Check to see if you qualify for the Turbo Tax offer at Fidelity. It's $5 for the download premier version this year, but that's still a decent offer. It would be able to handle all of the needs that you mention in your post and is a very popular tax software option.(Yeah, there was a thread yesterday, but that poster's preferences and constraints were quite different from mine.)
Been a handfiler (PDFs, printed and mailed) for a while. Considering making the jump to software this year. Here are my use cases:
* As many as 4 filings to make/assist with this year - DW & I, Adult non-dependent child 1, Adult dependent child 2, Elderly parents. I don't necessarily *NEED* to use software for these - the 2 kids are relatively simple even with PDFs, and we'll most likely use a preparer for my parents (but I'd like the ability to double-check).
Not sure what limits any given software package puts on multiple filings. Also prefer to bundle in state filing (Missouri in all cases), but could do Missouri separately (Missouri provides a pretty good PDF solution that auto-fills a lot).
* Likely forms include Sch A, B, D, Form 8949, 1116 (FTC), charitable donation (stock), the ACA tax thing, and the whole AMT regime (doing certain forms twice). My parents also have partnership interests (ugh.)
I/we have substantial assets at Vanguard & Fido - not sure if they provide free software these days.
Since I've spent years doing forms by hand, I'm more in the "show me the form and let me fill it in" than the interview style format, but am open to experimenting with the latter, if it's not too obnoxious and I can easily switch out.
Willing to pay for software, mostly want something that is comprehensive (won't run into "can't do this" problems), and where I could use same package for everything.
CyclingDuo
Statistics: Posted by CyclingDuo — Thu Mar 21, 2024 10:15 am — Replies 1 — Views 39