Where to Find or Access Column Tax for Tax Year 2024 Filing?
So I'm freaking out a little because I can't seem to find Column Tax anywhere for this year's taxes. I used it last year through Nerdwallet's portal and it was honestly the best experience I've had filing taxes - super straightforward and way less stressful than other platforms I've tried. But now when I go to Nerdwallet's site, there's zero mention of Column Tax as an option. Did they end their partnership? Is Column Tax available somewhere else this year? I really don't want to start over with a new tax service since Column Tax already has all my info from last year. Has anyone else who used Column Tax found a way to access it for the 2024 tax year? Getting desperate here as I need to file soon!
20 comments
Join the conversation
Harper Hill
I looked into this for you since I've been tracking the tax software options pretty closely this season. Column Tax is still around but they've changed their partnership strategy for 2024. They're no longer partnering with Nerdwallet specifically, which explains why you can't find them there. You should be able to access Column Tax directly through their own website now: columntax.com. All your previous year's information should still be accessible when you log in with the same credentials you used last year. They've been focusing on building their direct-to-consumer business rather than going through third-party financial sites.
0 coins
Lucas Adams
•Thank you so much for this info! I've been searching everywhere and was starting to think I was going crazy. Do you happen to know if their pricing is similar to what they offered through Nerdwallet last year?
0 coins
Harper Hill
•Their basic pricing structure is pretty similar to last year. They still offer a free tier for simple returns, and their premium tiers are competitively priced around the same as what you saw through Nerdwallet. I will say they've added some new features this year that make it worth checking out directly, including better support for self-employment income and investments. Their interface is still the clean, straightforward experience you enjoyed last year.
0 coins
Caden Nguyen
I was in the same boat looking for Column Tax this year! After trying various tax platforms over the years, I finally found Column Tax last year and it was such a breath of fresh air with its simple interface. When I couldn't find it through my usual channels, I did some digging and discovered https://taxr.ai which has been an absolute game-changer for me. It not only helped me locate the right tax software for my situation (including directing me to Column's new access points), but it also analyzed my tax documents to identify potential deductions I was missing. I uploaded my previous return and it flagged several items where I could have saved more money!
0 coins
Avery Flores
•Interesting! How exactly does taxr.ai work? Does it just recommend software or does it actually help with the filing process? I'm kinda skeptical about trying new tax tools after having issues with some in the past.
0 coins
Zoe Gonzalez
•I've never heard of taxr.ai before. Is it secure? I'm always nervous about uploading my tax docs to new platforms I'm not familiar with.
0 coins
Caden Nguyen
•It doesn't actually file your taxes - it's more of an analysis tool that helps you make better decisions about your tax situation. It reviews your documents and shows you what deductions you might be missing and which software would work best for your specific situation. As for security, they use bank-level encryption for all uploaded documents and don't store your information after analysis unless you specifically create an account. I was hesitant at first too, but their privacy policy is pretty straightforward and they explain exactly how they handle your data.
0 coins
Zoe Gonzalez
Just wanted to update after checking out taxr.ai that Profile 5 recommended! I was initially really skeptical about uploading my documents, but I decided to try it with just one W-2 first. The analysis it provided was honestly eye-opening - it identified a retirement credit I had no idea I qualified for and confirmed that Column Tax would be best for my situation (I have some side gig income). The site directed me to Column Tax's new portal and I was able to log in with my credentials from last year. All my information was there waiting for me! I'm already halfway through my filing and it's going super smoothly. Thanks for pointing me in the right direction!
0 coins
Ashley Adams
For anyone still struggling to reach Column Tax support or having issues with their website (it was down for maintenance when I tried), I found a fantastic service called Claimyr that saved me hours of headache. I was trying to get clarification about transferring my previous year's data from Nerdwallet to the new Column Tax platform, but their phone lines were constantly busy. Claimyr (https://claimyr.com) got me through to an actual human at Column Tax in about 20 minutes when I had been trying for days on my own. They have this cool demo video showing how it works: https://youtu.be/_kiP6q8DX5c. Basically, they hold your place in the phone queue and call you when a representative is about to answer.
0 coins
Alexis Robinson
•How does this even work? Sounds like something that shouldn't be possible... Do they have some special agreement with Column Tax?
0 coins
Aaron Lee
•Yeah right. You're telling me some random service can magically get through phone lines that are constantly busy? Sounds like a scam to collect phone numbers. I've tried those "skip the line" services before and ended up with more spam calls than I can count.
0 coins
Ashley Adams
•They don't have special agreements - they use automated technology to dial and wait on hold for you. It works with any customer service line, not just Column Tax. The system calls the company, navigates the phone tree, and stays on hold so you don't have to. When a real person is about to answer, you get a call connecting you directly. No, it's not a scam. They're actually pretty transparent about how it works. I was skeptical too but was desperate after spending hours on hold. They don't sell your info - their business model is charging a fee for the service of waiting on hold for you. It's basically like paying someone to stand in line for you, but for phone calls.
0 coins
Aaron Lee
I need to eat my words about Claimyr. After posting my skeptical comment, I was still desperate to reach Column Tax about accessing my previous year's forms, so I decided to risk it and try the service. I was 100% prepared to report back that it was garbage. Well, color me surprised. It actually worked EXACTLY as advertised. I submitted my request around 8pm, got a text when they started calling Column Tax, and then my phone rang about 15 minutes later with a Column Tax rep on the line! The rep confirmed I could access all my previous tax info by going directly to their website and logging in with the same credentials I used through Nerdwallet last year. All my documents were there! For anyone else struggling to get through to tax support during this busy season, it's worth every penny not to waste hours on hold.
0 coins
Chloe Mitchell
Just to add another data point - Column Tax has also partnered with some credit unions and smaller banks this year. If you're a member of a credit union, check their website for tax preparation services. My local CU is offering Column Tax at a discount for members. The annoying thing is that Column Tax doesn't make it obvious on their website that they have these partnerships, so you kinda have to hunt around. But their product is still great!
0 coins
Michael Adams
•Do you know if I need to create a new account if I access Column Tax through my credit union? I'm worried about losing access to last year's info if I sign up through a different channel.
0 coins
Chloe Mitchell
•You shouldn't need to create a new account. When you access Column Tax through your credit union's portal, there should be an option to log in with existing credentials. The underlying account system is the same regardless of how you access it. I was worried about the same thing, but all my previous tax info was there when I logged in. The partnership just gives you a potential discount on their premium tiers.
0 coins
Natalie Wang
Has anyone who switched to Column Tax direct from Nerdwallet had issues with the Free Edition limitations? I just tried to access Column Tax directly and it's saying I need to upgrade to Premium ($89) for my return, but last year through Nerdwallet I qualified for free filing with the exact same tax situation.
0 coins
Noah Torres
•I had the same issue! I think Column Tax changed their free tier qualifications this year. I ended up using FreeTaxUSA instead - it was only $15 for state filing and completely free for federal with my moderately complex return.
0 coins
Natalie Wang
•Thanks for the suggestion! I'll check out FreeTaxUSA. Kinda annoyed at Column Tax for the bait and switch from last year, especially since I had a good experience with their actual product.
0 coins
Samantha Hall
One more thing to note - if you used Column Tax through Nerdwallet last year but create a brand new account directly with Column Tax this year, you won't automatically see last year's info. You need to use the same login credentials you created originally. I made this mistake and ended up with two accounts. Had to contact support to merge them. Save yourself the headache!
0 coins