2023 H&R Block Deluxe + State Tax Software (PC/Mac) + 15-Mo / 1-PC Norton 360

pur

Pro

Global Mod

Jan 19, 2024 05:19 PM

3,077 Posts

Joined May 2008

pur

Pro

Global Mod

Jan 19, 2024 05:19 PM

3,077 Posts

Quote from LivelyScent9807

:

I have a few investment accounts like a CD, money market, two Roth and I have a regular 9 to 5 job.

You won't have a problem Smilie

Just have to make sure you have all the forms from those accounts

spoolin01

Jan 19, 2024 05:22 PM

1,227 Posts

Joined Sep 2011

spoolin01Jan 19, 2024 05:22 PM

1,227 Posts

Quote from LivelyScent9807

:

Is it hard to do your own taxes or is it simply just data entry

If you just earn a paycheck and maybe some bank account interest, it's pretty straightforward and really no software is needed, or just use the free online options. If you make stock trades, have a mortgage, own a small business, have enough deductions to itemize, or a bunch of other things, it gets complicated really fast. Aside from walking you through those more complicated filing situations, the tax softwares are WAY more logically organized than the IRS form-filling steps. The interactional walk-through, and that it systematically takes you through all the possible areas that apply, is a big plus for the softwares. I did mine manually for years, and I'd never go back to that again. Have not made a mistake in 20 years of using the tax software.

LivelyScent9807

Jan 19, 2024 05:50 PM

34 Posts

Joined May 2022

LivelyScent9807Jan 19, 2024 05:50 PM

34 Posts

Quote from spoolin01

:

If you just earn a paycheck and maybe some bank account interest, it's pretty straightforward and really no software is needed, or just use the free online options. If you make stock trades, have a mortgage, own a small business, have enough deductions to itemize, or a bunch of other things, it gets complicated really fast. Aside from walking you through those more complicated filing situations, the tax softwares are WAY more logically organized than the IRS form-filling steps. The interactional walk-through, and that it systematically takes you through all the possible areas that apply, is a big plus for the softwares. I did mine manually for years, and I'd never go back to that again. Have not made a mistake in 20 years of using the tax software.

I don't qualify. I made over the amount to get a free tax filing

1

DJHams

Jan 19, 2024 05:56 PM

183 Posts

Joined Jun 2013

DJHamsJan 19, 2024 05:56 PM

183 Posts

Quote from LivelyScent9807

:

I don't qualify as I made over the amount to get a free tax filing

If you wanted, you could find ways to reduce your AGI then to get just below the cut off. This was possible for us until we crossed the $250k threshold.

1

sam_ay

Jan 19, 2024 06:11 PM

3,643 Posts

Joined Apr 2011

sam_ayJan 19, 2024 06:11 PM

3,643 Posts

I only like these tax softwares (HR and TT) because they can connect to my brokerage accounts and pre-load all the forms. With many trades throughout the year, it will be a pain to enter these entries 1 at a time. In the end, I see it as a means of saving time. Everyone is different and some may value their time more than the others.

1

hy_tek

Jan 19, 2024 06:22 PM

4,537 Posts

Joined May 2007

hy_tekJan 19, 2024 06:22 PM

4,537 Posts

Quote from sam_ay

:

I only like these tax softwares (HR and TT) because they can connect to my brokerage accounts and pre-load all the forms. With many trades throughout the year, it will be a pain to enter these entries 1 at a time. In the end, I see it as a means of saving time. Everyone is different and some may value their time more than the others.

Well said. These free tax services are not one size fits all although some here would try and make you believe otherwise with their constant upsell and glowing reviews.

1

tadc

Jan 19, 2024 07:11 PM

3,483 Posts

Joined Nov 2004

tadcJan 19, 2024 07:11 PM

3,483 Posts

Quote from Krashkewl

:

Sure, it's cheaper to snail mail it in BUT most states then say it can take 8 to 12 weeks to get your refund then instead of 1 to 2 weeks. So depends what you want more, to save a few bucks or get your refund ASAP.

