Reddit · r/CryptoTax · 12 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 · 12 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 · 31 days ago
Used Claude to review the whole return and it caught issues TurboTax missed, likely saving a CP notice.
Reddit · r/tax · 32 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 · 57 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 · 60 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 · 107 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 · 112 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 · 125 days ago
After hours fixing stock transactions in TurboTax, FreeTaxUSA only needs the total and an imported file, and is cheaper.
Reddit · r/tax · 155 days ago
Declined expert help yet the state-only bill came to over two hundred dollars.
Reddit · r/tax · 158 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 · 174 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 · 178 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 · 181 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 · 181 days ago
Three-year FreeTaxUSA user, formerly on TurboTax and H&R Block, who loves it.
Reddit · r/tax · 184 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 · 186 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 · 186 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 · 190 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 · 200 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 · 204 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 · 204 days ago
Uses TurboTax for many years for self-employment, W-2 and 1099-R and never had a problem.
Reddit · r/tax · 205 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 · 205 days ago
FreeTaxUSA cannot handle wash sales exceeding the total loss, which TurboTax handles by marking the excess as gain.
Reddit · r/tax · 206 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 · 209 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 · 211 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 · 212 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 · 212 days ago
Thought they were in the free version but at the file step it was suddenly a high charge.
Reddit · r/tax · 212 days ago
After many years of TurboTax, found FreeTaxUSA a great experience, simple and even more streamlined.
Reddit · r/tax · 212 days ago
Live support promised on the Premier package gave them an AI bot and a long callback wait.
Reddit · r/tax · 213 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 · 213 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 · 213 days ago
Filed 2022 on FreeTaxUSA and found it easy and straightforward even with a slightly complicated return.
Reddit · r/tax · 213 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 · 214 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 · 214 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 · 215 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 · 215 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 · 215 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 · 215 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 · 215 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 · 215 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 · 215 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 · 215 days ago
Was charged immediately for an expert advice feature they never knew existed, and support cited the terms of service.
Reddit · r/tax · 215 days ago
A CPA reached the end without seeking assistance and had to delete everything to avoid the charge.
Reddit · r/tax · 215 days ago
Moved to FreeTaxUSA when TurboTax was no longer free and found it great.
Reddit · r/tax · 215 days ago
Finds FreeTaxUSA great except with multiple 1099s from different brokerages, and hopes imports improve.
Reddit · r/tax · 216 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 · 216 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 · 216 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 · 216 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 · 216 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 · 216 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 · 216 days ago
Declined every expert upgrade prompt and was still charged as if they had accepted.
Reddit · r/tax · 216 days ago
FreeTaxUSA found something TurboTax missed and cost nothing, after TurboTax asked for a fee.
Reddit · r/tax · 217 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 · 217 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 · 217 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 · 217 days ago
Downgraded from Deluxe to the free version without losing their data and without a fee.
Reddit · r/tax · 217 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 · 217 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 · 217 days ago
FreeTaxUSA handled a forgotten capital loss carryover and insisted they enter it before moving on.
Reddit · r/tax · 217 days ago
After thirty years on TurboTax desktop, tried FreeTaxUSA and it was great, including Schedule C income.
Reddit · r/tax · 217 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 · 218 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 · 218 days ago
Switched because TurboTax wanted extra for itemized deductions; FreeTaxUSA was only a few minutes slower with more precise calculations.
Reddit · r/tax · 218 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 · 218 days ago
Had to wait almost a month for TurboTax to update a fairly simple form.
Reddit · r/tax · 218 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 · 218 days ago
Went with FreeTaxUSA for a small total including audit protection, covering three Schedule Cs and a Schedule F.
Reddit · r/tax · 218 days ago
Switched from H&R Block, found FreeTaxUSA easier and paid a small total for a state return.
Reddit · r/tax · 218 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 · 218 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 · 218 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 · 218 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 · 218 days ago
Filed four returns with TurboTax desktop for a modest total.
Reddit · r/tax · 219 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 · 219 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 · 219 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 · 219 days ago
The downloaded broker form did not pick up their stock sales at all.
Reddit · r/tax · 219 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 · 219 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 · 219 days ago
Was forced to pay for expert assist they did not use because of an HSA.
Reddit · r/tax · 220 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 · 220 days ago
Last year the import was iffy, but this year it worked great for everything.
Reddit · r/tax · 221 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 · 221 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 · 221 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 · 221 days ago
Ran a fairly complex return through TurboTax as usual and encountered multiple bugs.
Reddit · r/personalfinance · 221 days ago
FreeTaxUSA handled their K-1 without a problem after another tax program would not process it.
Reddit · r/personalfinance · 221 days ago
Has used FreeTaxUSA since age 18 and highly recommends it.
Reddit · r/personalfinance · 221 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 · 221 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 · 221 days ago
Thought FreeTaxUSA praise was shilling until using it last year and realizing how bad and expensive TurboTax has become.
Reddit · r/personalfinance · 221 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 · 221 days ago
Three years on FreeTaxUSA; it can now handle backdoor Roth conversions with a specific help article.
Reddit · r/personalfinance · 221 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 · 221 days ago
Used FreeTaxUSA for the first time and has been kicking themselves for not switching sooner.
Reddit · r/personalfinance · 221 days ago
Found some TurboTax sections purposefully confusing so that people call and get pushed into upgraded advice.
Reddit · r/personalfinance · 221 days ago
Calls FreeTaxUSA easy and the best small spend of the year after leaving TurboTax.
Reddit · r/personalfinance · 221 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 · 221 days ago
TurboTax charged a large amount even though they only clicked the free options, after using it since 2005.
Reddit · r/personalfinance · 221 days ago
Found a fee to take the TurboTax payment from the refund and paid by card instead.
Reddit · r/personalfinance · 221 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 · 221 days ago
Cross-checked TurboTax and FreeTaxUSA for years and says FreeTaxUSA is now good enough to stand on its own.
Reddit · r/personalfinance · 221 days ago
Four years on FreeTaxUSA, inexpensive and very user friendly for W-2 employees.
Reddit · r/personalfinance · 221 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 · 221 days ago
Followed the hype, found FreeTaxUSA super easy and nearly identical to TurboTax, and told their kid to use it.
Reddit · r/personalfinance · 221 days ago
Used FreeTaxUSA for the first time; not quite as intuitive but got the job done cheaply.
Reddit · r/tax · 222 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 · 222 days ago
Switched after ten-plus years on TurboTax and easily imported prior returns into FreeTaxUSA.
Reddit · r/personalfinance · 222 days ago
Increasingly annoyed by TurboTax's business model, rising cost, backsliding quality, poor customer service and constant upselling.
Reddit · r/personalfinance · 222 days ago
Moving to FreeTaxUSA was trivial and the experience much better.
Reddit · r/personalfinance · 222 days ago
Used FreeTaxUSA the last two years without issue.
Reddit · r/personalfinance · 222 days ago
Emailed FreeTaxUSA about a small issue and had an answer within an hour.
Reddit · r/personalfinance · 222 days ago
Uses TaxHawk, with free federal and a small state fee.
Reddit · r/personalfinance · 222 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 · 222 days ago
Was charged for expert assist and immediately denied a refund.
Reddit · r/tax · 222 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 · 222 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 · 222 days ago
Found the free version only with difficulty after repeated upgrade prompts and says it is their last time.
Reddit · r/tax · 222 days ago
Switched this year, finding FreeTaxUSA easy, much cheaper and with no hidden fees at checkout.
Reddit · r/personalfinance · 223 days ago
After years of seamless TurboTax use, the refund-delivery step looped back to the same page after six tries.
Reddit · r/tax · 223 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 · 224 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 · 224 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 · 225 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 · 225 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 · 225 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 · 225 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 · 225 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 · 225 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 · 225 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 · 225 days ago
TurboTax showed itemized deductions far above their actual SALT, and several calls could not explain the discrepancy.
Reddit · r/tax · 225 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 · 225 days ago
Finally left TurboTax and finds FreeTaxUSA easy, simple and with way more user control.
Reddit · r/tax · 225 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 · 226 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 · 226 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 · 226 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 · 227 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 · 227 days ago
Expert assist activated unnoticed and they were charged a large amount that would not be reversed.
Reddit · r/tax · 227 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 · 227 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 · 227 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 · 227 days ago
Told a small fee would be taken from the federal refund but a much larger amount was taken.
Reddit · r/personalfinance · 228 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 · 228 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 · 228 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 · 228 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 · 228 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 · 228 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 · 228 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 · 228 days ago
Waited all day for a TurboTax expert who never showed up and gave up to file themselves.
Reddit · r/tax · 228 days ago
After eight years TurboTax moved them to an upgraded product they never selected, and refused to reimburse the difference.
Reddit · r/tax · 229 days ago
Noticed the charge instantly and was denied a refund due to terms of service.
Reddit · r/tax · 229 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 · 230 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 · 230 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 · 230 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 · 230 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 · 230 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 · 231 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 · 231 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 · 231 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 · 233 days ago
Uploaded W-2s from two employers on FreeTaxUSA for the 2024 return without trouble.
Reddit · r/tax · 234 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 · 234 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 · 234 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 · 234 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 · 234 days ago
Found filing quick and easy, with the federal return back by Thursday after submitting Monday.
Reddit · r/tax · 234 days ago
Loves FreeTaxUSA and finds it much better than H&R Block or TurboTax.
Reddit · r/tax · 234 days ago
Their advisor disappeared, the next one will not respond despite multiple escalations, so Full Service is no service.
Reddit · r/tax · 235 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 · 235 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 · 235 days ago
Says FreeTaxUSA surfaced two credits they had never seen before, including a renter deduction, after switching this year.
Reddit · r/tax · 235 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 · 235 days ago
Expert review was worthless: one expert dropped the connection, another kept pointing to the help menu and AI.
Reddit · r/tax · 236 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 · 236 days ago
Switched two years ago and finds FreeTaxUSA much simpler and easier to follow than TurboTax or H&R Block.
Reddit · r/tax · 237 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 · 237 days ago
Decade-long user who finds it very easy, thorough, and good at explaining each step.
Reddit · r/tax · 237 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 · 237 days ago
Moved off TurboTax this year after realizing only at filing time how expensive it had become.
Reddit · r/tax · 237 days ago
First-time FreeTaxUSA user who feels foolish for having paid TurboTax for years.
Reddit · r/tax · 237 days ago
Used FreeTaxUSA for two teenagers' returns including out-of-state income and found it very easy.
