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

Reply to comment by Numerous-Mix-9775 in Tax Prep by Komaikai

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.