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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Latest reviews
Fresh experiences from real customers, collected from Reddit, YouTube and blogs and linked to their sources.
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.
Reddit · r/tax · 221 days ago
Found the free version only with difficulty after repeated upgrade prompts and says it is their last time.
Reddit · r/tax · 221 days ago
Switched this year, finding FreeTaxUSA easy, much cheaper and with no hidden fees at checkout.
Reddit · r/personalfinance · 222 days ago
After years of seamless TurboTax use, the refund-delivery step looped back to the same page after six tries.
Reddit · r/tax · 222 days ago
A mandatory expert review step with no skip option added a large charge on top of the upgrade after fifteen years of use.
Reddit · r/tax · 223 days ago
They tried H&R Block and TaxAct for a return with many 1099-INT forms and found the experience bad enough to go back to TurboTax for the year, mainly over document handling.
Reddit · r/tax · 223 days ago
They were sold on FreeTaxUSA until a publicly traded partnership document turned up that it could not handle, which forced them to go back to TurboTax to finish their return.
Reddit · r/tax · 224 days ago
They are using TaxSlayer and found support friendly and trying, but support would not help them carry a business-loss carryforward on the return, which they disagreed with; they also did not qualify for the free tier.
Reddit · r/tax · 224 days ago
They used paid TaxAct for years expecting a better product, then switched to FreeTaxUSA this year and loved it, including handling a business-income carryforward entry.
Reddit · r/tax · 224 days ago
They paid for the online H&R Block filing with a tax pro for peace of mind, then learned years later the pro never e-filed their return, leaving them with a delinquent filing and a long wait; they now use Cash App Taxes.
Reddit · r/tax · 224 days ago
They switched from H&R Block to Cash App Taxes a couple of years ago and describe filing there as night and day easier than their earlier experience.
Reddit · r/tax · 224 days ago
They filed with Cash App Taxes and had their return rejected for a missing premium tax credit form, because they could not find where to enter their health insurance 1095-A in the app despite it claiming support.
Reddit · r/personalfinance · 224 days ago
Spent hours entering data before finding FreeTaxUSA does not support K-1s from publicly traded partnerships, and support said they were out of luck.
Reddit · r/tax · 224 days ago
TurboTax imported a W-2 Box 14 plan number as a dollar amount, inflating itemized deductions until they changed it to zero.
Reddit · r/tax · 224 days ago
TurboTax showed itemized deductions far above their actual SALT, and several calls could not explain the discrepancy.
Reddit · r/tax · 224 days ago
Used to pay for audit defense every year with TurboTax and now pays less for the same add-on with FreeTaxUSA.
Reddit · r/tax · 224 days ago
Finally left TurboTax and finds FreeTaxUSA easy, simple and with way more user control.
Reddit · r/tax · 224 days ago
TurboTax sign-in was a nightmare: password not recognized, repeated robot checks, and an email code to an old address forced a new account.
Reddit · r/tax · 225 days ago
Hit the same false account suspension message right after filing with TaxAct, was told their product has no email support, deleted the return and moved to another service, calling the customer service terrible.
Reddit · r/tax · 225 days ago
Moved to FreeTaxUSA after a TaxAct problem and a higher TurboTax price; found the process easy with no issues, and the return was accepted afterward.
Reddit · r/tax · 225 days ago
Found FreeTaxUSA the only place with wizards to complete older unfiled tax years, and was happy to switch from H&R Block for the ease.
Reddit · r/tax · 226 days ago
They filed through H&R Block online and were charged an extra upcharge for adding a Schedule C for self-employment income. They add that a 1099 only needs filing if one actually exists.
Reddit · r/tax · 226 days ago
Expert assist activated unnoticed and they were charged a large amount that would not be reversed.
Reddit · r/tax · 226 days ago
FreeTaxUSA gave bad advice on filing status after a spouse's death and then insisted they had the wrong information, risking a big tax hit.
Reddit · r/tax · 226 days ago
The full-service preparer changed their income on submission, wiping out the refund, and TurboTax could not tell which preparer did it for the amendment.
Reddit · r/tax · 226 days ago
Added an expert-advice fee they never used on a free-file return, and support said it cannot be removed.
