View Poll Results: What do you use for tax preparation?
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TurboTax
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87 |
60.42% |
HR Block
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21 |
14.58% |
TaxAct
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20 |
13.89% |
Liberty Tax
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0 |
0% |
Tax Slayer
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1 |
0.69% |
Jackson Hewitt
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0 |
0% |
Professional Tax Preparer
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5 |
3.47% |
Don't do no stinking taxes
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0 |
0% |
pink pearl and number 2
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2 |
1.39% |
other - specify
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8 |
5.56% |
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Poll:2016 tax software ... or not
11-13-2016, 09:24 AM
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#1
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Thinks s/he gets paid by the post
Join Date: Dec 2014
Posts: 2,511
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Poll:2016 tax software ... or not
Looks like tax software prices are jumping again or adding added fees compared to previous years. This is at least true for me. I have used several different packages over the years, but always a downloaded version. I just like to have the data on my computer and the ability to play with it to help me understand the sensitivities to different changes.
I'm curious what others are using. Have prices jumped to where you would go back to manual returns? Why do you choose one over another package? Other thoughts?
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11-13-2016, 09:44 AM
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#2
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2005
Posts: 10,252
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I will use either TurboTax or HRBlock ... whichever one I can get for free after rebates.
I have used both of these in the past, so I have no brand loyalty. They both work for me with 1040, Schedules A, B, C, SE, D, Roth conversions, Roth recharacterizations, education credits, foreign tax credit, etc.
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11-13-2016, 09:46 AM
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#3
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Recycles dryer sheets
Join Date: Sep 2009
Posts: 99
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I've been getting TT "free" from T. Rowe Price over the years so I will most likely continue to use it.
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11-13-2016, 10:15 AM
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#4
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Confused about dryer sheets
Join Date: Jan 2010
Location: East Coast
Posts: 9
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I've used TaxAct for the past few years.
Had a problem last year though with the Obamacare part of the return and the software got caught in a loop. Had to send my return to them so they could debug the problem.
I was uncomfortable with the experience at the time and figured I'd move on this year.... As a software guy myself I'm reconsidering that position in light of the fact of the whole Big Brother straight jacket mess. I wouldn't want to try and write software to handle it.
So TaxAct handled everything else just fine and will be considered in my assessment of what to use.
When will be able to file taxes on a 3x5 postcard?
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11-13-2016, 10:21 AM
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#5
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Thinks s/he gets paid by the post
Join Date: Jul 2002
Posts: 1,587
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A TurboTax CD.....I get one free every year.
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11-13-2016, 11:02 AM
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#7
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2014
Location: Spending the Kids Inheritance and living in Chicago
Posts: 17,093
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I use H&R block and will buy it whenever it drops in price to $25 or less for the Premium version.
I decided years ago to not use "cracked" versions, as I cannot really trust the hackers to keep the code clean and resist the temptation to add in a virus/keylogger.
Anyone know of other investment firms that hand out free ones ?
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11-13-2016, 11:08 AM
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#8
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Thinks s/he gets paid by the post
Join Date: Jan 2013
Posts: 3,413
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CPA.... A couple dozen rentals, inherited IRA's, income with respect to a decedent, the list of potential problems is endless.
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11-13-2016, 11:10 AM
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#9
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2006
Location: Boise
Posts: 7,882
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If your AGI is low enough and other criteria you might be able to use one of the free filing options here:
https://apps.irs.gov/app/freeFile/jsp/wizard.jsp
__________________
"At times the world can seem an unfriendly and sinister place, but believe us when we say there is much more good in it than bad. All you have to do is look hard enough, and what might seem to be a series of unfortunate events, may in fact be the first steps of a journey." Violet Baudelaire.
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11-13-2016, 11:19 AM
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#10
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2014
Location: Spending the Kids Inheritance and living in Chicago
Posts: 17,093
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Quote:
Originally Posted by SecondCor521
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Worth a shot if you think you are near or below the limit of $62,000 AGI.
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11-13-2016, 11:23 AM
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#11
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
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I pay full price for TurboTax premier (CD version) every year and always will. Just love it. I can adjust all my numbers to plan for next year, I don't have to know tax law, just fill in the info and watch the dancing numbers.
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11-13-2016, 11:25 AM
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#12
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,363
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Quote:
Originally Posted by Sunset
....I decided years ago to not use "cracked" versions, as I cannot really trust the hackers to keep the code clean and resist the temptation to add in a virus/keylogger. ...
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I bought a cracked version of TT last year... not intentionally but i had a sense that something was not right. I didn't have any trouble and no intrusions but I was uncomfortable enough that I'll spend the little extra $$ to get the offical version.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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11-13-2016, 11:39 AM
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#13
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Moderator
Join Date: Apr 2012
Location: San Diego
Posts: 14,212
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Quote:
Originally Posted by RobbieB
I pay full price for TurboTax premier (CD version) every year and always will. Just love it. I can adjust all my numbers to plan for next year, I don't have to know tax law, just fill in the info and watch the dancing numbers.
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I don't pay full price - but it always goes on sale, and that's when I buy it. Costco has a sale every year, as does Amazon.
From what I can tell TT 2016 isn't even out yet - so I don't know where people are getting pricing.
__________________
Retired June 2014. No longer an enginerd - now I'm just a nerd.
micro pensions 6%, rental income 20%
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11-13-2016, 12:03 PM
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#14
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,350
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Fidelity has been giving me a free TT Premier, so I'll wait for that. If they don't, I'll probably buy it at Costco when it goes on sale.
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11-13-2016, 12:06 PM
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#15
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2008
Posts: 13,143
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TT Deluxe. Paying now since no more freebie from Vanguard. I'll wait towards the end of the year and buy from Amazon.
__________________
Have you ever seen a headstone with these words
"If only I had spent more time at work" ... from "Busy Man" sung by Billy Ray Cyrus
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11-13-2016, 12:06 PM
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#16
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Moderator
Join Date: Dec 2007
Location: Eastern WV Panhandle
Posts: 25,340
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I generally use TT but watch for it on sale. It's a once-a-year purchase so I don't worry about it much if I miss the sale.
__________________
When I was a kid I wanted to be older. This is not what I expected.
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11-13-2016, 12:09 PM
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#17
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2014
Location: Spending the Kids Inheritance and living in Chicago
Posts: 17,093
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H&R block is doing pre-selling, I received an email from them knocking $25 off the Premium price of $75. Which I feel is still too pricey.
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11-13-2016, 12:41 PM
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#18
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Posts: 2,612
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Current lock in price for TaxAct is $18 for TaxAct Plus (includes itemized). I was upgraded to Premium for 2015, but it's overkill if you are not self-employed. Plus version covered all the schedules needed for itemized deductions.
__________________
Only got A dimple, would have preferred 2!
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11-13-2016, 12:44 PM
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#19
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,071
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Used H&R Block deluxe the last couple of returns. Will probably do the same this year. Never have been the recipient of a free copy.
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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11-13-2016, 12:58 PM
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#20
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Thinks s/he gets paid by the post
Join Date: Jul 2011
Location: Bernalillo, NM
Posts: 2,717
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are there any tax programs that work with linux? I recently had a fed up fit with windows and changed to ubuntu
__________________
"We live the lives we lead because of the thoughts we think" ...Michael O’Neill
"We can cannot compel others to do our will" ....Norman Goldman
"There never is shortage of the gullible to accept the illogical"...Anonymous
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