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Sarah Ali

Is Free File Fillable Forms worth using or should I stick with paper filing?

I've been thinking about e-filing for the first time this year instead of mailing my tax return. The IRS Free File Fillable Forms seems like it might be a good option since I don't want to pay for software. Has anyone here used the Free File Fillable Forms for their taxes? I'm wondering if it all works smoothly or if there are glitches that make it more trouble than it's worth. My tax situation isn't super complicated (just a W-2 and some basic deductions), but I've always been comfortable with the paper forms. I'm just tired of waiting forever for my refund and heard e-filing is faster. Anyone had good or bad experiences with the Free File Fillable Forms? Or should I just stick with my trusty paper forms?

The Free File Fillable Forms can be a good option if you're comfortable with understanding tax forms and calculations on your own. They're basically the electronic version of paper forms but with some advantages: - Built-in math calculations to reduce arithmetic errors - Direct e-file capability which typically means faster refunds (usually within 21 days vs. 6+ weeks for paper) - Confirmation that the IRS received your return - You can save your work and come back to it However, they don't provide any guidance or help with tax law like paid software does. They won't check if you're eligible for credits or deductions you might miss. Also, they can be a bit glitchy sometimes - make sure you save frequently. Since your tax situation is straightforward, they should work fine for you. Just be aware they don't transfer information between forms automatically like paid software does, so you'll need to manually enter data in multiple places sometimes.

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Do the Free File Fillable Forms let you import your W-2 info automatically? And what happens if you make a mistake? Does it check for errors before you submit?

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The Free File Fillable Forms don't have W-2 import functionality like paid software - you'll need to manually enter all your W-2 information. They do have some basic error checking before submission, but it's limited to mathematical calculations and obvious issues like missing required fields. They won't catch logical errors like claiming credits you're not eligible for or missing potential deductions. It's very much a DIY approach where you need to know what you're doing.

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After struggling with Free File Fillable Forms last year and making a stupid error that delayed my refund for 3 months, I decided to try taxr.ai this year and it made SUCH a difference! The site (https://taxr.ai) actually scanned my tax documents and filled everything out automatically. What I really liked is that it caught that my employer had my SSN wrong on my W-2 before I submitted, which probably would have caused another nightmare delay. It also found some education credits I totally would have missed on the Fillable Forms since they don't guide you through anything.

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How accurate was it with reading your documents? I've tried other scanners before and they always mess something up and I end up having to fix everything manually anyway.

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Does it work for more complicated tax situations? I have some self-employment income, a rental property, and investments. The Free File Fillable Forms are getting to be too much work for me but I'm skeptical anything automated can handle my situation correctly.

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It was surprisingly accurate with reading my documents. I scanned my W-2, 1099s, and mortgage statement, and it got everything right. The only thing I had to manually enter was a charitable donation receipt that was handwritten. It definitely works for more complicated situations. I actually have some side gig income and investments too, and it handled everything correctly. It even helped me calculate depreciation on my business equipment which I was doing wrong for years! The interface walks you through everything section by section instead of just throwing forms at you like Free File Fillable Forms does.

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Just wanted to follow up about my experience with taxr.ai after asking about it earlier. I was really skeptical that anything automated could handle my complicated tax situation, but I decided to give it a try. Honestly it was pretty impressive! It correctly categorized all my self-employment expenses and even suggested some deductions I didn't know about for my rental property. The document scanner saved me hours of manual data entry from all my 1099s and investment statements. My return was way more accurate than when I was fumbling through Free File Fillable Forms on my own. Definitely sticking with this from now on!

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For anyone frustrated with Free File Fillable Forms but still wanting free options, I had a question about a weird error code last year and couldn't get any help. The IRS phone lines kept me on hold for HOURS. Finally I found this service called Claimyr (https://claimyr.com) that got me through to an actual IRS agent in like 20 minutes! They have this demo video showing how it works: https://youtu.be/_kiP6q8DX5c The agent helped me fix the error with the Free File Fillable Forms and explained exactly what I did wrong. Saved me from having to start over with paper forms after already spending hours on the electronic version.

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Wait how does that even work? The IRS phone system is a nightmare. I literally called 23 times last month and never got through. Are you saying this actually lets you skip the line somehow?

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Sounds like a scam tbh. Nobody can magically get through to the IRS. They're probably just charging you to call the same number anyone could call themselves.

