Reddit · r/CryptoTax · 11 days ago
Importing many tiny IBIT fee transactions produced hundreds of missing cost-basis warnings that had to be reviewed one by one, with no way found to batch them.
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Fresh experiences from real customers, collected from Reddit, YouTube and blogs and linked to their sources.
Reddit · r/CryptoTax · 11 days ago
Importing many tiny IBIT fee transactions produced hundreds of missing cost-basis warnings that had to be reviewed one by one, with no way found to batch them.
Reddit · r/tax · 30 days ago
Used Claude to review the whole return and it caught issues TurboTax missed, likely saving a CP notice.
Reddit · r/tax · 31 days ago
Using an AI to verify a FreeTaxUSA return found an NIIT calculation oddity, an AI error and their own entry mistake.
Reddit · r/tax · 56 days ago
Tried TaxAct for a 2025 return needing kiddie tax for a non-dependent child in California; the software asked for parents' state form info and did not seem to handle the case, so they considered another product.
Reddit · r/tax · 59 days ago
They prepared a self-employed multi-state return in H&R Block software, but a needed form would not populate, support could not fix it, and the paid professional review turned into a full and costly preparation.
Reddit · r/icoreviews · 106 days ago
Worked fine across three or four tax seasons, but the price creeps up every year and the checkout flow constantly nudges you toward unnecessary add-ons.
Reddit · r/PortlandOR · 111 days ago
The software did not flag a local Portland metro SHS tax that applied once a severance package pushed income over the threshold, leading to a late-payment notice.
Reddit · r/tax · 124 days ago
After hours fixing stock transactions in TurboTax, FreeTaxUSA only needs the total and an imported file, and is cheaper.
Reddit · r/tax · 154 days ago
Declined expert help yet the state-only bill came to over two hundred dollars.
Reddit · r/tax · 157 days ago
Confused by TaxAct's vague pay-later notice after filing, they were still billed by the IRS; two TaxAct phone reps explained that card payment must now be started by the taxpayer on the IRS site.
Reddit · r/personalfinance · 173 days ago
TurboTax had not added two income sources so they were taxed on only one, then wanted to charge again for the amendment.
Reddit · r/tax · 177 days ago
TurboTax never sent their payment to the IRS or state; they got letters and hurt credit, and TurboTax would reimburse only penalties.
Reddit · r/hrblock · 180 days ago
Filed a 2024 return electronically with the free service and got the refund two weeks later, but the IRS now says nothing was filed, no copy is kept in the account, and automated phone menus prevent reaching a person.
Reddit · r/tax · 180 days ago
Three-year FreeTaxUSA user, formerly on TurboTax and H&R Block, who loves it.
Reddit · r/tax · 183 days ago
They filed online with H&R Block and found it frustrating: a tax pro had to attach their K-1, the prior-year import failed, a state health insurance item was missed, and the pro was slow to respond about a rejection.
Reddit · r/tax · 185 days ago
Used TaxAct online for over a decade without trouble, but this year their return showed as in progress and never reached the IRS. Customer service later admitted an error on their end, yet they swore off online tax services.
Reddit · r/tax · 185 days ago
Long-time TaxAct user with no problems over many years; notes that the software sends a notification when a return is submitted and another when it is accepted.
Reddit · r/tax · 189 days ago
TurboTax full-service accountant messed up their taxes, leaving a large bill years later, and refused to give a last name.
Reddit · r/tax · 199 days ago
TurboTax listed high filing fees plus extra fees to pay from the refund and for early deposit, totaling a very high price.
Reddit · r/tax · 203 days ago
Stuck in a loop for 20 days with over 15 hours on calls; TurboTax admitted a filing mistake but said it could not amend or return the money.
Reddit · r/tax · 203 days ago
Uses TurboTax for many years for self-employment, W-2 and 1099-R and never had a problem.