Reddit · r/tax · 238 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 · 238 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 · 238 days ago
Not very tech savvy but finished the return in about 90 minutes with no stress.
Reddit · r/tax · 238 days ago
Switched from TaxAct to FreeTaxUSA in 2020 and has used it every year since.
Reddit · r/tax · 238 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 · 239 days ago
Switched from decades of TurboTax last year with no complaints; very easy, free federal with no hidden expenses.
Reddit · r/tax · 239 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 · 239 days ago
Just used FreeTaxUSA, couldn't be simpler, and will use it again.
Reddit · r/tax · 239 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 · 239 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 · 239 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 · 239 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 · 239 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 · 239 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 · 240 days ago
Found FreeTaxUSA's uploaded-file import always wrong in its beta and says to double-check it.
Reddit · r/tax · 240 days ago
Finds TurboTax wonky about importing 1099-DIV and 1099-MISC.
Reddit · r/tax · 240 days ago
Was amazed how much simpler a backdoor conversion was in FreeTaxUSA.
Reddit · r/tax · 241 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 · 241 days ago
Found FreeTaxUSA much easier than TurboTax and it walked them through a rental property on their first time.
Reddit · r/tax · 241 days ago
With high income, children, retirement accounts and six 1099s, it took about 20 minutes on FreeTaxUSA.
Reddit · r/tax · 241 days ago
Uses TurboTax for a somewhat complicated return and finds it easy peasy.
Reddit · r/tax · 241 days ago
Switched after fifteen years of TurboTax, got the same results on a simple return, and FreeTaxUSA was cheaper.
Reddit · r/tax · 242 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 · 242 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 · 242 days ago
Found FreeTaxUSA great and easy for a return with W-2s from two states.
Reddit · r/tax · 242 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 · 242 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 · 242 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 · 242 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 · 242 days ago
Switched to FreeTaxUSA after TurboTax quoted a much higher amount for federal and state.
Reddit · r/tax · 242 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 · 242 days ago
Saved a lot switching from TurboTax but found chat support lacking about a rejected AGI, even ghosted once.
Reddit · r/tax · 242 days ago
Years on FreeTaxUSA with no problems and regrets letting TurboTax rip them off before.
Reddit · r/tax · 243 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 · 243 days ago
Left TurboTax after being tired of the rising costs, upsell upgrades, and push to share data with partners.
Reddit · r/tax · 243 days ago
First time doing their own taxes, used FreeTaxUSA, and found it easy to use and navigate.
Reddit · r/tax · 243 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 · 243 days ago
Switched to FreeTaxUSA and saved around a hundred forty dollars.
Reddit · r/tax · 243 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 · 243 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 · 243 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 · 243 days ago
Switched from TaxSlayer to FreeTaxUSA last year and is very happy.
Reddit · r/tax · 243 days ago
Year two with FreeTaxUSA: simple, clear to navigate, with a good summary comparing this year to last.
Reddit · r/tax · 243 days ago
Left TurboTax over its constant nagging, promotions and forcing one path forward.
Reddit · r/tax · 243 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 · 243 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 · 243 days ago
FreeTaxUSA handled Fidelity 1099s but struggled with Schwab ones, so they use summaries for manual entry.
Reddit · r/tax · 243 days ago
The Fidelity consolidated 1099 import produced weird entries that had to be manually corrected; everything else was fine.
Reddit · r/tax · 243 days ago
Ended a 20-plus-year relationship with TurboTax after finding FreeTaxUSA just as accurate and much less expensive.
Reddit · r/tax · 243 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 · 243 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 · 243 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 · 243 days ago
Switched two years ago, found it easier than expected, and calls TurboTax a scam.
Reddit · r/tax · 243 days ago
Filing for themselves and a partner on FreeTaxUSA saved a lot versus other filers and is just following prompts.
Reddit · r/tax · 243 days ago
Several years on FreeTaxUSA, easier and a fraction of the cost of TurboTax including state.
Reddit · r/tax · 243 days ago
Switched from TurboTax years ago and says FreeTaxUSA does not upsell constantly.
Reddit · r/tax · 243 days ago
First-time user impressed, paying for Deluxe because the whole thing was so cheap.
Reddit · r/tax · 243 days ago
First-time user surprised at how easy it was and recommends it.
Reddit · r/tax · 243 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 · 244 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 · 244 days ago
With a rental, extra 1099s and business expenses, FreeTaxUSA handled everything for free plus a small state fee.
Reddit · r/personalfinance · 244 days ago
TurboTax added a non-existent mortgage that blocked itemizing, costing them thousands until FreeTaxUSA exposed it and they amended.
Reddit · r/tax · 244 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 · 244 days ago
Finally converted from TurboTax and finds FreeTaxUSA much better at a fraction of the price.
Reddit · r/tax · 244 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 · 244 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 · 244 days ago
Gave FreeTaxUSA a trial spin after TurboTax and was done in about an hour; really easy and even enjoyable.
Reddit · r/tax · 244 days ago
TurboTax wanted more than a daughter's small Instacart return owed, so they tried FreeTaxUSA.
Reddit · r/tax · 244 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 · 244 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 · 244 days ago
After about fifteen years of TurboTax, easily completed four returns on FreeTaxUSA.
Reddit · r/tax · 244 days ago
Says FreeTaxUSA works well but they checked the numbers three times before submitting.
Reddit · r/tax · 244 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 · 244 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 · 244 days ago
After paying a lot for TurboTax with two states, FreeTaxUSA worked great and cost nothing for their income.
Reddit · r/tax · 244 days ago
Found FreeTaxUSA much easier with multi-state income from a K-1, especially on the state side.
Reddit · r/tax · 244 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 · 244 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 · 244 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 · 244 days ago
Has used FreeTaxUSA for over ten years and never had an issue.
Reddit · r/tax · 244 days ago
Pivoted from ten years of TaxAct to FreeTaxUSA and was pleasantly surprised.
Reddit · r/tax · 244 days ago
After fifteen years of paying TurboTax, FreeTaxUSA got their taxes done faster and easier.
Reddit · r/tax · 244 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 · 244 days ago
TurboTax charged far more than the quoted price.
Reddit · r/personalfinance · 245 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 · 245 days ago
Five years on FreeTaxUSA, never going back, paying only for state because it must be mailed.
Reddit · r/personalfinance · 245 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 · 245 days ago
Free federal and a small state fee is a great deal and they love FreeTaxUSA.
Reddit · r/personalfinance · 245 days ago
Third year filing on FreeTaxUSA and will never go back.
Reddit · r/personalfinance · 245 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 · 245 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 · 245 days ago
Switched this year; paid a small state fee and federal was free.
Reddit · r/personalfinance · 245 days ago
FreeTaxUSA gave a higher return by correctly handling nonresident state taxes that TurboTax did not.
Reddit · r/personalfinance · 245 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 · 245 days ago
FreeTaxUSA ingested their 1099 this year and filled everything out automatically after hand entering earlier.
Reddit · r/personalfinance · 245 days ago
The PDF upload works perfectly every time for them.
Reddit · r/personalfinance · 245 days ago
Left TurboTax for FreeTaxUSA after fees and bait-and-switch; free federal, a small state fee, and an easy hands-off wizard.
Reddit · r/personalfinance · 245 days ago
Had to delete everything and start over to avoid being overcharged.
Reddit · r/personalfinance · 245 days ago
The assigned expert did not know the school tax rules and set the wrong county, and they cannot amend without that agent.
Reddit · r/personalfinance · 245 days ago
Paid for audit defense, then the software duplicated imported bank data, helpers said it looked fine, and an audit followed.
Reddit · r/tax · 245 days ago
Got a full-service agent who did not know what a HELOC was, then downgraded to basic.
Reddit · r/personalfinance · 246 days ago
Chose Full Service when stuck 90% through, was charged immediately and lost access to their completed work, which went to a contractor expert who just asked questions.
Reddit · r/personalfinance · 246 days ago
TurboTax twice said brokerage forms were available and then they were not, so they moved to FreeTaxUSA for much less.
Reddit · r/tax · 246 days ago
Switched to FreeTaxUSA a few years ago and still double-checks, glad to have left TurboTax.
Reddit · r/tax · 247 days ago
Filed with TaxAct and got an acceptance notice saying they chose to pay through Worldpay later, with no voucher and vague instructions, leaving them unsure how or when to pay the balance owed.
Reddit · r/tax · 247 days ago
They hit a blocker entering eBay 1099-K sales at a loss in Cash App Taxes, which demands business revenue, and support only pointed them to the self-employed section; the same return worked fine on FreeTaxUSA.
Reddit · r/tax · 247 days ago
Entered bank info for the $0 no-expert-assistance option and got charged about two hundred.
Reddit · r/IRS · 248 days ago
Filing has normally been fairly simple, but there was no obvious place to enter Roth IRA contributions from Form 5498, and the traditional IRA prompt was confusing.
Reddit · r/tax · 249 days ago
Four-year TaxAct user who calls it never user-friendly and says this year a bug in SALT calculations forced them to amend a state return on paper, leaving them ready to give up on it.
Reddit · r/tax · 249 days ago
With a basic one-W-2 return and eight years with TurboTax, spent an hour and was then hit with a large bill and no free option.
Reddit · r/tax · 250 days ago
Compared TurboTax and FreeTaxUSA, found TurboTax charged many fees, and filed with FreeTaxUSA, which had minimal fees.
Reddit · r/personalfinance · 250 days ago
Federal return went fine, but the state return was held up and was not processed until they called and emailed combined PDFs of their W-2s and 1099s.
Reddit · r/tax · 250 days ago
First-time self-filer who found FreeTaxUSA as easy as promised, able to upload forms, photograph printed ones and enter data.
Reddit · r/tax · 250 days ago
Has used FreeTaxUSA for years and the IRS has never complained, even though it rounds amounts to the nearest dollar.
Reddit · r/tax · 250 days ago
Their fee roughly doubled with the same tax scenario and no expert use, and customer service only offered a discount code.
Reddit · r/tax · 250 days ago
Had to pay before completing filing, tried to cancel and redo, but the card was charged and support could not reverse it.
Reddit · r/tax · 252 days ago
Their Treasury interest and dividend exclusions flowed through correctly to the state return on FreeTaxUSA.
Reddit · r/tax · 252 days ago
Treasury interest entered correctly flowed through and was removed from state income in FreeTaxUSA.
Reddit · r/tax · 252 days ago
The beta Schwab consolidated 1099 PDF upload made a big mess with double, missed and incomplete entries.
Reddit · r/tax · 252 days ago
Third year with TurboTax was a disaster: glitches, shifting fee quotes, an overcharge that took weeks to refund, and experts giving conflicting answers.
