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sublinear a day ago

What was wrong with using Free File Fillable Forms in the first place? It's the real deal forms just online and with nothing obscured or sugar coated.

I use it every year, and while I wouldn't exactly say I enjoy doing my taxes, I do enjoy being fully aware what I'm filing and not being forced to do it on paper just because others have obtuse opinions or are lazy.

daemonologist a day ago | parent | next [-]

I've used the fillable forms before; the problem is that to fill them out with confidence - to even know with confidence which ones you should be filling out - requires more knowledge of tax law than the average person can reasonably be expected to possess.

Now, the various self-filing software products also feel a lot like guessing, but at least they walk you through which guesses are mostly likely to be correct and can catch the most egregious errors.

dlcarrier a day ago | parent | next [-]

The form that you fill out has a very tearse description of the field, but the actual instructions are in a separate document. For example, form 1040 is here: https://www.irs.gov/pub/irs-pdf/f1040.pdf and the instructions document is here: https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

The instructions make it very clear when a field in the form should be used and what should go in it.

_vertigo a day ago | parent [-]

Yes, obviously, everyone knows that. When all you have to file is a 1040, reading one of the instructions documents is fine. When you have to use several forms it start to add up.

anon291 a day ago | parent | next [-]

I've filed my own taxes for years and have a complicated set up; real estate, stocks, rsus, espps, private shares, amt, etc ... It's extremely straightforward and takes less time than using turbotax if you've done it before. The instructions are obvious.

You can also call the IRS and be told for free what the rules are. People pay h&r block and Intuit when the irs is extremely responsive and will connect you with an actual American irs rep to answer your questions.

People pay for the software because they've been marketed to not because they need it. For the situations that are actually hard, then a software like TurboTax is useless.

Also if you get the numbers wrong the IRS just corrects it

simoncion a day ago | parent | prev [-]

> Yes, obviously, everyone knows that.

It's pretty clear that daemonologist did not know that. Which is weird, given that all the tax law the average USian needs to know is "Read and follow the instructions for Form 1040.".

(RIP 1040-EZ. You were a good form.)

Also, I've had to file several forms in the past. It 'adds up', but it's all mechanically following instructions... not anything difficult.

xboxnolifes 20 hours ago | parent [-]

Following forms is easy. The hard part is knowing if you need to file a form.

simoncion 20 hours ago | parent [-]

> The hard part is knowing if you need to file a form.

In my experience, the form instructions tell you clearly when you should and should not file a form. They also clearly indicate which other forms are to be filed when you meet specific conditions (income limits, possession of specific other forms, etc.).

Granted, I don't run a business, nor do I have exceptionally complex finances, so there are a great many IRS form instructions that I have never seen. Because I've not see them all, I'd never say that every such form instruction is clear, but the ones I've encountered have been.

terminalshort a day ago | parent | prev [-]

Unless you have a unreasonably complicated return, you need absolutely no knowledge of tax law. It's all just "take the number from box X on form A and write it in box Y of form B."

thayne a day ago | parent [-]

Yes. I've used Free filllable forms several times. For basic tax situations, and even mildly complex ones, the problem isn't so much that it is hard as that it is very tedious.

It involves reading a lot of instructions, with many references to other documents and other sections. It involves copying a lot of numbers from one place to another, and doing basic math on them to get a new one.

It could be improved a lot just by automatically calculating more fields, and adding more of the "worksheets" that are in the instructions into the forms so it can calculate those for you.

cozzyd a day ago | parent | next [-]

yes, the worksheets especially are tedious when they could be automatically calculate with relatively little effort in most cases.

sublinear a day ago | parent | prev [-]

> It could be improved a lot just by automatically calculating more fields, and adding more of the "worksheets" that are in the instructions into the forms so it can calculate those for you.

It already does this. The form validation checks that you have filled in the required fields and on most forms about half of the field values are not user-editable and instead auto-calculated from the other half.

It also looks for the required related forms you should have attached. The worksheets are another matter and aren't required to be attached, so they aren't part of the validation. It's assumed that you have read the instructions and done the worksheets elsewhere, although you certainly can attach them anyway.

thayne a day ago | parent [-]

> It already does this

For some things. But there are also several fields that could be calculated, but aren't.

> It's assumed that you have read the instructions and done the worksheets elsewhere

Yes, but it would be helpful if it had something to do the worksheets as part of the site instead of you having to do the worksheet elsewhere.

hshdhdhj4444 a day ago | parent | prev [-]

Why does anyone want a better option when a worse option is available…