What happened for you in the tax year?

Powered by TurboTax’s EasyStep Interview, we ask questions to get to know you. Then, based on what you tell us, we'll help you find the tax deductions and credits that apply to you. From a student loan interest to a union dues, we'll make sure you get every tax break you deserve.

Your answers to the questions help us build your personal tax profile with which we customize your tax experience so we’re only asking you for information that is relevant to you and your specific tax situation as we step through your return.

As you step through the questions in your tax profile, if you’re not sure of what something is or if it applies to you, just answer Yes. When you answer yes, we’ll help you determine if that credit or deduction is actually relevant for you later in your return. There’s no risk in answering yes if you’re not sure; we’ll simply guide you through a few extra steps to help confirm your eligibility for that concept.

Enter all of your sources of income in the Income section of the interview. Then, enter employment expenses, tuition, education, and textbook amounts, and other deductions in the Deductions section of the Interview.