Reddit · r/tax · 253 days ago
Owner of three LLCs (two C-corps and an S-corp) who prepares all the business returns plus their personal return with K-1s themselves using TaxAct Self Employed.
Reddit · r/tax · 253 days ago
After TurboTax accepted their return, Intuit texted weeks later that taxes were not complete; hours with AI bots and unhelpful people followed.
Reddit · r/tax · 254 days ago
Tried TaxAct for their S corp returns over two years but found the state side lacking; tech support could not fix the bugs before the deadline, though they may use it again to double-check and e-file.
Reddit · r/tax · 254 days ago
They filed with TaxSlayer and found the W-2 box 14 entries and the overtime deduction would not code properly at first. They eventually fixed it through the Help and Support tab, after noting FreeTaxUSA handled it.
Reddit · r/tax · 254 days ago
Spent over six hours on the phone with a professional-service expert who seemed to read from the software and eventually implied he was unqualified.
Reddit · r/personalfinance · 255 days ago
They compared TaxSlayer with last year's FreeTaxUSA return because they qualified for free state filing. Federal results matched, the state figure differed, and they found TaxSlayer's interface less intuitive.
Reddit · r/tax · 255 days ago
TurboTax rep was nice but most advice was general, and they ended up paying for the full-service package without needing it.
Reddit · r/tax · 258 days ago
As a tax volunteer who has used TaxSlayer for years, they noticed a recent software change that limits box 14 to one entry per code. Their team now combines unlisted codes as a workaround.
Reddit · r/tax · 258 days ago
A CPA says TurboTax gave incorrect outputs on their complicated personal return that could not be fixed, so they moved to FreeTaxUSA.
Reddit · r/tax · 258 days ago
TurboTax was late getting the proper EV credit forms, forcing them to wait to file, and they moved to FreeTaxUSA.
Reddit · r/tax · 258 days ago
First year on FreeTaxUSA, checked in TurboTax and got exactly the same refund.
Reddit · r/tax · 258 days ago
FreeTaxUSA does not recognize Oregon transit and family leave taxes in W-2 Box 14, with no way to input them, while TurboTax did, probably costing them over the years.
Reddit · r/tax · 258 days ago
After forty-eight years on TurboTax, a manually entered 1099 was duplicated when the broker form later downloaded.
Reddit · r/tax · 258 days ago
Uses both TurboTax and FreeTaxUSA to compare numbers and catch mistakes.
Reddit · r/tax · 259 days ago
They tried to file a joint return with a nonresident spouse on Cash App Taxes, found no way to make the required election, and describe customer support as unhelpful.
Reddit · r/personalfinance · 259 days ago
They used FreeTaxUSA for the first time for a joint return with multiple 1099s, an HSA and capital gains, found it straightforward, and say it saved time versus doing everything by hand and mailing.
Reddit · r/tax · 259 days ago
Found TurboTax had a subset of entries not feeding into the total three years ago, which was fixed but shook their faith.
Reddit · r/tax · 259 days ago
FreeTaxUSA suggests a net investment income tax figure but does not recalculate it if earlier inputs change, which led to a small error.
Reddit · r/tax · 259 days ago
Says they always get significantly more with FreeTaxUSA.
Reddit · r/tax · 260 days ago
FreeTaxUSA's stock/1099 upload only picked up interest from a consolidated 1099, though results otherwise nearly matched TurboTax.
Reddit · r/tax · 260 days ago
Filed with FreeTaxUSA and was impressed, but a line-by-line comparison with TurboTax found rounding differences and a net investment income tax calculation difference.
Reddit · r/tax · 260 days ago
Expert filing price jumped from year to year and the final quote did not match what was advertised or promised on the phone.
Reddit · r/tax · 260 days ago
TurboTax showed a discount for a low fee but the bill came to much more, and the refund request was denied after they paid.
Reddit · r/tax · 261 days ago
TurboTax tried to force the expert service on them with no way to downgrade.
Reddit · r/tax · 262 days ago
They moved from TurboTax to H&R Block desktop software roughly fifteen years ago because it was cheaper, and still use the Deluxe plus State edition. They note that extra states are sold as add-ons.
Reddit · r/tax · 262 days ago
They used FreeTaxUSA for the first time this year and found it very easy to use, in a thread about handling multiple state returns.
Reddit · r/tax · 262 days ago
They found FreeTaxUSA struggles with consolidated JP Morgan 1099 forms and is not a one-size-fits-all option, so they stay with TurboTax when discounts and cash back offers stack up.
Reddit · r/tax · 262 days ago
They hit the same AGI rejection on Cash App Taxes two years running, paper filing the first time, and this year only got the joint return accepted by setting their spouse's AGI to zero.
Reddit · r/personalfinance · 262 days ago
Got contradictory penalty messages, no prompt to enter all 1099s, and a TurboTax expert who lacked experience with their situation.
Reddit · r/tax · 262 days ago
Thought they declined all the upgrade requests but TurboTax tricked them into paying an extra amount for federal; switching after many years.
Reddit · r/tax · 263 days ago
First-year TaxAct user filing only federal who kept failing at the AGI and five-digit PIN step to e-file, despite entering the correct prior-year AGI, and could not get through.
Reddit · r/tax · 263 days ago
They entered all their overtime information in H&R Block and checked the box, yet the software did not give the overtime credit; running the same return through TurboTax produced a noticeably larger refund.
Reddit · r/tax · 263 days ago
First-year FreeTaxUSA user who says the program works well but that its state refund estimate was far higher than what the state actually paid, so the summary numbers were unreliable for them.
Reddit · r/tax · 263 days ago
Has used FreeTaxUSA for several years and has never found it inaccurate.
Reddit · r/tax · 263 days ago
Used TurboTax for a decade until prices got ridiculous, now three years on FreeTaxUSA and very happy.
Reddit · r/tax · 264 days ago
They spent a lot of time re-running different number combinations in the H&R Block software to get past the Form 8962 error, found support had no idea when it would be fixed, and planned to paper file if the update failed.
Reddit · r/tax · 264 days ago
They hit the same Form 8962 error in H&R Block Premium with only one 1095-A, and concluded it was a software bug carried across several product versions, waiting on the next update to be able to e-file.
Reddit · r/tax · 265 days ago
They used Cash App Taxes for a backdoor Roth and found the generated Form 8606 and rollover treatment confusing, with the taxable amount changing depending on how the prior-year basis question was answered.
Reddit · r/tax · 265 days ago
Over five years on FreeTaxUSA without an issue even as filings grew more complex, with free federal direct deposit.
Reddit · r/tax · 265 days ago
TurboTax pushed a prepaid card and other costly extras, so they stopped using it for FreeTaxUSA.
Reddit · r/personalfinance · 265 days ago
TurboTax showed a small net loss after uploading the 1099 then flipped it to a large gain on the next page.
Reddit · r/tax · 266 days ago
Used FreeTaxUSA for a retired relative's return: super easy, fast, big savings over TurboTax, without TurboTax's constant animations.
Reddit · r/tax · 266 days ago
TurboTax could not communicate with Credit Karma so their accepted return did not show, costing the advance, and each party blamed the others.
Reddit · r/tax · 266 days ago
Their expert had a baby screaming in the background, made them repeat completed steps, and refused to answer questions.
Reddit · r/tax · 267 days ago
Switched after years on TurboTax and is never going back; uploaded the prior-year PDF and it imported their starting data effortlessly.
Reddit · r/tax · 268 days ago
Switched about four years ago; FreeTaxUSA saves federal and state returns each year and lets you amend them.
Reddit · r/tax · 268 days ago
Filled out both and got the same refund but prefers FreeTaxUSA.
Reddit · r/tax · 268 days ago
TurboTax wanted a charge for selling RSUs while FreeTaxUSA was free and better.
Reddit · r/tax · 268 days ago
After 15 years on TurboTax, dragged in their TurboTax PDF return and FreeTaxUSA imported it correctly; stock sales, W-2 and 1099s filed for a small total.
Reddit · r/tax · 268 days ago
Paid for TurboTax with a professional review for a two-state return and likes the UI.
Reddit · r/tax · 268 days ago
Used FreeTaxUSA, it saved their info and was free, and the refund arrived within about two weeks.
Reddit · r/tax · 268 days ago
Switched from TurboTax to FreeTaxUSA because it gave a notably larger refund with the same information.
Reddit · r/tax · 269 days ago
Has filed with FreeTaxUSA for three years and never had trouble getting a refund, errors, or questions about their return, even though refund-hold rules sometimes delay it.
Reddit · r/tax · 269 days ago
Uses FreeTaxUSA every year and has never had a problem.
Reddit · r/tax · 269 days ago
Four years with FreeTaxUSA without any issues getting a refund.
Reddit · r/tax · 269 days ago
Says TurboTax charges for e-filing, direct deposit, federal and state, plus a new five-day-early deposit fee, ending with a large total.
Reddit · r/tax · 269 days ago
First time on FreeTaxUSA with an earned income credit return was smooth and easy, with only a small state fee.
Reddit · r/tax · 270 days ago
They have always used FreeTaxUSA and it handled their step-son's daughter as a qualifying child for the Child Tax Credit, unlike the other tax programs they tried, which gave a much lower credit.
Reddit · r/tax · 270 days ago
TurboTax is putting them through endless prompts for an easy two-state return, which FreeTaxUSA handled before.
Reddit · r/tax · 270 days ago
Long-time desktop TurboTax user could not run it without Windows 11, and TurboTax Online charged much more, so they moved to FreeTaxUSA.
Reddit · r/tax · 271 days ago
They completed a prior-year 2024 return in TaxSlayer but the software would not let them e-file it, leaving them asking whether to print and mail it instead.
Reddit · r/tax · 271 days ago
Does not recommend the online version, finding it complicated and less flexible than the desktop version.
Reddit · r/tax · 271 days ago
TurboTax had a frustrating error calculating part-year resident state tax on exempt Treasury interest, so they switched to OLT and FreeTaxUSA.
Reddit · r/personalfinance · 271 days ago
TurboTax wrongly said they owed a large amount and disallowed a deduction; H&R Block produced a refund.
Reddit · r/tax · 272 days ago
Trusts TaxAct to calculate their return correctly and used its Stock Assistant for investment sales, but finds the manual data entry of every 1099 row very tedious and wanted software that imports better.
Reddit · r/tax · 272 days ago
Used TaxAct with a very large number of stock transactions and found its electronic brokerage import choked on the volume, so they switched to entering summary data instead.
