In the past I have used TurboTax and TaxAct. They were both very good and reasonably priced. They were able to handle all of my special issues without paying for the most advanced version. Sometimes, I will do my Federal online and then do the state myself because it is simple. If I am expecting a big return, I will do it all online because I won't mind spending the money to do it faster.
My friends use H&R Block. They were married in CA while same-sex marriage was legal so they have to file their state and federal taxes differently, and it is very complicated and thus, more expensive.
How do you do your taxes? Online, at a company like H&R Block, with a tax attorney, or do you do them yourself?
Married to a wonderful woman since 2010. Baby boy C arrived in June 2013!
Check out our User Agreement.
I love TurboTax. I use the online version. I feel it does a great job of explaining things, and prompting you to get everything entered and double checking for used errors. My husband is a corporate tax lawyer and he is good with it too (though he also prefers to read the IRS code). Really if you go to most pop up tax places, you are using pretty much the same software, but someone else does the typing.
You don't pay until the end online, so nothing to loose by trying it first and if it is too complicated going to a proper accountant or tax attorney.
Mama to Monkey (Jan '09), Bee (May '11), and Cat (August, '13)
I live in texas and one of the FEW benefits to that is there is no state income tax. I only have to file federal.
I use TT as well, even when I was able to deduct home office (last er...4 years?) the basic suited my needs. Even this year my taxes won't be too complicated.
I have two W2s from switching jobs (first week of may)
I still had home office for 5 months of the year, so not sure if I can do that....i know it says...
I claim my younger son
I claim child care for both kids (it's finally working its way down to cap. 6K for both I believe. I'm paying 12, have paid 18/yr. thanks for that!)
I think thats about it. and if memory serves the standard deduction was still above my home office claim....sooo...
I'm wondering what will happen this year with my salary situation. I was er... 57K/yr salary and my ins was free, and I usually got around a 3-4K yearly bonus.
My new job is 82K a year, I pay for ins (and I added the kids for the 1st of the year for dental and vision due to ex drama. ugh) and no bonus.
both companies I was doing a 401K
and my savings was OK last year, but my current savings is around 45K.....so i actually have to claim that now. hahaha.
I found out that my company (i always did single, so I don't think i'd have changed it? dunno) previous had me down as like 2 for deductions on my forms, when I filled out paperwork for this job I went back to single/0 again.
I'm hoping this means despite raise, I will still get same # back...perhaps more. not sig less. anyway...
I like fact TT saves all my info so I don't have to retype. I'm a hell of a good typer, but nobody wants to work harder :)
this way I don't have to remember (or get) my tax ID from daycare, kids SSNs, and so on.
ex's parents would give us their copy every year when they had used it, and we were super broke. And its fairly cheap which is nice :)
my sister's ex BF (they worked together at an ethanol plant) worked at H+R during tax time and he seemed a pretty decent guy. Not sure if thats exactally a thumbs up, but I would have him do my taxes if I lived locally...
I've been using a CPA for the past several years but this year she is having significant health issues so she won't be available. Our return is pretty straightforward, just with a Schedule C for my small (micro) business. I'm thinking about trying TurboTax again this year, we've used it in the past.
Chaotic mama to 5 plus a bonus one on the way.
I do them myself using online Turbo Tax. About 7 years ago, I tested out Tax Act and Turbotax - I was able to enter everything in to both programs (as you dont pay until you submit); I recall they were similar and both ok (I was using both to make sure I didn't mess up anything/account for all my entries/a QA of sorts and also to see which one I preferred); for some reason I chose Turbo. And I have stuck with them. For 5 of those years I was filing a schedule C / LLC owner and I was able to walk my way through the program.
What annoys me more than anything else is that every year I want to get my taxes done by the end of January and every year my (former) employer waits 'til the very last minute to send W-2's (and there are always multiple W-2's for the same job because they're weird like that) so by the time I get them I am swamped with personal stuff for Feb. & Mar. and then I'm standing in line at the post office on April 17... Well I guess the good thing about losing that job is I won't have to wait in 2014!
One thing I discovered a few year back is that if you run into something strange, places like H&R block will answer questions over the phone for free. Obviously I wouldn't want to take up tons of their time but it's good to be able to call & check in about something quick if I'm a bit unsure. I've also used the computer programs to run numbers quickly and make sure I'm on track. Some day I'm going to drag myself out of the stone age and stop doing them by hand I guess, but I sort of enjoy it, in a weird way.