DOING TAXES? THERE’S AN APP FOR THAT!

So my wife and I have been doing our taxes, and this year we (well let’s be honest here, I) decided to use an app on my iPhone for it. There are a couple of apps (maybe more) out there that I tried. One is the app with H&R Block, and the other is Turbo Tax. The first app I tried was H&R Block, and I found it to be very clunky. You first sign up, or sign in, and it wants to send push notifications. The advantage of using these apps is that they use the camera on the phone to take a picture of the W-2 and fill the information out for you. So I tried to do it with H&R Block, and it was horrible. I must have tried five times to take a picture of the first W-2, and it would not take it. Eventually, I just gave up on it.

So my wife and I have been doing our taxes, and this year we (well let’s be honest here, I) decided to use an app on my iPhone for it. There are a couple of apps (maybe more) out there that I tried. One is the app with H&R Block, and the other is Turbo Tax. The first app I tried was H&R Block, and I found it to be very clunky. You first sign up, or sign in, and it wants to send push notifications. The advantage of using these apps is that they use the camera on the phone to take a picture of the W-2 and fill the information out for you. So I tried to do it with H&R Block, and it was horrible. I must have tried five times to take a picture of the first W-2, and it would not take it. Eventually, I just gave up on it.

Next, I tried turbo tax, and the whole process was much better and smoother. It starts out much the same as H&R Block. You either sign up or sign in, and accept or reject push notifications. You then go through and fill out your personal information. Each form is on a card, and once you are done filling out one card, you swipe from right to left for the next card. It’s very intuitive. When you get to taking a picture of your W-2, you get it in the frame and take the picture. It was not perfect, but I had a much better time with it than I did with H&R Block. After you get the picture, you go through and review the information and make corrections or add information as needed. Some of my W-2’s were more accurate than others. Overall, I would say it made the whole process much easier though. Turbo tax also makes it easy to understand the new tax laws surrounding health insurance. I don’t remember the exact number, but there is a monthly penalty for each month that you don’t have insurance (the fee is smaller for children under 18). There are also quite a few exemptions to the penalty.

Once you are finished with that and go through the rest of your deductions, Turbo tax does what they call a smart check to make sure that everything is accurate and you are getting as much money back as possible. Turbo tax will then pull all of your information into the state side and take you through all the different laws and credits your state has. This is a fairly brief process, and everything is explained fairly well.

At the end, Turbo tax does a review, and then guides you through preparing to file your taxes. I never once had problems with the app, and if you have used the web version of Turbo tax, the app will be just as easy. I can’t tell you what to do if you have very complex needs, but if your needs are simple, the mobile app for Turbo tax will serve you well this tax season.



  1. The customer service is only okay. I called about an issue I was having with the child tax credit, and the phone connection was very poor. But I did get the help I needed, so they are capable.

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