Seth Y.

I have used FreeTaxUSA for two years. While it generally calculates your return correctly, I had issues last year with them wanting to charge a fee when I qualified for a free return based on the information they supplied to the IRS on their free file webpage.

And this year, I am supposed to file Schedule B because I needed to submit a Fin Cen 114 form and FreeTaxUSA can not generate Schedule B unless I had taxable income over $1,500. Also, I noticed that for capital gain/loss transactions, they don't allow you to make adjustments to the information reported by brokers. And when they are faced with having an issue, they just say - sorry we can't support your return - a sad response after spending many hours inputting your tax return information (I had at least 50 capital gains/loss transactions).

Their customer service replies (while fairly fast) seem to skirt an issue. After they replied they just let my responses sit for days until I sent multiple other messages to find out what was going on. This process took over a week to get a definitive reply (that they could not properly submit Schedule B as required by IRS guidelines). To me, this also is not reasonable.

For 95+% of people that have typical returns, I think this website will do a great job. People who have more complex situations, I would think twice about using them to file your return.