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After a surprise bill of over $100 from H&R block I've been using FreeTaxUSA and have been very happy to pay $15 for state filing. The UI is just as good as Tu

After a surprise bill of over $100 from H&R block I've been using FreeTaxUSA and have been very happy to pay $15 for state filing. The UI is just as good as TurboTax or H&R block.

dmoy 3y ago
The UI for 8949 is worse than TurboTax, for the edge case of having a lot of non-covered shares. (Technically you can mail a paper copy of all the 1099-B to the IRS to work around this problem) And I think some 1099-R codes used to have buggy question flow, but it's better now. So far that's the only two things I've found worse than TurboTax, and certainly not worth paying Intuit for.
- OkayPhysicist 3y ago
  > (Technically you can mail a paper copy of all the 1099-B to the IRS to work around this problem) I do this every year. Got into the habit because some index fund thing I had a couple bucks of in my portfolio did some weird shit with stock dividends and ended up producing over a hundred transactions amounting to just over the "round to zero" amount of profit. It's really not that much of a headache as long as you have access to a printer. One form, check a box, scribble "TO THE IRS" on an envelope and jam it and your 1099 in and call it a day. Not a soul is going to bother checking the details anyway, since they already have the contents of your 1099.
  - dmoy 3y ago
    > Not a soul is going to bother checking the details anyway, since they already have the contents of your 1099. the issue is for non-covered shares, where they don't have the full contents of the 1099.
distract8901 3y ago
HR block got me once. They said I needed the premium package for some slightly unusual form that I ended up not actually needing. But once you click that button to enable premium features, there is no possible way of removing it. You're forced to pay the $80 no matter what. I just copied my data to FreeTaxUSA and filed everything for free. Fuck them.
bluGill 3y ago
The UI is better than taxAct which I'd been using for years. I got my taxes done in half the time without all the "wait while we calculate...".
BlackjackCF 3y ago
What was the surprise bill of $100 for? My god, at that rate you might as well just hire a private accountant.
- datadrivenangel 3y ago
  I wrote a book and had a small amount of royalty income to declare, which meant I needed the 'premium' package on top of the state filing. I think Intuit has made almost as much money from my book as I have!
- Auracle 3y ago
  The last time I had my taxes professionally done it was over $300, and that was 3 years ago now.
- deleted 3y ago
  [deleted]
gavinhoward 3y ago
My relative works for FreeTaxUSA. I'm glad to hear you like them. She is too. They're also great to their employees. My relative got a mostly paid vacation recently on top of great PTO. Edit: Also, my relative is partially responsible for the UI, so she's happy to hear you like it.

After a surprise bill of over $100 from H&R block I've been using FreeTaxUSA and have been very happy to pay $15 for state filing. The UI is just as good as TurboTax or H&R block.

dmoy 3y ago

The UI for 8949 is worse than TurboTax, for the edge case of having a lot of non-covered shares. (Technically you can mail a paper copy of all the 1099-B to the IRS to work around this problem) And I think some 1099-R codes used to have buggy question flow, but it's better now. So far that's the only two things I've found worse than TurboTax, and certainly not worth paying Intuit for.

OkayPhysicist 3y ago
> (Technically you can mail a paper copy of all the 1099-B to the IRS to work around this problem) I do this every year. Got into the habit because some index fund thing I had a couple bucks of in my portfolio did some weird shit with stock dividends and ended up producing over a hundred transactions amounting to just over the "round to zero" amount of profit. It's really not that much of a headache as long as you have access to a printer. One form, check a box, scribble "TO THE IRS" on an envelope and jam it and your 1099 in and call it a day. Not a soul is going to bother checking the details anyway, since they already have the contents of your 1099.
- dmoy 3y ago
  > Not a soul is going to bother checking the details anyway, since they already have the contents of your 1099. the issue is for non-covered shares, where they don't have the full contents of the 1099.

distract8901 3y ago

HR block got me once. They said I needed the premium package for some slightly unusual form that I ended up not actually needing. But once you click that button to enable premium features, there is no possible way of removing it. You're forced to pay the $80 no matter what. I just copied my data to FreeTaxUSA and filed everything for free. Fuck them.

bluGill 3y ago

The UI is better than taxAct which I'd been using for years. I got my taxes done in half the time without all the "wait while we calculate...".

BlackjackCF 3y ago

What was the surprise bill of $100 for? My god, at that rate you might as well just hire a private accountant.

datadrivenangel 3y ago
I wrote a book and had a small amount of royalty income to declare, which meant I needed the 'premium' package on top of the state filing. I think Intuit has made almost as much money from my book as I have!
Auracle 3y ago
The last time I had my taxes professionally done it was over $300, and that was 3 years ago now.
deleted 3y ago
[deleted]

gavinhoward 3y ago

My relative works for FreeTaxUSA. I'm glad to hear you like them. She is too. They're also great to their employees. My relative got a mostly paid vacation recently on top of great PTO. Edit: Also, my relative is partially responsible for the UI, so she's happy to hear you like it.