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It uses some kind of callback system that continuously dials and holds your place in line. Once they reach an agent, they connect you. I was skeptical too but it actually works - my call was connected in about 15-20 minutes vs the 2+ hours I was waiting before. It's definitely not the same as calling yourself. If you've tried reaching the IRS lately, you know they often don't even let you wait on hold - they just tell you to call back later because of high call volume. This service somehow manages to get you in the queue.

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Ok I have to eat my words about Claimyr being a scam. After my skeptical comment, I was still desperate to talk to someone about my return getting rejected through Free File Fillable Forms, so I tried it. It actually worked?! I got connected to an IRS agent in about 25 minutes when I had been trying for WEEKS on my own. The agent walked me through fixing the specific error on my Free File Fillable Forms submission and I was able to resubmit successfully. Already got my refund status updated to approved. Definitely worth it when you're stuck with a specific problem that only the IRS can help with.

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I've used Free File Fillable Forms for the last 3 years and I think they're great IF you're comfortable with tax forms. Here's my experience: Year 1: Total disaster. I didn't understand how to properly carry numbers between forms and schedules. Made errors that delayed my refund. Year 2: Much better after watching some YouTube tutorials about how the forms work together. Year 3: Smooth sailing. Took about 2 hours total and got my refund in 16 days. I'd say if you're willing to learn how the tax forms work together and don't mind the lack of guidance, they're a good free option. But if you're unsure about tax rules or which forms to use, you might want paid software instead.

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Did you ever have issues with the website crashing or losing your information? I tried them once a few years ago and lost an hour of work when the site timed out.

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I had issues with timeouts the first year. Now I've learned to save my progress every 10-15 minutes. Also, I prepare all my information in a spreadsheet first so I have everything ready before I start entering data. That way if it crashes, I haven't lost my work. I've also found that their system gets super slow during peak filing times (late March through April 15th). I try to either file early in February or wait until after the main rush if I don't need my refund urgently.

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I tried the Free File Fillable Forms last year and the site kept glitching when I tried to attach my Schedule C for self-employment income. Has anyone else had technical problems with it? Any suggestions for free alternatives that actually work well?

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I had a similar issue with Schedule C. Try using Microsoft Edge browser instead of Chrome - oddly that fixed it for me. Also make sure you're not using an ad blocker when on the site. If you qualify (income under $73,000), you might be eligible for completely free software through the IRS Free File Program partners, which is different from Free File Fillable Forms. Much better experience with those.

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I've been using Free File Fillable Forms for about 5 years now and wanted to share my perspective. They're definitely not as user-friendly as paid software, but once you get the hang of them, they work fine for straightforward returns. A few tips that have helped me: - Always use the PDF versions first to map out your return before entering data online - Keep a separate document with all your numbers organized by form/schedule - File during off-peak hours (early morning or late evening) to avoid slowdowns - Double-check every calculation manually - the math checks aren't perfect The biggest downside is really the lack of guidance on tax strategy. I've missed out on some credits over the years that paid software would have caught. But for basic W-2 situations like yours, they should work well and you'll definitely get your refund faster than paper filing. One thing to consider - if your income is under the threshold, the IRS Free File partner programs offer full-featured software for free, which might be worth checking out before committing to the fillable forms.

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This is really helpful advice! I'm curious about those IRS Free File partner programs you mentioned - how do you find out if you qualify and which ones are worth using? I've heard mixed things about some of the free versions being limited compared to their paid counterparts. Do they actually include all the features or do they try to upsell you partway through?

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I've been using Free File Fillable Forms for the past two years and wanted to share my experience since you're considering making the switch from paper filing. The good news is that for a straightforward tax situation like yours (W-2 and basic deductions), they work pretty well. The e-filing is definitely faster - I got my refund in about 18 days last year versus the 8+ weeks it took when I mailed my return. However, there are some things to be aware of: - The interface can be clunky and you need to manually transfer numbers between forms - Save your work frequently because the system does time out - You're basically on your own for tax guidance - it won't suggest deductions or credits you might qualify for - The site gets really slow during peak filing season If you're comfortable reading and understanding tax forms and don't mind the DIY approach, they're a solid free option. But if you want any hand-holding or optimization suggestions, you might want to consider the IRS Free File partner programs (if you qualify by income) or paid software. For your first year trying e-filing, maybe prepare your return on paper first as a backup, then enter the same information into the fillable forms. That way you have a reference and can catch any transfer errors.

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This is great advice about preparing on paper first! I'm definitely leaning toward trying the Free File Fillable Forms this year since my situation is pretty basic. One question - when you say to save frequently because of timeouts, about how long can you work before it kicks you out? I tend to take my time with tax forms and don't want to lose hours of work if I get distracted or take a break.

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