Reddit · r/tax · 204 days ago
Used FreeTaxUSA to fill out all their forms this year but never uses it for state returns because it does not calculate their HSA contributions correctly for the state.
Reddit · r/tax · 204 days ago
FreeTaxUSA cannot handle wash sales exceeding the total loss, which TurboTax handles by marking the excess as gain.
Reddit · r/tax · 205 days ago
They paid for H&R Block Deluxe, only discovered much later that the return was never filed, and after hours on the phone got a refund of the fee but no explanation, records or documentation to support their claim to the IRS.
Reddit · r/tax · 208 days ago
Spent 45 minutes on the phone seeking a downgrade and refund and was put on hold and hung up on by billing.
Reddit · r/tax · 210 days ago
Form 8962 information entered in the software interface does not carry cleanly into the filed form, causing multiple e-file rejections; they are filing a complaint and suggest reviewing the printed form before e-filing.
Reddit · r/tax · 211 days ago
Ran into the same state e-file signature problem with TaxAct, and support only told them to print a form from the Print Center, which did not fix it, so they expected to mail the return.
Reddit · r/tax · 211 days ago
Thought they were in the free version but at the file step it was suddenly a high charge.
Reddit · r/tax · 211 days ago
After many years of TurboTax, found FreeTaxUSA a great experience, simple and even more streamlined.
Reddit · r/tax · 211 days ago
Live support promised on the Premier package gave them an AI bot and a long callback wait.
Reddit · r/tax · 212 days ago
Had the confusing Worldpay pay-later issue after filing with TaxAct, tried to call on tax day but the phone line was not taking calls due to high volume, so they paid on the IRS site by bank account.
Reddit · r/TaxSlayer · 212 days ago
Form validation refuses all-zero entries on an E*TRADE 1099 when no stocks were sold and all dividends were reinvested.
Reddit · r/personalfinance · 212 days ago
Filed 2022 on FreeTaxUSA and found it easy and straightforward even with a slightly complicated return.
Reddit · r/tax · 212 days ago
After TurboTax and H&R Block upsells, moved to FreeTaxUSA four years ago, which handles property sales and stock transactions.
Reddit · r/tax · 213 days ago
A multi-decade TurboTax user who switched to FreeTaxUSA this year and is very happy, buying all the extra options offered and still paying noticeably less than with TurboTax.
Reddit · r/personalfinance · 213 days ago
Found the questions confusing and bank and investment data would not transfer correctly despite many attempts; also had a third party take part of an earlier refund.
Reddit · r/tax · 214 days ago
Used TaxAct for years and was surprised this year by an unexplained Worldpay pay-later notice and no payment pulled as usual; they distrusted handing card details to an unknown third party.
Reddit · r/tax · 214 days ago
Filed with TaxAct on April 13 and ran into the same confusing Worldpay pay-later notice that other filers described in the thread.
Reddit · r/tax · 214 days ago
They hit glitches on a California nonresident return in FreeTaxUSA and support insisted the result was right, so they switched to TurboTax. They did get a fast refund from FreeTaxUSA and may return when their taxes are simpler.
Reddit · r/tax · 214 days ago
They used TaxSlayer, the only free option they qualified for, for a part-year return in two states after a move, and it showed a large Maryland bill that looked wrong. They could not tell what to change in the software.
Reddit · r/tax · 214 days ago
A regular TaxSlayer user who says the return type for a state cannot be changed once set, so their workaround is to delete the state return and add it again with the right residency choice.
Reddit · r/tax · 214 days ago
They usually do their taxes in H&R Block software, but this year it pulled prior-year estimated payments into the wrong state line and double counted them. They found a manual override and say they will not use it again.
Reddit · r/personalfinance · 214 days ago
After a high TurboTax fee, filed on FreeTaxUSA by scanning a QR code and photographing the W-2, which transferred right to the laptop.
Reddit · r/personalfinance · 214 days ago
Was charged immediately for an expert advice feature they never knew existed, and support cited the terms of service.