Reddit · r/tax · 272 days ago
Uploaded a consolidated 1099 to FreeTaxUSA and found rows imported out of order, some missing, and a refund that looked wrong, costing hours of manual fixes and their confidence in the software.
Reddit · r/tax · 272 days ago
Filed on FreeTaxUSA and used its beta import, which brought in interest, pension and IRA data well but got capital gains wrong; the Roth contribution from alimony was also not accepted.
Reddit · r/tax · 272 days ago
They hit an unfixable Form 8962 error in the Deluxe software, redid the return on the website with Tax Pro Review, and got a software refund plus a filing discount; they were fairly satisfied with how support handled it.
Reddit · r/tax · 272 days ago
First year on FreeTaxUSA; paid about sixteen dollars versus the much higher TurboTax quote and is loving it so far.
Reddit · r/tax · 272 days ago
TurboTax quoted $89 for federal and state, far more than FreeTaxUSA charged for the same return.
Reddit · r/tax · 272 days ago
Runs their return through both FreeTaxUSA and TurboTax to cross-check, then files through FreeTaxUSA because it is much cheaper.
Reddit · r/personalfinance · 272 days ago
TurboTax calculated a refund lower than other software and charged higher fees, so they stopped comparing.
Reddit · r/tax · 272 days ago
TurboTax 2025 does not import capital gains, interest and dividend data from financial institutions, and customer service shrugged and advised manual input.
Reddit · r/tax · 273 days ago
They have filed with FreeTaxUSA for seven years, never paying for the federal return and only paying a small fee for the state return.
Reddit · r/tax · 273 days ago
They have used FreeTaxUSA for six or seven years, including to help others file, with no problems, finding it more straightforward than H&R Block or TurboTax and cheaper.
Reddit · r/personalfinance · 273 days ago
TurboTax checked the wrong box on a Wisconsin part-time residency form, and support insisted it was not a bug.
Reddit · r/personalfinance · 273 days ago
TurboTax never asked about student loan interest and gave no way to add it manually, so they hand file now.
Reddit · r/tax · 274 days ago
A decade-long TaxSlayer user who got stuck on the health insurance questions for an Essential Plan with no 1095-A, found support paywalled, disliked the price, and was ready to switch to FreeTaxUSA.
Reddit · r/tax · 274 days ago
They hit the Form 8962 e-file validation error in the H&R Block software even after the update, then worked around it by deleting the form and recalculating, after which the return was transmitted and accepted by the IRS.
Reddit · r/tax · 274 days ago
They updated the H&R Block tax software expecting a fix for the Form 8962 e-file error, but the bug remained and the next promised update was a week away, leaving them considering FreeTaxUSA instead.
Reddit · r/tax · 274 days ago
TurboTax said an expert was already included, then forced the pricier Expert Assist version after a useless chat unless they cleared everything and started over.
Reddit · r/tax · 274 days ago
Long-time TurboTax user who filed with FreeTaxUSA for the first time and is not going back.
Reddit · r/tax · 274 days ago
Feels price-gouged by TurboTax prices rising through the year after missing the sale.
Reddit · r/tax · 274 days ago
Even the top protection tier gave no real assistance, the return was wrong, and H&R Block amended it.
Reddit · r/tax · 274 days ago
TurboTax charged for unneeded expert help, state filing and an extra fee to direct deposit the refund.
Reddit · r/personalfinance · 274 days ago
Tried all the software years ago and found TurboTax the easiest, so keeps paying for it despite disliking the company.
Reddit · r/personalfinance · 274 days ago
Finds FreeTaxUSA easier to use than TurboTax, with TurboTax's number-crunching animations feeling like theater.
Reddit · r/personalfinance · 274 days ago
Pays for TurboTax partly because it keeps their carryover deductions from year to year.
Reddit · r/personalfinance · 274 days ago
Uploaded 1099-DIV and 1099-INT forms directly to FreeTaxUSA and all read correctly, though it misread the W-2 PDF a few times until fields were rechecked.
Reddit · r/personalfinance · 274 days ago
TurboTax tried to charge several times more than FreeTaxUSA because of some 1099s.
Reddit · r/personalfinance · 274 days ago
Fourth year with FreeTaxUSA and it has been great.
Reddit · r/personalfinance · 274 days ago
After nearly a decade on TurboTax, filed with FreeTaxUSA including stock sales and small business income at no charge, and found the experience great.
Reddit · r/personalfinance · 274 days ago
FreeTaxUSA handled Form 8606 correctly but it took troubleshooting and running the numbers themselves, as the entry fields are not crystal clear.
Reddit · r/personalfinance · 274 days ago
Needed some poking around to get basis correct in FreeTaxUSA, easier in TurboTax, but found the savings worth it.
Reddit · r/personalfinance · 274 days ago
Realized TurboTax had incorrectly filled out their return for five years and must now mail in corrections.
Reddit · r/personalfinance · 274 days ago
Did a backdoor Roth in FreeTaxUSA the past two years with no issues.
Reddit · r/personalfinance · 274 days ago
Entered government-securities dividends into FreeTaxUSA with no issue and it excluded them on their California return.
Reddit · r/personalfinance · 274 days ago
FreeTaxUSA could not handle multiple state returns with a convenience-of-employer state and made backdoor Roth entry bizarrely difficult, so they hired an accountant.
Reddit · r/personalfinance · 274 days ago
Has used FreeTaxUSA for years and finds it cheap, fast, easy and accurate.
Reddit · r/personalfinance · 274 days ago
Used FreeTaxUSA and got a notably larger refund.
Reddit · r/personalfinance · 274 days ago
Finds FreeTaxUSA a pleasure to use and much smoother than TurboTax.
Reddit · r/personalfinance · 274 days ago
Long-time TurboTax user who ran their taxes through FreeTaxUSA and got exactly the same numbers.
Reddit · r/personalfinance · 274 days ago
Their TurboTax worked as expected and both spouses got the senior deduction.
Reddit · r/personalfinance · 274 days ago
Moved to FreeTaxUSA after Intuit shut Mint, finds it much cheaper and helps them learn the forms.
Reddit · r/personalfinance · 274 days ago
TurboTax held their e-file for weeks without explanation, then the later send was rejected after they filed elsewhere.
Reddit · r/personalfinance · 274 days ago
TurboTax miscalculated a credit and said they owed more than they did, so they switched to FreeTaxUSA.
Reddit · r/personalfinance · 274 days ago
TurboTax filled garbage on a K-1 with no edit option, blocking e-file until removed, and now they must amend.
Reddit · r/personalfinance · 274 days ago
After twenty years, found serious flaws checking a 1099 calculation and spent over three hours on the phone without a legitimate answer; this is their last year.
Reddit · r/personalfinance · 274 days ago
TurboTax checked a box in 2021 that should not have been checked, costing them a large bill plus interest and penalties.
Reddit · r/personalfinance · 274 days ago
Switched from TurboTax to TaxAct and then tried FreeTaxUSA last year, which was good.
Reddit · r/personalfinance · 274 days ago
Uses FreeTaxUSA because it is the only program that does not charge for an HSA or other complicated items.
Reddit · r/personalfinance · 274 days ago
Found minor mistakes in TurboTax before and saved by filing on paper.
Reddit · r/personalfinance · 274 days ago
Says TurboTax does not carry the math correctly for complicated K-1s.
Reddit · r/personalfinance · 274 days ago
Found a TurboTax bug that doubled a 1099-INT interest amount.
Reddit · r/personalfinance · 274 days ago
Updating business income in TurboTax showed the new amount but the old one in the summary, and the 1040 sheet lacked business income.
Reddit · r/tax · 275 days ago
While helping someone with a simple W-2 return, they found TaxSlayer wanted a payment just to preview the actual federal and state forms before filing, and they went looking for a free alternative.
Reddit · r/tax · 275 days ago
They filed several returns with FreeTaxUSA, including for active duty military, and were still charged for state filing despite being under the free income limit.
Reddit · r/tax · 275 days ago
They tried both TurboTax and H&R Block and found H&R Block much easier to use, since it remembers information from prior years so they only click through and update what changed, such as their job numbers.
Reddit · r/tax · 275 days ago
After years with TaxAct, loved FreeTaxUSA's UX and ease of use but hit a roadblock with Form 3921 for ISO exercises.
Reddit · r/personalfinance · 275 days ago
Senior couple's TurboTax would only apply half of the enhanced senior deduction; after rechecking every input and over three hours on the phone with support there was no resolution.
Reddit · r/personalfinance · 275 days ago
After years on FreeTaxUSA, found it could not handle retirement account nuances despite hours of research and contacting support, while H&R Block did.
Reddit · r/personalfinance · 275 days ago
FreeTaxUSA filled out their Form 8606 incorrectly on a backdoor Roth, so they filed with TurboTax instead.
Reddit · r/personalfinance · 275 days ago
Did not have great luck getting FreeTaxUSA to handle Treasury percentages for index funds, so went back to H&R Block.
Reddit · r/personalfinance · 275 days ago
Says TurboTax has for several years doubled healthcare premiums in the preview and filing, a known issue not yet fixed.
Reddit · r/personalfinance · 275 days ago
Dumped TurboTax over the same premium issue; they spent ages on the phone before TurboTax agreed to a refund.
Reddit · r/personalfinance · 275 days ago
Checked their own TurboTax desktop return and the senior deduction was there, finding TurboTax phone support did not know their own product.
Reddit · r/personalfinance · 275 days ago
TurboTax would not handle transferring assets between businesses or pre-depreciation, forcing a manual override.
Reddit · r/personalfinance · 275 days ago
In 2009 TurboTax printed the wrong documents for a home sale and the promised lifetime free TurboTax lasted one year.
Reddit · r/personalfinance · 275 days ago
After a house sale TurboTax kept losing entered numbers and created hidden duplicate schedules with a huge liability; support only helped several calls in.
Reddit · r/personalfinance · 275 days ago
Makes them nervous that TurboTax releases updates after filing.
Reddit · r/personalfinance · 275 days ago
Found multiple glitches in TurboTax this year and is switching services.
Reddit · r/personalfinance · 275 days ago
Sees weirdness this year with multiple UI changes and trouble pulling 1099 upload data correctly.
Reddit · r/personalfinance · 275 days ago
Got IRS collection letters years later for all three years they used TurboTax.
Reddit · r/tax · 276 days ago
They filed free with H&R Block online for years, but this year had to buy the Premium tier because one needed form was no longer included free; they paid directly to avoid the fee for paying from the refund.
