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Emile

(43,257 posts)
1. The last time I used Turbo Tax I got a letter from the IRS saying I
Sun Jan 30, 2022, 09:09 AM
Jan 2022

was going to be audit if I didn't fork up several thousand dollars. Took that letter and all my tax papers to a tax preparer and he got me a small refund instead.

Midnight Writer

(25,737 posts)
4. I had a similar experience with H&R Block software. Still not sure where I stand.
Sun Jan 30, 2022, 01:29 PM
Jan 2022

I don't know what went wrong, but the IRS didn't like it.

Vinca

(54,330 posts)
2. I looked at the software when I was in Staples and decided to stick with the accountant.
Sun Jan 30, 2022, 09:15 AM
Jan 2022

If they want to be sure people pay their taxes, they should make them so they're easily understood. Same for state tax authorities. I intentionally overpay to one of them so I don't have to fill out the underpayment form. The one time I encountered it I couldn't understand it at all. Finally I did the best I could and figured they'd send me a bill if it was wrong.

dem4decades

(14,380 posts)
3. I use Tax Cut, my taxes are pretty cut and dry. SSN, deferred comp withdrawal and pension.
Sun Jan 30, 2022, 09:58 AM
Jan 2022

Since the most recent tax change I don't even reach the amount to use the personal deductions. That may be the only problem, I don't know how close I am to the threshold.

I've used an accountant twice in the past, once because of an inheritance and once because I thought I'd give it a try. Both times I had the software and did it myself for a comparison, they came out the same.

mnhtnbb

(33,503 posts)
5. I've used TurboTax for years
Sun Jan 30, 2022, 05:13 PM
Jan 2022

including when I was married and our taxes were incredibly complicated because of my husband's insistence on running his psychiatric practice out of a home office, renting our garage apartment to a college student, investments, and a Trust which required separate software to file its taxes.

Never audited.

I used an accountant the year I separated from my husband and when I was reviewing his backup paperwork to the form he prepared, I discovered an error in a question about my SS that he had answered incorrectly. I had to fight with him to prepare an adjusted return, but he finally did, and the IRS refunded the $800. that I'd paid, no questions asked.

I went back to using TurboTax.

Croney

(5,020 posts)
6. We do use it, and have for many years, with no problems.
Sun Jan 30, 2022, 05:19 PM
Jan 2022

But it does take you along the backroads and byways on the route to your destination.

mnhtnbb

(33,503 posts)
7. I always use the option
Sun Jan 30, 2022, 05:22 PM
Jan 2022

to fill in sections myself, without going through all the questions.

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