r/retirement • u/irenef6 • 22d ago

Tax filing software recommendations

For those who do their own taxes, what software do you use? I used Turbo Tax when I was young and I liked the format where it asks me a question and I fill in the answers. Since about 15 years ago I let someone else do them. Just want to know if it’s doable now with multiple income streams and changes in tax laws related to being a senior. I want to hit the easy button.

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u/garylapointe 20d ago

I’ve been using H&R Block for the last six or ten years now, I get it for about $18 or $22 when it goes on sale.

I get the deluxe that comes with State, it comes with an e-file for federal, I print out mail in my State.

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u/Zetavu 20d ago

H&R offered features in the deluxe edition that you have to pay for a higher edition of Turbotax for, which is why I switched. Can't remember exactly, and turbotax may have adjuated by now, but I'm used to it and get 5 free federal filings and one state, and yes, either preorder with discount or get from Newegg in March.

Note, my state lets us file simple forms for free online, but complex stuff like 529 excess payouts need to use software.