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Old 01-29-2019, 10:52 AM
 
Location: California side of the Sierras
11,162 posts, read 7,636,263 times
Reputation: 12523

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Anyone use any tax prep software or website which they recommend? I am finding 1040.com quite unsatisfactory.
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Old 01-29-2019, 12:19 PM
 
93 posts, read 70,448 times
Reputation: 87
I have used TurboTax online for the last 3 years and the CD version for the 5 or so years before that. Only thing I don't like about their offering is requiring a higher level product for any inkling of stock activity. When I did the CD version years ago, I would use the Deluxe version which would begrudgingly allow me to enter my minimal investment activity. With the on-line version it requires the Premier version. I now cannot seem to be able to access the old forms view where you are presented with the actual forms instead of questionnaires.

I would still recommend TT though as it is very straight-forward in guiding you through entering your information.
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Old 01-29-2019, 02:31 PM
 
Location: California side of the Sierras
11,162 posts, read 7,636,263 times
Reputation: 12523
Quote:
Originally Posted by korrosive View Post
I have used TurboTax online for the last 3 years and the CD version for the 5 or so years before that. Only thing I don't like about their offering is requiring a higher level product for any inkling of stock activity. When I did the CD version years ago, I would use the Deluxe version which would begrudgingly allow me to enter my minimal investment activity. With the on-line version it requires the Premier version. I now cannot seem to be able to access the old forms view where you are presented with the actual forms instead of questionnaires.

I would still recommend TT though as it is very straight-forward in guiding you through entering your information.
Thank you. I will give it a look.
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Old 01-29-2019, 02:59 PM
 
1,660 posts, read 1,209,955 times
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Olt.com is free for federal .
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Old 01-29-2019, 03:17 PM
 
Location: Florida
6,626 posts, read 7,342,677 times
Reputation: 8186
CreditKarma has free tax software. Never used it, used Turbo Tax for years.
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Old 01-30-2019, 05:30 AM
 
Location: Elsewhere
88,569 posts, read 84,777,093 times
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I used TurboTax for years until last year, when some glitch in it made it impossible to accurately prepare my two state income taxes (live in one state, have a pension plus income from another.) In previous years, it always double-counted the income, but you could manually override it. Last year it just kept telling me I owed no tax on the income ($60k) I earned in the state in which I earned it. I've been living in NJ and working in NY for forty years, and I knew that was absolutely wrong. Couldn't fix it, couldn't get help, said screw it and used Tax Act, which did it correctly without a hitch.
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Old 01-30-2019, 05:59 AM
 
Location: Censorshipville...
4,437 posts, read 8,129,798 times
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I've been using TurboTax for years. Never really tried anything else so I don't have anything else to compare it to.
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Old 01-30-2019, 08:20 AM
 
93 posts, read 70,448 times
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Quote:
Originally Posted by rjm1cc View Post
CreditKarma has free tax software. Never used it, used Turbo Tax for years.
I tried using CreditKarma last year (2017 season) and I must've been too early to the party because it simply wasn't calculating items correctly. They keep pinging me to use it, so I might run it as a comparison with what I have in TT. I figured the slight investment type income that I had was throwing it off. It will be a good double check.
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Old 01-30-2019, 08:22 AM
 
93 posts, read 70,448 times
Reputation: 87
Quote:
Originally Posted by Mightyqueen801 View Post
I used TurboTax for years until last year, when some glitch in it made it impossible to accurately prepare my two state income taxes (live in one state, have a pension plus income from another.) In previous years, it always double-counted the income, but you could manually override it. Last year it just kept telling me I owed no tax on the income ($60k) I earned in the state in which I earned it. I've been living in NJ and working in NY for forty years, and I knew that was absolutely wrong. Couldn't fix it, couldn't get help, said screw it and used Tax Act, which did it correctly without a hitch.
I know what you mean with correcting the two state income items. I had to do that when I was running a side business out of DE.
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Old 01-30-2019, 08:48 AM
 
1,412 posts, read 1,016,202 times
Reputation: 2930
I've been using the H&R Block software for years. What I really like is that I can walk into their office and talk to someone if there is an issue afterwards!
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