Reddit · r/tax · 226 days ago
Told a small fee would be taken from the federal refund but a much larger amount was taken.
Reddit · r/personalfinance · 227 days ago
They use Cash App Taxes, which they say is free for federal and state filing and about as easy to use as tax software gets for simple returns.
Reddit · r/personalfinance · 227 days ago
They switched to FreeTaxUSA after years with another service and found it very easy, with document uploads, a nice interface, helpful tooltips and a flag-and-review feature before submitting that works well.
Reddit · r/tax · 227 days ago
They did their taxes with Cash App Taxes and found the filing free of charge, recommending it as a simple route for someone with no meaningful income to report.
Reddit · r/tax · 227 days ago
They transmitted their return with the H&R Block software a month after the claimed Form 8962 fix, but the IRS rejected it for a missing form, leaving them waiting on yet another software update and not optimistic.
Reddit · r/tax · 227 days ago
Went with TurboTax Desktop Premier after FreeTaxUSA could not handle ISOs and AMT; it handled everything and forms mode was helpful for checking inputs.
Reddit · r/tax · 227 days ago
Long-time filer who used FreeTaxUSA as a helper; objects that it rounded down their estimated tax payment, which matters for safe-harbor calculations.
Reddit · r/personalfinance · 227 days ago
Super happy with FreeTaxUSA last year, but this year AMT from ISOs and a capped charitable donation were unsupported and support told them to use other software.
Reddit · r/tax · 227 days ago
Waited all day for a TurboTax expert who never showed up and gave up to file themselves.
Reddit · r/tax · 227 days ago
After eight years TurboTax moved them to an upgraded product they never selected, and refused to reimburse the difference.
Reddit · r/tax · 228 days ago
Noticed the charge instantly and was denied a refund due to terms of service.
Reddit · r/tax · 228 days ago
TurboTax kept rejecting their AGI until the third attempt, and the price is getting too high so they plan to move to FreeTaxUSA.
Reddit · r/tax · 229 days ago
They could not advance past the W-2 upload in TaxSlayer because of a box 14 items error, no matter how many lines they entered, and support was closed on the weekend when they needed help.
Reddit · r/personalfinance · 229 days ago
They run their return through both H&R Block and TurboTax each year and got a noticeably bigger refund from H&R Block, because the itemized deduction for property taxes showed up there while TurboTax pushed the standard deduction.
Reddit · r/personalfinance · 229 days ago
They followed Cash App Taxes instructions for a backdoor Roth and the federal Form 8606 came out right, but the state return added a false IRA distribution that had to be fixed manually.
Reddit · r/tax · 229 days ago
TurboTax Expert gave an inaccurate assessment that would have caused a large overpayment, and the guarantee fine print does not cover poor advice.
Reddit · r/tax · 229 days ago
Filed in under an hour including audit defense and hard copies for a low total and will keep using FreeTaxUSA.
Reddit · r/tax · 230 days ago
After the H&R Block upgrade fees, they filed with FreeTaxUSA instead, called it awesome and got their small refund back quickly.
Reddit · r/tax · 230 days ago
Finds it super easy to pick up from last year with FreeTaxUSA: just log in if you used it the previous year.
Reddit · r/tax · 230 days ago
Spent a week unable to correct TurboTax's errors importing their IRA 1099s, including a huge ordinary loss shown three times, and no longer trusts it.
Reddit · r/personalfinance · 232 days ago
Uploaded W-2s from two employers on FreeTaxUSA for the 2024 return without trouble.
Reddit · r/tax · 233 days ago
Longtime TaxAct user whose e-file account was wrongly flagged as a tax pro. After many calls and emails with no response, they asked for a refund and switched to a competitor; the phone reps were nice but the issue went unfixed.
Reddit · r/tax · 233 days ago
They personally use TaxAct for their own filing but describe its user interface as very unique, suggesting it takes some getting used to compared with other tax software.
Reddit · r/tax · 233 days ago
They have used both TurboTax and H&R Block for about 15 years and clearly prefer H&R Block, buying the Deluxe or Premium software for federal and state depending on which forms they need that year.
Reddit · r/tax · 233 days ago
They entered a simple single-W2 return into H&R Block's free plan, only to be told at the end they needed the paid premium version, and say they will not use H&R Block again after the upsell.
