAl{--gato-font-family:\"Avenir Next forINTUIT\",\"Avenir Next\",Avenir,Helvetica,sans-serif;color:#393a3d;font-family:var(--gato-font-family);font-size:14px;line-height:1.42857}.kyIqAl *{box-sizing:border-box;font-family:var(--gato-font-family)}\n \u003c/style\u003e\n \u003cdiv data-entry-id=\"baseline-tax-expert-article-summary\"\u003e\n \u003cdiv class=\"pregen-desktop\"\u003e\u003cdiv id=\"gato_ty_23_3981_tax-expert-article-summary_B\" class=\"sc-aXZVg fcxida gato-experience\" data-auto-sel=\"sku-selector\"\u003e\u003cdiv class=\"sc-dLVcNx kyIqAl\"\u003e\u003cdiv class=\"sc-feUZmu gtupXK\"\u003e\u003cdiv tabindex=\"0\" role=\"button\" data-ui-object-detail=\"sumarize-article\" class=\"sc-cPiKLX bFcbRM\"\u003e\u003cspan class=\"sc-dLMFU jcOuIj\"\u003e\u003csvg aria-hidden=\"true\" focusable=\"false\" viewBox=\"0 0 24 24\" class=\"\" width=\"20px\" height=\"20px\" fill=\"currentColor\"\u003e\u003cg class=\"Icon-icon-95d3453\"\u003e\u003cpath d=\"M6 5.5h1.5V7a1 1 0 002 0V5.5H11a1 1 0 100-2H9.5V2a1 1 0 00-2 0v1.5H6a1 1 0 000 2zM22 15h-1v-1a1 1 0 00-2 0v1h-1a1 1 0 000 2h1v1a1 1 0 002 0v-1h1a1 1 0 000-2zm-1-8a1 1 0 100-2 1 1 0 000 2zm-2.858.272l-1.414-1.414a2.005 2.005 0 00-2.829 0L2.586 17.171a2.001 2.001 0 000 2.83L4 21.413a2 2 0 002.828 0L18.142 10.1a2 2 0 000-2.828zM5.414 20L4 18.586l1.411-1.41 1.414 1.413L5.415 20zm2.825-2.825l-1.414-1.414 5.664-5.66 1.414 1.414-5.664 5.66zm7.08-7.075l-.709-.71-.71-.708 1.411-1.41 1.414 1.414-1.407 1.414z\"\u003e\u003c/path\u003e\u003c/g\u003e\u003c/svg\u003e\u003cspan class=\"Typography-body-2-472ffb3 sc-eDPEul hwsSum sc-eDPEul hwsSumTypography-light-5295e9f\"\u003e\u003cstrong class=\"Typography-font-demi-f37ff03 Typography-light-5295e9f\" as=\"strong\"\u003e\u003cspan class=\"Typography-visually-hidden-bd0ec99\"\u003eImportant:\u003c/span\u003eSummarize article\u003c/strong\u003e\u003c/span\u003e\u003c/span\u003e\u003c/div\u003e\u003cspan class=\"sc-fUnMCh edgJsS\"\u003e\u003cspan class=\"Typography-body-2-472ffb3 sc-hzhJZQ fBPGsY sc-hzhJZQ fBPGsYTypography-light-5295e9f\"\u003eThis should save you ~10 minutes of reading\u003c/span\u003e\u003c/span\u003e\u003cdiv class=\"sc-imWYAI knpdsC\"\u003e\u003cdiv class=\"sc-kAyceB iCITJb\"\u003e\u003cdiv class=\"sc-gEvEer bisfpJ\"\u003e\u003cspan class=\"Apollo-apollo-1616abc\" aria-hidden=\"true\" style=\"min-width: 24px; min-height: 24px;\"\u003e\u003csvg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" color=\"currentColor\" focusable=\"false\" aria-hidden=\"false\" xmlns=\"http://www.w3.org/2000/svg\" class=\"Apollo-icon-8158454 Apollo-floating-98895f6\"\u003e\u003cpath fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M12.6174 2.48682L13.1348 7.40884C13.2797 8.80377 11.8624 9.83824 10.5774 9.26575L6.057 7.25277L6.7975 5.58988L11.3179 7.60285L11.3203 7.60383L11.322 7.60267L11.3245 7.60059L11.3242 7.59722L10.8071 2.67711L12.6174 2.48682ZM16.9015 5.28198L15.0911 5.0918L14.5647 10.1022C14.4179 11.5105 15.8488 12.5528 17.1447 11.9769L21.7471 9.92748L21.0066 8.26458L16.4047 10.3138C16.3984 10.3165 16.3951 10.317 16.3948 10.317C16.3943 10.317 16.3898 10.3161 16.3838 10.3118C16.3778 10.3074 16.3754 10.3028 16.375 10.3021C16.375 10.3018 16.3745 10.2986 16.3752 10.2917L16.9015 5.28198ZM15.0326 14.134L19.9578 13.0874L20.3361 14.868L15.4107 15.9146C15.4072 15.9154 15.4046 15.9162 15.4033 15.9166L15.4015 15.9174C15.4008 15.9181 15.398 15.9214 15.3959 15.9279C15.3938 15.9342 15.3941 15.9385 15.3942 15.9396L15.3951 15.9411L15.3963 15.9428L15.3995 15.9465L15.4003 15.9475L18.7694 19.6898L17.4166 20.9077L14.0484 17.1664C13.0997 16.1149 13.6462 14.4283 15.0326 14.134ZM8.15335 15.8242C8.8617 14.5969 10.6342 14.597 11.3424 15.8244L13.8604 20.1854L12.2839 21.0956L9.76585 16.7344L9.76377 16.731L9.76172 16.7281L9.76034 16.7264C9.75983 16.7262 9.75552 16.7241 9.74781 16.7241C9.7403 16.7241 9.73602 16.726 9.73532 16.7264L9.73389 16.7281C9.73308 16.7291 9.73169 16.7311 9.72989 16.7342L7.21167 21.0956L5.63525 20.1854L8.15335 15.8242ZM7.55711 9.81511L2.7334 8.70792L2.32617 10.4821L7.148 11.5889L7.15126 11.5897L7.15243 11.5928L7.15296 11.5948L7.15128 11.5966L3.78081 15.2197L5.11359 16.4596L8.48406 12.8365C9.4424 11.8068 8.92362 10.1305 7.55711 9.81511Z\" fill=\"currentColor\"\u003e\u003c/path\u003e\u003c/svg\u003e\u003c/span\u003e\u003cdiv tabindex=\"-1\" class=\"sc-fqkvVR jNFaJD\"\u003e\u003ch4 class=\"Typography-headline-4-b59bb68 sc-dcJsrY fTQNzD sc-dcJsrY fTQNzDTypography-light-5295e9f\"\u003e\u003cstrong class=\"Typography-font-demi-f37ff03 Typography-light-5295e9f\" as=\"strong\"\u003e\u003cspan class=\"Typography-visually-hidden-bd0ec99\"\u003eImportant:\u003c/span\u003eArticle Summary\u003c/strong\u003e\u003c/h4\u003e\u003cspan class=\"Typography-body-1-5a5c361 sc-iGgWBj hQCllc sc-iGgWBj hQCllcTypography-light-5295e9f\"\u003eThis should save you ~10 minutes of reading\u003c/span\u003e\u003c/div\u003e\u003cspan aria-label=\"Close button\" tabindex=\"0\" class=\"sc-eqUAAy hvrjWY\"\u003e\u003csvg aria-hidden=\"true\" focusable=\"false\" viewBox=\"0 0 24 24\" class=\"\" width=\"16px\" height=\"16px\" fill=\"currentColor\"\u003e\u003cg class=\"Icon-icon-95d3453\"\u003e\u003cpath d=\"M13.432 11.984l5.3-5.285a1.001 1.001 0 10-1.412-1.416l-5.3 5.285-5.285-5.3A1 1 0 105.319 6.68l5.285 5.3L5.3 17.265a1 1 0 101.412 1.416l5.3-5.285L17.3 18.7a1 1 0 101.416-1.412l-5.284-5.304z\"\u003e\u003c/path\u003e\u003c/g\u003e\u003c/svg\u003e\u003c/span\u003e\u003c/div\u003e\u003cdiv class=\"sc-cwHptR bPattx\"\u003e\u003cdiv class=\"sc-gsFSXq hslsal\"\u003e\u003cdiv class=\"Spinner-wrapper-80f40cd Spinner-light-0f2751c Spinner-large-0b6e981 Spinner-indeterminate-0a3d2a7\" aria-label=\"Loading\"\u003e\u003csvg class=\"Spinner-rotator-900085d\" viewBox=\"25 25 50 50\"\u003e\u003ccircle class=\"Spinner-loop-ddd2d33\" cx=\"50\" cy=\"50\" r=\"20\" fill=\"none\" stroke-width=\"2.56\" stroke-miterlimit=\"10\"\u003e\u003c/circle\u003e\u003c/svg\u003e\u003c/div\u003e\u003c/div\u003e\u003cdiv class=\"sc-jEACwC fJNgua\"\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\n \u003cdiv class=\"pregen-mobile\"\u003e\u003cdiv id=\"gato_ty_23_3981_tax-expert-article-summary_B\" class=\"sc-aXZVg fcxida gato-experience\" data-auto-sel=\"sku-selector\"\u003e\u003cdiv class=\"sc-dLVcNx kyIqAl\"\u003e\u003cdiv class=\"sc-feUZmu gtupXK\"\u003e\u003cdiv tabindex=\"0\" role=\"button\" data-ui-object-detail=\"sumarize-article\" class=\"sc-cPiKLX bFcbRM\"\u003e\u003cspan class=\"sc-dLMFU jcOuIj\"\u003e\u003csvg aria-hidden=\"true\" focusable=\"false\" viewBox=\"0 0 24 24\" class=\"\" width=\"20px\" height=\"20px\" fill=\"currentColor\"\u003e\u003cg class=\"Icon-icon-95d3453\"\u003e\u003cpath d=\"M6 5.5h1.5V7a1 1 0 002 0V5.5H11a1 1 0 100-2H9.5V2a1 1 0 00-2 0v1.5H6a1 1 0 000 2zM22 15h-1v-1a1 1 0 00-2 0v1h-1a1 1 0 000 2h1v1a1 1 0 002 0v-1h1a1 1 0 000-2zm-1-8a1 1 0 100-2 1 1 0 000 2zm-2.858.272l-1.414-1.414a2.005 2.005 0 00-2.829 0L2.586 17.171a2.001 2.001 0 000 2.83L4 21.413a2 2 0 002.828 0L18.142 10.1a2 2 0 000-2.828zM5.414 20L4 18.586l1.411-1.41 1.414 1.413L5.415 20zm2.825-2.825l-1.414-1.414 5.664-5.66 1.414 1.414-5.664 5.66zm7.08-7.075l-.709-.71-.71-.708 1.411-1.41 1.414 1.414-1.407 1.414z\"\u003e\u003c/path\u003e\u003c/g\u003e\u003c/svg\u003e\u003cspan class=\"Typography-body-2-472ffb3 sc-eDPEul hwsSum sc-eDPEul hwsSumTypography-light-5295e9f\"\u003e\u003cstrong class=\"Typography-font-demi-f37ff03 Typography-light-5295e9f\" as=\"strong\"\u003e\u003cspan class=\"Typography-visually-hidden-bd0ec99\"\u003eImportant:\u003c/span\u003eSummarize article\u003c/strong\u003e\u003c/span\u003e\u003c/span\u003e\u003c/div\u003e\u003cspan class=\"sc-fUnMCh edgJsS\"\u003e\u003cspan class=\"Typography-body-2-472ffb3 sc-hzhJZQ fBPGsY sc-hzhJZQ fBPGsYTypography-light-5295e9f\"\u003eThis should save you ~10 minutes of reading\u003c/span\u003e\u003c/span\u003e\u003cdiv class=\"sc-imWYAI knpdsC\"\u003e\u003cdiv class=\"sc-kAyceB iCITJb\"\u003e\u003cdiv class=\"sc-gEvEer bisfpJ\"\u003e\u003cspan class=\"Apollo-apollo-1616abc\" aria-hidden=\"true\" style=\"min-width: 24px; min-height: 24px;\"\u003e\u003csvg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" color=\"currentColor\" focusable=\"false\" aria-hidden=\"false\" xmlns=\"http://www.w3.org/2000/svg\" class=\"Apollo-icon-8158454 Apollo-floating-98895f6\"\u003e\u003cpath fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M12.6174 2.48682L13.1348 7.40884C13.2797 8.80377 11.8624 9.83824 10.5774 9.26575L6.057 7.25277L6.7975 5.58988L11.3179 7.60285L11.3203 7.60383L11.322 7.60267L11.3245 7.60059L11.3242 7.59722L10.8071 2.67711L12.6174 2.48682ZM16.9015 5.28198L15.0911 5.0918L14.5647 10.1022C14.4179 11.5105 15.8488 12.5528 17.1447 11.9769L21.7471 9.92748L21.0066 8.26458L16.4047 10.3138C16.3984 10.3165 16.3951 10.317 16.3948 10.317C16.3943 10.317 16.3898 10.3161 16.3838 10.3118C16.3778 10.3074 16.3754 10.3028 16.375 10.3021C16.375 10.3018 16.3745 10.2986 16.3752 10.2917L16.9015 5.28198ZM15.0326 14.134L19.9578 13.0874L20.3361 14.868L15.4107 15.9146C15.4072 15.9154 15.4046 15.9162 15.4033 15.9166L15.4015 15.9174C15.4008 15.9181 15.398 15.9214 15.3959 15.9279C15.3938 15.9342 15.3941 15.9385 15.3942 15.9396L15.3951 15.9411L15.3963 15.9428L15.3995 15.9465L15.4003 15.9475L18.7694 19.6898L17.4166 20.9077L14.0484 17.1664C13.0997 16.1149 13.6462 14.4283 15.0326 14.134ZM8.15335 15.8242C8.8617 14.5969 10.6342 14.597 11.3424 15.8244L13.8604 20.1854L12.2839 21.0956L9.76585 16.7344L9.76377 16.731L9.76172 16.7281L9.76034 16.7264C9.75983 16.7262 9.75552 16.7241 9.74781 16.7241C9.7403 16.7241 9.73602 16.726 9.73532 16.7264L9.73389 16.7281C9.73308 16.7291 9.73169 16.7311 9.72989 16.7342L7.21167 21.0956L5.63525 20.1854L8.15335 15.8242ZM7.55711 9.81511L2.7334 8.70792L2.32617 10.4821L7.148 11.5889L7.15126 11.5897L7.15243 11.5928L7.15296 11.5948L7.15128 11.5966L3.78081 15.2197L5.11359 16.4596L8.48406 12.8365C9.4424 11.8068 8.92362 10.1305 7.55711 9.81511Z\" fill=\"currentColor\"\u003e\u003c/path\u003e\u003c/svg\u003e\u003c/span\u003e\u003cdiv tabindex=\"-1\" class=\"sc-fqkvVR jNFaJD\"\u003e\u003ch4 class=\"Typography-headline-4-b59bb68 sc-dcJsrY fTQNzD sc-dcJsrY fTQNzDTypography-light-5295e9f\"\u003e\u003cstrong class=\"Typography-font-demi-f37ff03 Typography-light-5295e9f\" as=\"strong\"\u003e\u003cspan class=\"Typography-visually-hidden-bd0ec99\"\u003eImportant:\u003c/span\u003eArticle Summary\u003c/strong\u003e\u003c/h4\u003e\u003cspan class=\"Typography-body-1-5a5c361 sc-iGgWBj hQCllc sc-iGgWBj hQCllcTypography-light-5295e9f\"\u003eThis should save you ~10 minutes of reading\u003c/span\u003e\u003c/div\u003e\u003cspan aria-label=\"Close button\" tabindex=\"0\" class=\"sc-eqUAAy hvrjWY\"\u003e\u003csvg aria-hidden=\"true\" focusable=\"false\" viewBox=\"0 0 24 24\" class=\"\" width=\"16px\" height=\"16px\" fill=\"currentColor\"\u003e\u003cg class=\"Icon-icon-95d3453\"\u003e\u003cpath d=\"M13.432 11.984l5.3-5.285a1.001 1.001 0 10-1.412-1.416l-5.3 5.285-5.285-5.3A1 1 0 105.319 6.68l5.285 5.3L5.3 17.265a1 1 0 101.412 1.416l5.3-5.285L17.3 18.7a1 1 0 101.416-1.412l-5.284-5.304z\"\u003e\u003c/path\u003e\u003c/g\u003e\u003c/svg\u003e\u003c/span\u003e\u003c/div\u003e\u003cdiv class=\"sc-cwHptR bPattx\"\u003e\u003cdiv class=\"sc-gsFSXq hslsal\"\u003e\u003cdiv class=\"Spinner-wrapper-80f40cd Spinner-light-0f2751c Spinner-large-0b6e981 Spinner-indeterminate-0a3d2a7\" aria-label=\"Loading\"\u003e\u003csvg class=\"Spinner-rotator-900085d\" viewBox=\"25 25 50 50\"\u003e\u003ccircle class=\"Spinner-loop-ddd2d33\" cx=\"50\" cy=\"50\" r=\"20\" fill=\"none\" stroke-width=\"2.56\" stroke-miterlimit=\"10\"\u003e\u003c/circle\u003e\u003c/svg\u003e\u003c/div\u003e\u003c/div\u003e\u003cdiv class=\"sc-jEACwC fJNgua\"\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\n \u003c/div\u003e\n\u003c/div\u003e\n\u003cscript src=\"https://lib.intuitcdn.net/libs/styled-components/4.3.2/styled-components.min.js\" defer=\"defer\"\u003e\u003c/script\u003e\n\u003cscript src=\"https://turbotax.intuit.com/cms/component/asset/cg-mktg-component-widget/1.2.2/cg-mktg-component-widget.js\" defer=\"defer\"\u003e\u003c/script\u003e\n\u003cscript src=\"https://turbotax.intuit.com/widgets/forge-host/5.333.1/baseline-tax-expert-article-summary.js\" defer=\"defer\"\u003e\u003c/script\u003e","tracking":{}}}]}]},{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"border-t border-pepper0","alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/text","props":{"typeramp":"text-size-inherit","as":"span","authoring":"","cssClasses":"mt-0 inline-block px-12 py-4 body03 bg-pepper0","text":"OVERVIEW","fontWeight":"text-weight-inherit","fontColor":"","tracking":{}}}]}]}]},{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"","attributes":"","alignment":"none","tracking":{}}},{"blockName":"helix-common/section","props":{"tracking":{}},"innerBlocks":[{"blockName":"gwp-components/rich-text","props":{"typeramp":"text-size-inherit","authoring":"","cssClasses":"mb-20 body03","attributes":"","fontColor":"","htmlContent":"\u003cp\u003eExplore what IRS Form SS-4 is, why it\u0026#39;s important, and how to fill it out correctly to get your Employer Identification Number (EIN).