Reddit · r/tax · 214 days ago
A CPA reached the end without seeking assistance and had to delete everything to avoid the charge.
Reddit · r/tax · 214 days ago
Moved to FreeTaxUSA when TurboTax was no longer free and found it great.
Reddit · r/tax · 214 days ago
Finds FreeTaxUSA great except with multiple 1099s from different brokerages, and hopes imports improve.
Reddit · r/tax · 215 days ago
They used TaxSlayer for a couple of years after leaving TurboTax and found it better, though still not that easy and at times confusing, especially the state return, before switching to FreeTaxUSA.
Reddit · r/tax · 215 days ago
They filed their federal and state return with FreeTaxUSA after years on TurboTax and TaxSlayer, calling it by far the easiest tax program they have used, with documents importing smoothly except one form with mistakes.
Reddit · r/tax · 215 days ago
They moved from TurboTax to FreeTaxUSA about four years ago when no free TurboTax version was available, and find it cheaper with support that is easy to contact and reasonably priced.
Reddit · r/tax · 215 days ago
They used FreeTaxUSA instead of TurboTax this year and filed free despite having self-employment income, which TurboTax had charged them extra for.
Reddit · r/tax · 215 days ago
Days before the filing deadline they were still getting the invalid URL error when trying to start a 2025 return on TaxSlayer through the free file link.
Reddit · r/tax · 215 days ago
They do a backdoor Roth conversion themselves every year and say FreeTaxUSA handles it correctly from a simple 1099-R entry, making a complex-sounding return straightforward.
Reddit · r/tax · 215 days ago
Declined every expert upgrade prompt and was still charged as if they had accepted.
Reddit · r/tax · 215 days ago
FreeTaxUSA found something TurboTax missed and cost nothing, after TurboTax asked for a fee.
Reddit · r/tax · 216 days ago
An international student who filed their 1040NR through TaxSlayer VITA links in past years, but this year none of the links worked for them.
Reddit · r/tax · 216 days ago
They tried to claim the no-tax-on-tips deduction on the H&R Block website but the W-2 box 14 dropdown had no tips option, the deduction screen rejected them, and the chat agent did not point them to the right place.
Reddit · r/tax · 216 days ago
They used TurboTax for years before switching to H&R Block, which they found easier to use. The comment came in a thread comparing TurboTax Deluxe with H&R Block tax software.
Reddit · r/tax · 216 days ago
Downgraded from Deluxe to the free version without losing their data and without a fee.
Reddit · r/tax · 216 days ago
Always filed free, then was hit with an unexpected large bill at the end this year and would have to redo everything elsewhere.
Reddit · r/tax · 216 days ago
Found FreeTaxUSA rough edges, such as obscure K-1 boxes and awkward in-state exempt income handling, and moved to OLT.
Reddit · r/tax · 216 days ago
FreeTaxUSA handled a forgotten capital loss carryover and insisted they enter it before moving on.
Reddit · r/tax · 216 days ago
After thirty years on TurboTax desktop, tried FreeTaxUSA and it was great, including Schedule C income.
Reddit · r/tax · 216 days ago
Hit known TurboTax Desktop Premier bugs, including forgetting filing status and showing a zero refund while still allowing e-file.
Reddit · r/tax · 217 days ago
Their part-year state return was rejected by TaxSlayer with a confusing error code about residency dates, and the example in the error text, written for another tax year, left them unsure what date to enter.
Reddit · r/tax · 217 days ago
Switched because TurboTax wanted extra for itemized deductions; FreeTaxUSA was only a few minutes slower with more precise calculations.
Reddit · r/tax · 217 days ago
Calls TurboTax the most expensive with nothing better, and two different reps both gave bad information, so they hung up and figured it out themselves; used FreeTaxUSA for six years before.
