Comment by HoldOnAMinute
4 days ago
I'm a happy TurboTax customer for over 25 years. The standard workflow of TurboTax hasn't changed much. You go through a work flow filling out forms. I don't use any of the OCR and little of the importing. I'm happy to type in numbers from forms myself.
So normally I wouldn't have any use for AI, but they added it anyway.
This year I asked it a couple of "Why" and "What If" questions, and it was actually useful.
If it stays at arm's length, and if it can "read only", then I am OK with it and actually somewhat pleased with it.
Your experience is way different from mine.
I had some very basic "double check" type questions about my very straightforward taxes I threw at the bot because it was handy and it didn't seem to know that it was even related to taxes or tax software and literally directed me to seek out someone who might know about taxes. I then asked it about the weather and it was able to talk freely about that, just seems like they're reselling another model with a different prompt up front or a RAG.
I feel like every time when us devs use a chatbot we think it's crap. Whatever we built ourselves though is truly next level.
I have found almost every single chat experience to be lousy and hurting the brand/product...
This is so bad, it's funny. But I'd expect no less from Intuit.
I've been using it out of laziness because I know it will import the previous year. But it is pretty buggy and getting worse, they clearly want you to move off the desktop software.
If you look at the actual generated tax forms, there's a lot of extra pomp around filling out some pretty trivial forms and worksheets. If they cut the desktop software I think I will just move to something like https://www.freetaxusa.com/.
I made the switch to FreeTaxUSA from H&R Block online this year. It was very easy and I'm kicking myself for not doing it sooner. You can upload your previous year's PDF from your other software to import the data.
It's been good for so long I hope it doesn't get popular and go to shit. Free federal return and $15 state return if needed. If Intuit died tomorrow the world would be a better place.
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I've been using it for a few years now and it seems fine. I'm already stuck with one Intuit product (Quicken), I'm not using any more.
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So sad! I used it for at least a decade, maybe like 2006-2018 or so. Their Mac desktop software was excellent then, and no Electron tomfoolery or other nonsense. And you could just keep every year's TT app installed in case you wanted to open an old return to amend it or something.
I eventually decided to abandon them a couple years after they started forcing me to buy some ultra premium pro edition because I had a small amount of "business income." Switched to Credit Karma Taxes, which Intuit then bought, but miraculously some regulator forced them to divest that product, which landed at Cash App. So I have used that (now called Cash App Taxes) since then. It's a free product and even supports business income and state taxes (IIRC, state e-filing was always an additional add-on with TT). It was a little annoying to have to re-enter more that first year, but it's done a good job of rolling forward, and not that I've ever needed it, but they also have that "Audit Defense" thing included for free, another add-on upcharge TT offered.
I was forced to use their shitty desktop version inside a Windows VM because I don't have any Windows or Mac machines, and the web version doesn't support married filing federal jointly and state separately.
Their desktop version seems like a webapp embedded inside browser frame; I don't understand why they can't make it available on the web.
Same for domestic partners. They push you into their desktop version for some reason, but the desktop version is a buggy pile of trash. I wasn't able to use it at all even on a windows machine. To their credit, they did refund the software without too much of a hassle (I expected a giant fight).
Disclaimer that years ago, I was impressed at how slick the TurboTax website was.
So I'm surprised they even still have a desktop version (...presumably not just some electron wrapper). And given how it works, I'd guess most of your data isn't staying local for much of this.
Their website is pretty garbage IMO. Every single click is a spinner image for 1 second while the layout adjusts and fetches data. I’m not certain if this is a react or vue or whatever FE JavaScript thing but it’s extremely prevalent across the web and pretty much completely defeats the purpose of having a SPA design.
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I WAS a happy TurboTax customer for over 33 years, until this year when I used HR Block TaxCut to file my 2025 returns. Intuit insisted that only Windows 11 would be supported, for no technical reason whatsoever. I assume they got a payoff from Microsoft for doing this.
So now I see they're laying off 3000 employees and wonder if it has something to do with poor sales of TurboTax because of their lame policy.
They did the same with Windows 7 going to 10. (I used to use a containment VM for their products, since they aren't particularly clean installs. I used the same one year after year and was too lazy to update it.) I seem to remember that that check was easy to patch out. (As are several other checks of interest.)
Some of those layoffs were certainly people supporting dead versions of Windows, and high-touch low-sophistication users with old broken-down computers. At some point, they/you were getting dropped as a customer and, checking the news, now is the time to do that.
(But most of these people were probably working on some Intuit Whatsit that you and I have never heard of. Every profitable software company has a bunch of products which failed to launch.)
> for no technical reason whatsoever
Bold of you to state that without anything to back up your claim.
Maybe it’s true, maybe it isn’t, but you shouldn’t state it as fact unless you have information backing it up
Name one feature of Windows 11 that could be so mandatory to a web app inside an electron shell, that it couldn't run on windows 10?
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Finally being able to stop paying Intuit $150 every year as a reward for their lobbying against tax code simplification and free e-file is one of the most exciting possibilities for AI imo
I used Claude Code to prepare my personal income tax return this year, and so far the IRS hasn’t come after me.
Had Claude generate yaml files for the input/source documents, then had it generate code to process the return into output yaml files.
Manually typed the results into the IRS Free File Forms website, and was pleased to see that it did some input validation.
Had it generate Code modules to match the IRS forms and schedules by name, keeping the nomenclature in code as close as possible to that in the official IRS instructions.
Spot checked a whole lot of it and found very, very little of it that needed correction.
Stored all of it in git so that I could monitor the diffs as it went along.
