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Posted: 1/14/2024 2:04:50 PM EDT
There's a pretty good source for free Excel to just do your taxes yourself.   Personally, I find the for-pay and online software to be shit  and not worth the even $20 bucks they charge for it, and limiting to all but the most simple of returns.  I get errors and stuff the IRS has bitched about, audited me, and then sent ME money twice now when I do the for-pay online shit; so I'm done with those things.  And I'm not big enough to justify going to a 3rd party in person.  So screw it, I just fill it out myself now.  That way I can see what's going on myself.   Pretty much all of the various IRS forms are in there as tabs all cross linked back, so it's a fairly easy but complete fill-out.   And it's free (though I probably should throw the guy a couple bucks, TBH).  

And no, no macro's.

He has CY 2023 already in there, but last update was in December, so slow-roll it a bit; as in general he finds a few tweaks in the first of the year; as it's semi-croudsourced with feedback that he'll correct.
He's done this for enough years now the backbone is proven out, and now it's just the annual tax-code change tweaks that he updates.  You can start now, but be sure to go back in a couple weeks to get the latest.

https://sites.google.com/view/incometaxspreadsheet/home/changes
Link Posted: 1/14/2024 8:17:24 PM EDT
[#1]
Thanks for this link. I do mine by hand on paper and then FreeFile online if I overpaid. Otherwise I send paper 1040 with a check. This should be a nice double-check of my manual calculations.
Link Posted: 1/15/2024 3:14:36 PM EDT
[Last Edit: FALARAK] [#2]
https://www.freetaxusa.com/

My taxes are not simple, with W2, multiple 1099's, Roth conversions, ESPP, rental real estate with depreciation schedules, etc.  FreetaxUSA works just fine.
Link Posted: 1/15/2024 10:26:56 PM EDT
[#3]
Discussion ForumsJump to Quoted PostQuote History
Originally Posted By FALARAK:
https://www.freetaxusa.com/

My taxes are not simple, with W2, multiple 1099's, Roth conversions, ESPP, rental real estate with depreciation schedules, etc.  FreetaxUSA works just fine.
View Quote


Another vote for FreetaxUSA
Link Posted: 1/25/2024 6:27:44 PM EDT
[#4]
Looks like they're updated now.
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