\u003c/p\u003e","tracking":{}}}]},{"blockName":"helix-common/section","props":{"tracking":{}},"innerBlocks":[{"blockName":"gwp-components/table-of-contents","props":{"headingSelector":"h3","cssSlideToggleLinkClasses":"inline-block rounded-b-medium body03 py-4 px-20 bg-pepper0","authoring":"","cssClasses":"","cssListClasses":"border-b body03 font-medium pb-4 text-black pt-4 pl-4 pr-12 border-pepper0","isExpandableList":true,"searchSelector":"article","attributes":"","minRowValue":3,"headingsArray":[{"heading":"Purpose of the SS-4 Form"},{"heading":"Required Information on the SS-4 Form"},{"heading":"The Application Process for an EIN"},{"heading":"How to File Online"},{"heading":"Why File Online"},{"heading":"What to Do If You Can’t Complete It Online"},{"heading":"Third Party Designee"},{"heading":"Form SS-4: The First Step in your Entrepreneurial Journey"}],"cssSlideToggleContainerClasses":"text-center","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"border-t mb-12 border-pepper0","attributes":"","alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c1PypSPXH/GLOBAL/GLOBAL","externalContentIdentifier":"c1PypSPXH","id":"b89776ba-1b4d-4bcc-81e6-ca358607436c","version":"LATEST","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","authoring":"","cssClasses":"border-t border-pepper0","tracking":{},"attributes":{"data-cas-id":"c1PypSPXH"}},"innerBlocks":[{"blockName":"gwp-components/text","props":{"typeramp":"body03","as":"span","authoring":"","cssClasses":"mt-0 inline-block px-12 py-4 bg-pepper0","text":"TABLE OF CONTENTS","fontWeight":"regular","fontColor":"","tracking":{}}}]}]}]}]}]},{"blockName":"gwp-components/container","props":{"as":"article","margin":"none","authoring":"","cssClasses":"","attributes":"","alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"helix-common/section","props":{"tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"","attributes":"","alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/rich-text","props":{"typeramp":"text-size-inherit","authoring":"","cssClasses":"body02","attributes":"","fontColor":"","htmlContent":"\u003cp\u003e\u003cimg src=\"https://digitalasset.intuit.com/content/dam/intuit/cg/en_us/turbotax/tax-tips/images/general/Stocksy_txp462ca3eecis300_Small_5215255 (1)_1_11zon.jpg\" alt=\"A person standing in a room with a vase of flowers.\"\u003e\u003c/p\u003e\n\u003cdiv class=\"key-takeaways\"\u003e\n\u003ch4\u003eKey Takeaways\u003c/h4\u003e\n\u003cul\u003e\n\u003cli\u003eIRS Form SS-4 is used to obtain an Employer Identification Number (EIN) for your business or other entity such as a trust or estate.\u003c/li\u003e\n\u003cli\u003eThe SS-4 form requires detailed information about the business, including the legal name, business type, and reason for applying.\u003c/li\u003e\n\u003cli\u003eYou can apply for an EIN directly through the IRS website or by mailing or faxing your SS-4 form.\u003c/li\u003e\n\u003cli\u003eFiling your SS-4 online is faster and simpler, and in many cases, you’ll receive your EIN immediately.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThe Federal Employer Identification Number (EIN) Application, otherwise known as IRS Form SS-4, is an official document used to request a Federal EIN. Essentially, you apply through Form SS-4 to obtain a unique nine-digit number that can be considered the Social Security number for your business entity.\u003c/span\u003e\u003c/p\u003e\n\u003ch3 id=\"GoTo-Purpose-of-the-SS-4-Form\" style=\"scroll-margin-top: 0px;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003ePurpose of the SS-4 Form\u003c/span\u003e\u003c/h3\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eAn EIN is necessary for certain businesses, as it allows the IRS to identify your business for tax purposes when it is not appropriate to use your Social Security number. The EIN can be used in various business activities such as opening business bank accounts and paying employment taxes.\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eAn EIN isn't just a recommendation, but it's often a requirement for many types of businesses. Let's explore some of the reasons why a business needs an EIN:\u003c/span\u003e\u003c/p\u003e\n\u003col\u003e\n\u003cli style=\"font-weight: 400;\" aria-level=\"1\"\u003e\u003cb\u003eBusiness Formation:\u003c/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e When you form a business structure like a corporation or a partnership, an EIN is generally required, as it provides an ID for your business for tax purposes.\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" aria-level=\"1\"\u003e\u003cb\u003eHiring Employees:\u003c/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e If you're a business owner planning to hire employees, the IRS requires you to have an EIN to handle employment taxes, employee tax withholdings and reporting.\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" aria-level=\"1\"\u003e\u003cb\u003eOpening Business Bank Accounts:\u003c/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e Traditional banks and online financial institutions often require an EIN to open business bank accounts. Having a separate business banking account can also help to differentiate personal finances from business transactions, aid in bookkeeping, and make tax time more straightforward.\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" aria-level=\"1\"\u003e\u003cb\u003eObtaining Business Licenses and Permits:\u003c/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e Business licenses and permits often require businesses to provide their EIN.\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" aria-level=\"1\"\u003e\u003cb\u003eForming certain Trusts, Pension Plans, or Non-Profits:\u003c/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e Certain entity types that aren't necessarily traditional businesses also often need an EIN. These can include trusts, pension plans, and non-profit organizations.\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch3 id=\"GoTo-Required-Information-on-the-SS-4-Form\" style=\"scroll-margin-top: 0px;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eRequired Information on the SS-4 Form\u003c/span\u003e\u003c/h3\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThe SS-4 form requires detailed information about the business. This includes the legal name and taxpayer identification number (TIN) of the sole proprietor or authorized individual, details about the business type, and the reason for applying for an EIN.\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eLet's break down the key elements of the SS-4 form:\u003c/span\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli style=\"font-weight: 400;\" aria-level=\"1\"\u003e\u003cb\u003eLegal Name and Trade Name\u003c/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e: Include your official business name and, if different, the name your business operates under.\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" aria-level=\"1\"\u003e\u003cb\u003eExecutor, Administrator, Trustee, or “care of” name\u003c/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e: The person handling the application process on the company's behalf.\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" aria-level=\"1\"\u003e\u003cb\u003eMailing Address\u003c/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e: The primary address where the business receives official mail.\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" aria-level=\"1\"\u003e\u003cb\u003eCounty and State where Principal Business is located\u003c/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e: The physical business location.\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" aria-level=\"1\"\u003e\u003cb\u003eEntity Type\u003c/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e: Specify your business structure (corporation, partnership, sole proprietorship, etc.).\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" aria-level=\"1\"\u003e\u003cb\u003eReason for Application\u003c/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e: List out why you need an EIN. This can range from starting a new business, hiring employees to changing organization type.\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" aria-level=\"1\"\u003e\u003cb\u003eThird Party Designee\u003c/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e: If a third-party is handling this process, include their info.\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" aria-level=\"1\"\u003e\u003cb\u003eBusiness Details\u003c/b\u003e\u003cspan style=\"font-weight: 400;\"\u003e: Information about the goods you sell, services you provide, or other relevant activities.\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"GoTo-The-Application-Process-for-an-EIN\" style=\"scroll-margin-top: 0px;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eThe Application Process for an EIN\u003c/span\u003e\u003c/h3\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eFiling online for an EIN can be done directly through the IRS website. The immediate processing of forms ensures a streamlined application process. But don't worry if you can't apply online; there are alternative methods available.\u003c/span\u003e\u003c/p\u003e\n\u003ch3 id=\"GoTo-How-to-File-Online\" style=\"scroll-margin-top: 0px;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eHow to File Online\u003c/span\u003e\u003c/h3\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eFiling your Form SS-4 online is the faster and cleaner way to process your application. Visit the IRS website, navigate to the online registration process, and follow the step-by-step instructions.\u003c/span\u003e\u003c/p\u003e\n\u003ch3 id=\"GoTo-Why-File-Online\" style=\"scroll-margin-top: 0px;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eWhy File Online\u003c/span\u003e\u003c/h3\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eFiling the SS-4 form online comes with several advantages. Along with being free, it's quicker and can be done anywhere, anytime. Once you submit the form, the information is processed immediately, and, if eligible, you’ll receive your EIN instantly. This speedy process can help streamline your business operations.