Reddit · r/tax · 276 days ago
They tried H&R Block's free 1040 filing but were forced to upgrade to Deluxe for Form 8962, charged for both federal and state plus a further fee to pay from the refund, and call it garbage for low-income filers.
Reddit · r/tax · 276 days ago
Found FreeTaxUSA very easy to use and filed federal with it.
Reddit · r/tax · 277 days ago
TurboTax offered only card payment, the chat said there was a processing fee, and a call about it ended in a disconnection.
Reddit · r/personalfinance · 278 days ago
They use FreeTaxUSA for free federal filing and their state site for state, calling it clunky next to paid options but filing for free in about half an hour with a fairly simple situation.
Reddit · r/personalfinance · 278 days ago
They have used FreeTaxUSA for the past few years and find it cheaper than TurboTax even with state filing, audit defense and amended returns, despite a situation TurboTax calls complex.
Reddit · r/personalfinance · 278 days ago
After using TurboTax since 2013, they switched to FreeTaxUSA this year when TurboTax required a newer Windows version, and had no issues at all with it.
Reddit · r/personalfinance · 278 days ago
They have used FreeTaxUSA for five or six years without problems at a low cost, after leaving TurboTax because paying a high price just to file student loan interest felt wasteful.
Reddit · r/personalfinance · 278 days ago
They use Cash App Taxes for their own filing and say it is free to use, with both the state and federal returns filed at no cost to them, and recommend it to others.
Reddit · r/personalfinance · 278 days ago
They are a Cash App Taxes user who calls the service completely free and easy to use, and back another commenter who recommended it for filing a return.
Reddit · r/personalfinance · 278 days ago
They use Cash App Taxes, noting its history as a spun-off Mint product later bought by Cash App, and say it works well for them.
Reddit · r/tax · 278 days ago
Freelancer using FreeTaxUSA for a few years with simple deductions, handled without the upsell hassle of TurboTax.
Reddit · r/tax · 279 days ago
After TurboTax blocked their return and wanted a support fee, restarted on FreeTaxUSA through the IRS link and found it easy.
Reddit · r/tax · 279 days ago
TurboTax Online showed an item that did not apply to them and would not let them complete the return; the only help offered was a paid support fee.
Reddit · r/tax · 279 days ago
It was always free; this year TurboTax charged for state and an additional end fee, so they walked away.
Reddit · r/tax · 280 days ago
They are filing their own return on H&R Block and found the overtime deduction screen unclear about whether to enter the full overtime pay or only the premium portion, wishing the product explained it better.
Reddit · r/tax · 280 days ago
Four years on FreeTaxUSA, never looked back, and says a fact-check showed TurboTax gave less.
Reddit · r/tax · 280 days ago
First year on FreeTaxUSA after years of TurboTax; likes that forms are shown as you go, despite a state credit glitch.
Reddit · r/tax · 281 days ago
Used a referral discount on TaxAct to import their prior-year return and prepare a federal self-employed return at a reduced price, and expected extra savings from a card offer.
Reddit · r/tax · 281 days ago
They signed up for FreeTaxUSA on a recommendation, after first looking at H&R Block software, and said it seems great so far for their multi-job return.
Reddit · r/tax · 281 days ago
Used it last year, found it great and completely free, and plans to use it again.
Reddit · r/tax · 281 days ago
TurboTax tried to charge a lot for having more forms considered complicated, so they moved to FreeTaxUSA.
Reddit · r/tax · 282 days ago
Filed this year and had both state and federal returns approved within about ten minutes, with a very quick turnaround the year before too.
Reddit · r/tax · 282 days ago
Filed state and federal with FreeTaxUSA; both were accepted the same day and the federal refund arrived within a week.
Reddit · r/tax · 282 days ago
Likes the interface and seamless login, and found a PDF import of last year's TurboTax return and photo imports of forms worked perfectly.
Reddit · r/tax · 282 days ago
Started in 2021 after the IRS site recommended it; easy, free federal and a small state fee.
Reddit · r/tax · 282 days ago
TurboTax waited until the very end to reveal fees even though they clicked no on state taxes.
Reddit · r/tax · 282 days ago
Never got last year's refund; TurboTax said it went to a Green Dot bank and nobody there could be reached.
Reddit · r/tax · 283 days ago
Three years of using FreeTaxUSA with standard deductions and loves it; federal filing is free.
Reddit · r/tax · 283 days ago
Ran both FreeTaxUSA and TurboTax and got the same return, except FreeTaxUSA charged a small state e-file fee.
Reddit · r/tax · 283 days ago
Found filing simple and paid only a small fee for the state return, and loved it.
Reddit · r/tax · 283 days ago
First-year FreeTaxUSA user after using TurboTax since it came out, and plans to continue with FreeTaxUSA.
Reddit · r/tax · 283 days ago
Finds FreeTaxUSA very similar to TurboTax but a lot less expensive, and cross-checks their work against both.
Reddit · r/tax · 283 days ago
Compared FreeTaxUSA and TurboTax, found them similar, and swapped to the much cheaper FreeTaxUSA; notes capital loss carryover will not transfer automatically in the first year.
Reddit · r/tax · 283 days ago
Has used FreeTaxUSA for three years for four family returns with no issues.
Reddit · r/tax · 283 days ago
Checked both before paying; TurboTax wanted much more than FreeTaxUSA, which also gave a bigger refund.
Reddit · r/tax · 283 days ago
Used FreeTaxUSA for years with multiple W-2s and 1099s and no issues, with a nominal state fee.
Reddit · r/tax · 283 days ago
Has compared FreeTaxUSA with other preparers a few times and says it never gives their full refund, this year hundreds short.
Reddit · r/tax · 284 days ago
They used Cash App Taxes to enter HSA contributions for a married couple and found the final contribution-split step unclear, which showed a penalty until they put the whole amount on one account.
Reddit · r/tax · 284 days ago
They hit the same HSA overcontribution penalty confusion in FreeTaxUSA, fixed by choosing a manual split and putting the full contribution on their own account instead of the default split.
Reddit · r/tax · 284 days ago
First time on FreeTaxUSA after TurboTax, paid a small state fee, very easy, and is excited to get the whole refund without crazy fees.
Reddit · r/tax · 284 days ago
Going through the IRS link made their FreeTaxUSA return fully free.
Reddit · r/tax · 284 days ago
FreeTaxUSA imported last year's PDF from H&R Block, super easy with no issues, giving a head start.
Reddit · r/tax · 284 days ago
First time on FreeTaxUSA with plenty of 1099s and 1098s was easy and quick, and saves what TurboTax cost each year.
Reddit · r/tax · 284 days ago
FreeTaxUSA imported their prior TurboTax return in seconds, interface liked more, numbers identical across both.
Reddit · r/tax · 284 days ago
TurboTax was awful when their employment got complicated and made them look like they owed a lot; FreeTaxUSA fixed it.
Reddit · r/tax · 284 days ago
TurboTax forces the Deluxe version for an HSA or itemizing, hiding required forms behind a paywall, whereas FreeTaxUSA does federal free.
Reddit · r/tax · 284 days ago
Filed with FreeTaxUSA after years on TurboTax; a small learning curve but just as usable.
Reddit · r/tax · 284 days ago
Used TurboTax since 1984 and tried FreeTaxUSA for the first time this year, not going back.
Reddit · r/tax · 284 days ago
Used FreeTaxUSA last year and this year and is very satisfied.
Reddit · r/tax · 284 days ago
Former TurboTax contractor says it has had the same awful glitches for years with workarounds found on message boards.
Reddit · r/tax · 284 days ago
TurboTax made them upgrade to Deluxe to claim the education credit, wanting a high charge; FreeTaxUSA charged nothing extra and gave a bigger refund.
Reddit · r/tax · 284 days ago
Loves FreeTaxUSA after leaving TurboTax when it tried to force an expensive Premier tier.
Reddit · r/tax · 285 days ago
Switched from H&R Block and has never regretted the change to FreeTaxUSA.
Reddit · r/tax · 285 days ago
After ten-plus years of TurboTax, FreeTaxUSA walked them through a backdoor Roth, multiple states and itemizing more seamlessly and for much less.
Reddit · r/tax · 285 days ago
Compared both and got the same amount, but TurboTax is pushy about upgrading even a simple return.
Reddit · r/tax · 285 days ago
A volunteer preparer after 20 years on TurboTax desktop found FreeTaxUSA handled a relatively complex return without a single issue.
Reddit · r/tax · 285 days ago
TurboTax made several mistakes on their returns over the years; third year on FreeTaxUSA without problems.
Reddit · r/tax · 285 days ago
FreeTaxUSA showed a wrong Form 8615 result that fixed itself after clicking in and out of the section.
Reddit · r/tax · 285 days ago
Compared both and got the same amount; TurboTax wanted a large charge while FreeTaxUSA wanted a small one.
Reddit · r/tax · 286 days ago
Found FreeTaxUSA's 1099 import split a sale into two boxes with blanks, and fixed it by combining the entries manually.
Reddit · r/tax · 286 days ago
Ended up with TurboTax which charged to deposit into a personal account, free only to its Credit Karma card.
Reddit · r/personalfinance · 286 days ago
Compared TurboTax and FreeTaxUSA side by side, got exactly the same refund, and moved to FreeTaxUSA after previously paying a preparer for years.
Reddit · r/personalfinance · 286 days ago
Says their return is complicated and FreeTaxUSA has handled it fine for years.
Reddit · r/personalfinance · 286 days ago
Filed with W-2, 1099 and Schedule C business income on FreeTaxUSA and never had to pay any fees.
Reddit · r/personalfinance · 286 days ago
Has used FreeTaxUSA for years filing jointly with dual incomes plus a side business, without issues.
Reddit · r/personalfinance · 286 days ago
Has done their own taxes with FreeTaxUSA for many years, including Schedule C, and never had an issue.
Reddit · r/tax · 286 days ago
Was charged an added fee even after paying the base price, which they compare to phone-company fees.
Reddit · r/tax · 287 days ago
Has used FreeTaxUSA for three years, finds it very easy, and regrets not leaving TurboTax sooner.
Reddit · r/tax · 287 days ago
Three years on FreeTaxUSA after wasting money on H&R Block software; thinks it is great, with a good community forum and responsive support.
Reddit · r/tax · 287 days ago
Ran last year's return through both TurboTax and FreeTaxUSA and got the exact same amount owed.
Reddit · r/tax · 287 days ago
Switched from a pricey accountant to FreeTaxUSA for a simple return and found it simple enough and user-friendly.
