Numerous-Mix-9775 t1_j6gjq12 wrote on January 30, 2023 at 3:58 AM

Honestly, if that’s all you’ve got going on it’s not too hard to file. Just make sure you have W2s from both old and new jobs and your son’s SSN. If your wife has a W2 for last year, file as married filing jointly, if she didn’t file as Head of Household. H&R Block is cheaper than TurboTax and very easy to use, although this year I’m giving Free Tax USA a go. Cash App also has free tax filing (both federal and state) - I’ve used that the last couple years. It was okay, but somehow lost my 2020 information (they did change the name in the meantime so that may have been part of it?) so it was rather annoying having to look things up.

I would suggest at least putting in all the numbers and see what happens. If you owe or it’s significantly less than last year, definitely have someone else look it over. But as long as you haven’t made significant investments or inherited a bunch of money, those circumstances alone are pretty straightforward.

Komaikai OP t1_j6gkh96 wrote on January 30, 2023 at 4:04 AM

I was actually looking at free tax USA as well! It seems to be the craze this year.

There are definitely some more specific reasons for looking for a tax expert, such as I pulled from my Roth IRA to pay for my son's birth and pay it off, also transfered a significant amount of drip dividends to his custodial account once born.

It's nothing crazy, but I haven't had the time to research much into it, so just looking for a 2nd set of eyes. I probably will go through TaxAct or FreeTaxUSA this year and research when the time comes.

Thank you for the insight!

Numerous-Mix-9775 t1_j6gqzd9 wrote on January 30, 2023 at 5:01 AM

Yeah, I would definitely suggest at least going through it - you might find yourself pleasantly surprised by how easy it is when those programs can walk you through it. It’s so convenient now compared to old-school paper forms.