\u003c/span\u003e\u003c/p\u003e\n\u003cblockquote\u003e\n\u003ch4\u003e\u003cstrong\u003e\u003cem\u003eTurboTax Tip:\u003c/em\u003e\u003c/strong\u003e\u003c/h4\u003e\n\u003cp\u003e\u003cem\u003eKeep a copy of your EIN in your records after completing your form SS-4. This can be useful for future reference, such as if you need to verify your EIN later and simplify your daily operations and annual tax filing.\u003c/em\u003e\u003c/p\u003e\n\u003c/blockquote\u003e\n\u003ch3 id=\"GoTo-What-to-Do-If-You-Can-t-Complete-It-Online\" style=\"scroll-margin-top: 0px;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eWhat to Do If You Can’t Complete It Online\u003c/span\u003e\u003c/h3\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIf you can't apply online, alternative options include mailing or faxing your SS-4 form to the IRS. Although these methods take longer, they still serve as viable ways to acquire your EIN.\u003c/span\u003e\u003c/p\u003e\n\u003ch3 id=\"GoTo-Third-Party-Designee\" style=\"scroll-margin-top: 0px;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eThird Party Designee\u003c/span\u003e\u003c/h3\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIf you'd rather have someone else complete the SS4 form process for you, you have the option of designating a third party to handle your application.\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIRS Form SS-4 includes a section where you can specify a third party designee. This person acts on your behalf. They receive the EIN once it's assigned and can answer questions about the completion of Form SS-4.\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eWho can be a Third Party Designee? We're talking about either individuals you trust (like a family member or close friend) or professionals such as your accountant, attorney, or a paid tax preparer. It's someone who's familiar with your financial details and whom you trust to represent you accurately and responsibly.\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThe designee will need to provide their name, address, phone number, and their relationship to the business owner or company on the form.\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eRemember, you're giving considerable permission to your designee, so it's essential to take caution. Ensure that they fully understand their responsibilities and can handle the role effectively. Once your application is approved and you have received your EIN, the third-party designee’s authority to act on your behalf concludes.\u003c/span\u003e\u003c/p\u003e\n\u003ch3 id=\"GoTo-Form-SS-4--The-First-Step-in-your-Entrepreneurial-Journey\" style=\"scroll-margin-top: 0px;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eForm SS-4: The First Step in your Entrepreneurial Journey\u003c/span\u003e\u003c/h3\u003e\n\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eStarting a business can feel complex, but the good news is the IRS SS-4 Form is straightforward and will secure the all-important EIN for your business. This isn't just paperwork; it’s concrete progress toward launching your business.\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003eWith \u003ca href=\"https://turbotax.intuit.com/small-business-taxes/\"\u003eTurboTax Live Business\u003c/a\u003e, get unlimited expert help while you do your taxes, or let a tax expert file completely for you, start to finish. Our small business tax experts are always up to date with the latest tax laws and will ensure you get every credit and deduction possible, so you can put more money back into your business. Small business owners get access to unlimited, year-round advice and answers at no extra cost and a 100% Accurate, \u003ca rel=\"noreferrer noopener\" href=\"https://turbotax.intuit.com/corp/guarantees/\" target=\"_blank\"\u003eExpert Approved guarantee.\u003c/a\u003e\u003c/p\u003e","tracking":{}}}]},{"blockName":"gwp-cg-components/codeblock","props":{"attributes":"","htmlContent":"","tracking":{}}}]}]}]},{"blockName":"gwp-components/grid-item","props":{"desktopOrder":"'0'","authoring":"","cssClasses":"col-span-12 md:col-span-4","desktopHorizontalAlignment":"default","breakpointAttributes":[{"columnSpan":1,"breakpointSize":"xs"},{"columnSpan":4,"breakpointSize":"sm"}],"attributes":"","mobileHorizontalAlignment":"default","mobileVerticalAlignment":"default","desktopVerticalAlignment":"default","tracking":{}},"innerBlocks":[{"blockName":"helix-common/section","props":{"tracking":{}},"innerBlocks":[{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c5LhXcuot/GLOBAL/GLOBAL","externalContentIdentifier":"c5LhXcuot","id":"a0fe1f1f-d157-401c-afc2-0e98ed115665","version":"LATEST","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c1e6TCuvO/GLOBAL/GLOBAL","externalContentIdentifier":"c1e6TCuvO","id":"809129f4-11ab-4558-9273-cbbf9914baf7","version":"LATEST","tracking":{},"attributes":{"data-cas-id":"c5LhXcuot"}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"gutter","authoring":"","cssClasses":"","attributes":{"data-cas-id":"c5LhXcuot|c1e6TCuvO"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c7HEJnPSZ/GLOBAL/GLOBAL","externalContentIdentifier":"c7HEJnPSZ","id":"380d5362-f4ba-4e57-9777-48c9f7f08475","version":"LATEST","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"gutter","authoring":"","cssClasses":"shadow-01 bg-white border p-12 border-pepper0","attributes":{"data-amp-ignore":"true","data-cas-id":"c7HEJnPSZ"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c9M4ZOLtr/GLOBAL/GLOBAL","externalContentIdentifier":"c9M4ZOLtr","id":"d50c2947-8210-47ab-b011-8a40bcaf22c8","version":"LATEST","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/authentication","props":{"layout":"vertical","showLearnMoreLink":false,"authoring":"","assetAlias":"Intuit.cg.ttcom","attributes":{"data-cas-id":"c9M4ZOLtr"},"group":"TurboTax","tracking":{}}}]}]}]}]}]},{"blockName":"gwp-components/container","props":{"as":"div","margin":"gutter","authoring":"","cssClasses":"","attributes":{"data-cas-id":"c5LhXcuot"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c55OQw1O8/GLOBAL/GLOBAL","externalContentIdentifier":"c55OQw1O8","id":"473ad8cb-9eca-4cec-870a-184127a9ed8d","version":"LATEST","tracking":{}},"innerBlocks":[{"blockName":"gwp-cg-components/pod","props":{"border":"none","alignContent":"center","backgroundColor":"blueberry0","borderColor":"","topPadding":"'default (side/top padding)'","borderRadius":"md","borderWidth":"sm","shadows":"none","bottomPadding":"'default (side/bottom padding)'","attributes":{"newKey":"New Value","newKey-1":"New Value","data-cas-id":"c55OQw1O8"},"tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"mb-32","alignment":"center","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/text","props":{"typeramp":"headline05","as":"h2","authoring":"","cssClasses":"mb-32","attributes":"","text":"Let a small business tax expert do your taxes for you","fontWeight":"bold","fontColor":"","tracking":{}}},{"blockName":"gwp-components/rich-text","props":{"typeramp":"body02","authoring":"","cssClasses":"mb-32","attributes":"","fontColor":"","htmlContent":"\u003cp\u003eGet matched with an expert who prepares and files your taxes for you. 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See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e for details.\u003c/p\u003e","tracking":{}}}]}]}]}]}]}]}]}]}]}]}]}]}]},{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"mt-40 p-40 bg-pepper0 body03","attributes":{},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/text","props":{"typeramp":"text-size-inherit","as":"h3","authoring":"","cssClasses":"text-center font-heavy headline04 mb-32","attributes":"","text":"Looking for more information?","fontWeight":"text-weight-inherit","fontColor":"","tracking":{}}},{"blockName":"gwp-components/grid","props":{"as":"div","authoring":"","cssClasses":"tax-article-content","columnSize":"auto","breakpointAttributes":[{"breakpointSize":"xs","columnCount":1},{"breakpointSize":"sm","columnCount":12}],"attributes":"","cssClassesPassedToGridItem":"","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/grid-item","props":{"desktopOrder":"'0'","authoring":"","cssClasses":"","desktopHorizontalAlignment":"default","breakpointAttributes":[{"columnSpan":1,"breakpointSize":"sm"}],"attributes":"","mobileHorizontalAlignment":"default","mobileVerticalAlignment":"default","desktopVerticalAlignment":"default","tracking":{}}},{"blockName":"gwp-components/grid-item","props":{"desktopOrder":"'0'","authoring":"","cssClasses":"link-list","desktopHorizontalAlignment":"default","breakpointAttributes":[{"columnSpan":5,"breakpointSize":"sm"}],"attributes":"","mobileHorizontalAlignment":"default","mobileVerticalAlignment":"default","desktopVerticalAlignment":"default","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/text","props":{"typeramp":"text-size-inherit","as":"h6","authoring":"","cssClasses":"font-demi body02 pb-8","attributes":"","text":"Related Articles","fontWeight":"text-weight-inherit","fontColor":"","tracking":{}}},{"blockName":"helix-common/section","props":{"tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"","attributes":"","alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/dynamic-links","props":{"authoring":"","cssClasses":"","links":"[{\"title\":\"Starting a Business\",\"contentId\":\"L8lzC1Xdw\",\"href\":\"/tax-tips/small-business-taxes/starting-a-business/L7PBcAdVh\"},{\"title\":\"I Own Several Businesses, How Should I File Taxes?\",\"contentId\":\"L7AY9ZOcF\",\"href\":\"/tax-tips/small-business-taxes/i-own-several-businesses-how-should-i-file-taxes/L5yGDsg6u\"},{\"title\":\"A Guide to Paying Quarterly Taxes\",\"contentId\":\"L9Y4wgaV3\",\"href\":\"/tax-tips/self-employment-taxes/a-guide-to-paying-quarterly-taxes/L6p8C53xQ\"},{\"title\":\"Standard Mileage vs. Actual Expenses: Getting the Biggest Tax Deduction\",\"contentId\":\"L67h03GCH\",\"href\":\"/tax-tips/self-employment-taxes/standard-mileage-vs-actual-expenses-getting-the-biggest-tax-deduction/L0wIEUYhh\"},{\"title\":\"Tax Tips for Sole Proprietors\",\"contentId\":\"L25z9SP9Z\",\"href\":\"/tax-tips/small-business-taxes/tax-tips-for-sole-proprietors/L0aHf6OFc\"}]","tracking":{}}}]}]}]},{"blockName":"gwp-components/grid-item","props":{"desktopOrder":"'0'","authoring":"","cssClasses":"","desktopHorizontalAlignment":"default","breakpointAttributes":[{"columnSpan":5,"breakpointSize":"sm"}],"attributes":"","mobileHorizontalAlignment":"default","mobileVerticalAlignment":"default","desktopVerticalAlignment":"default","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/text","props":{"typeramp":"text-size-inherit","as":"h6","authoring":"","cssClasses":"font-demi body02 pb-8","attributes":"","text":"More in \u003ca href=\"/tax-tips/small-business-taxes/\"\u003eSmall Business Taxes\u003c/a\u003e","fontWeight":"text-weight-inherit","fontColor":"","tracking":{}}},{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"link-list","attributes":"","alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"helix-common/section","props":{"tracking":{}},"innerBlocks":[{"blockName":"gwp-components/dynamic-list","props":{"dataArray":"[{\"contentId\":\"L5NClTTtK\",\"locale\":\"en_US\",\"title\":\"When the IRS classifies your business as a hobby\",\"description\":\"If your business claims a net loss for too many years, or fails to meet other requirements, the IRS may classify it as a hobby, which would prevent you from claiming a loss related to the business. If the IRS classifies your business as a hobby, you\\u0026#39;ll have to prove that you had a valid profit motive if you want to claim those deductions.