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Maximum balance and transfer limits apply. No Fees: Third-party fees may apply. Prices are subject to change without notice. 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.
Intuit will assign you a tax expert based on availability. CPA availability may be limited. For the TurboTax Live product, 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. For the Full Service product, the tax expert will sign your return as preparer. Administrative services may be provided by assistants to the tax expert.
Payment by federal refund is not available when a tax expert signs your return. 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. TurboTax Live Full Service — Qualification for Offer: 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. Offer details subject to change at any time without notice. Intuit reserves the right to refuse to prepare a tax return for any reason in its sole discretion. Additional limitations apply.
Terms and conditions may vary and are subject to change without notice. Online competitor data is extrapolated from press releases and SEC filings. CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees. Available in mobile app only. This product feature is only available after you finish and file in a self-employed TurboTax product.
Download option requires free online Intuit account. Not for use by paid preparers. Additional fees apply for e-filing state returns. E-file fees do not apply to New York state returns. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet. All features, services, support, prices, offers, terms and conditions are subject to change without notice. This is true whether you reside inside or outside the United States and whether or not you receive a Form from the foreign payer.
Employee stock options. If you received an option to buy or sell stock or other property as payment for your services, see Pub. Disaster relief. Relief is available for those affected by some disasters. See IRS. Photographs of missing children. Photographs of missing children selected by the Center may appear in this publication on pages that would otherwise be blank.
Introduction This publication provides information on the tax treatment of investment income and expenses. It includes information on the tax treatment of investment income and expenses for individual shareholders of mutual funds or other regulated investment companies, such as money market funds. It explains what investment income is taxable and what investment expenses are deductible.
It explains when and how to show these items on your tax return.
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