Reddit · r/tax · 233 days ago
Found filing quick and easy, with the federal return back by Thursday after submitting Monday.
Reddit · r/tax · 233 days ago
Loves FreeTaxUSA and finds it much better than H&R Block or TurboTax.
Reddit · r/tax · 233 days ago
Their advisor disappeared, the next one will not respond despite multiple escalations, so Full Service is no service.
Reddit · r/tax · 234 days ago
Got the erroneous suspended-account message while filing with TaxAct; support replied that the account was not suspended and the return was transmitted to the IRS, which they took as an internal TaxAct error.
Reddit · r/tax · 234 days ago
Moved from TurboTax to TaxAct and then to FreeTaxUSA several years ago, and says they could not be more satisfied with FreeTaxUSA.
Reddit · r/tax · 234 days ago
Says FreeTaxUSA surfaced two credits they had never seen before, including a renter deduction, after switching this year.
Reddit · r/tax · 234 days ago
TurboTax took its fee from the state refund and, as a result, the federal refund is being mailed instead of direct deposited.
Reddit · r/tax · 234 days ago
Expert review was worthless: one expert dropped the connection, another kept pointing to the help menu and AI.
Reddit · r/tax · 235 days ago
First year on FreeTaxUSA after about three decades of TurboTax; ran both side by side and found TurboTax seemed to make things more complicated.
Reddit · r/tax · 235 days ago
Switched two years ago and finds FreeTaxUSA much simpler and easier to follow than TurboTax or H&R Block.
Reddit · r/tax · 236 days ago
TurboTax recommended itemizing for a figure that made no sense compared to FreeTaxUSA's standard deduction, with no breakdown shown in the free version.
Reddit · r/tax · 236 days ago
Decade-long user who finds it very easy, thorough, and good at explaining each step.
Reddit · r/tax · 236 days ago
First-time user who found FreeTaxUSA easy overall, but noticed it rounds each entry separately instead of rounding after adding like items, leaving their income a couple dollars short of a hand calculation.
Reddit · r/tax · 236 days ago
Moved off TurboTax this year after realizing only at filing time how expensive it had become.
Reddit · r/tax · 236 days ago
First-time FreeTaxUSA user who feels foolish for having paid TurboTax for years.
Reddit · r/tax · 236 days ago
Used FreeTaxUSA for two teenagers' returns including out-of-state income and found it very easy.
Reddit · r/tax · 237 days ago
Switched from TurboTax and paid for FreeTaxUSA's low-cost support tier in the first year; got quick, clear answers even on ESPP basis questions, and a much lower total price.
Reddit · r/tax · 237 days ago
Quoted $205 for federal and state on TurboTax's DIY Premium tier, versus a small fraction of that on FreeTaxUSA for the same return.
Reddit · r/tax · 237 days ago
Not very tech savvy but finished the return in about 90 minutes with no stress.
Reddit · r/tax · 237 days ago
Switched from TaxAct to FreeTaxUSA in 2020 and has used it every year since.
Reddit · r/tax · 237 days ago
Notes FreeTaxUSA lacks e-file support for California LLC form 568 and estate returns, so they plan to paper-file that form.
Reddit · r/tax · 238 days ago
Switched from decades of TurboTax last year with no complaints; very easy, free federal with no hidden expenses.
Reddit · r/tax · 238 days ago
Used H&R Block for years, and FreeTaxUSA cost a small amount, better than their past spending and better than TurboTax.
Reddit · r/tax · 238 days ago
Just used FreeTaxUSA, couldn't be simpler, and will use it again.
Reddit · r/tax · 238 days ago
Compared both, could not find the difference over days, and went with TurboTax for the bigger refund despite the cost.
Reddit · r/tax · 238 days ago
Their state numbers differed because of a new tax law FreeTaxUSA had not registered; they emailed, FreeTaxUSA fixed the software and sent a thank-you gift card.
Reddit · r/tax · 238 days ago
Used FreeTaxUSA and cross-checked in TurboTax, always matching in the end; uses TurboTax now only for a couple of forms FreeTaxUSA lacks.
