this post was submitted on 04 Feb 2024
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I'm sure doing it manually is the safest, but perhaps there's a least poison for software/services for filing US taxes. What do you recommend? (or, atleast, what do you recommend steering clear of)

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[–] furrowsofar@beehaw.org 9 points 9 months ago* (last edited 9 months ago)

Like others said FreeTaxUSA. We use it and like it.

Just know one downside is that it does not do direct imports from financial firms or other data sources. You have to enter the data. Otherwise for individual taxes, it is pretty complete. It also does not do Form 1041 returns which is for Trusts and Estates as separate entities, that is under their own EINs. Most people do not need that.

Edit: Looks like this year a few imports have been added. One seems to be W-2 from PDF. The other is last year returns from some common other tax return providers. Not tried any of these. They already imported their own last year data.