Reddit · r/tax · 287 days ago
Three-year user who calls FreeTaxUSA by far the easiest tax software, with helpful question-mark explanations at each step.
Reddit · r/personalfinance · 287 days ago
First-time user after years of TurboTax Premier, filing with taxable stock trades and itemized deductions; it covered everything so far, including a residential energy credit form.
Reddit · r/tax · 287 days ago
Long-time TurboTax filer who paid for the Expert Review Service and found it useless, with pointed questions basically ignored.
Reddit · r/tax · 287 days ago
Only issue was that the overtime deduction question asked about regular but not double overtime, likely needing an amendment.
Reddit · r/tax · 287 days ago
TurboTax expert spent three hours on the phone researching an unexpectedly complex situation to make sure it was filed correctly.
Reddit · r/tax · 287 days ago
Long-time TurboTax customer with two sole-proprietor businesses tried FreeTaxUSA alongside TurboTax Premier; FreeTaxUSA did better and found a deduction TurboTax did not raise.
Reddit · r/tax · 287 days ago
Says TurboTax is buggy on state returns, putting wrong values in wrong spots and duplicating capital gains, getting them audited twice.
Reddit · r/tax · 287 days ago
Asked three TurboTax experts about an inherited pension and got three different answers.
Reddit · r/tax · 288 days ago
Notes that for returning users the FreeTaxUSA summary page lists last year's amounts alongside this year's figures for easy review.
Reddit · r/tax · 288 days ago
Filed federal but New York forms were still unavailable to file or print at the end of January.
Reddit · r/tax · 290 days ago
Bought TaxAct using an affiliate link and card offer to save money, but was unhappy that the home and S-corp bundle price roughly doubled, and planned to buy earlier next year.
Reddit · r/tax · 290 days ago
New filer who found FreeTaxUSA rounds entered amounts instead of keeping the exact figure, which was unfamiliar to them.
Reddit · r/personalfinance · 290 days ago
Calls FreeTaxUSA awesome and plans to keep using it, noting it offers higher paid support tiers.
Reddit · r/tax · 290 days ago
Uploaded last year's PDF to move over from TurboTax, finds FreeTaxUSA a better UI, zero regrets.
Reddit · r/tax · 292 days ago
Long-time TaxAct user who found the price ballooned this year and was only revealed at the very end with add-ons, so they switched to a cheaper service and got the same return.
Reddit · r/tax · 292 days ago
Has used TaxAct for about ten years and is getting tired of it, though they like having everything in one place; considering switching to another service.
Reddit · r/tax · 292 days ago
Switched from TaxAct to FreeTaxUSA, got the same return amount, found it easy, and paid a small fraction of TaxAct's price even with audit defense and a higher support tier.
Reddit · r/tax · 292 days ago
Got the refund advance only once and now never sees the option to apply.
Reddit · r/tax · 292 days ago
Return accepted and the advance arrived shortly after.
Reddit · r/tax · 292 days ago
Saw a larger refund in TurboTax than FreeTaxUSA because of deductions on self-employment income and was unsure where TurboTax helped.
Reddit · r/personalfinance · 294 days ago
Has used FreeTaxUSA for three years and says it always works as expected.
Reddit · r/tax · 295 days ago
Says FreeTaxUSA easily handles self-employed income, vehicle expenses, many 1099s and rental houses.
Reddit · r/tax · 295 days ago
Was prequalified then denied for the advance until they manually entered their Credit Karma bank info, after which the page refreshed and approved them.
Reddit · r/tax · 295 days ago
After over a decade on TurboTax, switched to FreeTaxUSA, where everything came out the same but TurboTax charged more.
Reddit · r/tax · 296 days ago
TurboTax mis-processed uploaded 1099s causing a penalty, and said its accuracy guarantee covers only calculations.
Reddit · r/tax · 296 days ago
Used TurboTax a long time, left when new 1040 schedules became an upcharge, and likes FreeTaxUSA autopopulating data each year.
Reddit · r/tax · 296 days ago
Has used FreeTaxUSA for years with W-2s, 1099s and Schedule C, and TurboTax and FreeTaxUSA came out the same when compared.
Reddit · r/tax · 296 days ago
Moved from ten years on TurboTax, uploaded last year's return and still has access to the old TurboTax returns.
Reddit · r/tax · 296 days ago
Compared numbers the first year, found them nearly identical, and likes seeing the tax forms at any point in the process.
Reddit · r/personalfinance · 297 days ago
They have filed their own basic taxes online through Credit Karma and Cash App Taxes for a few years while working hourly retail jobs, and are now weighing whether to move elsewhere after marrying.
Reddit · r/personalfinance · 297 days ago
They used Cash App Taxes last year and again this year to report a backdoor Roth, and found the Form 8606 basis question confusing, with the software showing tax owed that did not look right to them.
Reddit · r/personalfinance · 297 days ago
They use FreeTaxUSA and helped their mother, who speaks English as a third language, use it with no trouble, saying it saves paying for pricier software.
Reddit · r/personalfinance · 297 days ago
They file a more complicated return with federal, two states and many 1099s on FreeTaxUSA and say it explains everything perfectly.
Reddit · r/personalfinance · 297 days ago
They used FreeTaxUSA last year and found it nice, but say it does not hold your hand as much as TurboTax, though they plan to use it again anyway.
Reddit · r/personalfinance · 297 days ago
They find FreeTaxUSA a joy for their partner's simple W-2 and 1099 return, but it repeatedly failed to guide them through their own multi-state return with K-1 forms, so they use TurboTax for that.
Reddit · r/tax · 298 days ago
They used TaxSlayer through the free file route the prior year, but when they tried again for 2025 they hit a valid-URL error and could not start their return.
Reddit · r/tax · 298 days ago
An HSA through their employer meant TurboTax required payment instead of the free tier.
Reddit · r/tax · 298 days ago
Only ever filed with FreeTaxUSA and reports options or crypto most years, always handled with no issue.
Reddit · r/tax · 298 days ago
Has used FreeTaxUSA for a few years, paying only a small state e-file fee.
Reddit · r/tax · 299 days ago
They tried entering gig-worker tip income in H&R Block, but it showed zero because there was no box for the tip amount, while TurboTax had a dedicated screen and accepted it without trouble.
Reddit · r/tax · 299 days ago
Filed this year and noticed the state fee steadily creeping up and audit-defense upsells on almost every page, more than they remember, so plans to try OLT next year.
Reddit · r/tax · 299 days ago
TurboTax 2025 was the worst rollout they have seen; unable to crunch numbers for the final estimated payment, they missed the deadline and face penalties.
Reddit · r/tax · 299 days ago
Had never paid TurboTax but this year it tried to charge for state, so they switched to FreeTaxUSA.
Reddit · r/tax · 300 days ago
First time on FreeTaxUSA got more back than from any tax person or TurboTax, and will keep using it.
Reddit · r/tax · 301 days ago
A free filing ended up costing money after four hours entering forms, and they warn people about it years later.
Reddit · r/tax · 302 days ago
While entering overtime pay on FreeTaxUSA, found it asked only for the half-rate premium and nowhere to enter 1.5x or 2x hours, leaving them unsure how overtime was being calculated.
Reddit · r/tax · 302 days ago
Has used the TurboTax refund advance for years: a zero-percent advance paid within seconds of IRS acceptance into a Credit Karma account, with no fees or interest.
Reddit · r/tax · 302 days ago
Former TurboTax user who has used FreeTaxUSA for several years.
Reddit · r/tax · 302 days ago
A CPA who has used FreeTaxUSA since 2010 and finds it great.
Reddit · r/tax · 302 days ago
Calls TurboTax audit support a godsend when they needed it.
Reddit · r/tax · 302 days ago
Found TurboTax painful after professional software, taking much longer to do what real software would in minutes.
Reddit · r/tax · 302 days ago
Has used TurboTax for nine years without ever paying, using the free tier with just a W-2.
Reddit · r/tax · 302 days ago
Used FreeTaxUSA for the first time last year, saved a lot versus the alternative, and plans to use it again.
Reddit · r/tax · 302 days ago
Has used FreeTaxUSA for years and always has stock and options trades, summarizing gains and attaching brokerage forms.
Reddit · r/tax · 302 days ago
Has used FreeTaxUSA for six years and never looked back at old software, finding it good value and easy.
Reddit · r/tax · 302 days ago
Filed with FreeTaxUSA every year since 2007 with zero issues, including up-to-date credit sections.
Reddit · r/tax · 302 days ago
Pays a small amount for the Deluxe version for unlimited amendments, live chat and priority support, though never needing them.
Reddit · r/tax · 302 days ago
Stopped using TurboTax when it said they could not use the free version because of an HSA.
Reddit · r/tax · 302 days ago
Did their taxes on both TurboTax and FreeTaxUSA, got the same results, and now uses FreeTaxUSA.
Reddit · r/tax · 302 days ago
Never had a problem with TurboTax because everything imports, and finds the ease and speed worth the cost.
Reddit · r/tax · 302 days ago
Used FreeTaxUSA for about fifteen years for a simple W-2 return and would still use it.
Reddit · r/tax · 302 days ago
Has used FreeTaxUSA for five years for family and parents returns and finds it so easy.
Reddit · r/tax · 302 days ago
Was with TurboTax for 15 years before moving to FreeTaxUSA because prices have become ridiculous.
Reddit · r/tax · 303 days ago
TurboTax charged in November automatically, yet in mid-January key sections still said they would be ready soon, so they could not estimate their Social Security taxable amount.
Reddit · r/tax · 305 days ago
A CPA who chose TaxAct to file their partnership and S-corp business returns (one return per entity) alongside H&R Block for personal, and says it worked perfectly for their needs.
Reddit · r/tax · 305 days ago
Has used the TurboTax advance since it started and never paid an extra dollar for it.
Reddit · r/tax · 306 days ago
They used both TurboTax and TaxSlayer and found both fairly user friendly and step by step. They found TaxSlayer easier because it lists form numbers with descriptions, and say they have had no IRS letters about errors.
Reddit · r/tax · 306 days ago
Tried FreeTaxUSA once with fake numbers and found it pretty easy and helpful when mistakes happened, though they stay with TurboTax out of familiarity.
Reddit · r/tax · 307 days ago
Had a TurboTax refund advance for three years but was denied this year.
Reddit · r/tax · 308 days ago
Finds TurboTax document upload so flaky they avoid it, as it misparsed an address and could not be corrected.
Reddit · r/tax · 310 days ago
Does their taxes with TurboTax every year; a paid preparer's number was within a small amount of TurboTax's, so they no longer bother with one.
