My TurboTax Affiliate Link (THANK YOU!): https://moneydoneright.com/turbotax/ In this video, I do a complete walkthrough of TurboTax Online for 2024. As a CPA, I can comment on what I like and what I don't like about the software, especially the things that TurboTax tries to sell you. So not only is this a TurboTax Tutorial for 2024 — it's also a TurboTa Review for 2024. Yay. However, doing your taxes can be boring, and I literally fall asleep at one point in this video. 😴 Table of Contents: 0:00 TurboTax Review 2024 0:51 The Tax Documents I'm Using (Form W-2 for Wages, Form 1099-B for Stocks, Etc.) 1:39 How This TurboTax Walkthrough Review Is Going to Work 2:54 TurboTax Isn't Breaking Down All the Different Versions 3:58 They're Really Pushing the TurboTax Live "Assisted" and "Full Services" Versions 4:37 Creating an Intuit Account 5:23 Third-Party Tracking Opt-In 5:54 "We're Glad You're Here!" 6:06 How Did You Do Your Taxes Last Year? 6:14 Basic Situation 6:58 "How Comfortable Do You Feel Doing Your Own Taxes?" 7:29 Upsell #1: TurboTax Live Assisted for $169 Federal + $49 = $218 9:48 Pricing Confusion 11:06 Time Estimate 11:13 Inputting Your Name, Date of Birth, and Occupation 11:45 Inputting Your Social Security Number 11:59 Inputting Your State of Residence 12:32 Rare Situations 12:44 About Your Household 13:05 Adding Your Dependent(s) 14:21 Filing Status 14:47 Asking Your Permission to Use Your Information for Advertising Purposes and to Share Your Data With Intuit 15:47 Upsell #2: TurboTax MAX for $59 16:12 Questions About Retirement Plan Withdrawals, Dividends, Interest, Capital Loss Carryforward, Foreign Assets 17:12 How to Import W-2 in TurboTax 20:26 Uncommon Situations About Your W-2 20:51 Investment Income Questions 21:08 Connecting Your Financial Accounts to TurboTax 21:50 My Personal 1099-B Information (M1 Finance) 22:33 My Rant About Dividends 23:26 How to Enter Form 1099-DIV in TurboTax 25:10 Nothing on My Form 1099-INT and My Form 1099-MISC 25:58 How to Enter Form 1099-B (Stock Gains and Losses) in TurboTax 30:47 Margin Interest 32:05 Upsell #3: TurboTax Live Assisted (AGAIN!) 33:45 Additional Questions 34:04 Tax Breaks 34:42 Child and Other Dependents Tax Credits 35:14 Charitable Donations 35:49 Standard Deduction vs. Itemized Deductions 35:56 QBI Deduction Summary 36:12 More Uncommon Situations 36:27 Underpayment Penalties 36:34 Watch Me Literally Fall Asleep For 10 Seconds 36:44 Underpayment Penalties (Etc.) 37:55 Confirmations and Other Reviews 38:31 Did You Make Money in Other States 38:46 Federal Taxes Summary 39:17 State Income Tax Return in TurboTax 42:34 Upsell #4: Go Over Your Tax Summary With an Expert 42:42 How Much Time This All Took You 42:52 Upsell #5: TurboTax MAX for $59 (AGAIN!) 43:04 Total Cost: $128 for Federal and State 43:33 TurboTax Pros and Cons 45:41 Upsell #6: TurboTax MAX for $59 (AGAIN!) and Will Builder for $39 45:53 Why I Do This #turbotax #turbotaxandrelax #taxseason