2019 tax software

I got Deluxe also. Works fine for me, but every time I go into the area to handle stocks, it asks me if I want to upgrade to Premier.
 
Has anyone used FreeTaxUSA?

Yes, I've used it for many years. I've been very satisfied. Our own taxes are fairly simple but I also used to do my son's and he had Schedule C and self employment taxes. FreeTaxUSA was just fine for his taxes as well. The only time he couldn't use it was when he added his foreign wife and she had income outside the USA.

FreeTaxUSA has been active for a few weeks for 2019 tax year so I put in my preliminary info already. They aren't set up yet for 2019 state taxes, I think that happens in January.

It really is free to file Federal. They make their money by charging for state returns. I've never used them for state returns as our state has online filing for free and it's easy enough to use the state site. But they will show you your state summary so you know where you stand.
 
Cyvber Monday deals for H&R Block tax software at NewEgg - 50% off their regular price if you get their email. Amazon has also lowered H&R Block prices today, but not as much (e.g. Premium with 4% refund bonus is $32.50 at Amazon, Premium at NewEgg is $27.49).
 
Now I have to ask myself if buying Block a few days ago was worth an extra $2.48 :)


On the plus side, I've "done my taxes" already. Admittedly there are a few estimated values, but I've twisted the Roth conversion knob to perform sensitivity analysis that shows the rate of adding income at 11% or 12% until it goes to the moon at the PPACA cliff.
 
Camelcamelcamel sent me an email this morning:

H&R Block Tax Software Premium & Business 2019

dropped from ~$70 to ~$60 on amazon.com.

Now down to ~$40. Buying a few days ago at ~$70 wasn't my smartest move. I'll have to give myself a poor performance review at the end of the year. :)
 
Yes, I've used it for many years. I've been very satisfied. Our own taxes are fairly simple but I also used to do my son's and he had Schedule C and self employment taxes. FreeTaxUSA was just fine for his taxes as well. The only time he couldn't use it was when he added his foreign wife and she had income outside the USA.

FreeTaxUSA has been active for a few weeks for 2019 tax year so I put in my preliminary info already. They aren't set up yet for 2019 state taxes, I think that happens in January.

It really is free to file Federal. They make their money by charging for state returns. I've never used them for state returns as our state has online filing for free and it's easy enough to use the state site. But they will show you your state summary so you know where you stand.


The issue I had with FreeTaxUSA was the site does not appear to be secure ... i.e., it does not have https://
 
The issue I had with FreeTaxUSA was the site does not appear to be secure ... i.e., it does not have https://
I just went to Freetaxusa.com as well as their companion site TaxHawk.com and they both showed as secure on my Chrome browser (there is a padlock on the left of the URL that indicates a secure connection).
 
I just went to Freetaxusa.com as well as their companion site TaxHawk.com and they both showed as secure on my Chrome browser (there is a padlock on the left of the URL that indicates a secure connection).


DOH! .... Yep you are right!
 
Thanks! What is the "high balance" amount?

It isn't clear. Every year there are threads here and on bogleheads (and I assume many other forums) about who exactly gets the offer and why.

Rumor in the past was that the magic number is $1M, but ultimately it's a mystery.
 
Might be worth calling and asking FIDO Especially if you are close to 1MM. Call a few times and see if you get similar responses.

I have all our dough primarily at VG and I've never heard of them offering anything for tax returns...but I am going to call and ask. I noticed this year the Downloadable TeuboTax requires a license key. Makes me wonder if this key is a single MAC address bound key or if it can be run across multiple pcs with the same key.
 
It isn't clear. Every year there are threads here and on bogleheads (and I assume many other forums) about who exactly gets the offer and why.

Rumor in the past was that the magic number is $1M, but ultimately it's a mystery.

Thanks for the reply! I'm just short of that number, at least in Fidelity accounts...

Yep, my Fidelity rep. has the same opinion. He doesn't have any idea who gets this.
 
Might be worth calling and asking FIDO Especially if you are close to 1MM. Call a few times and see if you get similar responses.

I have all our dough primarily at VG and I've never heard of them offering anything for tax returns...but I am going to call and ask. I noticed this year the Downloadable TeuboTax requires a license key. Makes me wonder if this key is a single MAC address bound key or if it can be run across multiple pcs with the same key.

You can install the software on 5 different computers.
 
You can install the software on 5 different computers.

It also says you can make 5 Federal e-files, so I'm assuming you can file five different returns with one license?

I wonder if that also means you can download 5 different states if on 5 different computers?
 
It also says you can make 5 Federal e-files, so I'm assuming you can file five different returns with one license?

I wonder if that also means you can download 5 different states if on 5 different computers?
On the first part, yes... I efile 5 returns each year. You can prepare more and print and file... just limited to 5 electronic filing.

You only get one state and state efile is an additional fee.
 
Has anyone found the Fidelity free Turbo Tax offer for 2019?
 
chatted with our fido rep last week and could not get anything specific.
 
Costco will have $10 off TurboTax Deluxe from Jan 2-26, making Fed $29.99 and Fed + State $39.99. Higher versions will be $15 off.
 
Like Clockwork

Like clockwork :cool:, after Christmas, the price of Turbotax Deluxe + State dropped again on Amazon.

I just ordered a copy for $39.88 before added sales tax. I got the disc version to install on my PC.
 
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