Reddit · r/fednews · 316 days ago
Years of filing returns with it, since the first return, have always felt simple and intuitive.
Reddit · r/tax · 363 days ago
Self-employed filer who completed their return in FreeTaxUSA and found it a good experience, planning to use it going forward, though it would not e-file prior-year returns.
Reddit · r/tax · 366 days ago
Used TaxAct online to e-file a past-year return; the screen froze, business expenses were wrong, and the return was later marked printed and not e-filed with a damaged PDF. They called it a horrible experience.
Reddit · r/tax · 402 days ago
Discovered their 2023 return filed through TurboTax was never accepted by the IRS, leaving a back-tax problem during a mortgage process.
Reddit · r/hrblock · 412 days ago
The online account no longer showed the 2022 return after a call asking about it; paper and downloaded copies existed, but the missing records raised doubts about how well important documents are kept.
Reddit · r/tax · 412 days ago
They used Cash App Taxes, which told them no state returns were needed despite work in several states, and they later received a state notice over a missing return.
Reddit · r/tax · 417 days ago
Calls TurboTax a bait-and-switch company with buggy software that shares information.
Reddit · r/personalfinance · 418 days ago
Used FreeTaxUSA for several years for a household with a W-2 job and a spouse with 1099 income, with no issue.
Reddit · r/personalfinance · 419 days ago
Uses TurboTax only as a cross-check and says FreeTaxUSA gave the same return amounts when it worked for them last year.
Reddit · r/personalfinance · 419 days ago
Finds FreeTaxUSA handles Schedule C independent contractor income pretty well, along with depreciation and vehicle miles.
Reddit · r/personalfinance · 433 days ago
They have filed their own simple W-2 and roommate-rent return through TaxSlayer every year, but with a new duplex rental they worry the software may miss depreciation and are weighing a professional.
Reddit · r/tax · 439 days ago
TurboTax charged over two hundred fifty last year even though they did the return themselves without asking for help.
Reddit · r/tax · 455 days ago
They have prepared their own and their photography business returns in TaxSlayer for years, but found its qualified business income screens only let them enter loss carryforwards and worry they missed deductions.
Reddit · r/tax · 476 days ago
They prepared their federal return on TaxSlayer, later added a missed education credit and the software recalculated the result, then filed an amended return through TaxSlayer, which cost a bit but seemed acceptable.
Reddit · r/tax · 483 days ago
An 84-year-old was told taxes were filed when they were not and got only AI and runaround from TurboTax support.
Reddit · r/tax · 492 days ago
Got little to no assistance from TurboTax during an audit despite paying extra for support, and had no issues with H&R Block.
Reddit · r/tax · 508 days ago
Their site shows an uploaded, signed authorization to file and a filing summary, yet the return was never filed.
Reddit · r/IRS · 512 days ago
Only a premium option appeared at checkout, the payment never went through, and a form was filled in wrongly even after answering no, leading to an IRS letter claiming double tax.
Reddit · r/tax · 517 days ago
Used TaxAct for an extension and the return; at filing it forced Form 2210 and offered no safe harbor waiver reason. They filed anyway requesting penalty abatement and the return was accepted.
Reddit · r/tax · 550 days ago
They filed through TaxSlayer and say the IRS told them their refund went to TaxSlayer to cover fees, with TaxSlayer supposed to pay them out, but they had not received anything yet.
Reddit · r/tax · 560 days ago
They use TaxAct for business returns with depreciation and other schedules, noting it carries data through to the next year but can be a little buggy, and say it is all they have ever known.
Reddit · r/tax · 561 days ago
A CPA who has filed their personal 1040 with H&R Block online for years without issues, noting it lets you enter K-1 data but cannot file partnership returns, so they use another product for the business returns.
Reddit · r/taxpros · 564 days ago
Dislikes the printing and depreciation handling; they haven't figured out how to print the depreciation report and Schedule A with the return or set that as a default.
Reddit · r/taxpros · 564 days ago
Enterprise edition handles multi-state returns and Forms 706 and 709 easily while letting four preparers work on returns together.
Reddit · r/taxpros · 565 days ago
Uses TaxAct Professional for about 300 returns a year, including clients with multi-state returns, several Schedules D/E and foreign income, and has had no major issues.
Reddit · r/tax · 566 days ago
Moved to FreeTaxUSA because TurboTax was not giving the tax breaks they qualified for; federal is free and tax agents respond quickly to emailed questions.
Reddit · r/tax · 571 days ago
Amending past years in TaxAct to enter peer-to-peer lending 1099-B losses on Form 8949; found the process confusing, saw the loss deduction capped, and called TaxAct's instructions very poorly done.
Reddit · r/tax · 571 days ago
Return was rejected repeatedly and support could not fix it; the local IRS resolved it, and TurboTax denied the refund request after three weeks.
Reddit · r/tax · 573 days ago
Paid TurboTax almost three hundred dollars just to use the foreign earned income form because they left it to the last minute.
Reddit · r/tax · 574 days ago
Buys TurboTax Premier download with a state-filing credit and pays a small state fee, steady in price for years.
Reddit · r/tax · 574 days ago
Paid a much higher total than expected after a decade of TurboTax and says it is their last time.
Reddit · r/tax · 574 days ago
Says TurboTax makes the free option confusing so people accidentally pick the paid one, with no going back without a new account.
Reddit · r/tax · 574 days ago
Found they were on Deluxe instead of Free Edition only at filing, with a high quoted fee, and had to clear and re-enter their whole return from the correct link to file for free.
Reddit · r/tax · 574 days ago
Happily pays TurboTax to skip through prefilled pages, finishing in about 35 minutes.
Reddit · r/tax · 574 days ago
Decades on TurboTax, free federal and mailing state, with a small fee to e-file state.
Reddit · r/tax · 575 days ago
Paid hundreds at H&R Block for years while waiting on K-1s, and only a small fee this year with FreeTaxUSA with the same forms.
Reddit · r/tax · 575 days ago
TurboTax wanted over two hundred dollars for a simple return; FreeTaxUSA cost about fifteen.
Reddit · r/tax · 575 days ago
Used TurboTax free while in the military, this time FreeTaxUSA was seamless and quick without paying much.
Reddit · r/tax · 575 days ago
Paid over two hundred for federal and state on TurboTax.
Reddit · r/personalfinance · 577 days ago
They filed their personal taxes with FreeTaxUSA after TurboTax had cost them a couple hundred dollars in earlier years, and found it free with a much better interface.
Reddit · r/personalfinance · 577 days ago
They have used FreeTaxUSA and only ever paid the small state e-file fee, finding it cheaper than TurboTax with a more intuitive interface and a helpful comparison to last year's return.
Reddit · r/tax · 577 days ago
Used FreeTaxUSA with great success and no issues at all.
Reddit · r/tax · 577 days ago
Nearly ten years on FreeTaxUSA, finds it legitimate with no hidden fees and only mild, easy-to-skip upselling of support and audit protection.
Reddit · r/tax · 578 days ago
Does the return in TurboTax as a double-check but files with FreeTaxUSA.
Reddit · r/tax · 578 days ago
After ten years of filing free, TurboTax tried to charge a fee this year, offered only small voucher credits, and lost a long-time customer.
Reddit · r/tax · 579 days ago
They filed a US return on H&R Block online from Canada and could not get a refund option that worked: no direct deposit to a Canadian bank, and the paper check option only appeared after paying the fee by card.
Reddit · r/personalfinance · 579 days ago
After years of TurboTax, found FreeTaxUSA with none of the extras, so easy and a big saving.
Reddit · r/tax · 580 days ago
They used Cash App Taxes the previous year for a joint return, but this year e-filing was rejected over the prior-year AGI even when they tried zero, leaving paper filing as the likely option.
Reddit · r/personalfinance · 580 days ago
Uploading last year's PDF brought everything in perfectly, and it was the same as TurboTax but easier than expected.
Reddit · r/personalfinance · 580 days ago
Guided them through filing a 1098 they never realized, increasing their refund, at a fraction of the price.
Reddit · r/personalfinance · 581 days ago
Paid TurboTax a high price last year for Deluxe for Schedule A, while FreeTaxUSA is only about fifteen.
Reddit · r/personalfinance · 582 days ago
First time was much better than TurboTax: simpler UI, clearer explanations, a far lower price, and quicker to file.
Reddit · r/personalfinance · 582 days ago
After 22 years of TurboTax with ever-rising fees, FreeTaxUSA imported last year's info and cost about twenty-two total.
Reddit · r/tax · 582 days ago
Says TurboTax tricks people with a free trial and then charges, and their computed refund was far from reality so they could not file.
Reddit · r/personalfinance · 583 days ago
They filed a simple W-2 return with TaxSlayer and saw the state return figure come out nearly double what they expected, even after repeatedly rechecking every number. They asked if it was a known problem.
Reddit · r/personalfinance · 583 days ago
They say TaxSlayer totally messed up two of their tax years and they will not use it again, suggesting FreeTaxUSA or filling out the forms by hand instead.
Reddit · r/personalfinance · 583 days ago
Forced to switch when H&R Block lacked a tax change, and FreeTaxUSA's workflow was far simpler and better.
Reddit · r/tax · 583 days ago
At payment TurboTax demanded a Deluxe upgrade plus a state e-filing fee that they had not expected, making filing unaffordable.
Reddit · r/tax · 583 days ago
After seven years of TurboTax, first year on FreeTaxUSA with free federal; says TurboTax advertises a low rate then upcharges for everything.
Reddit · r/tax · 583 days ago
Used FreeTaxUSA for three returns and finds it pretty legit for any income.
Reddit · r/tax · 583 days ago
Likes TurboTax but acknowledges it is not free or the cheapest option.
Reddit · r/tax · 583 days ago
Used to be fine with TurboTax Deluxe but capital gains features moved to Premier, and state e-file costs extra.
Reddit · r/tax · 583 days ago
FreeTaxUSA scanned last year TurboTax PDF to transfer their details, with a similar interface that was quicker, for a small state fee.
Reddit · r/personalfinance · 584 days ago
Switched after a decade of TurboTax and went from refunds to owing thousands extra with no life changes, and plans to hire a professional to review.
Reddit · r/personalfinance · 585 days ago
TurboTax wanted a high price per family member; FreeTaxUSA was free in all those situations.
Reddit · r/IRS · 586 days ago
Requires identity verification every single year across three straight tax seasons, which never happened on TurboTax.
Reddit · r/tax · 586 days ago
Used both TurboTax and FreeTaxUSA, switched, and finds them equally color-by-number to follow, though they google a bit to understand unusual forms.
