Saving on tax software

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tadamsmar
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Joined: Mon May 07, 2007 12:33 pm

Saving on tax software

Post by tadamsmar » Fri Jan 13, 2017 6:35 pm

I use H&R Block software.

The version that I wanted to buy for download was $10 cheaper when I logged into an existing account.

Also they have a "free" version that includes Schedule A. Might apply to some Bogleheads. But maybe they make some money on state returns or e-filing.

OakPhilliesFan
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Location: Oakland, CA

Re: Saving on tax software

Post by OakPhilliesFan » Fri Jan 13, 2017 11:13 pm

Credit Karma is rolling out free tax prep software soon.

sport
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Re: Saving on tax software

Post by sport » Fri Jan 13, 2017 11:19 pm

Costco is running a sale on various versions of Turbo Tax this month.

Easy Rhino
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Re: Saving on tax software

Post by Easy Rhino » Mon Jan 16, 2017 5:26 pm

Taxact online is inexpensive if you're e filing Fed and state. Each year after filing I get to "reserve" the next year at a very low price

MarkS
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Joined: Thu Oct 20, 2011 6:04 am

Re: Saving on tax software

Post by MarkS » Wed Jan 25, 2017 12:39 pm

Credit Karma requires a mobile phone number to register for the tax software. I have one, but decided not to register. I am concerned the phone will be used for sales calls.

meebers
Posts: 277
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Location: Florida

Re: Saving on tax software

Post by meebers » Wed Jan 25, 2017 5:08 pm

Easy Rhino wrote:Taxact online is inexpensive if you're e filing Fed and state. Each year after filing I get to "reserve" the next year at a very low price
I did the reserve for many years @ $9.99. They always sent me an email as a reminder. Nothing this year, signed in and now it is $40.00

orangecrushv
Posts: 13
Joined: Mon Aug 05, 2013 8:17 am

Re: Saving on tax software

Post by orangecrushv » Wed Jan 25, 2017 8:43 pm

Easy Rhino wrote:Taxact online is inexpensive if you're e filing Fed and state. Each year after filing I get to "reserve" the next year at a very low price
I reserved TaxAct a few months ago (at 30% off) but they had a better promo (50%) this week...

Daryl
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Location: Malvern, PA (I like to sleep near my money!)

Re: Saving on tax software

Post by Daryl » Wed Jan 25, 2017 9:17 pm

I'll be using TaxSlayer Pro for the first time this year.

I'm a IRS VITA volunteer and will be preparing Federal / State tax returns pro bono for low income families. Some people my not be comfortable with this, but all VITA prepared tax returns must be "Quality Reviewed" by another qualified preparer. I'm actually excited about sharing my tax return, and then working with the other volunteers to plan for 2017. My goal, for our clients and for myself, is to pay exactly what is required under the law, and not a penny more!

2015
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Re: Saving on tax software

Post by 2015 » Wed Jan 25, 2017 9:43 pm

meebers wrote:
Easy Rhino wrote:Taxact online is inexpensive if you're e filing Fed and state. Each year after filing I get to "reserve" the next year at a very low price
I did the reserve for many years @ $9.99. They always sent me an email as a reminder. Nothing this year, signed in and now it is $40.00
Last year the email didn't come out in May as it did in 2015. IIRC, I got the email some time in the Fall, around September/October timeframe. I reserved early and paid $28 state and fed download. Besides the discount, one reason I reserve early is to do an estimate of taxes when the preview version is released. This worked well for me both in 2015 and 2016, although IIRC the preview version was released earlier in 2015 (October IIRC) than in 2016, when it wasn't released until December.