\",\"permalink\":\"/tax-tips/small-business-taxes/when-the-irs-classifies-your-business-as-a-hobby/L5NClTTtK\",\"publishedDate\":1732665565000,\"postId\":\"10130\",\"primaryCategory\":\"Small Business Taxes\",\"secondaryCategories\":[]},{\"contentId\":\"c94fnKDth\",\"locale\":\"en_US\",\"title\":\"IRS Form 8832: Choose How Your Business is Taxed\",\"description\":\"Different business structures have distinct tax benefits and obligations. If you want to change your business\\u0026#39;s tax status, you\\u0026#39;ll need to file IRS Form 8832.\",\"permalink\":\"/tax-tips/small-business-taxes/choose-how-your-business-is-taxed-irs-form-8832/c94fnKDth\",\"publishedDate\":1732647339000,\"postId\":\"33271\",\"primaryCategory\":\"Small Business Taxes\",\"secondaryCategories\":[\"IRS Tax Forms\"]},{\"contentId\":\"L0Yjqy0Ya\",\"locale\":\"en_US\",\"title\":\"What is Form 8881: Credit for Small Employer Pension Plan Startup Costs\",\"description\":\"The tax code typically encourages Americans to save for retirement. It also gives employers incentives to set up retirement plans for their workers. One way it does this is by offering tax credits to offset some of the costs of setting up a retirement plan. Smaller qualifying businesses can cut their taxes by up to $500 by claiming the Credit for Small Employer Pension Plan Startup Costs. 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Play","height":44,"tracking":{}}}]}]}]}]}]}]}]},{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c9H7PwQUw/US/en_US","externalContentIdentifier":"c9H7PwQUw","id":"94078917-a0cf-498f-9f59-77251fe37e19","version":"LATEST","tracking":{},"attributes":{"data-cas-id":"c05WaCU6W"}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"mt-60","attributes":{"data-cas-id":"c05WaCU6W|c9H7PwQUw"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c8nxKEflq/GLOBAL/GLOBAL","externalContentIdentifier":"c8nxKEflq","id":"f81ae41f-5f5d-46ec-8e87-ca24b2c2daa9","version":"LATEST","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"fixed-width gutters body03","attributes":{"data-cas-id":"c8nxKEflq"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/text","props":{"typeramp":"text-size-inherit","as":"h4","authoring":"","cssClasses":"font-demi","attributes":"","text":"TurboTax Online: Important Details about Filing Simple Form 1040 Returns","fontWeight":"text-weight-inherit","fontColor":"","tracking":{}}},{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c2ZT5yrIn/GLOBAL/GLOBAL","externalContentIdentifier":"c2ZT5yrIn","id":"4058d63d-b93f-4ff7-8514-c6f2c6968a5b","version":"LATEST","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/rich-text","props":{"typeramp":"text-size-inherit","authoring":"","cssClasses":"","attributes":{"data-cas-id":"c2ZT5yrIn"},"fontColor":"","htmlContent":"\u003cp\u003eIf you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.\u003cbr\u003e\u003cbr\u003e\u003c/p\u003e","tracking":{}}}]},{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c87kAlqrS/GLOBAL/GLOBAL","externalContentIdentifier":"c87kAlqrS","id":"607ac320-756c-4ebb-9e27-d3aa1b215be5","version":"LATEST","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/rich-text","props":{"typeramp":"text-size-inherit","authoring":"","cssClasses":"mb-16","attributes":{"data-cas-id":"c87kAlqrS"},"fontColor":"","htmlContent":"\u003cp class=\"font-demi body03\"\u003eExamples of situations included in a simple Form 1040 return (assuming no added tax complexity):\u003c/p\u003e\n\u003cul class=\"body03\"\u003e\n\u003cli\u003eW-2 income\u003c/li\u003e\n\u003cli\u003eInterest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B\u003c/li\u003e\n\u003cli\u003eIRS standard deduction\u003c/li\u003e\n\u003cli\u003eEarned Income Tax Credit (EITC)\u003c/li\u003e\n\u003cli\u003eChild Tax Credit (CTC)\u003c/li\u003e\n\u003cli\u003eStudent loan interest deduction\u003c/li\u003e\n\u003cli\u003eTaxable qualified retirement plan distributions\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp class=\"font-demi body03\"\u003eExamples of situations not included in a simple Form 1040 return:\u003c/p\u003e\n\u003cul class=\"body03\"\u003e\n\u003cli\u003eItemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions\u003c/li\u003e\n\u003cli\u003eUnemployment income reported on a 1099-G\u003c/li\u003e\n\u003cli\u003eBusiness or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)\u003c/li\u003e\n\u003cli\u003eStock sales (including crypto investments)\u003c/li\u003e\n\u003cli\u003eIncome from rental property or property sales\u003c/li\u003e\n\u003cli\u003eCredits, deductions and income reported on other forms or schedules \u003c/li\u003e\n\u003c/ul\u003e","tracking":{}}}]},{"blockName":"gwp-components/expandable","props":{"breakpointToDisableInteraction":"","authoring":"","cssClasses":"mt-60 gutters fixed-width body04","chevronLocation":"split","tabIndex":"","label":"* More important offer details and disclosures","labelCssClasses":"body03 font-demi mb-20","labelAs":"h6","childrenCssClasses":"","labelTrackingAttributes":{"data-ui-access-point":"","data-wa-link":"","data-ui-object-detail":"","data-object":"","data-ui-object":"","data-sku":"","data-action":"","data-ui-action":"","data-tracking":""},"tracking":{}},"innerBlocks":[{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c2fyv9tDq/GLOBAL/GLOBAL","externalContentIdentifier":"c2fyv9tDq","id":"15d3466d-c0fb-4643-a8b7-175290dc26f9","version":"LATEST","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"","attributes":{"data-cas-id":"c2fyv9tDq"},"alignment":"left","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/rich-text","props":{"typeramp":"text-size-inherit","authoring":"","cssClasses":"body04","attributes":"","fontColor":"","htmlContent":"\u003ch3 class=\"body02 font-demi\"\u003eTURBOTAX ONLINE GUARANTEES\u003c/h3\u003e\n\u003cp\u003eTurboTax Individual Returns:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003e100% Accurate Calculations Guarantee – Individual Returns:\u003c/span\u003e If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. Excludes payment plans. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax. Excludes TurboTax Business returns. Additional terms and limitations apply. See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e for details.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eMaximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back – Individual Returns:\u003c/span\u003e If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, we'll refund the applicable TurboTax federal and/or state purchase price paid. (TurboTax Free Edition customers are entitled to payment of $30.) This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax. Excludes TurboTax Business returns. Additional terms and limitations apply. See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e for details.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eAudit Support Guarantee – Individual Returns: \u003c/span\u003eIf you receive an audit letter from the IRS or State Department of Revenue based on your 2023 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our \u003ca class=\"link-demi-underline\" href=\"https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/turbotax-audit-support-guarantee/L06x5FWbz_US_en_US\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eAudit Support Center\u003c/a\u003e, for audited individual returns filed with TurboTax for the current 2023 tax year and for individual, non-business returns for the past two tax years (2022, 2021). Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state purchase price paid. (TurboTax Free Edition customers are entitled to payment of $30.) This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax. Excludes TurboTax Business returns. Additional terms and limitations apply. See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e for details.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eSatisfaction Guaranteed: \u003c/span\u003eYou may use TurboTax Online without charge up to the point you decide to print or electronically file your tax return. Printing or electronically filing your return reflects your satisfaction with TurboTax Online, at which time you will be required to pay or register for the product.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003eOur \u003cspan class=\"font-demi\"\u003eTurboTax Live Full Service Guarantee\u003c/span\u003e means your tax expert will find every dollar you deserve. Your expert will only sign and file your return if they believe it's 100% correct and you are getting your best outcome possible. If you get a larger refund or smaller tax due from another tax preparer, we'll refund the applicable TurboTax Live Full Service federal and/or state purchase price paid. If you pay an IRS or state penalty (or interest) because of an error that a TurboTax tax expert or CPA made while acting as a signed preparer for your return, we'll pay you the penalty and interest. Limitations apply. See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e for details.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003e100% Accurate Expert-Approved Guarantee:\u003c/span\u003e If you pay an IRS or state penalty (or interest) because of an error that a TurboTax tax expert or CPA made while providing topic-specific tax advice, a section review, or acting as a signed preparer for your return, we'll pay you the penalty and interest. Limitations apply. See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e for details.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eTurboTax Business Returns:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003e100% Accurate Calculations Guarantee – Business Returns. \u003c/span\u003eIf you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e for details.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTurboTax Audit Support Guarantee – Business Returns.\u003c/span\u003e If you receive an audit letter from the IRS or State Department of Revenue on your 2023 TurboTax business return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our \u003ca class=\"link-demi-underline\" href=\"https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/turbotax-audit-support-guarantee/L06x5FWbz_US_en_US\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eAudit Support Center\u003c/a\u003e, for audited business returns filed with TurboTax for the current 2023 tax year. Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals for this question-and-answer support, we will refund the applicable TurboTax Live Business or TurboTax Live Full Service Business federal and/or state purchase price paid. Additional terms and limitations apply. See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e for details.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 class=\"body02 font-demi pt-12\"\u003eTURBOTAX ONLINE/MOBILE PRICING\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eStart for Free/Pay When You File:\u003c/span\u003e TurboTax online and mobile pricing is based on your tax situation and varies by product. For most paid TurboTax online and mobile offerings, you may start using the tax preparation features without paying upfront, and pay only when you are ready to file or purchase add-on products or services. Actual prices for paid versions are determined based on the version you use and the time of print or e-file and are subject to change without notice. Special discount offers may not be valid for mobile in-app purchases. \u003cspan class=\"font-demi\"\u003eStrikethrough prices reflect anticipated final prices for tax year 2023.