Reddit · r/tax · 238 days ago
A CPA who used TurboTax for years found professional software gave lower federal liability; TurboTax always seems to give a higher one.
Reddit · r/tax · 238 days ago
Found TurboTax left some self-employed items blank that FreeTaxUSA asked about and got the same numbers while paying far less.
Reddit · r/tax · 238 days ago
Stuck with TurboTax because it holds your hand much more than FreeTaxUSA for a return with an employee stock purchase plan.
Reddit · r/tax · 239 days ago
Found FreeTaxUSA's uploaded-file import always wrong in its beta and says to double-check it.
Reddit · r/tax · 239 days ago
Finds TurboTax wonky about importing 1099-DIV and 1099-MISC.
Reddit · r/tax · 239 days ago
Was amazed how much simpler a backdoor conversion was in FreeTaxUSA.
Reddit · r/tax · 240 days ago
With kids, high income, many deductions, stock options and RSUs, all account types and multiple states, FreeTaxUSA handled it with ease.
Reddit · r/tax · 240 days ago
Found FreeTaxUSA much easier than TurboTax and it walked them through a rental property on their first time.
Reddit · r/tax · 240 days ago
With high income, children, retirement accounts and six 1099s, it took about 20 minutes on FreeTaxUSA.
Reddit · r/tax · 240 days ago
Uses TurboTax for a somewhat complicated return and finds it easy peasy.
Reddit · r/tax · 240 days ago
Switched after fifteen years of TurboTax, got the same results on a simple return, and FreeTaxUSA was cheaper.
Reddit · r/tax · 241 days ago
A self-employed longtime user of the H&R Block software, they were blocked from e-filing this year by a premium tax credit calculation message and expected to print and mail the return, which they saw as a waste.
Reddit · r/tax · 241 days ago
Long-time H&R Block user who now files on FreeTaxUSA, which handled exotic situations such as Social Security back pay and claim-of-right credits that H&R Block would not.
Reddit · r/tax · 241 days ago
Found FreeTaxUSA great and easy for a return with W-2s from two states.
Reddit · r/tax · 241 days ago
Uses FreeTaxUSA to check their own work and finds its S corp support weak: no Form 7203 and no S corp capital gains on Form 8960.
Reddit · r/tax · 241 days ago
Left H&R Block after a coworker's audit experience, started self-filing on FreeTaxUSA, saved a lot of money and never had an issue.
Reddit · r/personalfinance · 241 days ago
Long-time TurboTax user who used FreeTaxUSA for a relative's return, found it incredibly easy, and plans to switch.
Reddit · r/tax · 241 days ago
Declined the add-on but TurboTax did not show the total until they filed, and they are done with it.
Reddit · r/tax · 241 days ago
Switched to FreeTaxUSA after TurboTax quoted a much higher amount for federal and state.
Reddit · r/tax · 241 days ago
TurboTax demanded a very expensive federal package with no easy way to change it, after eight years, so they gave up.
Reddit · r/tax · 241 days ago
Saved a lot switching from TurboTax but found chat support lacking about a rejected AGI, even ghosted once.
Reddit · r/tax · 241 days ago
Years on FreeTaxUSA with no problems and regrets letting TurboTax rip them off before.
Reddit · r/tax · 242 days ago
Used FreeTaxUSA, with free federal and a small state fee, after TurboTax wanted over a hundred dollars for federal and state.
Reddit · r/tax · 242 days ago
Left TurboTax after being tired of the rising costs, upsell upgrades, and push to share data with partners.
Reddit · r/tax · 242 days ago
First time doing their own taxes, used FreeTaxUSA, and found it easy to use and navigate.
Reddit · r/tax · 242 days ago
Used TurboTax as in prior years but was charged about $100 in processing fees at the very end, which had not happened before and was not disclosed until filing was done.
Reddit · r/tax · 242 days ago
Switched to FreeTaxUSA and saved around a hundred forty dollars.
Reddit · r/tax · 242 days ago
Second year on FreeTaxUSA after H&R Block free wanted to charge for Schedule B; easy with a few more forms.
Reddit · r/tax · 242 days ago
Ran the same return through FreeTaxUSA after a large H&R Block bill, got the same federal and state values, and paid a tenth of the price.
