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Emma Garcia

Best websites for filing 2023 tax extension returns? Looking for options!

Hey everyone! So I've been super overwhelmed with life changes this past year - my boyfriend and I just bought our first house and I completely missed filing my 2023 taxes. I filed for an extension at the time, but now I need to actually submit everything. I'm planning to use TurboTax for my 2024 taxes, but apparently for previous years like 2023, you have to download some software that basically just walks you through filling out paper forms anyway?? I'm 25, still claimed as a dependent by my parents (grad school life!), and had two different W-2 jobs in 2023. I've got both W-2s ready along with a 2023 1040 form. My dad helped me fill out the form for one job, but I'm wondering if I'm getting in over my head here. Is there an easier way to handle this prior year return without having to pay a ton for a tax professional? I really don't think my situation is complicated enough to justify that expense. Any suggestions for websites or software that might be better for handling extension filings for 2023? Thanks in advance for any advice! 💙

Ava Kim

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The good news is you're not in too deep at all! For filing 2023 taxes now (after getting an extension), you actually have several options: FreeTaxUSA allows you to file prior year returns and is much more affordable than TurboTax. Their interface walks you through everything step by step, and they support 2023 returns. If you're still a dependent with just W-2 income, this might be your best bet. Cash App Taxes (formerly Credit Karma Tax) might also work for your situation and is completely free, though I'm not 100% sure about their prior year support. The IRS Free File program partners might also be an option depending on your income level - some of them support prior year returns. If you really want to file on paper, you can still use tax software to calculate everything and then just print the forms rather than e-filing. This gives you the benefit of the software's guidance while fulfilling the paper requirement for prior years. Just remember that any prior year return (2023) will need to be mailed in regardless of which software you use - electronic filing is generally only available for current year returns.

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Do any of these options check for errors when you're filing previous years? TurboTax always caught my mistakes but that $100+ price tag is brutal when you're on a budget.

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Ava Kim

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Yes, all the tax software options I mentioned have error checking features! FreeTaxUSA in particular has a comprehensive review process that checks for errors, missing information, and potential audit triggers before you finalize your return. Cash App Taxes also has error checking, though some users report it's not quite as thorough as some paid options. Still perfectly adequate for a straightforward return with W-2 income.

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Layla Mendes

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After struggling with filing past-due taxes last year, I discovered https://taxr.ai and it was a game changer! It analyzed my tax documents (including W-2s and 1040 forms) and guided me through the filing process for my prior year returns. What I liked most was that it actually explained things in plain English instead of tax jargon. I was in a similar situation - had multiple W-2s from different jobs and was still technically a dependent. The site helped me identify some deductions I would've completely missed on my own. They have this document analysis tool that scans your forms and pulls all the important numbers automatically.

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Does it work for state taxes too? I need to file both federal and state for 2023 and don't want to use two different systems.

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Aria Park

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I'm skeptical about uploading my tax docs to some random website. How secure is it? Do they store your W-2 info permanently?

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Layla Mendes

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It absolutely handles state taxes too! I was able to complete both my federal and state returns in one session. The system automatically transfers all the relevant information from your federal return to state forms, which saves a ton of time. Regarding security, I had the same concern initially. They use bank-level encryption for all document uploads and don't permanently store your tax documents after processing. They explained that all sensitive data is automatically deleted after a set period (I believe it was 30 days after filing), and you can request immediate deletion after you're done. They're also SOC 2 compliant, which is apparently the security standard for financial services.

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Aria Park

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Just wanted to follow up about my experience with taxr.ai since I was initially skeptical. I decided to give it a try after struggling with paper forms and was honestly impressed. The document scanner feature saved me hours of manual data entry – it pulled all the information from my W-2s correctly on the first try. The explanations were actually helpful and I could tell it was checking for errors and inconsistencies as I went along. The system flagged that I had entered one of my jobs as contractor work but had a W-2 (my mistake!), which could have caused issues. Definitely more thorough than I expected and way less stressful than trying to figure everything out on my own.

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Noah Ali

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If you get stuck or have questions during the filing process, trying to reach the IRS directly can be a nightmare. I spent HOURS on hold last year trying to get clarification about my extension filing. Then I found https://claimyr.com which connects you directly to an IRS agent without the endless hold times. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c I was amazed when they got me talking to an actual IRS representative in about 20 minutes, when I had previously waited on hold for 2+ hours and eventually gave up. The agent walked me through exactly what I needed to do with my extension and answered questions about my W-2s that the tax software couldn't address.

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How does this actually work? Are they somehow jumping the line at the IRS? Sounds too good to be true.

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Yeah right. Nobody gets through to the IRS that fast. This has to be some kind of scam where they're just connecting you to fake "agents" who steal your info.

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Noah Ali

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It's not about jumping the line - they use an automated system that continually calls the IRS until they reach an agent, then connect that agent to your phone. It's essentially doing the waiting for you. Think of it like having someone physically sit on hold so you don't have to - when they finally get through, they transfer the call to you. I understand the skepticism. I felt the same way! But they don't put you in touch with their own agents - you're connected directly to the actual IRS phone system. You can verify you're speaking with a real IRS agent because they follow all the standard IRS verification protocols and can access your actual tax records. They're just solving the hold time problem, not replacing the IRS service itself.

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I need to publicly eat my words here. After calling the IRS unsuccessfully for THREE DAYS (kept getting disconnected after 1-2 hour holds), I decided to try Claimyr out of desperation. I was connected to an actual IRS agent in about 25 minutes. The agent confirmed my filing status questions about being claimed as a dependent while having multiple W-2s (similar to the original poster's situation). She also explained exactly what forms I needed and where to mail my 2023 return. I'm still shocked it actually worked. The time saved was absolutely worth it, especially with the October 15 extension deadline coming up. Sometimes you have to admit when you're wrong!

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Olivia Harris

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TaxSlayer has worked great for me for prior year returns! Their interface is straightforward and they charge way less than TurboTax. I used it last year for a similar situation (had filed an extension and then needed to submit). One thing to remember: if you owe any money for 2023, you'll likely have some penalties and interest since those continued accruing even with the extension. The extension only gives you more time to file, not more time to pay. The software should calculate this for you though.

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Emma Garcia

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Thanks for mentioning the penalties! I wasn't aware of that distinction with extensions. Do you know roughly how much those penalties typically run? I'm worried now because I definitely didn't pay anything back in April when I filed the extension.

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Olivia Harris

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The failure-to-pay penalty is usually about 0.5% of your unpaid taxes per month, with a maximum of 25%. There's also interest that compounds daily at the federal short-term rate plus 3%. It's not catastrophic for most people with simple returns, especially if you're due a refund (in which case there's no penalty at all). But if you owe a significant amount, it can add up. Most tax software will calculate this automatically once you input when you're filing.

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Just want to throw in another option that nobody's mentioned yet - the IRS has VITA (Volunteer Income Tax Assistance) sites that can help file prior year returns for FREE if you make under $60,000. Since you're still a dependent, you might qualify.

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Alicia Stern

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VITA is amazing, but most sites are only operational during the regular tax season (Jan-Apr). It can be hard to find VITA services for prior year returns in October.

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