How Do I Get Started With TurboTax Desktop?

Getting started with TurboTax Desktop is easy and user-friendly, even for first-time users. Simply download TurboTax software from installturbotax.com, install it on your computer, and follow the guided steps to enter your tax information. The interview-style setup helps you complete and file your return with confidence.

There are the few Steps to TurboTax Desktop:

Step 1: Choose the Right TurboTax Desktop Version

Basic – Simple returns, typically for W-2 income and standard deductions
Deluxe – Homeowners and people claiming common deductions and credits
Premier – Investors and rental property owners
Home & Business – Self-employed individuals and small business owners

Step 2: Download and Install TurboTax on Your Computer

Visit the official Installturbotax.com website and sign in to your account.
Select the Download option for your computer (Windows or Mac).
Save the installer file to an easy-to-find location.
Open the downloaded file and follow the on-screen installation instructions.
Enter your license code when prompted.
Complete the installation and Activate TurboTax.
Update the software if prompted to ensure the latest tax features.
Start a new return or import data from a previous tax year.

Step 3: Start a New Tax Return or Import Last Year’s Data

After opening TurboTax, you’ll be asked whether you want to:

Start a new tax return, or
Import information from last year’s TurboTax file

Step 4: Enter Your Personal and Financial Information

TurboTax uses an interview-style format, guiding you through each section with clear questions and explanations. You’ll be prompted to enter:

Personal details (filing status, dependents, address)
Income (W-2s, 1099s, investment income, business income)
Deductions and credits (mortgage interest, charitable donations, education expenses)

You can manually enter information or import data from supported financial institutions and payroll providers.

Step 5: Review for Accuracy and Errors

One of TurboTax Desktop’s strengths is its built-in error checking. Before filing, the software will:

Scan your return for missing or inconsistent information
Flag potential errors or overlooked deductions
Walk you through fixes step by step
Taking time to review this section carefully can help avoid delays or IRS notices later.

Step 6: File Your Tax Return

When you’re ready, TurboTax will guide you through filing options:

E-file your federal return (and state return, if applicable)
Print and mail your return if you prefer paper filing
You’ll also see your refund amount or balance due and can choose how to receive or pay it.

Step 7: Save and Back Up Your Tax Files

Because TurboTax Desktop stores files locally, it’s important to save and back up your return. Consider:

Saving a copy to an external drive
Using cloud storage for an extra backup
Keeping a printed or PDF copy for your records
This makes it easier to reference your return in future years.