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Best tax software for complex returns
Pros: intuitive interview process, free phone or chat help from experts, good for complex returns, full-featured iPad version
Cons: extra tools not useful for basic filers, expensive, charges extra to e-file a state return
417416
028287034730
For desktop software: Windows XP or higher, Mac OS X 10.4.11 or higher; For online version: Windows XP SP2 or higher, Mac OS X 10.4 or higher, iPad compatible
W-2, 1099, last year's tax return (with online version; PDF returns only with Mac CD/download version; PDF or tax data files from TurboTax, H&R Block At Home or TaxACT with Windows CD/download version), investment information from your financial institutio
Experts by phone or live chat
State prep included with desktop software; e-file $20 extra (both total $37 extra with online version).
Intuit
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Best tax software for most
Pros: good for all but the most complex returns, extra help for charitable contributions and itemized deductions, free help from experts via chat, easy to use, full-featured iPad version
Cons: inappropriate for complicated returns, expensive, charges extra to e-file a state return
417418
028287034754
For desktop software: Windows XP or higher, Mac OS X 10.4.11 or higher; For online version: Windows XP SP2 or higher, Mac OS X 10.4 or higher, iPad compatible
W-2, 1099, last year's tax return (with online version; PDF returns only with Mac CD/download version; PDF or tax data files from TurboTax, H&R Block At Home or TaxACT with Windows CD/download version), investment information from your financial institutio
Via experts and users in Live Community
State prep included with desktop software; e-file $20 extra (both total $37 extra with online version).
Intuit
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Tax software for simple returns
Pros: fast and accurate, good for straightforward returns or confident filers, inexpensive, includes free state tax prep and e-file, includes all electronic federal tax forms, online ve …
Cons: tax advice isn't as easy to understand as rivals', imports fewer document types than rivals, download/boxed version isn't Mac-compatible
not avail.
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For desktop software: Windows XP or higher; for online version Windows XP or higher, Mac OS X 10.0 or higher, iPad compatible
W-2, last year's TaxACT return, PDF files prepared by other tax software (such as TurboTax), GainsKeeper.com
Unlimited email tax help; unlimited phone help for $7.95
Both included
Intuit
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Best free tax preparation
Pros: free preparation and e-filing for federal returns, includes all electronic federal tax forms, inexpensive state e-filing, open to anyone, regardless of income, online version work …
Cons: little guidance for complex tax topics, desktop version isn't Mac-compatible
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For desktop software: Windows XP or higher; for online version Windows XP or higher, Mac OS X 10.0 or higher, iPad compatible
PDF files from TurboTax, H&R Block At Home, TaxSlayer, CompleteTax, IRS Free File Fillable Forms, ezTaxReturn.com, FreeTaxUSA, eSmart Tax, ATX, Lacerte and ProSeries
Unlimited email tax help; unlimited phone help for $7.95
Both total $15 extra
Intuit