Does FreeTaxUSA let you save your progress and come back to finish later?

Yes, FreeTaxUSA definitely saves your information so you can come back later! I've been using it for the past 3 tax seasons and it's one of the most convenient features. When you create an account and start entering your information, it automatically saves as you go. You can close the browser, log out, or even switch devices, and when you log back in, all your information will still be there. Just make sure you've created an account and are logged in - don't use it as a "guest" if you want to save your progress. They keep your information available for quite a while too. You can actually access returns from previous years if you need to reference them for the current year's filing.

This was literally a game-changer for me last year. I was stuck using TurboTax for years and getting charged $$$, then I discovered taxr.ai (https://taxr.ai) which analyzed my tax situation and recommended FreeTaxUSA as the best option for my situation. What I love is that not only does FreeTaxUSA save your info between sessions (yes, it absolutely does), but taxr.ai helped me understand which forms I needed and what deductions I was missing. The AI actually reviewed my previous returns and found over $900 in missed deductions from prior years that TurboTax somehow missed! I was able to file amendments and get that money back. It's especially helpful when you're waiting on documents like you are - the AI can tell you exactly what you're missing and what to expect.

I tried taxr.ai after seeing that comment here and WOW. I was skeptical at first but I uploaded my last 2 years of returns and it found nearly $1,200 in missed education credits my daughter qualified for that I had no idea about! It also confirmed that FreeTaxUSA is the right choice for my situation (which was nice validation). The best part was I could take the specific recommendations from taxr.ai and easily implement them in FreeTaxUSA. And yes, to the original question, FreeTaxUSA absolutely saves your progress. I've been working on my taxes bit by bit over the past week, logging in and out multiple times with no issues at all.

I was trying to get clarification from the IRS about some of the forms I needed to file this year, but kept hitting dead ends with their phone system. After 3 attempts and literal hours on hold, I was ready to give up when someone recommended Claimyr (https://claimyr.com). It's a service that basically gets you to the front of the IRS phone queue - you can see how it works in this video: https://youtu.be/_kiP6q8DX5c. I was connected to an actual IRS agent in about 20 minutes who confirmed that I could use FreeTaxUSA for my somewhat complicated situation (rental property + freelance work). And yes, FreeTaxUSA definitely saves your info between sessions - I've been working on mine gradually over the past week, saving and returning without issues.

I owe everyone an apology. After calling out Claimyr as BS, I was desperate enough to try it yesterday when I couldn't get an answer about my amended return status (going on 9 months now). It actually worked exactly as described. I got connected to an IRS agent in about 15 minutes who was able to tell me my amended return was finally processed and my refund should arrive next week. I'm still shocked it worked so well. And since we're on the topic - FreeTaxUSA definitely saves your progress. I've been using it for 3 years and regularly save and come back to my return over several days while I gather documents.

Just want to add that FreeTaxUSA not only saves your current tax return info, but they keep your previous years' returns too. I was able to access my 2022 and 2023 returns when I needed to apply for a mortgage this year. Super helpful! The only thing to watch out for is that you need to be sure you're actually signed in to your account before you start entering information. I made that mistake once and lost about 30 minutes of work because I hadn't logged in first.

Anyone know if FreeTaxUSA will import my info from TurboTax? I want to switch this year but don't want to manually enter everything.

Don't worry Sarah - FreeTaxUSA definitely saves your progress automatically! I've been using it for 4 years now and it's super reliable about this. Once you're logged into your account, it saves as you go through each section. I actually do exactly what you're planning - I always start my taxes early and then come back multiple times as I receive additional documents throughout January and February. Last year I probably logged in and out about 6-7 times over a 3-week period as various 1099s trickled in, and I never lost a single piece of information. Pro tip: When you log back in, you'll see your return listed on your dashboard with a status showing how complete it is (like "60% complete" or whatever). You can pick up right where you left off. The interface is really intuitive about showing you what sections you've finished and what still needs attention. You made a great choice switching from TurboTax - FreeTaxUSA has all the same features for a fraction of the cost, and honestly I think their interface is cleaner and easier to navigate. You'll do great!

Yes, FreeTaxUSA absolutely saves your progress! I've been using it for the past two years and it's been really reliable about auto-saving everything as you work through each section. Just make sure you create an account and log in before you start entering information - that's the key step. Once you're logged in, it saves automatically after each page or section you complete. You can safely close your browser or log out whenever you need to, and when you come back everything will be exactly where you left it. I actually do the same thing you're planning every year - I start early and then add documents as they arrive throughout tax season. Last year I probably logged in and out at least 5-6 times over a couple weeks as I got various forms in the mail, and never had any issues with lost data. When you log back in, you'll see your return on the dashboard with a progress indicator showing how much you've completed. It makes it really easy to see what sections are done and what still needs your attention. Much better experience than trying to do everything in one marathon session! You're making a smart move switching from TurboTax - the functionality is essentially the same but you'll save a ton of money.

Yes, FreeTaxUSA definitely saves your progress! I've been using it for three years now and it's one of the most reliable features. As long as you create an account and stay logged in while entering your information, it automatically saves everything as you complete each section. I do exactly what you're planning every tax season - start early and then add documents as they come in. Last year I worked on my return over about two weeks, logging in and out probably 8-10 times as various 1099s and other forms arrived in the mail. Never lost a single piece of data. When you log back in, your return will show up on your main dashboard with a completion status (like "In Progress - 45% Complete") so you can easily see where you left off. The interface is really intuitive about showing which sections are finished and which ones still need attention. One small tip: make sure you're actually signed into your account before you start entering information. The system will let you work as a "guest" but then won't save anything. As long as you see your name in the top right corner of the screen, you're good to go! Don't stress about having to rush - take your time and add the missing documents when they arrive. You made a great choice switching from TurboTax!