Maybe the neatest part was when I asked Claude why I wound up owing so much it gave me a list of reasons and dollar amounts in descending order.
Still blows my mind that Americans have to do this.
In the UK almost nobody needs to "file their takes" and if you do you just do it online without the need for software.
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Here in Portugal, tax comes pre calculated from the government on a free web application. It works very well! I just need to do very small adjustments every year before deliver the taxes.
In the US every Republican takes the Grover Norquist pledge to always make taxes as salient and as unpleasant as possible. The idea being that it will make voters more anti tax
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To have the tax code easily dealt with and returns filed by IRS's own software will be a happy day. At that point maybe most of Intuit's employees can find other jobs.
Stop being a "happy customer". We shouldn't be paying in the first place.
https://www.propublica.org/article/inside-turbotax-20-year-f...
The alternative is a CPA/accountant, which would be annoying and time-consuming
No, the alternative is being able to file for free. Turbotax lobbied for decades to make sure you have to pay.
> If it stays at arm's length, and if it can "read only", then I am OK with it and actually somewhat pleased with it.
This isn't actually about AI. it's just classic human psychology.
You’ve had a rock-solid workflow for 25 years, so it makes total sense to be cautious and reject features you don't need.
Right now, keeping it at "arm's length" and "read-only" feels safe. But that's usually just phase one. Once that initial trust is established, those boundaries naturally start to melt away. Give it a couple of tax seasons, and you’ll probably find yourself wanting it to take on more of the heavy lifting.
We have an app for that. Would you like me to write a new one?
I could feed a lot of posts into ELIZA...
Yes, A rock-solid workflow for 54+ years.
And ELISA.BAS is still running strong. Its just classic human psychology.
> I'm a happy TurboTax customer for over 25 years.
I've been using TurboTax for about 20 years now and I am not happy. I hate it with a passion, it has more dark patterns than even LinkedIn and with my basic W-2 tax return with HDHP I managed to hit all their 'know issues' 4 years in a row. They of course offered me to upgrade several times during the 'work flow' to make up for it.
I loathe the existence of Intuit and I still have some hope that a future administration will kill it by having the IRS implement a basic digital product for federal tax filing for the 90% of people who use the standard deduction. Intuit should not exist in its current form in any civilized country, it is a form of cancer which only exists because our politicians are a bunch of greedy fucks.
I just file late every year and there are never any upgrades.
"happy", I don't understand how any user can be happy using these tools. Begrudging, maybe. These tools don't even need to exist. The government already knows all it needs to know and just needs your signature and a check. The only reason TurboTax exists is because of lobbying.
Why pay for tax software? What's wrong with the free tax submission website?
most are limited to a simple 1040
Freetaxusa isn't. I've done complicated schedule K, etc forms on it
I used the IRS free fillable forms this year and it was much easier than I expected, including contractor, investment income, and foreign income declarations.
That hasn't been my experience. freetaxusa has been pretty great honestly.
We don't have one. Are you talking about Direct File? The Trump admin killed it, though it was successfully nerfed from the start anyway by the Intuit and H&R Block lobbyists -- you couldn't even itemize deductions, or have 1099 income.
If your taxes were that simple, you didn't need software, you could do your taxes with the 1040EZ form, a pocket calculator and 10 minutes.
Note: If you're just taking the piss because every other country has a government method to submit your taxes, yup, we're dumb, thanks mostly to that shitty company.
Oh, we do have another 'free' filing method for those with income below a certain level, which the lobbyists made sure would be handled by those same private companies. They are allowed to obfuscate and hide it, so when you search for it, you will probably end up on their main, paid product. Kind of the identical story with how our credit reports work (annualcreditreport dot com being the site the CRAs really don't want you to find)
FreeTaxUSA is pretty close. I live in a no tax state so it is completely free. I think state tax is $15.
Hate to sound like a shill, but they've been great. I have a more complicated return than most, but not everyone, and it handles it all(multi-state, capital gains/losses and rollovers, depreciations, etc).
The only thing I wish they'd change is the name. It sounds scammy.
I actually have started agreeing to their probably mostly BS Deluxe/Audit Defense just because I felt guilty about using it for free so long.
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> you could do your taxes with the 1040EZ form, a pocket calculator and 10 minutes.
Shouldn't the correct way to file simple taxes be to just accept (sign) a value? Why is any arithmetic needed at all? Doesn't the tax authority know the numbers (What you earned, how much you paid in taxes) and they could figure out what you owe automatically?
I've just "accepted" or "signed" my tax return (not in the US obviously) for at least the last 15 years so I might underestimate some complexity here. The key idea behind it though is that nearly all deductions are automatically and unambiguously applied, already when the cost is charged in most cases. So they're always already done when I file my taxes. And the key to that is making sure the tax law is written with this in mind.
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> If you're just taking the piss because every other country has a government method to submit your taxes, yup, we're dumb, thanks mostly to that shitty company.
I feel we’re all complicit in this. Lobbying as they have only works when elected officials disregard their constituents interests. Elected officials whose constituents continue to keep in power.
We as a people need to quit with this attitude and own our part in the stupidity our entire nation has embodied in recent history.
Businesses lobbying for their interests is exactly what they should be doing and exactly what everyone should expect them to do. Elected officials and the democratic process are supposed to be the check and fix. Start by placing blame more appropriately where it’s due.
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I had a mixed experience with it. I think it has enormous potential but it needs to be more deeply integrated with their system (while staying read only by default, as you said).
Just a quick note that you are also telling a story about how TurboTax could be overstaffed.
If you use TurboTax, you are part of the problem.