Reddit · r/tax · 217 days ago
Had to wait almost a month for TurboTax to update a fairly simple form.
Reddit · r/tax · 217 days ago
After two decades TurboTax forced a very expensive package for a return with Schedule C and F that used to cost much less.
Reddit · r/tax · 217 days ago
Went with FreeTaxUSA for a small total including audit protection, covering three Schedule Cs and a Schedule F.
Reddit · r/tax · 217 days ago
Switched from H&R Block, found FreeTaxUSA easier and paid a small total for a state return.
Reddit · r/tax · 217 days ago
Says TurboTax's question explanations are poor and its advisory upcharge gives it an incentive to keep questions obtuse; uses ChatGPT to decode them.
Reddit · r/tax · 217 days ago
After positive past experiences, this year a rep promised a callback that never came and the second rep seemed confused about a W-2C.
Reddit · r/tax · 217 days ago
FreeTaxUSA told them to use other software because it could not handle a simple Form 8829 item, so they bought TurboTax Desktop.
Reddit · r/tax · 217 days ago
Buys TurboTax from Amazon in January for a modest price because it is easy, though feels squeezed more each year.
Reddit · r/tax · 217 days ago
Filed four returns with TurboTax desktop for a modest total.
Reddit · r/tax · 218 days ago
Used TaxAct for many years but had to phone support this season over a documented feature that was missing. The rep had an attitude and got irritated at questions, so they discourage using TaxAct.
Reddit · r/tax · 218 days ago
Their return was accepted via TaxSlayer, but after forgetting to enter overtime they were quoted a fee to amend it, which pushed them to look at filing the amendment elsewhere or on paper.
Reddit · r/personalfinance · 218 days ago
Long-time TurboTax user whose documents did not import or scan correctly and who spoke with five professionals who could not answer basic questions.
Reddit · r/tax · 218 days ago
The downloaded broker form did not pick up their stock sales at all.
Reddit · r/tax · 218 days ago
Declined every upgrade only to see Deluxe at the end; switching products returned it to free and they declined the paid fast-deposit options.
Reddit · r/tax · 218 days ago
Software doubled their income, requiring an amendment and affecting a Medicare premium; a paid preparer now gets much bigger refunds.
Reddit · r/tax · 218 days ago
Was forced to pay for expert assist they did not use because of an HSA.
Reddit · r/tax · 219 days ago
TurboTax's 1099-DIV import listed the form but failed to add it to the investment income total, making the refund look better than it should until the form was re-entered manually.
Reddit · r/personalfinance · 219 days ago
Last year the import was iffy, but this year it worked great for everything.
Reddit · r/tax · 220 days ago
Long-time TaxAct user whose state return was rejected over a confusing signature option. Two support calls ran for a long time without a fix and left them frustrated, calling the reps incompetent.
Reddit · r/tax · 220 days ago
Filed through TaxAct and hit the same unclear Worldpay pay-later problem; they also found that TaxAct's help page returns nothing when searching for Worldpay.
Reddit · r/tax · 220 days ago
Ran a fairly complex return through TurboTax, which had bugs, then on FreeTaxUSA, which had none and matched within a dollar; they plan to use FreeTaxUSA from now on.
Reddit · r/tax · 220 days ago
Ran a fairly complex return through TurboTax as usual and encountered multiple bugs.
Reddit · r/personalfinance · 220 days ago
FreeTaxUSA handled their K-1 without a problem after another tax program would not process it.
Reddit · r/personalfinance · 220 days ago
Has used FreeTaxUSA since age 18 and highly recommends it.
Reddit · r/personalfinance · 220 days ago
A part-time student used TurboTax for years, but at the very end it demanded a Deluxe package with a large charge that would also be taken from the refund, with no way to back out.
Reddit · r/personalfinance · 220 days ago
Loves FreeTaxUSA and finds the small state fee worth it, cheaper than what H&R Block software cost them each year.