\u003c/span\u003e\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTurboTax Free Edition:\u003c/span\u003e \u003cspan style=\"font-weight: 400;\"\u003eTurboTax Free Edition ($0 Federal + $0 State + $0 To File) is available for those filing Simple Form 1040\u003c/span\u003e\u003cspan style=\"font-weight: 400;\"\u003e returns only (no forms or schedules except for the Earned Income Tax Credit, Child Tax Credit and student loan interest), as detailed in the TurboTax Free Edition disclosures. Roughly 37% of taxpayers qualify. Offer may change or end at any time without notice.\u003c/span\u003e\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTurboTax Live Assisted Basic Offer:\u003c/span\u003e Offer only available with TurboTax Live Assisted Basic and for those filing Form 1040 and limited credits only. Roughly 37% of taxpayers qualify. Must file between November 29, 2023 and March 31, 2024 to be eligible for the offer. Includes state(s) and one (1) federal tax filing. Intuit reserves the right to modify or terminate this TurboTax Live Assisted Basic Offer at any time for any reason in its sole and absolute discretion. If you add services, your service fees will be adjusted accordingly. If you file after 11:59pm EST, March 31, 2024, you will be charged the then-current list price for TurboTax Live Assisted Basic and state tax filing is an additional fee. \u003ca href=\"https://turbotax.intuit.com/personal-taxes/online/live/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eSee current prices here.\u003c/a\u003e\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eFull Service $100 Back Offer:\u003c/span\u003e Credit applies only to federal filing fees for TurboTax Full Service and not returns filed using other TurboTax products or returns filed by Intuit TurboTax Verified Pros. Excludes TurboTax Live Full Service Business \u003cspan style=\"font-weight: 400;\"\u003eand TurboTax Canada products\u003c/span\u003e. Credit does not apply to state tax filing fees or other additional services. If federal filing fees are less than $100, the remaining credit will be provided via electronic gift card. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. \u003cspan style=\"font-weight: 400;\"\u003eMust file by April 15, 2024 11:59 PM ET.\u003c/span\u003e\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTurboTax Full Service - Forms-Based Pricing:\u003c/span\u003e “Starting at” pricing represents the base price for one federal return (includes one W-2 and one Form 1040). Final price may vary based on your actual tax situation and forms used or included with your return. Price estimates are provided prior to a tax expert starting work on your taxes. Estimates are based on initial information you provide about your tax situation, including forms you upload to assist your expert in preparing your tax return and forms or schedules we think you’ll need to file based on what you tell us about your tax situation. Final price is determined at the time of print or electronic filing and may vary based on your actual tax situation, forms used to prepare your return, and forms or schedules included in your individual return. Prices are subject to change without notice and may impact your final price. If you decide to leave Full Service and work with an independent Intuit TurboTax Verified Pro, your Pro will provide information about their individual pricing and a separate estimate when you connect with them.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003ePays for itself (TurboTax Premium, formerly Self-Employed): \u003c/span\u003eEstimates based on deductible business expenses calculated at the self-employment tax income rate (15.3%) for tax year 2022. Actual results will vary based on your tax situation.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 class=\"body02 font-demi pt-12\"\u003eTURBOTAX ONLINE/MOBILE\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eAnytime, anywhere:\u003c/span\u003e Internet access required; standard data rates apply to download and use mobile app.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eFastest refund possible:\u003c/span\u003e Fastest tax refund with e-file and direct deposit; tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eGet your tax refund up to 5 days early:\u003c/span\u003e Individual taxes only. When it’s time to file, have your tax refund direct deposited with Credit Karma Money™, and you could receive your funds up to 5 days early. If you choose to pay your tax preparation fee with TurboTax using your federal tax refund or if you choose to take the Refund Advance loan, you will not be eligible to receive your refund up to 5 days early. 5-day early program may change or discontinue at any time. Up to 5 days early access to your federal tax refund is compared to standard tax refund electronic deposit and is dependent on and subject to IRS submitting refund information to the bank before release date. IRS may not submit refund information early.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eFor Credit Karma Money (checking account):\u003c/span\u003e Banking services provided by MVB Bank, Inc., Member FDIC. Maximum balance and transfer limits apply per account.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eFees:\u003c/span\u003e Third-party fees may apply. Please see Credit Karma Money Account Terms \u0026 Disclosures for more information.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003ePay for TurboTax out of your federal refund or state refund (if applicable):\u003c/span\u003e Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee may apply to this payment method. Prices are subject to change without notice. \u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTurboTax Help and Support:\u003c/span\u003e Access to a TurboTax product specialist is included with TurboTax Deluxe, Premium, TurboTax Live Assisted and TurboTax Live Full Service; not included with Free Edition (but is available as an upgrade). TurboTax specialists are available to provide general customer help and support using the TurboTax product. Services, areas of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice. Limitations apply See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e\u003ca style=\"font-size: revert; background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\" href=\"https://turbotax.intuit.com/corp/license/online\" target=\"_blank\" rel=\"noopener\"\u003e \u003c/a\u003e\u003cspan style=\"font-size: revert; color: initial; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\"\u003efor details.\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTax Advice, Expert Review and TurboTax Live:\u003c/span\u003e Access to tax advice and Expert Review (the ability to have a Tax Expert review and/or sign your tax return) is included with TurboTax Live Assisted or as an upgrade from another version, and available through December 31, 2024. Intuit will assign you a tax expert based on availability. Tax expert and CPA availability may be limited. Some tax topics or situations may not be included as part of this service, which shall be determined in the tax expert’s sole discretion. \u003cspan class=\"font-demi\"\u003eFor the TurboTax Live Assisted product,\u003c/span\u003e if your return requires a significant level of tax advice or actual preparation, the tax expert may be required to sign as the preparer at which point they will assume primary responsibility for the preparation of your return. \u003cspan class=\"font-demi\"\u003eFor the TurboTax Live Full Service product:\u003c/span\u003e Handoff tax preparation by uploading your tax documents, getting matched with an expert, and meeting with an expert in real time. The tax expert will sign your return as a preparer. The ability to retain the same expert preparer in subsequent years will be based on an expert’s choice to continue employment with Intuit. Administrative services may be provided by assistants to the tax expert. On-screen help is available on a desktop, laptop or the TurboTax mobile app. Unlimited access to TurboTax Live tax experts refers to an unlimited quantity of contacts available to each customer, but does not refer to hours of operation or service coverage. Service, area of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTurboTax Live Full Service – Qualification for Offer:\u003c/span\u003e Depending on your tax situation, you may be asked to answer additional questions to determine your qualification for the Full Service offer. Certain complicated tax situations will require an additional fee, and some will not qualify for the Full Service offering. These situations may include but are not limited to multiple sources of business income, large amounts of cryptocurrency transactions, taxable foreign assets and/or significant foreign investment income. Offer details subject to change at any time without notice. Intuit, in its sole discretion and at any time, may determine that certain tax topics, forms and/or situations are not included as part of TurboTax Live Full Service. Intuit reserves the right to refuse to prepare a tax return for any reason in its sole discretion. Additional limitations apply. See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e for details.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTurboTax Live Full Service - File your taxes as soon as today:\u003c/span\u003e TurboTax Full Service Experts are available to prepare 2023 tax returns starting January 8, 2024. Based on completion time for the majority of customers and may vary based on expert availability. The tax preparation assistant will validate the customer’s tax situation during the welcome call and review uploaded documents to assess readiness. All tax forms and documents must be ready and uploaded by the customer for the tax preparation assistant to refer the customer to an available expert for live tax preparation. \u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTurboTax Live Full Service -- Verified Pro -- “Local” and “In-Person”:\u003c/span\u003e Not all feature combinations are available for all locations. \"Local\" experts are defined as being located within the same state as the consumer’s zip code for virtual meetings. \"Local\" Pros for the purpose of in-person meetings are defined as being located within 50 miles of the consumer's zip code. In-person meetings with local Pros are available on a limited basis in some locations, but not available in all States or locations. Not all pros provide in-person services. \u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eSmart Insights:\u003c/span\u003e Individual taxes only. Included with TurboTax Deluxe, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits, and is available through 11/1/2024. Terms and conditions may vary and are subject to change without notice.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eMy Docs features:\u003c/span\u003e Included with TurboTax Deluxe, Premium TurboTax Live, TurboTax Live Full Service, or with PLUS benefits and is available through \u003cspan style=\"font-weight: 400;\"\u003e12/31/2025\u003c/span\u003e. Terms and conditions may vary and are subject to change without notice.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTax Return Access:\u003c/span\u003e Included with all TurboTax Free Edition, Deluxe, Premium, TurboTax Live, TurboTax Live Full Service customers and access to up to the prior seven years of tax returns we have on file for you is available through \u003cspan style=\"font-weight: 400;\"\u003e12/31/2025\u003c/span\u003e. Terms and conditions may vary and are subject to change without notice.