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ray.james
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Re: Saving on tax software

Post by ray.james » Wed Jan 25, 2017 9:47 pm

orangecrushv wrote:
Easy Rhino wrote:Taxact online is inexpensive if you're e filing Fed and state. Each year after filing I get to "reserve" the next year at a very low price
I reserved TaxAct a few months ago (at 30% off) but they had a better promo (50%) this week...
Where is this promotion? I cannot see on the landing page.
When in doubt, http://www.bogleheads.org/forum/viewtopic.php?f=1&t=79939

jane1
Posts: 735
Joined: Mon Dec 26, 2011 2:00 am

Re: Saving on tax software

Post by jane1 » Thu Jan 26, 2017 2:38 am

ray.james wrote:
orangecrushv wrote: I reserved TaxAct a few months ago (at 30% off) but they had a better promo (50%) this week...
Where is this promotion? I cannot see on the landing page.
Try the link from this thread (scroll down to Jan 25th)
viewtopic.php?f=11&t=206998&newpost=3210003#p3208778

texaspapas
Posts: 99
Joined: Tue Jul 15, 2014 7:03 pm

Re: Saving on tax software

Post by texaspapas » Thu Jan 26, 2017 6:00 am

Free Tax USA is still, well, free (except state returns, they're a nominal fee), and is excellent in my opinion. I always mention it on this site, seems like I'm the only one though, not sure why no one else uses it. It was difficult to backdoor a roth with it, but other that that it's been reliable and easy to use. Much better than TaxAct in my opinion, as that software literally gets you on the hook by making you pay to see/use your old returns. Free Tax lets you download them anytime again, for free, and automatically imports your old return information, for free, into your new returns. There is no promotion for Free Tax USA, though, because, well it's already free.

The Wizard
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Re: Saving on tax software

Post by The Wizard » Thu Jan 26, 2017 6:29 am

texaspapas wrote:Free Tax USA is still, well, free (except state returns, they're a nominal fee), and is excellent in my opinion. I always mention it on this site, seems like I'm the only one though, not sure why no one else uses it. It was difficult to backdoor a roth with it, but other that that it's been reliable and easy to use. Much better than TaxAct in my opinion, as that software literally gets you on the hook by making you pay to see/use your old returns. Free Tax lets you download them anytime again, for free, and automatically imports your old return information, for free, into your new returns. There is no promotion for Free Tax USA, though, because, well it's already free.
I'm in the midst of using it for the second year as well.
It doesn't import data from 1099 PDF files, you have to type it in.
But it remembers payer info so just update the dollar amounts in subsequent years.

Backdoor Roth processing could be better. Part of the problem is confusing Taxable Amount on the 1099-R; the other problem is that the software doesn't know immediately whether you're attempting to do a deductible or non-deductible tIRA contribution...
Attempted new signature...

bmwz
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Joined: Sun Nov 27, 2016 9:02 am

Re: Saving on tax software

Post by bmwz » Thu Jan 26, 2017 8:03 am

Always check Amazon's price regardless of the tax software you want.

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Edie
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Re: Saving on tax software

Post by Edie » Thu Jan 26, 2017 10:37 am

I've used TaxHawk since 2008. Their state returns are 15 dollars, and federal are always free (there are upgrades you can buy, like access to audit specialists and unlimited amended returns for 7 dollars and a professionally bound copy of the return for 13 dollars, etc). When I was getting ready to help my stepson file his taxes this year, I noticed that first time users for 2016 can get their first state return free this year.

I don't have a complicated tax return this year, but I've used them previously with self-employment and itemized deductions and they came up with the same information as TurboTax and HRBlock that year.

Maybe that will help others.

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ray.james
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Re: Saving on tax software

Post by ray.james » Thu Jan 26, 2017 12:36 pm

jane1 wrote:
ray.james wrote:
orangecrushv wrote: I reserved TaxAct a few months ago (at 30% off) but they had a better promo (50%) this week...
Where is this promotion? I cannot see on the landing page.
Try the link from this thread (scroll down to Jan 25th)
viewtopic.php?f=11&t=206998&newpost=3210003#p3208778
That worked for me! Locked in last night. Thank you.
When in doubt, http://www.bogleheads.org/forum/viewtopic.php?f=1&t=79939

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