October 2010 Weddings
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Tax Time

Jason's grandfather did our taxes for us last year as a married couple but since he passed away in December, we're trying to decide how to file.  My stepdad offered to do it for us, but I know that if we hand him our W2's then my Mom will go through them and I really don't want her knowing exactly what we make.  She's the type of person who would make comments on it and I just don't want to deal with it.

So we have two options, doing them ourselves online or going to a place to pay to have them done.  I feel like ours should be pretty easy to do since we don't have any children, any large deductions, etc. but I'm nervous about trying to do them myself.

So if you've do them yourself or take them to get professionally done, I want your advice/suggestions.  If you do them yourself, do you find it easy?  Or is it worth it to get it professionally done?  If you've paid to have it done before, do you know approx. how much it costs?  I'm pretty clueless about this kind of stuff.

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TTC since March 2012 w/irregular and anovulatory cycles.  
Moved to an RE October 2013  HSG- All clear , S/A- Normal , Bloodwork -Normal
Uterine polyp found-  Hysteroscopy and D&C 12/6/13  DX w/complex endometrial hyperplasia
Endometrial Biopsy 3/21/14 - Hyperplasia still present  Endometrial Biopsy #2 6/24/14 - All clear!
IUI #1  w/stims and trigger - Started stims 7/7/14 - IUI 7/24/14 = BFP 8/7/14
Beta #1 8/8 - 47  Beta#2 -137  Beta#3 - 96 Beta#4 -287 Beta#5 -519 Beta#6 121 = early miscarriage 5w4d
Nestie Besties with Nfp147 

Re: Tax Time

  • I'm in Canada, so my tax experience/comments may mean absolutely nothing to you, but here goes... 

    We also have pretty simple tax returns (no kids, no business, etc). Last year I used one of the online systems.  I think it was $16.99 and it was super easy.  I also had my refund deposited in my account in less than 2 weeks.  I'll use it again for sure.

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    TTC Since January 2011 - We have bad sperm 
    February 2013: IUI #1 = BFN 
    October 2013: We made the decision to stop TTC and live without children.

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  • In the past I went in to H&R block, and had someone do it for me. You get a fancy little folder, and all of your paperwork is nice. It is also great to have when you need to go back and look at your tax info because it is so neat. I think they charge about $50. This year we were lazy, and decided to go with H&R online since they already had all of our info. Again that is around $50.

     I did look into turbo tax, and it looks really easy on their website.

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  • We use TurboTax online and have no complaints. It's been pretty easy in the past and I'm not worried about doing ours this year, even though this year is going to be a bit more complicated due to me working freelance for 1/2 the year.
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  • I used to do my on-line at taxact.com.  It was pretty simple and I got the money refunded into my bank account in about 10 days.  It was also pretty cheap to do and I usually took it right out of my refund.

     Since getting married DH and I go to H & R Block because he is a self-employed business owner.  It cost us a little more than I had wanted to pay, but his portion of the taxes are so time consuming making it cost more. 

     Hope that helps!
     

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  • imageheathbar10210:

    I used to do my on-line at taxact.com.  It was pretty simple and I got the money refunded into my bank account in about 10 days.  It was also pretty cheap to do and I usually took it right out of my refund.

     Since getting married DH and I go to H & R Block because he is a self-employed business owner.  It cost us a little more than I had wanted to pay, but his portion of the taxes are so time consuming making it cost more. 

     Hope that helps!
     

    Thanks, I appreciate the input/info everyone!  I think we're going to take it to H&R block on Monday because I have that day off.  Right now they're offering free federal tax services as long as you have simple enough taxes for a 1040ez, which we did last year and nothing has changed, so we should get that done for free, and then we'll just pay for state.  I figure even if it does end up costing us more than I'd like, it'll probably be worth it for the time we're saving and the potential fight we'd probably get into over trying to figure it out ourselves lol.

    image

    TTC since March 2012 w/irregular and anovulatory cycles.  
    Moved to an RE October 2013  HSG- All clear , S/A- Normal , Bloodwork -Normal
    Uterine polyp found-  Hysteroscopy and D&C 12/6/13  DX w/complex endometrial hyperplasia
    Endometrial Biopsy 3/21/14 - Hyperplasia still present  Endometrial Biopsy #2 6/24/14 - All clear!
    IUI #1  w/stims and trigger - Started stims 7/7/14 - IUI 7/24/14 = BFP 8/7/14
    Beta #1 8/8 - 47  Beta#2 -137  Beta#3 - 96 Beta#4 -287 Beta#5 -519 Beta#6 121 = early miscarriage 5w4d
    Nestie Besties with Nfp147 
  • We use turbo tax and have for years. But our taxes are not simple. We itemize deductions (every other year) and have capital gains/loss. I think it is a great program and prompts you through everything. Before turbo tax (yes I was paying taxes before that existed) I did mine by hand. I had an accountant do them the year I transferred and sold a house, etc. But they did not find anything different than I would have done.At some point you wil start to have deductions, etc and you will make better financial decisions if you are more familiar with the tax laws.
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