Author Topic: What do you personally use to file your taxes?  (Read 3044 times)

seattlecyclone

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Re: What do you personally use to file your taxes?
« Reply #50 on: January 30, 2018, 03:08:55 PM »
Why make your own spreadsheet when Excel 1040 exists? That thing does pretty much everything.
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markbike528CBX

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Re: What do you personally use to file your taxes?
« Reply #51 on: January 30, 2018, 05:50:48 PM »
Why make your own spreadsheet when Excel 1040 exists? That thing does pretty much everything.

A didn't know it existed
B leary of 1)excel
                2) other people spreadsheets
C  building my own got me " under the hood " of the forms.

But that said I'll check it out.

catccc

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Re: What do you personally use to file your taxes?
« Reply #52 on: January 30, 2018, 09:54:31 PM »
I just use fillable PDF forms and mail them in.  I used tax act for a couple of years but then it stopped being free.  Even if I wasn't a CPA, I think the instructions are adequate, it just takes a little extra time, and as a bonus, typically leads to a better understanding of tax laws.

mattcuffCPA

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Re: What do you personally use to file your taxes?
« Reply #53 on: January 31, 2018, 08:51:25 PM »
For simple returns I recommend

https://www.express1040.com/

It is very easy to use and you only pay a small fee ($10) to file each state return. Federal is free.

bender

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Re: What do you personally use to file your taxes?
« Reply #54 on: January 31, 2018, 10:47:29 PM »
Anyone know where the best deals are for TT online?

Joel

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Re: What do you personally use to file your taxes?
« Reply #55 on: January 31, 2018, 11:22:04 PM »
I use freetaxusa.

Same here. And manually file California forms based on their drafts. Canít file online through California because of our HSA.

SomedayStache

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Re: What do you personally use to file your taxes?
« Reply #56 on: February 11, 2018, 11:51:45 AM »
I'm trying out freetax usa. 

The good: There was an issue with form 8889 (The HSA form).  I opened a chat on a Sunday morning and got an instant response.  The agent on the other end linked me to a bogleheads forum pertaining to my question.  (Yay bogleheads!)

The bad: After further clarification to the agent it appears there is an issue with their software, I've been told the issue was submitted to the tier 2 department and to check back in 3 to 5 business days.

Sigh.  I've already entered my info into TurboTax, now into freetaxusa (and got the same answers both times).  I was hoping to efile today and now I get to weigh the relative merits of going to the irs free fillable forms (MORE DATA ENTRY) or checking back in a few days to the freetax site and hoping they fix the issue.

Michael in ABQ

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Re: What do you personally use to file your taxes?
« Reply #57 on: February 11, 2018, 03:31:11 PM »
Anyone know where the best deals are for TT online?

I had 3-4 different discounts (two banks, military service, one other random one) I think they were all the same. $5 of the cheapest version (Deluxe, normally about $35), $10 the next most expensive version and $15 the most expensive version.
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babybug

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Re: What do you personally use to file your taxes?
« Reply #58 on: February 12, 2018, 07:50:49 PM »
I've used everything: manual, TurboTax, HRBlock, Taxact. I seem to get audited whenever I do manually (3 times past 7 yrs).

 This year I used TurboTax but the repeated high pressure to upgrade is aggravating. I'll try freetax next year.

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DenverDad

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Re: What do you personally use to file your taxes?
« Reply #59 on: February 14, 2018, 10:32:07 AM »
I've used Credit Karma last year and this year since it is completely free for state and federal filings. Easy to use as well. Before that, I used taxact.

katsiki

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Re: What do you personally use to file your taxes?
« Reply #60 on: February 14, 2018, 11:30:18 AM »
PSA: TaxAct has started charging $37 for the state filing.  This is another significant price increase in my mind.  Ugh
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bender

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Re: What do you personally use to file your taxes?
« Reply #61 on: February 14, 2018, 12:12:46 PM »
Here it is 2/14 and I'm still waiting on a 1099 from ETrade.  Vanguard was pretty late too, but at least I have it now. 

Why does it take so long?  I hear from lots of people (I guess without brokerage accounts) that filed their taxes already.  Am I the only one waiting til mid Feb every year?

markbike528CBX

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Re: What do you personally use to file your taxes?
« Reply #62 on: February 14, 2018, 12:31:27 PM »
Nope, you are not the only one.     I did check E-trade this morning and saw my 1099.

Mississippi Mudstache

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Re: What do you personally use to file your taxes?
« Reply #63 on: February 14, 2018, 01:25:42 PM »
PSA: TaxAct has started charging $37 for the state filing.  This is another significant price increase in my mind.  Ugh

This sucks. I've used TaxAct for several years, but this does it for me. Last two years I filed in Florida, so I didn't pay state income taxes. I'm using Free File Fillable Forms this year. Should save me $87. I notice that they don't make Form 8606 available until Feb. 22, for some weird reason. So I will have to wait until next week to finish filing.
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Caoineag

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Re: What do you personally use to file your taxes?
« Reply #64 on: February 14, 2018, 01:28:30 PM »
PSA: TaxAct has started charging $37 for the state filing.  This is another significant price increase in my mind.  Ugh

Yup, that is what finally got me to use the free website someone mentioned up thread (freetax.com ran by Liberty Tax) this year. I had used TaxAct for a number of years but once you go from $15 to $37 to $50-ish I am done. I am just not that lazy. The free tax website worked just fine for me. And it didn't cost anything. I should have done it back when the price left the teens.

Mississippi Mudstache

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Re: What do you personally use to file your taxes?
« Reply #65 on: February 15, 2018, 10:47:03 AM »
PSA: TaxAct has started charging $37 for the state filing.  This is another significant price increase in my mind.  Ugh

Yup, that is what finally got me to use the free website someone mentioned up thread (freetax.com ran by Liberty Tax) this year. I had used TaxAct for a number of years but once you go from $15 to $37 to $50-ish I am done. I am just not that lazy. The free tax website worked just fine for me. And it didn't cost anything. I should have done it back when the price left the teens.

Yep. I found TaxAct helpful when I was filing Schedule E for a rental property. I sold it the property 2016, so there is really nothing so complicated that I feel like I need the fancy software. I still filled out the forms on TaxAct, just to make sure I got the same numbers as when I did the free fillable forms. Just didn't pay for them to file it.
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Helvegen

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Re: What do you personally use to file your taxes?
« Reply #66 on: February 15, 2018, 05:35:18 PM »
I used TaxAct this year because I had some fun day trading crypto last year, made some nice fiat, but the number of individual transactions was far more than I wanted to hand enter into any form. TaxAct took the csv file from Bitcoin Tax, so that's what I went with. There was really nothing more to it. I'll probably go with something else next year.