Reddit · r/tax · 586 days ago
Pricing was deceptive: a high total for federal and state, and support said premium was required because of investments or business income.
Reddit · r/personalfinance · 587 days ago
Used it a year after nearly a decade on TurboTax and finds it better in every respect with a reasonable state fee.
Reddit · r/personalfinance · 587 days ago
Impressed; entering three brokerage accounts manually was no big deal.
Reddit · r/tax · 588 days ago
Has used FreeTaxUSA for years without issue, including paying for the state return when living in an income-tax state.
Reddit · r/personalfinance · 588 days ago
Relied on an accountant who got slower; now saves money with the same outcome on FreeTaxUSA.
Reddit · r/personalfinance · 588 days ago
Needed an hour the first year for RSU income and a backdoor Roth, but liked FreeTaxUSA's simple website with clear steps better than TurboTax.
Reddit · r/personalfinance · 588 days ago
Uses it for personal and a single-member LLC return for six years without an issue.
Reddit · r/personalfinance · 588 days ago
Almost five years on FreeTaxUSA, very cheap compared to TurboTax.
Reddit · r/personalfinance · 588 days ago
A CPA says TurboTax wanted a fee for a Schedule D with a tiny loss and they never went back.
Reddit · r/personalfinance · 588 days ago
Tried Cash App, then FreeTaxUSA gave a larger refund.
Reddit · r/personalfinance · 588 days ago
First season after nearly ten years of TurboTax and never going back.
Reddit · r/personalfinance · 588 days ago
Switched years ago with a 1099 when TurboTax would have charged far more.
Reddit · r/personalfinance · 588 days ago
Found it last year when TurboTax got more expensive; great and quick.
Reddit · r/personalfinance · 588 days ago
Eight years of smooth filings with guardrails; this year it estimated a refund while TurboTax estimated a balance due for the same info, and both returns were accepted quickly.
Reddit · r/personalfinance · 588 days ago
While entering a K-1 it asked about a box then said to do taxes somewhere else.
Reddit · r/personalfinance · 588 days ago
Paid extra for years for student loan forms that FreeTaxUSA said did not even affect their taxes.
Reddit · r/personalfinance · 588 days ago
Found FreeTaxUSA mostly okay but poor support and lacking loss-carryover support.
Reddit · r/personalfinance · 588 days ago
Support is email only unless you pay for chat, so issues cannot be fixed in real time.
Reddit · r/personalfinance · 588 days ago
Very easy, but complicated scenarios with K-1s and Roth contributions needed a TurboTax chat, so they will try again next year.
Reddit · r/personalfinance · 588 days ago
Moving from H&R Block drop-offs to FreeTaxUSA cost about fifteen for state with free federal.
Reddit · r/personalfinance · 589 days ago
Four-plus years on FreeTaxUSA, never spending more than about 30 minutes filing, very simple yet detailed.
Reddit · r/personalfinance · 589 days ago
Paid the state fee without realizing a free route existed but thinks it is a good enough service that they don't mind supporting it.
Reddit · r/personalfinance · 589 days ago
Fifteen years of federal filing with zero issues, fast and easy with prefilled prior-year info, but its Colorado state software flagged credits they were not eligible for.
Reddit · r/personalfinance · 589 days ago
Five years, easy even with a complicated return, fast and correct support, a smooth amendment, and a year-over-year comparison that revealed what changed.
Reddit · r/personalfinance · 589 days ago
Filed in 12 minutes this year, mostly verifying info unchanged from last year.
Reddit · r/personalfinance · 589 days ago
Ran both programs and got the same results, with FreeTaxUSA costing far less for state than TurboTax for federal and state.
Reddit · r/personalfinance · 589 days ago
TurboTax wanted two hundred dollars so they used FreeTaxUSA, paying only for audit protection.
Reddit · r/personalfinance · 589 days ago
First filing on FreeTaxUSA after years of H&R Block and never going back.
Reddit · r/personalfinance · 589 days ago
Used H&R Block since 2003, tried FreeTaxUSA after seeing a comparison, and 2024 was H&R Block's last year.
Reddit · r/personalfinance · 589 days ago
Convinced their mom to use it; it took 10 minutes and matched H&R Block and TurboTax exactly.
Reddit · r/personalfinance · 589 days ago
TurboTax insisted on a Deluxe fee over a nonexistent foreign account; FreeTaxUSA had them done in 15-20 minutes.
Reddit · r/personalfinance · 589 days ago
Had an easier time with FreeTaxUSA than TurboTax and says switching is worth it.
Reddit · r/personalfinance · 589 days ago
Has used it a long time and it keeps getting better; numbers always match paid preparers, PDF import skips typing, and it costs little.
Reddit · r/personalfinance · 589 days ago
Their 80-year-old mom did her own taxes on it with only one question.
Reddit · r/personalfinance · 589 days ago
Switched from Intuit and FreeTaxUSA chewed through combined 1099 forms for a slightly more complicated return without a hitch.
Reddit · r/personalfinance · 589 days ago
First time instead of TurboTax and it handled stock transactions just fine.
Reddit · r/personalfinance · 589 days ago
Only issue is certain K-1 income types; otherwise loves it.
Reddit · r/personalfinance · 589 days ago
FreeTaxUSA did not flag that the RSU cost basis needed updating, while TurboTax did.
Reddit · r/personalfinance · 589 days ago
A decade on FreeTaxUSA, self-employed recent years, with no issues at all.
Reddit · r/personalfinance · 589 days ago
Helped their daughter file for years; this year's rideshare and delivery Schedule C was a breeze.
Reddit · r/personalfinance · 589 days ago
Handled a rental with a mid-year switch from personal use, though guidance on property tax allocation was buried and they had to check the forms.
Reddit · r/personalfinance · 589 days ago
First year was great: small state fee, nothing for federal versus a much higher TurboTax quote, 20 minutes, and deposit within a week.
Reddit · r/personalfinance · 589 days ago
Five-plus years, painless, small state fee, after about ten years at H&R Block.
Reddit · r/personalfinance · 589 days ago
Switched two years ago and finds it faster than TurboTax and not a rip-off.
Reddit · r/personalfinance · 589 days ago
First year was good; one minor complaint is having to click through the whole return to get back to the income section.
Reddit · r/personalfinance · 589 days ago
Used it for the first time and is never going back to TurboTax.
Reddit · r/personalfinance · 589 days ago
Finds the FreeTaxUSA interface less flashy but more sensible, exposing more details.
Reddit · r/personalfinance · 589 days ago
TurboTax required scrolling through a blank white screen after every question to click next, for two hours, so they switched.
Reddit · r/personalfinance · 589 days ago
Second year on FreeTaxUSA and wishes they had left TurboTax sooner.
Reddit · r/personalfinance · 589 days ago
Switched from TurboTax; very easy and straightforward, less confusing.
Reddit · r/personalfinance · 589 days ago
Independent contractor for over four years on FreeTaxUSA and it works fantastic.
Reddit · r/personalfinance · 589 days ago
First-time user with the same kind of interface, super easy and cheaper than TurboTax.
Reddit · r/personalfinance · 589 days ago
After a decade of H&R Block and TurboTax, was amazed at FreeTaxUSA, which cost about seventeen total.
Reddit · r/personalfinance · 589 days ago
Just as good as TurboTax, except K-1 worksheets for QBI, at-risk and interest limits gave inputs without instructions.
Reddit · r/personalfinance · 589 days ago
TurboTax forced Deluxe because of an HSA, while FreeTaxUSA was completely free.
Reddit · r/personalfinance · 589 days ago
First-time user with stock sales who found it easy and will never go back.
Reddit · r/personalfinance · 589 days ago
Wants FreeTaxUSA to import more forms; it kept saying a form was needed but they could not generate it.
Reddit · r/personalfinance · 589 days ago
Could not import a robo-advisor 1099-B with many transactions and went back to TurboTax.
Reddit · r/personalfinance · 589 days ago
First year after 20 years of TurboTax and super happy.
Reddit · r/personalfinance · 589 days ago
Used FreeTaxUSA for 13 years and it has always been the same; their mom switched when TurboTax calculated her taxes wrong.
Reddit · r/personalfinance · 589 days ago
After 10+ years of TurboTax fees, found FreeTaxUSA, which stays easy and fast with a small state fee.
Reddit · r/personalfinance · 589 days ago
Doubted a balance due, had a college tax preparer check, and FreeTaxUSA was 100% spot on.
Reddit · r/personalfinance · 589 days ago
Now has a camera scanner and PDF reader for W-2s, finishing in as little as 30 minutes.
Reddit · r/personalfinance · 589 days ago
Nearly 14 years on FreeTaxUSA with good support when they had to amend after their own mistake.
Reddit · r/personalfinance · 589 days ago
Paid over a hundred a year for TurboTax, then ran both and paid fifteen on FreeTaxUSA even with RSUs.
Reddit · r/personalfinance · 589 days ago
TurboTax wanted over a hundred fifty after six years, saying HSA holders must now pay.
Reddit · r/personalfinance · 589 days ago
Switched this year and found FreeTaxUSA about as easy as TurboTax.
Reddit · r/personalfinance · 589 days ago
Over ten years on FreeTaxUSA without a single issue.
Reddit · r/personalfinance · 589 days ago
FreeTaxUSA showed a balance several hundred higher than TurboTax.
Reddit · r/personalfinance · 589 days ago
First time worked great and they did their mother-in-law's return too.
Reddit · r/personalfinance · 589 days ago
After a decade, TurboTax gave conflicting AI guidance, messed up a Roth rollover and charged unnecessary fees.
Reddit · r/personalfinance · 589 days ago
Gave direct deposit info but received paper refund checks for both federal and state.
Reddit · r/personalfinance · 589 days ago
TaxSlayer was clunky; FreeTaxUSA was quick, easy and a fifth of TurboTax's price.
Reddit · r/personalfinance · 589 days ago
TurboTax wanted far more than FreeTaxUSA for the same service in the same time.
Reddit · r/personalfinance · 589 days ago
Found it simple, intuitive and detailed, and not going back.
Reddit · r/personalfinance · 589 days ago
Went the other way to TurboTax Deluxe Desktop because it is cheaper and imports stocks automatically.
Reddit · r/personalfinance · 589 days ago
Switched from TurboTax this year and found it easy peasy.
Reddit · r/personalfinance · 589 days ago
TurboTax mishandled the sale of inherited property, an expert confirmed the correct way, yet nothing was fixed and they forced a higher product for one form.