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Old 02-22-2020, 09:40 PM   #21
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Only if you have a CD reader in the future.
I still have a working BetaMax
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Old 02-23-2020, 11:16 AM   #22
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We have been using the online version of TaxAct for several years. I am not concerned with the security of it. If you are using a computer that is connected to the internet, then the risk of having information compromised is probably higher with a "local copy" of the program vs a cloud based version.
We have been using EZTaxReturn.com for years. It's secure, easy to use, and works well. I don't see it being any less secure than our online checking, savings, and credit card accounts.

We filed our taxes online a few weeks ago and already received our refund, direct deposited to our checking account. As usual, we already spent our income tax refund to pay our property taxes.
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Old 02-23-2020, 12:17 PM   #23
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I've used Free File Fillable Forms for years, which has become less pleasant as our taxes have become more complex in recent years. This year I used FreeTaxUSA and it was so much more pleasant and easy in comparison. I'm a convert, for sure. Here's a link to their security page: https://www.freetaxusa.com/safe.jsp

I agree with mountainsoft. Even if you don't put your information out there, it's out there anyway.
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Old 02-23-2020, 05:40 PM   #24
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Well, I think after several years of using Taxact, this will be the last year. The program did a lot of "timing out" and while I didn't lose information, it was frustrating to have to login over and over again. Plus, they won't import information from VG, so that made it a 3 hour ordeal instead of the hour it should have taken.
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Old 02-23-2020, 06:01 PM   #25
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I have it in TTax Premier 2019. Go to Forms mode, click on Open Form and type "what" in the search box
Thank you!! cathy63 I don't think I would ever have found it without your express instructions.

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Old 02-24-2020, 06:58 AM   #26
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what is bunching of itemized deductions?
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Old 02-24-2020, 07:10 AM   #27
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what is bunching of itemized deductions?
For example, if you're single, and you normally donate $10K per year to charity but have no other deductions, you will get the $12K standard deduction and the donations have no impact on your taxes. If you can save up for 3 years and donate $30K in one year instead, you'll get to deduct $30K that year, and $12K the other two years, instead of $12K every year.

This works really well with Donor Advised Fund, where you get the deduction the year you put the money in, but it holds it like an investment account, and only distributes it to charity when you tell it to. (Although you can never take the money out again, only donate it.) Then you can get the deduction in one year, but spread out the distribution over the 3 years.
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Old 02-25-2020, 05:35 PM   #28
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Not a fan if putting my tax return info online. I just download the desktop TurboTax free from Fidelity and mail my return to the IRS.
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Old 02-25-2020, 05:51 PM   #29
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Originally Posted by gwraigty View Post
I've used Free File Fillable Forms for years, which has become less pleasant as our taxes have become more complex in recent years. This year I used FreeTaxUSA and it was so much more pleasant and easy in comparison. I'm a convert, for sure. Here's a link to their security page: https://www.freetaxusa.com/safe.jsp

I agree with mountainsoft. Even if you don't put your information out there, it's out there anyway.
I just used FreeTaxUSA today. Went very smooth, paid $0. Benefit of domiciling in a state w/ no income taxes.
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