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I wish they shared more info about what the deluxe version includes. I have a small business with very simple operations, but that often precludes me from using

I wish they shared more info about what the deluxe version includes. I have a small business with very simple operations, but that often precludes me from using other tax filing software. They don't seem to have any info on whether they cover that in any of their versions.

Sohcahtoa82 3y ago
Deluxe just adds more support features. As far as filing and forms, FreeTaxUSA supports EVERYTHING for federal taxes, for free. The $8 deluxe upgrade just gives you live chat and priority support. Pro gives you personal phone support to a tax pro.
- teraflop 3y ago
  Not quite everything, there's a (short) list of unsupported forms here: https://www.freetaxusa.com/forms-federal https://www.freetaxusa.com/forms-federal I found this out one year because they don't fully support Form 8283, which I needed in order to handle a deduction of a cryptocurrency donation to charity. But apart from that, they've been great. And your main point is correct in that they don't upcharge for any of their supported forms.
  - Alupis 3y ago
    It appears they now support Form 8283 Section A.
    - teraflop 3y ago
      Right, they only support section A, which means you can donate publicly traded securities but not other assets over $5,000.
Alupis 3y ago
Deluxe gets you live chat if you need it. Pro gives you phone support. That's basically it. The free version gives you everything else. For small/individual biz, you can file Schedule C, K-1, etc with free version.
tpmoney 3y ago
As far as I understand it the deluxe version is basically the “the online help isn’t answering my question and I want to talk to a real person” / “I may need to file amended returns” option. But none of the actual filing functionality is locked behind it. I know none of the simple 1099 self sole proprietor stuff needed deluxe in previous years.
codingdave 3y ago
They have that info right here: https://www.freetaxusa.com/deluxe https://www.freetaxusa.com/deluxe And they specifically state small business support here: https://www.freetaxusa.com/pricing https://www.freetaxusa.com/pricing

Sohcahtoa82 3y ago

Deluxe just adds more support features. As far as filing and forms, FreeTaxUSA supports EVERYTHING for federal taxes, for free. The $8 deluxe upgrade just gives you live chat and priority support. Pro gives you personal phone support to a tax pro.

teraflop 3y ago
Not quite everything, there's a (short) list of unsupported forms here: https://www.freetaxusa.com/forms-federal https://www.freetaxusa.com/forms-federal I found this out one year because they don't fully support Form 8283, which I needed in order to handle a deduction of a cryptocurrency donation to charity. But apart from that, they've been great. And your main point is correct in that they don't upcharge for any of their supported forms.
- Alupis 3y ago
  It appears they now support Form 8283 Section A.
  - teraflop 3y ago
    Right, they only support section A, which means you can donate publicly traded securities but not other assets over $5,000.

Alupis 3y ago

Deluxe gets you live chat if you need it. Pro gives you phone support. That's basically it. The free version gives you everything else. For small/individual biz, you can file Schedule C, K-1, etc with free version.

tpmoney 3y ago

As far as I understand it the deluxe version is basically the “the online help isn’t answering my question and I want to talk to a real person” / “I may need to file amended returns” option. But none of the actual filing functionality is locked behind it. I know none of the simple 1099 self sole proprietor stuff needed deluxe in previous years.

codingdave 3y ago

They have that info right here: https://www.freetaxusa.com/deluxe https://www.freetaxusa.com/deluxe And they specifically state small business support here: https://www.freetaxusa.com/pricing https://www.freetaxusa.com/pricing