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eEasy Online Amend:\u003c/span\u003e Individual taxes only. Included with TurboTax Deluxe, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits. Make changes to your 2023 tax return online for up to 3 years after it has been filed and accepted by the IRS through 10/31/2026. Terms and conditions may vary and are subject to change without notice. For TurboTax Live Full Service, your tax expert will amend your 2023 tax return for you through 11/15/2024. After 11/15/2024, TurboTax Live Full Service customers will be able to amend their 2023 tax return themselves using the Easy Online Amend process described above.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003e#1 best-selling tax software:\u003c/span\u003e Based on aggregated sales data for all tax year 2022 TurboTax products.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003e#1 online tax filing solution for self-employed:\u003c/span\u003e Based upon IRS Sole Proprietor data as of 2023, tax year 2022. Self-Employed defined as a return with a Schedule C tax form. Online competitor data is extrapolated from press releases and SEC filings. “Online” is defined as an individual income tax DIY return (non-preparer signed) that was prepared online \u0026 either e-filed or printed, not including returns prepared through desktop software or FFA prepared returns, 2022.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eCompleteCheck:\u003c/span\u003e Covered under the TurboTax accurate calculations and maximum refund \u003ca href=\"https://turbotax.intuit.com/corp/guarantees/\" target=\"_blank\" rel=\"noopener\" data-toggle=\"modal\"\u003eguarantees\u003c/a\u003e. Limitations apply. See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e\u003ca href=\"https://turbotax.intuit.com/corp/license/online\" target=\"_blank\" rel=\"noopener\"\u003e \u003c/a\u003efor details.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTurboTax Premium Pricing Comparison:\u003c/span\u003e Cost savings based on a comparison of TurboTax product prices to average prices set forth in the 2020-2021 NSA Fees-Acct-Tax Practices Survey Report.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003e1099-K Snap and Autofill:\u003c/span\u003e Available in mobile app and mobile web only.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003e1099-NEC Snap and Autofill:\u003c/span\u003e Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). Available in mobile app only. Feature available within Schedule C tax form for TurboTax filers with 1099-NEC income.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eYear-Round Tax Estimator:\u003c/span\u003e Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). This product feature is only available after you finish and file in a self-employed TurboTax product.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003e**Refer a Friend:\u003c/span\u003e Rewards good for up to 20 friends, or $500 - see \u003ca href=\"https://turbotax.intuit.com/referral/terms/\" target=\"_blank\" rel=\"noopener\"\u003eofficial terms and conditions\u003c/a\u003e for more details.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eRefer your Expert (Intuit’s own experts):\u003c/span\u003e Rewards good for up to 20 referrals, or $500 - see \u003ca href=\"https://turbotax.intuit.com/referralexpert/terms/\" target=\"_blank\" rel=\"noopener\"\u003eofficial terms and conditions\u003c/a\u003e for more details. \u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eRefer your Expert (TurboTax Verified Independent Pro):\u003c/span\u003e Rewards good for up to 20 referrals, or $500 - see \u003ca href=\"https://turbotax.intuit.com/referralexpert/terms/\" target=\"_blank\" rel=\"noopener\"\u003eofficial terms and conditions\u003c/a\u003e for more details.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eAverage Refund Amount:\u003c/span\u003e Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 2/17/23 and may not reflect actual refund amount received.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eAverage Deduction Amount: \u003c/span\u003eBased on the average amount of deductions/expenses found by TurboTax Self Employed customers who filed expenses on Schedule C in Tax Year 2022 and may not reflect actual deductions found. \u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eMore self-employed deductions\u003c/span\u003e based on the median amount of expenses found by TurboTax Premium (formerly Self Employed) customers who synced accounts, imported and categorized transactions compared to manual entry. Individual results may vary.\u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTurboTax Online Business Products:\u003c/span\u003e For TurboTax Live Assisted Business and TurboTax Full Service Business, we currently don’t support the following tax situations: C-Corps (Form 1120-C), Trust/Estates (Form 1041), Multiple state filings, Tax Exempt Entities/Non-Profits, Entities electing to be treated as a C-Corp, Schedule C Sole proprietorship, Payroll, Sales tax, Quarterly filings, and Foreign Income. \u003cspan class=\"font-demi\"\u003eTurboTax Live Assisted Business is currently available only in AK, AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SD, TN, TX, UT, VA, WA, WV and WY.\u003c/span\u003e \u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eAudit Defense: \u003c/span\u003eAudit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at \u003ca href=\"https://turbotax.intuit.com/corp/softwarelicense/\" target=\"_blank\" rel=\"noopener\"\u003ehttps://turbotax.intuit.com/corp/softwarelicense/\u003c/a\u003e for service terms and conditions. \u003cbr\u003e\u003cbr\u003e\u003c/li\u003e\n\u003c/ul\u003e","tracking":{}}}]}]},{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c4vsfupfG/GLOBAL/GLOBAL","externalContentIdentifier":"c4vsfupfG","id":"17e1dab6-c9cf-4643-b26c-6b3227035884","version":"LATEST","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/rich-text","props":{"typeramp":"body04","authoring":"","cssClasses":"","attributes":{"data-cas-id":"c4vsfupfG"},"fontColor":"","htmlContent":"\u003ch3 class=\"body02 font-demi\"\u003eTURBOTAX DESKTOP GUARANTEES\u003c/h3\u003e\n\u003cp\u003eTurboTax Desktop Individual Returns:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003e100% Accurate Calculations Guarantee – Individual Returns:\u003c/span\u003e If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See \u003ca class=\"link-demi-underline\" href=\"/corp/license/desktop.jsp\"\u003eLicense Agreement\u003c/a\u003e for details.\u003cbr /\u003e\u003cbr /\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eMaximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back – Individual Returns:\u003c/span\u003e If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, we'll refund the applicable TurboTax federal and/or state software license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See \u003ca class=\"link-demi-underline\" href=\"/corp/license/desktop.jsp\"\u003eLicense Agreement\u003c/a\u003e for details.\u003cbr /\u003e\u003cbr /\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eAudit Support Guarantee – Individual Returns:\u003c/span\u003e If you receive an audit letter from the IRS or State Department of Revenue based on your 2024 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our \u003ca class=\"link-demi-underline\" href=\"https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/turbotax-audit-support-guarantee/L06x5FWbz_US_en_US\"\u003eAudit Support Center\u003c/a\u003e, for audited individual returns filed with TurboTax Desktop for the current 2024 tax year and, for individual, non-business returns, for the past two tax years (2022, 2023). Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See \u003ca class=\"link-demi-underline\" href=\"/corp/license/desktop.jsp\"\u003eLicense Agreement\u003c/a\u003e for details.\u003cbr /\u003e\u003cbr /\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eSatisfaction Guarantee/ 60-Day Money Back Guarantee:\u003c/span\u003e If you're not completely satisfied with TurboTax Desktop software, go to \u003ca class=\"link-demi-underline\" href=\"http://refundrequest.intuit.com\"\u003erefundrequest.intuit.com\u003c/a\u003e within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eTurboTax Desktop Business Returns:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003e100% Accurate Calculations Guarantee – Business Returns:\u003c/span\u003e If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See \u003ca class=\"link-demi-underline\" href=\"/corp/license/desktop.jsp\"\u003eLicense Agreement\u003c/a\u003e for details.\u003cbr /\u003e\u003cbr /\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eMaximum Tax Savings Guarantee - Business Returns:\u003c/span\u003e If you get a smaller tax due (or larger business tax refund) from another tax preparation method using the same data, TurboTax will refund the applicable TurboTax Business Desktop license purchase price you paid. Additional terms and limitations apply. See \u003ca class=\"link-demi-underline\" href=\"/corp/license/desktop.jsp\"\u003eLicense Agreement\u003c/a\u003e for details.\u003cbr /\u003e\u003cbr /\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eSatisfaction Guarantee/ 60-Day Money Back Guarantee:\u003c/span\u003e If you're not completely satisfied with TurboTax Desktop software, go to \u003ca class=\"link-demi-underline\" href=\"https://accounts.intuit.com/app/oirr\"\u003erefundrequest.intuit.com\u003c/a\u003e within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 class=\"body02 font-demi\"\u003eTURBOTAX DESKTOP DISCLAIMERS\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eInstallation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code.\u003c/span\u003e You must accept the TurboTax \u003ca class=\"link-demi-underline\" href=\"/corp/license/desktop.jsp\"\u003eLicense Agreement\u003c/a\u003e to use this product. Not for use by paid preparers.\u003cbr /\u003e\u003cbr /\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTurboTax Desktop Products:\u003c/span\u003e Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees may not apply in certain states, \u003ca class=\"link-demi-underline\" href=\"/desktop-pricing/\"\u003echeck here for details\u003c/a\u003e. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connection. Desktop add-on products and services purchased are non-refundable.\u003cbr /\u003e\u003cbr /\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eFastest Refund Possible:\u003c/span\u003e Get your tax refund from the IRS as fast as possible by e-filing and choosing to receive your refund by direct deposit. Tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.\u003cbr /\u003e\u003cbr /\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eAverage Refund Amount:\u003c/span\u003e $3,207 is the average refund amount American taxpayers received in the 2024 filing season based upon IRS data as of February 16, 2024 and may not reflect actual refund amount received.\u003cbr /\u003e\u003cbr /\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eTurboTax Technical Support:\u003c/span\u003e Customer service and technical support hours and options vary by time of year.\u003cbr /\u003e\u003cbr /\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eDeduct From Your Federal Refund: Individual taxes only.\u003c/span\u003e Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee applies to this payment. method. Prices are subject to change without notice.\u003cbr /\u003e\u003cbr /\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eData Import:\u003c/span\u003e Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2022 and higher) and QuickBooks Desktop (2023 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.