Over the past five years, the profile of the taxpayer with “investments” has changed. With the rise of investing apps and cryptocurrency, investors are younger and playing a more prominent role in their personal investment choices. Today, there are nearly five million millennial investors who will be filing 1099Bs with an average age of 30, but, until now, they’ve faced imperfect tax solutions.
Today, we’ve unveiled a redesign of the popular TurboTax Premier. Introducing TurboTax Premier 2019 a new and more robust experience that tackles the biggest pain points for the 21 million taxpayers with investments in the U.S., including:
Personalized guidance: Covering nearly every investment tax situation, including stocks, bonds, ESPPs, robo-investing, cryptocurrency, rental properties and more. We’ll help you identify which type of investor you are — whether it’s for retirement, employee stock, heavy stock trader or if you just sold a single stock this year — and deliver a personalized experience and guidance for you, no matter how much experience you have with investing.
Data import to eliminate work: In addition to W-2s import supporting over 150 million W-2s, TurboTax Premier automatically imports investment transactions from hundreds of financial institutions, eliminating time and improving accuracy. TurboTax Online now supports uploading more than 2,000 cryptocurrency transactions at one time, covering the vast majority of taxpayers with crypto. TurboTax also enables investors to import more transactions across all supported investment types than any other tax software provider.
TurboTax Live Premier
For those who want the extra assurance of a credentialed tax expert, TurboTax Live Premier gives taxpayers on-demand access to an elite team of credentialed tax experts – ALL Certified Public Accountants (CPAs), IRS Enrolled Agents (EAs) or Tax Attorneys with an average of 15 years of experience. There is no need to leave the house – TurboTax Live connects customers live, to highly qualified CPAs and Enrolled Agents, in English or Spanish, via one-way video, as often as they want to ask questions, get personalized advice or even have their tax return reviewed, signed and filed. For those that don’t want to connect via one-way video, TurboTax Live Premier also gives taxpayers the ability to connect to their tax expert with chat and email. And TurboTax Live tax returns are backed by our 100% Accurate Expert Approved Guarantee.
In addition to TurboTax Premier and TurboTax Live Premier, all TurboTax online products are now available at www.TurboTax.com, the Apple App Store and Google Play Store.