5 Comments

I work at a CPA firm, and your advice is sound. Thanks for sharing.

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Thank you, Veronica. My late father, the CPA, would be pleased, I hope.

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Ed, for SIMPLE W-2's and 1099-R's, I completely agree.

But, if you have the need for a financial advisor (stocks, bonds, mutual funds, capital gains/losses, trusts, etc.), you may need one of those products. I use TurboTax (the application), my financial advisor uses TurboTax (online). TurboTax (the application) cost less than $70, my CPA used to charge $300 to $400.

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That's pretty much exactly what I said, Marc! "If your AGI is over the limit or your return is complex (if you’re self-employed, if you have income from rental property, or if you have capital gains from the sale of stock), you’ll need to pay for software or pay someone for professional help."

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Just helped my youngest file free! Piece of cake!

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