\u003cbr /\u003e\u003cbr /\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eLive Tax Advice:\u003c/span\u003e Access to tax experts to obtain answers to tax questions and to assist with tax year 2024 return(s) prepared with TurboTax Desktop software. Additional fees apply. Must be purchased and used by October 31, 2025. Excludes TurboTax Desktop Business. See \u003ca class=\"link-demi-underline\" href=\"/corp/license/desktop.jsp\"\u003eLicense Agreement\u003c/a\u003e for details.\u003cbr /\u003e\u003cbr /\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan class=\"font-demi\"\u003eAudit Defense:\u003c/span\u003e Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at \u003ca class=\"link-demi-underline\" href=\"/corp/softwarelicense/\"\u003ehttps://turbotax.intuit.com/corp/softwarelicense/\u003c/a\u003efor service terms and conditions.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eAll features, services, support, prices, offers, terms and conditions are subject to change without notice.\u003c/p\u003e","tracking":{}}}]}]}]},{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c34I3m6OR/GLOBAL/GLOBAL","externalContentIdentifier":"c34I3m6OR","id":"d4b4742a-aadd-4b4a-9845-e3d5a750d828","version":"LATEST","tracking":{},"attributes":{"data-cas-id":"c8nxKEflq"}},"innerBlocks":[{"blockName":"gwp-components/modal","props":{"showsCloseIcon":true,"scrollMaxHeight":"500px","authoring":"","heading":"","modalId":"simple-tax-returns-en","fullWidthVideoLayout":"","exitInterstitialOptions":"","scrollsWhenOverflow":true,"backdropStyle":"dark","subTitle":"","size":"large","headerBg":"","headerImageSrc":"","headerImageSize":"fullBleed","exitInterstitial":"No","headerImageAlt":"","attributes":{"data-cas-id":"c8nxKEflq|c34I3m6OR"},"open":false,"tracking":{}},"innerBlocks":[{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c41oMFk5N/GLOBAL/GLOBAL","externalContentIdentifier":"c41oMFk5N","id":"d7db4995-3dab-423f-8f62-205fd3fa9772","version":"LATEST","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"body02 text-left","attributes":{"data-cas-id":"c41oMFk5N"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/text","props":{"typeramp":"headline04","as":"h1","authoring":"","cssClasses":"text-center pb-16","attributes":"","text":"What qualifies as a Simple Form 1040 return?","fontWeight":"demi","fontColor":"","tracking":{}}},{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c2ZT5yrIn/GLOBAL/GLOBAL","externalContentIdentifier":"c2ZT5yrIn","id":"4058d63d-b93f-4ff7-8514-c6f2c6968a5b","version":"LATEST","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/rich-text","props":{"typeramp":"text-size-inherit","authoring":"","cssClasses":"","attributes":{"data-cas-id":"c2ZT5yrIn"},"fontColor":"","htmlContent":"\u003cp\u003eIf you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. 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See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e for details.\u003c/p\u003e","tracking":{}}}]}]},{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"","attributes":{"id":"box6"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"","attributes":{"id":"boxAuditEng1"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/image","props":{"mediaAtBreakpoints":[{"responsiveView":"xs","mediaUrl":"https://digitalasset.intuit.com/content/dam/intuit/cg/en_us/brand/badges/Audit-English-160.svg"}],"authoring":"","imageSet":"{}","cssClasses":"ml-auto mr-auto mt-60 inline-block","width":"","attributes":"","lazyLoading":true,"altTag":"Audit Support Guarantee","height":120,"tracking":{}}}]},{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"","attributes":{"id":"boxAuditEng2"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/text","props":{"typeramp":"text-size-inherit","as":"h2","authoring":"","cssClasses":"headline04 font-demi mt-20","attributes":"","text":"Audit Support Guarantee","fontWeight":"text-weight-inherit","fontColor":"","tracking":{}}},{"blockName":"gwp-components/rich-text","props":{"typeramp":"text-size-inherit","authoring":"","cssClasses":"mt-12","attributes":"","fontColor":"","htmlContent":"\u003cp\u003eIf you receive an audit letter based on your 2024 TurboTax individual, TurboTax Live Assisted Business, or TurboTax Full Service Business return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our \u003ca class=\"link-demi-underline\" href=\"https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/turbotax-audit-support-guarantee/L06x5FWbz_US_en_US\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eAudit Support Center\u003c/a\u003e, for audited returns filed with these products for the current tax year (2024) and, for individual, non-business returns, for the past two tax years (2023, 2022). 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See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e for details.\u003c/p\u003e","tracking":{}}}]}]},{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"","attributes":{"id":"box8"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"","attributes":{"id":"boxSatisEng1"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/image","props":{"mediaAtBreakpoints":[{"responsiveView":"xs","mediaUrl":"https://digitalasset.intuit.com/content/dam/intuit/cg/en_us/brand/badges/Guarantee_Badge_Total-Satisfaction_160.svg"}],"authoring":"","imageSet":"{}","cssClasses":"ml-auto mr-auto mt-60 inline-block","width":"","attributes":"","lazyLoading":true,"altTag":"Total Satisfaction Guarantee","height":120,"tracking":{}}}]},{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"","attributes":{"id":"boxSatisEng2"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/text","props":{"typeramp":"text-size-inherit","as":"h2","authoring":"","cssClasses":"headline04 font-demi mt-20","attributes":"","text":"Satisfaction Guaranteed","fontWeight":"text-weight-inherit","fontColor":"","tracking":{}}},{"blockName":"gwp-components/rich-text","props":{"typeramp":"text-size-inherit","authoring":"","cssClasses":"mt-12","attributes":"","fontColor":"","htmlContent":"\u003cp\u003eYou may use TurboTax Online without charge up to the point you decide to print or electronically file your tax return. Printing or electronically filing your return reflects your satisfaction with TurboTax Online, at which time you will be required to pay or register for the product. See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e for details.\u003c/p\u003e","tracking":{}}}]}]},{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"","attributes":{"id":"box9"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"","attributes":{"id":"box5DaysEng1"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/image","props":{"mediaAtBreakpoints":[{"responsiveView":"xs","mediaUrl":"https://digitalasset.intuit.com/content/dam/intuit/cg/en_us/brand/badges/Guarantee_Badge_Total-Satisfaction_160.svg"}],"authoring":"","imageSet":"{\"xs\":\"https://digitalasset.intuit.com/content/dam/intuit/cg/en_us/brand/badges/5DE-English-160.svg\"}","cssClasses":"ml-auto mr-auto mt-60 inline-block","width":"","attributes":"","lazyLoading":true,"altTag":"5 Days Early Refund Guarantee","height":120,"tracking":{}}}]},{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"","attributes":{"id":"box5DaysEng2"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/text","props":{"typeramp":"text-size-inherit","as":"h2","authoring":"","cssClasses":"headline04 font-demi mt-20","attributes":"","text":"5 Days Early Refund Guarantee","fontWeight":"text-weight-inherit","fontColor":"","tracking":{}}},{"blockName":"gwp-components/rich-text","props":{"typeramp":"text-size-inherit","authoring":"","cssClasses":"mt-12","attributes":"","fontColor":"","htmlContent":"\u003cp\u003eIf you choose to receive your federal tax refund through the TurboTax 5 Days Early service and your refund is deposited into your selected bank account less than 5 days before the IRS refund settlement date (the date it would have arrived if sent from the IRS directly), then you will not be charged the 5 Days Early fee. Excludes TurboTax Business products and services. Limitations apply. See \u003ca class=\"link-demi-underline\" href=\"https://turbotax.intuit.com/corp/license/online/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e for details.\u003c/p\u003e","tracking":{}}}]}]}]}]}]}]}]}]},{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"bg-pepper0 pt-12 mt-32","attributes":{"data-cas-id":"c05WaCU6W|c9H7PwQUw"},"alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"fixed-width gutters","attributes":"","alignment":"none","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/reusable-block","props":{"CMS-ENTITY-TYPE":"content","contentPath":"Content/Intuit/All/All/Fragment/Component/c9VYvtK3R/US/en_US","externalContentIdentifier":"c9VYvtK3R","id":"f7de3ecf-7713-4349-9b1f-3f77c36bbea0","version":"LATEST","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/container","props":{"as":"div","margin":"none","authoring":"","cssClasses":"mt-12 pt-12 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pb-12 ","labelAs":"h4","childrenCssClasses":" pt-12","labelTrackingAttributes":{"data-ui-access-point":"","data-wa-link":"","data-ui-object-detail":"","data-object":"","data-ui-object":"","data-sku":"","data-action":"","data-ui-action":"","data-tracking":""},"tracking":{}},"innerBlocks":[{"blockName":"gwp-components/rich-text","props":{"typeramp":"text-size-inherit","authoring":"","cssClasses":"","attributes":{"role":"list"},"fontColor":"","htmlContent":"\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Compare TurboTax products\" href=\"/personal-taxes/compare/online/\"\u003eCompare TurboTax Tax Products\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"All online tax preparation software\" href=\"/personal-taxes/online/\"\u003eAll online tax preparation software\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax online guarantees\" href=\"/corp/guarantees/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eTurboTax online guarantees\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"IRS Forms\" href=\"/personal-taxes/irs-forms/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eIRS Forms\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Self-employed tax center\" href=\"/personal-taxes/self-employment-taxes/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eSelf-employed tax center\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Tax Refund Advance\" href=\"/refund-advance/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eTax Refund Advance\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Crypto Taxes\" href=\"/personal-taxes/crypto-taxes/\"\u003eCrypto Taxes\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Credit Karma Money\" href=\"/credit-karma-money/\"\u003eCredit Karma Money\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Blog\" href=\"https://blog.turbotax.intuit.com/\"\u003eTurboTax Blog\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Canada\" href=\"https://turbotax.intuit.ca/tax/software\"\u003eTurboTax Canada\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Products for previous tax years\" href=\"/personal-taxes/past-years-products/\"\u003eProducts for previous tax years\u003c/a\u003e\u003c/p\u003e","tracking":{}}}]}]},{"blockName":"gwp-components/grid-item","props":{"desktopOrder":"'0'","authoring":"","cssClasses":"","desktopHorizontalAlignment":"default","breakpointAttributes":[{"breakpointSize":"xs"}],"attributes":"","mobileHorizontalAlignment":"default","mobileVerticalAlignment":"default","desktopVerticalAlignment":"default","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/expandable","props":{"breakpointToDisableInteraction":"sm","authoring":"","cssClasses":"","chevronLocation":"split","tabIndex":"","attributes":"","label":"Tax \u0026 Online Software Products ","labelCssClasses":"border-b border-pepper20 pb-12 ","labelAs":"h4","childrenCssClasses":" pt-12","labelTrackingAttributes":{"data-ui-access-point":"","data-wa-link":"","data-ui-object-detail":"","data-object":"","data-ui-object":"","data-sku":"","data-action":"","data-ui-action":"","data-tracking":""},"tracking":{}},"innerBlocks":[{"blockName":"gwp-components/rich-text","props":{"typeramp":"text-size-inherit","authoring":"","cssClasses":"","attributes":{"role":"list"},"fontColor":"","htmlContent":"\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Free Edition tax filing\" href=\"/personal-taxes/online/free-edition.jsp\"\u003eFree Edition tax filing\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Deluxe to maximize tax deductions\" href=\"/personal-taxes/online/deluxe.jsp\"\u003eDeluxe to maximize tax deductions\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax self-employed \u0026 investor taxes\" href=\"/personal-taxes/online/premium/\"\u003eTurboTax self-employed \u0026 investor taxes\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Free Military tax filing discount\" href=\"/personal-taxes/online/military-edition.jsp\"\u003eFree military tax filing discount\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Live tax expert products\" href=\"/personal-taxes/online/live/\"\u003eTurboTax Live tax expert products\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Live Premium\" href=\"/personal-taxes/online/live/premium/\"\u003eTurboTax Live Premium\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Live Full Service Pricing\" href=\"/personal-taxes/online/live/full-service-pricing/\"\u003eTurboTax Live Full Service Pricing\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Live Full Service Business Taxes\" href=\"/personal-taxes/online/live/full-service/business-taxes/\"\u003eTurboTax Live Full Service Business Taxes\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Live Assisted Business Taxes\" href=\"/personal-taxes/online/live/business-taxes/\"\u003eTurboTax Live Assisted Business Taxes\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Small Business Taxes\" href=\"/small-business-taxes/\"\u003eTurboTax Small Business Taxes\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Verified Tax Pros\" href=\"https://pros.turbotax.intuit.com/\"\u003eTurboTax Verified Tax Pros\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Verified Pros - Find Your Local Tax Professional\" href=\"https://pros.turbotax.intuit.com/local-tax-experts\"\u003eTurboTax Verified Pros - Find Your Local Tax Professional\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Verified Pros - Pro Matching\" href=\"https://pros.turbotax.intuit.com/pro-matching\"\u003eTurboTax Verified Pros - Pro Matching\u003c/a\u003e\u003c/p\u003e","tracking":{}}}]}]},{"blockName":"gwp-components/grid-item","props":{"desktopOrder":"'0'","authoring":"","cssClasses":"","desktopHorizontalAlignment":"default","breakpointAttributes":[{"breakpointSize":"xs"}],"attributes":"","mobileHorizontalAlignment":"default","mobileVerticalAlignment":"default","desktopVerticalAlignment":"default","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/expandable","props":{"breakpointToDisableInteraction":"sm","authoring":"","cssClasses":"","chevronLocation":"split","tabIndex":"","attributes":"","label":"Desktop products","labelCssClasses":"border-b border-pepper20 pb-12 ","labelAs":"h4","childrenCssClasses":" 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Products\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"All Desktop products\" href=\"/personal-taxes/cd-download/\"\u003eAll Desktop products\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Install TurboTax Desktop\" href=\"/personal-taxes/cd-download/install-turbotax/\"\u003eInstall TurboTax Desktop\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Check order status\" href=\"/personal-taxes/cd-download/order-status/\"\u003eCheck order status\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Advantage\" href=\"/personal-taxes/cd-download/advantage/\"\u003eTurboTax Advantage\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Desktop Business for corps\" href=\"/small-business-taxes/cd-download/\"\u003eTurboTax Desktop Business for corps\u003c/a\u003e\u003c/p\u003e","tracking":{}}}]}]},{"blockName":"gwp-components/grid-item","props":{"desktopOrder":"'0'","authoring":"","cssClasses":"","desktopHorizontalAlignment":"default","breakpointAttributes":[{"breakpointSize":"xs"}],"attributes":"","mobileHorizontalAlignment":"default","mobileVerticalAlignment":"default","desktopVerticalAlignment":"default","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/expandable","props":{"breakpointToDisableInteraction":"sm","authoring":"","cssClasses":"","chevronLocation":"split","tabIndex":"","attributes":"","label":"Tax tips","labelCssClasses":"border-b border-pepper20 pb-12 ","labelAs":"h4","childrenCssClasses":" pt-12","labelTrackingAttributes":{"data-ui-access-point":"","data-wa-link":"","data-ui-object-detail":"","data-object":"","data-ui-object":"","data-sku":"","data-action":"","data-ui-action":"","data-tracking":""},"tracking":{}},"innerBlocks":[{"blockName":"gwp-components/rich-text","props":{"typeramp":"text-size-inherit","authoring":"","cssClasses":"","attributes":{"role":"list"},"fontColor":"","htmlContent":"\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Tax Tips \u0026 Video Homepage\" href=\"/tax-tools/tax-articles-and-tips/\"\u003eTax tips and video homepage\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Browse all tax tips\" href=\"/tax-tips/\"\u003eBrowse all tax tips\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Married filing jointly vs separately\" href=\"/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/L7gyjnqyM\"\u003eMarried filing jointly vs separately\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Guide to head of household\" href=\"/tax-tips/family/guide-to-filing-taxes-as-head-of-household/L4Nx6DYu9\"\u003eGuide to head of household\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Rules for claiming dependents\" href=\"/tax-tips/family/rules-for-claiming-a-dependent-on-your-tax-return/L8LODbx94\"\u003eRules for claiming dependents\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"File taxes with no income\" href=\"/tax-tips/irs-tax-return/can-i-file-an-income-tax-return-if-i-dont-have-any-income/L5T6d4PZP\"\u003eFile taxes with no income\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"About form 1099-NEC\" href=\"/tax-tips/self-employment-taxes/how-to-file-taxes-with-irs-form-1099-misc/L3UAsiVBq\"\u003eAbout form 1099-NEC\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Amended tax return\" href=\"/tax-tips/amend-return/how-to-file-an-amended-return-with-the-irs/L6kO691J8\"\u003eAmended tax return\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Capital gains tax rate\" href=\"/tax-tips/investments-and-taxes/guide-to-short-term-vs-long-term-capital-gains-taxes-brokerage-accounts-etc/L7KCu9etn\"\u003eCapital gains tax rate\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"File back taxes\" href=\"/tax-tips/irs-tax-return/how-do-i-file-back-tax-returns/L535BxMms\"\u003eFile back taxes\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Find your AGI\" href=\"/tax-tips/irs-tax-return/how-to-find-your-adjusted-gross-income-agi-to-e-file-your-tax-return/L2BNspAbm\"\u003eFind your AGI\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Unemployment benefits and taxes\" href=\"https://blog.turbotax.intuit.com/unemployment-benefits/\"\u003eUnemployment benefits and taxes\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Investment tax tips\" href=\"/personal-taxes/investment-tax-tips/\"\u003eInvestment tax tips\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Child tax credit\" href=\"/tax-tips/family/7-requirements-for-the-child-tax-credit/L3wpfbpwQ\"\u003eChild tax credit\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Important tax deadlines\" href=\"/tax-tips/tax-planning-and-checklists/important-tax-deadlines-dates/L7Rn92V1d\"\u003eImportant tax deadlines\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Federal tax brackets\" href=\"/tax-tips/irs-tax-return/current-federal-tax-rate-schedules/L7Bjs1EAD\"\u003eFederal tax brackets\u003c/a\u003e\u003c/p\u003e","tracking":{}}}]}]},{"blockName":"gwp-components/grid-item","props":{"desktopOrder":"'0'","authoring":"","cssClasses":"","desktopHorizontalAlignment":"default","breakpointAttributes":[{"breakpointSize":"xs"}],"attributes":"","mobileHorizontalAlignment":"default","mobileVerticalAlignment":"default","desktopVerticalAlignment":"default","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/expandable","props":{"breakpointToDisableInteraction":"sm","authoring":"","cssClasses":"","chevronLocation":"split","tabIndex":"","attributes":"","label":"Help and support","labelCssClasses":"border-b border-pepper20 pb-12 ","labelAs":"h4","childrenCssClasses":" pt-12","labelTrackingAttributes":{"data-ui-access-point":"","data-wa-link":"","data-ui-object-detail":"","data-object":"","data-ui-object":"","data-sku":"","data-action":"","data-ui-action":"","data-tracking":""},"tracking":{}},"innerBlocks":[{"blockName":"gwp-components/rich-text","props":{"typeramp":"text-size-inherit","authoring":"","cssClasses":"","attributes":{"role":"list"},"fontColor":"","htmlContent":"\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"TurboTax Live Community Support\" href=\"https://ttlc.intuit.com/turbotax-support/en-us\"\u003eTurboTax Live Community Support\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Contact us\" href=\"https://ttlc.intuit.com/turbotax-support/en-us/contact\" target=\"_blank\" rel=\"noopener\"\u003eContact us\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Where's my refund\" href=\"/tax-tools/wheres-my-refund/\"\u003eWhere's my refund\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"File an IRS tax extension\" href=\"/irs-tax-extensions/\"\u003eFile an IRS tax extension\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Access your Turbotax account\" href=\"https://myturbotax.intuit.com/\"\u003eAccess your Turbotax account\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Community\" href=\"https://ttlc.intuit.com/community/home/misc/03/en-us\"\u003eCommunity\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Tax law \u0026 stimulus updates\" href=\"/tax-reform/\"\u003eTax law \u0026 stimulus updates\u003c/a\u003e\u003c/p\u003e\n\u003cp role=\"listitem\"\u003e\u003ca class=\"inline-block h-24\" title=\"Refer Your Friends\" href=\"/referral/\"\u003eRefer Your Friends\u003c/a\u003e\u003c/p\u003e","tracking":{}}}]}]},{"blockName":"gwp-components/grid-item","props":{"desktopOrder":"'0'","authoring":"","cssClasses":"","desktopHorizontalAlignment":"default","breakpointAttributes":[{"breakpointSize":"xs"}],"attributes":"","mobileHorizontalAlignment":"default","mobileVerticalAlignment":"default","desktopVerticalAlignment":"default","tracking":{}},"innerBlocks":[{"blockName":"gwp-components/expandable","props":{"breakpointToDisableInteraction":"sm","authoring":"","cssClasses":"","chevronLocation":"split","tabIndex":"","attributes":"","label":"Tax tools","labelCssClasses":"border-b border-pepper20 pb-12 ","labelAs":"h4","childrenCssClasses":" 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