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Curious, does your medium-complexity tax return include investments?
by pb7 3y ago
Curious, does your medium-complexity tax return include investments?
- jandrese 3y agoYes. And green energy credit rollover. Also children and tax deferred savings accounts. My wife is also a self-employed contractor. FreeTax was able to handle all of that, albeit that some parts are still confusing. Most of the confusion comes from the contract work, but some of that is because she is actually working for a company that classifies her as a contractor to avoid paying benefits and taxes.
- ye-olde-sysrq 3y agoI've used freetaxusa for 3 years now and have the same positive experience as the parent poster. And yeah my scenario includes investments. off the top of my head my return featured: * income from 2 employers for the same person * income in 2 states * kids and the stuff that comes with that (child tax credits etc) * capital losses (it's that time of the business cycle :< ) * interest (US treasury products) * dividends * mortgage stuff So if tons of americans can just do a 1040-EZ, then I feel like my usage probably covers like 99% of the remaining folks (which I would characterize as "I could do a 1040-EZ but I have kids and stocks").