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Credit Karma offers FREE "Powered by TurboTax" Filing [Fed + State] if you start your return by Feb 9

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Credit Karma is offering free "powered by Turbo Tax" filing, so long as you start your return by Feb 9.

· Free State Filing
· Free Federal Filing
· No limit to how many forms you upload.

Note: Offer is NOT valid for anyone who filed directly via Turbo Tax last year (if you filed via CK or elsewhere, you qualify for the offer).

https://www.creditkarma.com/u/turbotax-offer

Quote from terms :
Offer ends February 9, 2024. Valid only for Credit Karma members who did not file their Tax Year 2022 taxes using a TurboTax Online, TurboTax Desktop, or TurboTax mobile app product. Excludes members who have already filed their Tax Year 2023 taxes using TurboTax. New members who are eligible may not be able to access offer for up to 28 hours after registration. Offer terms and availability subject to change at any time without notice.
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Credit Karma offers FREE "Powered by TurboTax" Filing [Fed + State] if you start your return by Feb 9
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Joined Jul 2018
L3: Novice
> bubble2 1,774 Posts
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HelloClemFandango
02-18-2024 at 12:36 PM.
02-18-2024 at 12:36 PM.
Quote from poohbie :
Does FreetaxUSA allow you to attach a PDF supporting document when e-filing, or are you paper mailing your return?
Yes I was allowed to attach the PDF docs that my crypto exchanges sent me. This is only an option when I filed my transactions as a summary. FreetaxUSA strongly recommends to file just summaries if you have 10 or more transactions to report. Just before sending the tax return to the IRS, FeeTaxUSA will ask you to upload the required documents of your transactions.
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Joined Aug 2011
L6: Expert
> bubble2 1,148 Posts
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drawz
02-18-2024 at 03:47 PM.
02-18-2024 at 03:47 PM.
Quote from HelloClemFandango :
Yes I was allowed to attach the PDF docs that my crypto exchanges sent me. This is only an option when I filed my transactions as a summary. FreetaxUSA strongly recommends to file just summaries if you have 10 or more transactions to report. Just before sending the tax return to the IRS, FeeTaxUSA will ask you to upload the required documents of your transactions.

Ooh good info. Don't know that was an option! Confirmation on their support forum here: https://community.freetaxusa.com/...-documents
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Joined Nov 2006
L10: Grand Master
> bubble2 12,247 Posts
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poohbie
02-18-2024 at 08:26 PM.
02-18-2024 at 08:26 PM.
Quote from HelloClemFandango :
Yes I was allowed to attach the PDF docs that my crypto exchanges sent me. This is only an option when I filed my transactions as a summary. FreetaxUSA strongly recommends to file just summaries if you have 10 or more transactions to report. Just before sending the tax return to the IRS, FeeTaxUSA will ask you to upload the required documents of your transactions.
Nice! I haven't heard of other tax prep services allowing attachments.

I assume this is only necessary if you have stock transactions in which the cost basis wasn't reported to the IRS (the Box B, C, E, and F transactions on Form 8949)?
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Joined Jul 2018
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> bubble2 1,774 Posts
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HelloClemFandango
02-19-2024 at 08:50 PM.
02-19-2024 at 08:50 PM.
Quote from poohbie :
Nice! I haven't heard of other tax prep services allowing attachments.

I assume this is only necessary if you have stock transactions in which the cost basis wasn't reported to the IRS (the Box B, C, E, and F transactions on Form 8949)?
I think they allow it in order to simplify the filling process. If you have a lot of transactions to file that is. It certainly saved me time.
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Joined Nov 2006
L10: Grand Master
> bubble2 12,247 Posts
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poohbie
02-25-2024 at 03:44 PM.
02-25-2024 at 03:44 PM.
Did anyone hold US Treasury mutual funds in which you need to make some/all of the dividends exempt from state income tax?

A lot of tax softwares have a checkbox to enter the amount of dividends that is state tax exempt, but CashApp Taxes doesn't. So I'm wondering if anyone who's entered the info can tell me how it shows up on a tax return so I can manually do it in CashApp Taxes?
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Joined Aug 2011
L6: Expert
> bubble2 1,148 Posts
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drawz
02-25-2024 at 04:32 PM.
02-25-2024 at 04:32 PM.
Quote from poohbie :
Did anyone hold US Treasury mutual funds in which you need to make some/all of the dividends exempt from state income tax?

A lot of tax softwares have a checkbox to enter the amount of dividends that is state tax exempt, but CashApp Taxes doesn't. So I'm wondering if anyone who's entered the info can tell me how it shows up on a tax return so I can manually do it in CashApp Taxes?
I would search on the Bogleheads forum or ask there. This blog post [thefinancebuff.com] doesn't show the forms, but it does show how different tax software handles it, as well as several comments on the topic.
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Joined Nov 2006
L10: Grand Master
> bubble2 12,247 Posts
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poohbie
02-26-2024 at 12:11 AM.
02-26-2024 at 12:11 AM.
Does anyone know if you can preview the tax return first using "File by mail" in TurboTax (the free one through Credit Karma) and still edit the return afterwards? Or are you 'locked from making further changes' once they let you print the return?

Quote from drawz :
I would search on the Bogleheads forum or ask there. This blog post [thefinancebuff.com] doesn't show the forms, but it does show how different tax software handles it, as well as several comments on the topic.
Thanks, that link was quite helpful.
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Joined Aug 2011
L6: Expert
> bubble2 1,148 Posts
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drawz
02-26-2024 at 07:50 AM.
02-26-2024 at 07:50 AM.
Quote from poohbie :
Does anyone know if you can preview the tax return first using "File by mail" in TurboTax (the free one through Credit Karma) and still edit the return afterwards? Or are you 'locked from making further changes' once they let you print the return?


Thanks, that link was quite helpful.
I would try it in FreeTaxUSA because they will definitely let you see the forms any time. Intuit usually won't show you the forms until you pay, but not sure how that would turn out with the free credit karma version (which isn't available anymore unless you signed up earlier).
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Joined Nov 2006
L10: Grand Master
> bubble2 12,247 Posts
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poohbie
02-26-2024 at 11:02 AM.
02-26-2024 at 11:02 AM.
Quote from drawz :
I would try it in FreeTaxUSA because they will definitely let you see the forms any time. Intuit usually won't show you the forms until you pay, but not sure how that would turn out with the free credit karma version (which isn't available anymore unless you signed up earlier).
Thanks! Does FreeTaxUSA let you see/print the state return as well before paying?
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Joined Aug 2011
L6: Expert
> bubble2 1,148 Posts
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drawz
02-26-2024 at 07:09 PM.
02-26-2024 at 07:09 PM.
Quote from poohbie :
Thanks! Does FreeTaxUSA let you see/print the state return as well before paying?

Hmm I can't remember and haven't started this year yet. I want to say you can, but it's watermarked so you can't submit it without paying, but not sure about that. Let us know if you find out.
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Joined Sep 2013
L6: Expert
> bubble2 1,966 Posts
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ranibane0309
04-13-2024 at 03:52 PM.
04-13-2024 at 03:52 PM.
Quote from link626 :
i signed up for this, but haven't started my tax return.

How gimped is this actually?
I did same and my price preview shows $0.
But what if I have to file extension and file return after the deadline ? Will it remain free after April 15 2024 ?
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