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Posted

What a fucking asswhip this program is. I’ve logged into like 14 different portals and given them all the permissions for 5+ years and every year it’s like I’m starting from scratch. 

“please verify that your 7 year old kid is your dependent”

Their AI software must be from 1977 because it cannot interpret an HSA doc. 

Posted

I got fed up and printed out the forms and filled them by hand one year.  Fuck all that, I was back to turbotax the next year.

Posted
10 hours ago, Mother mopar said:

Stop being poor and hire a CPA. 

Deloitte does my tax and for the first few years I had to self-fill volumes of information like in the OP, over and over and again. Takes basically just as long to crunch the tax all by hand by myself.

Their process (and the GlobalAdvantage portal) improved in the last few years.

Posted
9 hours ago, NotActuallyALonghorn said:

Will hiring a CPA make me not poor?

Or is it strictly a sequential order of operations?

Step 1. Hire CPA 

Step 2. Tell CPA to minimize your taxes by his fee bare minimum 

Step 3 ????

Step 4. Profit (probably not) 

Posted

They try to hide the ball on anything that is not a boiler plate W-2 standard deduction type thing.

They do this because when you become frustrated, they constantly bombard you to opt for a more expensive plan that has humans involved to help you. Which is why they intentionally make it hard to complete your return. It is their business model.

  • Hook 'Em 3
Posted

The good thing about TurboTax software is that it is so ubiquitous that any problem you have, if you simply google a “how do I < whatever issue > on TurboTax?”, you can quickly find the elusive way to enter the information that their instructions keep from you.

  • Hook 'Em 4
Posted

I'm too much of a control freak to use a CPA. And my taxes are relatively simple. I believe that I do a good job of managing the capital gains throughout the year especially in dumping losing investments to at least offset gains.

  • 2 weeks later...
Posted

i still use turbotax which my wealth manager laughs at me about. think GS and MS private, wealth management.

my finances are SO simple so why pay more money for nothing incremental.

with that said, i have to use a CPA next year has most of my assets are being moved into trust, etc for estate planning.

Posted

I use it as my income is almost all W-2 with heavy RSU vesting and then some other investments. 
 

Similar to above I will be moving to a pro as I am also having a family trust setup

Posted
On 2/17/2025 at 8:01 AM, LonghornSean said:

My taxes have been fairly simple and I’d always used Turbo Tax with no complaints.

But last year I switched to FreeTaxUSA and it was a good experience.

Same

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