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Elijah O'Reilly

When do state tax returns become available on FreeTaxUSA? Switching from TurboTax this year.

I'm finally ditching TurboTax after years of watching their prices creep up, and I'm planning to use FreeTaxUSA for my taxes this year. One thing I'm wondering about is when FreeTaxUSA typically makes their state return versions available. With TurboTax, I always felt like they dragged their feet on releasing the state versions, which was super annoying. The main concern I have is about my fourth estimated tax payment that's due by January 15th. I want to be able to use FreeTaxUSA to calculate everything accurately before making that payment. Does anyone know if FreeTaxUSA is generally quicker than TurboTax with releasing their state return modules? I'm in California if that matters. Also, any other former TurboTax users who've made the switch to FreeTaxUSA have any tips or things I should watch out for? I'm a bit nervous about using a new tax platform after so many years with the same one.

Amara Torres

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FreeTaxUSA is usually pretty quick with their state returns. They typically have state versions available in mid-to-late January, right after the IRS finalizes all the federal forms. Some states are available earlier than others depending on when each state finalizes their forms. For your January 15th estimated payment though, you might be cutting it close. FreeTaxUSA likely won't have the complete 2023 state tax forms ready before that January 15th deadline. The state modules are generally available a week or two after the federal forms are finalized. What I'd recommend is using your last quarter's calculation method to determine your January payment. You can always make adjustments later when you file your actual return. If your income hasn't changed dramatically since Q3, this approach should work fine.

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Do you know if FreeTaxUSA saves your info from year to year? That's one thing I really liked about TurboTax - I didn't have to re-enter everything each time.

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Amara Torres

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Yes, FreeTaxUSA does allow you to import your previous year's information if you filed with them before. Since this is your first year using their service, you'll need to enter everything manually. However, next year you'll be able to import this year's data. For your second question about state returns, some states like California are typically among the first available, but it still might not be ready by January 15th. The state forms usually become available 1-2 weeks after the federal forms are accepted.

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Mason Kaczka

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I was in the exact same boat last year! After using TurboTax for nearly a decade, I switched to FreeTaxUSA and haven't looked back. For my estimated payments, I found this amazing tool at https://taxr.ai that helped me calculate everything properly when the state forms weren't quite ready yet. It analyzes your previous tax documents and helps estimate what you'll need to pay. The tool basically helped me figure out my estimated payments without needing to have the full state software ready. I was worried about calculating everything correctly, especially since I have some complex deductions, but taxr.ai made it super simple. You upload your previous returns and it does the calculations for you.

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Sophia Russo

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Does it work with all states? I'm in New York and the state taxes here are a nightmare.

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Evelyn Xu

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How secure is it? I'm always nervous about uploading my tax documents to random websites.

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Mason Kaczka

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Yes, it works with all states including New York. The system has specific calculations for each state's unique tax rules, which was really helpful for me in California with our complicated system. For security, they use bank-level encryption for all uploads and don't store your documents after processing. I was hesitant at first too, but their privacy policy is really strict and they're actually more secure than some of the major tax prep companies that have had data breaches.

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Evelyn Xu

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Just wanted to update that I tried taxr.ai after posting my question, and it was incredibly helpful! I was able to calculate my January 15th payment accurately without waiting for FreeTaxUSA's state forms. The tool actually found a deduction I'd been missing in previous years too, which was a nice surprise. What I really appreciated was how it broke down everything in plain English. I've always been confused by estimated payments, but their explanation made it crystal clear. Definitely helped ease my anxiety about switching tax platforms!

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Dominic Green

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I went through this last year and the state forms weren't ready until late January. I had to call the IRS several times to sort out my estimated payment, and it was IMPOSSIBLE to get through. After being on hold for hours, I finally found this service called Claimyr at https://claimyr.com that got me connected to a real IRS agent in under 20 minutes. They have a demo video you can check out at https://youtu.be/_kiP6q8DX5c to see how it works. Basically, they hold your place in the phone queue and call you when they have an agent on the line. Saved me so much frustration! The IRS agent walked me through exactly how to calculate my final estimated payment without needing the state software. Much better than sitting on hold for hours with terrible hold music.

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Hannah Flores

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Wait, how does that even work? Seems too good to be true. The IRS phone system is notoriously terrible.

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Sounds like a scam to me. Why would I pay someone to call the IRS when I can do it myself for free? Sure I might wait longer but at least I know it's legitimate.

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Dominic Green

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It works by using an automated system that navigates the IRS phone tree and stays on hold for you. They've figured out the optimal calling patterns and times to reach agents faster. When they get someone on the line, you get a call to connect immediately. It's not magic - just smart tech and timing. Yes, you can absolutely call yourself for free, but the value is in the time saved. Last tax season I tried calling myself three times and waited over 2 hours each time before giving up. With Claimyr, I was connected in 17 minutes. For me, that time savings was definitely worth it.

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I stand corrected! After being super skeptical about Claimyr, I decided to try it as a last resort when I couldn't get through to the IRS about my estimated payments. I was shocked when I got a call back in about 25 minutes with an actual IRS agent on the line. The agent helped me calculate my estimated payment correctly and even helped straighten out an issue from my previous return. Would have spent half my day on hold otherwise. Sometimes it's worth admitting when you're wrong - this service actually delivered exactly what it promised.

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One thing to watch for with FreeTaxUSA - they charge extra for state returns while federal is free (or very cheap). I think it was like $15 for state when I used it last year, which is still WAY cheaper than TurboTax, but just so you're not surprised. Also, their interface is more basic than TurboTax. Less hand-holding but actually more straightforward once you get used to it. I found I actually liked it better since it didn't try to upsell me every 5 minutes.

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Thanks for the heads up on the state return cost. $15 is totally fine compared to what TurboTax was charging me! Does the interface still walk you through everything step by step, or do you need to know what forms you need ahead of time?

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It does walk you through everything step by step, just with less flashy graphics and animations than TurboTax. The questions are straightforward and it covers all the same ground. You don't need to know specific forms ahead of time - it asks about your situation and determines what forms you need, just like TurboTax does. One thing I actually prefer about FreeTaxUSA is that the help content is more direct and less cluttered. When you have a question, the explanations are clear without trying to dumb everything down too much.

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Grace Lee

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I've been using FreeTaxUSA for 5 years now. The state returns are usually available by mid-January, sometimes earlier depending on your state. For your estimated payment, you can probably just use the same method you used for Q3 unless your income has changed significantly.

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Mia Roberts

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Which tax software is best for self-employed people? I have a small side business and TurboTax always upsells me to their most expensive version.

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