Reddit · r/personalfinance · 220 days ago
Thought FreeTaxUSA praise was shilling until using it last year and realizing how bad and expensive TurboTax has become.
Reddit · r/personalfinance · 220 days ago
Says TurboTax counts a California parental leave payment twice alongside unemployment, a known bug for years that FreeTaxUSA does not have.
Reddit · r/personalfinance · 220 days ago
Three years on FreeTaxUSA; it can now handle backdoor Roth conversions with a specific help article.
Reddit · r/personalfinance · 220 days ago
Has used FreeTaxUSA since forever and tried doing state themselves when the price rose, made a mistake, and went back to paying.
Reddit · r/personalfinance · 220 days ago
Used FreeTaxUSA for the first time and has been kicking themselves for not switching sooner.
Reddit · r/personalfinance · 220 days ago
Found some TurboTax sections purposefully confusing so that people call and get pushed into upgraded advice.
Reddit · r/personalfinance · 220 days ago
Calls FreeTaxUSA easy and the best small spend of the year after leaving TurboTax.
Reddit · r/personalfinance · 220 days ago
Moved from TurboTax and TaxAct when both started charging; FreeTaxUSA is as easy and even filed an amended return online quickly.
Reddit · r/personalfinance · 220 days ago
TurboTax charged a large amount even though they only clicked the free options, after using it since 2005.
Reddit · r/personalfinance · 220 days ago
Found a fee to take the TurboTax payment from the refund and paid by card instead.
Reddit · r/personalfinance · 220 days ago
Was prompted to upgrade more often than before even in a version already paid for at Costco with a simple return.
Reddit · r/personalfinance · 220 days ago
Cross-checked TurboTax and FreeTaxUSA for years and says FreeTaxUSA is now good enough to stand on its own.
Reddit · r/personalfinance · 220 days ago
Four years on FreeTaxUSA, inexpensive and very user friendly for W-2 employees.
Reddit · r/personalfinance · 220 days ago
First-time user who skipped state e-file and filed Colorado free on the state site, for total cost zero.
Reddit · r/personalfinance · 220 days ago
Followed the hype, found FreeTaxUSA super easy and nearly identical to TurboTax, and told their kid to use it.
Reddit · r/personalfinance · 220 days ago
Used FreeTaxUSA for the first time; not quite as intuitive but got the job done cheaply.
Reddit · r/tax · 221 days ago
They followed TaxSlayer's instructions and its customer service guidance on allocating a shared health plan on Form 8962, yet the IRS kept rejecting the return, and the software's behavior did not match its instructions.
Reddit · r/personalfinance · 221 days ago
Switched after ten-plus years on TurboTax and easily imported prior returns into FreeTaxUSA.
Reddit · r/personalfinance · 221 days ago
Increasingly annoyed by TurboTax's business model, rising cost, backsliding quality, poor customer service and constant upselling.
Reddit · r/personalfinance · 221 days ago
Moving to FreeTaxUSA was trivial and the experience much better.
Reddit · r/personalfinance · 221 days ago
Used FreeTaxUSA the last two years without issue.
Reddit · r/personalfinance · 221 days ago
Emailed FreeTaxUSA about a small issue and had an answer within an hour.
Reddit · r/personalfinance · 221 days ago
Uses TaxHawk, with free federal and a small state fee.
Reddit · r/personalfinance · 221 days ago
FreeTaxUSA does more complicated forms for free but its document upload is glitchy with a combined INT, so each box must be reviewed.
Reddit · r/tax · 221 days ago
Was charged for expert assist and immediately denied a refund.
Reddit · r/tax · 221 days ago
Switched last year and is happy; ran TurboTax and FreeTaxUSA side by side and FreeTaxUSA's return came out slightly better for them.
Reddit · r/tax · 221 days ago
Switched from Cash App Taxes to FreeTaxUSA because it supported a document the other lacked, and found FreeTaxUSA great as well.