Easy solution - reduce your withholding so you don't have much of a refund, and/or don't be so broke that you care about your refund.

3

bloake

Jan 19, 2024 07:51 PM

2,301 Posts

Joined Sep 2008

bloakeJan 19, 2024 07:51 PM

2,301 Posts

Quote from slaroche

:

Does CashApp still offer free federal and state filing? I've been using them for a couple of years with no issue.

I believe so. I got an email from them recently giving me an estimate return. Will be doing this again this year.

bloake

Jan 19, 2024 07:53 PM

2,301 Posts

Joined Sep 2008

bloakeJan 19, 2024 07:53 PM

2,301 Posts

Quote from LivelyScent9807

:

I don't qualify. I made over the amount to get a free tax filing

You can always use Cash App Tax Filing. It's free for basic returns and no income cap.

1

trishwalters

Jan 19, 2024 11:45 PM

294 Posts

Joined Mar 2017

trishwaltersJan 19, 2024 11:45 PM

294 Posts

Quote from bloake

:

You can always use Cash App Tax Filing. It's free for basic returns and no income cap.

And it's pretty good. Been using it since credit karma switched.

MacsAre1

Jan 20, 2024 12:06 AM

615 Posts

Joined Nov 2015

MacsAre1Jan 20, 2024 12:06 AM

615 Posts

Quote from westshore

:

Old school, print out the state and mail it first-class $0.65 I think

assuming you don't wait until April 15th after the post office is closed to submit... Though I don't have state tax and have gotten this deal in previous years because it's cheaper than the Deluxe version with just federal.

MacsAre1

Jan 20, 2024 12:08 AM

615 Posts

Joined Nov 2015

MacsAre1Jan 20, 2024 12:08 AM

615 Posts

Quote from intromission

:

Buy now or HOLD?

buy. doesn't usually get cheaper than $20, sometimes MAYBE down to $15 but I wouldn't count on it. I got it for $18 last year in March, so if you aren't in a hurry to get yours done you might save a buck.

Last edited by MacsAre1 January 19, 2024 at 05:17 PM.

milapsheth

Jan 20, 2024 12:22 AM

14 Posts

Joined May 2005

milapshethJan 20, 2024 12:22 AM

14 Posts

Quote from kcmg20

:

how many times can you use this H&R deluxe?

edit: 5 federal e-files state is extra

You can prepare atleast 5 Federal returns and e-file them, even if its for different people. Same situation for State preparation. However, for every State e-file, you'll have to pay separately as State program is included with Deluxe+State but efile is not included.

1

eliteconcept

Jan 20, 2024 02:57 AM

1,832 Posts

Joined Feb 2009

eliteconceptJan 20, 2024 02:57 AM

1,832 Posts

Long time user of hr block.. but i think im about done with them. I input my w2 data the other day and i was shocked at the return. Thinking something was wrong i went to turbo tax online and entered the same data and got a 1300 difference. Turbo tax also had my ev credit form available.

4

spoolin01

Jan 20, 2024 05:02 AM

1,227 Posts

Joined Sep 2011

spoolin01Jan 20, 2024 05:02 AM

1,227 Posts

Quote from sam_ay

:

I only like these tax softwares (HR and TT) because they can connect to my brokerage accounts and pre-load all the forms. With many trades throughout the year, it will be a pain to enter these entries 1 at a time. In the end, I see it as a means of saving time. Everyone is different and some may value their time more than the others.

I've tried that with Block the last couple of years when doing my Dad's return, with data mostly coming from Fidelity, as I recall. Hundreds of trades in a managed account. The grouping into short/long, basis reported/not reported, was all wrong and it took more time to check the download than it did to enter them myself. I believe some trades simply didn't make the DL either. It was a mess.

2023 H&R Block Deluxe + State Tax Software (PC/Mac) + 15-Mo / 1-PC Norton 360

$25

$44

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