Reddit · r/tax · 242 days ago
Used TurboTax Deluxe with free state software and federal e-file, paying a small state e-file fee, and has used it since the 1980s.
Reddit · r/tax · 242 days ago
Switched from TaxSlayer to FreeTaxUSA last year and is very happy.
Reddit · r/tax · 242 days ago
Year two with FreeTaxUSA: simple, clear to navigate, with a good summary comparing this year to last.
Reddit · r/tax · 242 days ago
Left TurboTax over its constant nagging, promotions and forcing one path forward.
Reddit · r/tax · 242 days ago
TurboTax was going to cost far more just to submit than FreeTaxUSA, with a charge now to pay fees from the refund.
Reddit · r/tax · 242 days ago
Tired of yearly TurboTax price hikes, filled out both, got identical returns, and is now a FreeTaxUSA user, though the Fidelity consolidated import was glitchy.
Reddit · r/tax · 242 days ago
FreeTaxUSA handled Fidelity 1099s but struggled with Schwab ones, so they use summaries for manual entry.
Reddit · r/tax · 242 days ago
The Fidelity consolidated 1099 import produced weird entries that had to be manually corrected; everything else was fine.
Reddit · r/tax · 242 days ago
Ended a 20-plus-year relationship with TurboTax after finding FreeTaxUSA just as accurate and much less expensive.
Reddit · r/tax · 242 days ago
After years of manual forms, FreeTaxUSA impressed them by populating the right items and asking enough questions to bring in the schedules.
Reddit · r/tax · 242 days ago
Used TurboTax for over a decade, always advertised as free yet never once able to file for free, and moved to FreeTaxUSA.
Reddit · r/tax · 242 days ago
After thirty years, TurboTax presented Expert Assist they never used and demanded a large charge at the end, with the only way out being to delete everything; FreeTaxUSA results matched.
Reddit · r/tax · 242 days ago
Switched two years ago, found it easier than expected, and calls TurboTax a scam.
Reddit · r/tax · 242 days ago
Filing for themselves and a partner on FreeTaxUSA saved a lot versus other filers and is just following prompts.
Reddit · r/tax · 242 days ago
Several years on FreeTaxUSA, easier and a fraction of the cost of TurboTax including state.
Reddit · r/tax · 242 days ago
Switched from TurboTax years ago and says FreeTaxUSA does not upsell constantly.
Reddit · r/tax · 242 days ago
First-time user impressed, paying for Deluxe because the whole thing was so cheap.
Reddit · r/tax · 242 days ago
First-time user surprised at how easy it was and recommends it.
Reddit · r/tax · 242 days ago
First-time user who double-checked numbers with TurboTax and found them the same, annoyed they fell for TurboTax ads before.
Reddit · r/personalfinance · 243 days ago
TurboTax wanted over a hundred dollars to include a Robinhood account with no real gains, so they moved to FreeTaxUSA.
Reddit · r/personalfinance · 243 days ago
With a rental, extra 1099s and business expenses, FreeTaxUSA handled everything for free plus a small state fee.
Reddit · r/personalfinance · 243 days ago
TurboTax added a non-existent mortgage that blocked itemizing, costing them thousands until FreeTaxUSA exposed it and they amended.
Reddit · r/tax · 243 days ago
Started with Start for Free but saw a charge of fifty dollars on a small refund, fixed by switching products to downgrade.
Reddit · r/tax · 243 days ago
Finally converted from TurboTax and finds FreeTaxUSA much better at a fraction of the price.
Reddit · r/tax · 243 days ago
Started with TurboTax this year and found it slow, buggy, and nonstop pushing Deluxe and Pro packages costing hundreds of dollars.
Reddit · r/tax · 243 days ago
With multiple W-2s, 1099s, a Schedule C business, a SEP and a rental K-1, finds FreeTaxUSA handles it all much better than TurboTax.
Reddit · r/tax · 243 days ago
Gave FreeTaxUSA a trial spin after TurboTax and was done in about an hour; really easy and even enjoyable.
Reddit · r/tax · 243 days ago
TurboTax wanted more than a daughter's small Instacart return owed, so they tried FreeTaxUSA.
Reddit · r/tax · 243 days ago
Switched from TaxAct and liked the document import, though the Fidelity combined document had issues, and saved about a hundred dollars.
Reddit · r/tax · 243 days ago
Used FreeTaxUSA for the first time with zero federal cost while parents paid a lot for TurboTax federal; plans to switch them.
Reddit · r/tax · 243 days ago
After about fifteen years of TurboTax, easily completed four returns on FreeTaxUSA.
Reddit · r/tax · 243 days ago
Says FreeTaxUSA works well but they checked the numbers three times before submitting.
Reddit · r/tax · 243 days ago
TurboTax did not populate their option-trading form correctly, subtracting loss from profit instead of reporting columns as on the 1099-B.
Reddit · r/tax · 243 days ago
Switched after long on TurboTax; imported last year's PDF and finished a family member's return in about 15 minutes.
Reddit · r/tax · 243 days ago
After paying a lot for TurboTax with two states, FreeTaxUSA worked great and cost nothing for their income.
Reddit · r/tax · 243 days ago
Found FreeTaxUSA much easier with multi-state income from a K-1, especially on the state side.
Reddit · r/tax · 243 days ago
With W-2 and self-employment income, TurboTax was never actually free for seven years and the price became ridiculous, so they switched to FreeTaxUSA.
Reddit · r/tax · 243 days ago
Switched from years on TurboTax, annoyed they did not switch sooner; super simple and about a small total for federal and state with the deluxe option.
Reddit · r/tax · 243 days ago
After years on TurboTax, filled out both, paid a small state fee with free federal on FreeTaxUSA, got identical returns and a much better experience.
Reddit · r/tax · 243 days ago
Has used FreeTaxUSA for over ten years and never had an issue.
Reddit · r/tax · 243 days ago
Pivoted from ten years of TaxAct to FreeTaxUSA and was pleasantly surprised.
Reddit · r/tax · 243 days ago
After fifteen years of paying TurboTax, FreeTaxUSA got their taxes done faster and easier.
Reddit · r/tax · 243 days ago
Nearly a decade on FreeTaxUSA with no problems and nothing it could not handle, upgrading to Deluxe as a thank-you.
Reddit · r/tax · 243 days ago
TurboTax charged far more than the quoted price.
Reddit · r/personalfinance · 244 days ago
Preferred the simpler interface; it did everything needed for a moderately weird situation as completely as TurboTax or TaxAct for far less money.
Reddit · r/personalfinance · 244 days ago
Five years on FreeTaxUSA, never going back, paying only for state because it must be mailed.
Reddit · r/personalfinance · 244 days ago
After H&R Block and TurboTax, finds FreeTaxUSA much better and cheaper, whereas TurboTax kept pushing state fees in a no-income-tax state.
Reddit · r/personalfinance · 244 days ago
Free federal and a small state fee is a great deal and they love FreeTaxUSA.
Reddit · r/personalfinance · 244 days ago
Third year filing on FreeTaxUSA and will never go back.
Reddit · r/personalfinance · 244 days ago
Paid a CPA for years while forecasting on FreeTaxUSA, and last year it was good enough to stop using the CPA.
Reddit · r/personalfinance · 244 days ago
Used FreeTaxUSA for years but missed California Form 568 for a single-member LLC, which led to FTB letters, penalties and back to TurboTax desktop; great for simple returns.
Reddit · r/personalfinance · 244 days ago
Switched this year; paid a small state fee and federal was free.
Reddit · r/personalfinance · 244 days ago
FreeTaxUSA gave a higher return by correctly handling nonresident state taxes that TurboTax did not.
Reddit · r/personalfinance · 244 days ago
Says TurboTax is getting worse each year with wrong age prompts, errors flagged that it used to fill itself, slow 1099 entry and constant online nagging.
Reddit · r/personalfinance · 244 days ago
FreeTaxUSA ingested their 1099 this year and filled everything out automatically after hand entering earlier.
Reddit · r/personalfinance · 244 days ago
The PDF upload works perfectly every time for them.
Reddit · r/personalfinance · 244 days ago
Left TurboTax for FreeTaxUSA after fees and bait-and-switch; free federal, a small state fee, and an easy hands-off wizard.