Any tax software recommendation?

[toeknee 6]

Hi all,

I'm looking for a tax software for my situation. My wife and I got married this pass year. I'm a USC and my wife is a foreigner. We'll be paper filing with a W-7 and a statement electing her to be treated as a resident. She did earn minimal income, so I think well need form 2555EZ. I don't plan on using itemized deduction since standard deduction for Married filing jointly is more.

I just need the software to input our information, so I can have nice and neat form to send in.

Thanks in advance.

[catlover31 8]

I use Turbotax.

[MariaR323 199]

TurboTax should work just fine for your purposes.

[swashbuckler-27 0]

Would Turbotax be a good option for a USC living abroad filing as 'Married filing separately'?

We need to complete my USC wife's last three years taxes (which haven't been filed yet) asap so that we can submit the i-864 affadavit of support and then the readiness for interview at the London embassy.

Any info would be much appreciated.

Thanks

Josh

[Nich-Nick 3,354]

Hi all,

I'm looking for a tax software for my situation. My wife and I got married this pass year. I'm a USC and my wife is a foreigner. We'll be paper filing with a W-7 and a statement electing her to be treated as a resident. She did earn minimal income, so I think well need form 2555EZ. I don't plan on using itemized deduction since standard deduction for Married filing jointly is more.

I just need the software to input our information, so I can have nice and neat form to send in.

Thanks in advance.

TurboTax Basic will do the job. Buy the software and install it. Then you can do a nice print out even though it will keep telling you you have an error to fix because you left the SSN blank. Online is not as forgiving and won't budge.

Fix all the errors it points out that are legitimate ignoring the big red exclamation point saying you need to fill in SSN. Then just go to print function and choose "print forms for filing". You can also "print all" and get masses of junk for your records. And you can "save to PDF" for future prints when needed.

Note. It will do Form 2555 for you, not the EZ version. That is longer and will be blank on all the pages asking about living quarter expenses, but it's still valid for your use.

I tried H&R Block software last year because they offered me a free copy. The return came out exactly the same as my TurboTax version, but I found it was not as intuitive or easy to use. So my side by side comparison strongly favored TurboTax.

[Nich-Nick 3,354]

Would Turbotax be a good option for a USC living abroad filing as 'Married filing separately'?

We need to complete my USC wife's last three years taxes (which haven't been filed yet) asap so that we can submit the i-864 affadavit of support and then the readiness for interview at the London embassy.

Any info would be much appreciated.

Thanks

Josh

I sent you a pm a couple of hours ago, Josh. Did you read it?

Yes 2015 TurboTax Basic will work for you as well.

Edited February 2, 2016 by Nich-Nick

[toeknee 6]

TurboTax Basic will do the job. Buy the software and install it. Then you can do a nice print out even though it will keep telling you you have an error to fix because you left the SSN blank. Online is not as forgiving and won't budge.

Fix all the errors it points out that are legitimate ignoring the big red exclamation point saying you need to fill in SSN. Then just go to print function and choose "print forms for filing". You can also "print all" and get masses of junk for your records. And you can "save to PDF" for future prints when needed.

Note. It will do Form 2555 for you, not the EZ version. That is longer and will be blank on all the pages asking about living quarter expenses, but it's still valid for your use.

I tried H&R Block software last year because they offered me a free copy. The return came out exactly the same as my TurboTax version, but I found it was not as intuitive or easy to use. So my side by side comparison strongly favored TurboTax.

Thanks, I ended up picking up H&R block deluxe because it allow for 2555EZ, but I'm still stump with the question on the form

[MariaR323 199]

Thanks, I ended up picking up H&R block deluxe because it allow for 2555EZ, but I'm still stump with the question on the form

Have you looked at the instructions page for that form? There is a separate PDF document that gives very detailed instructions for each line item. Go to this IRS link: https://www.irs.gov/pub/irs-pdf/i2555ez.pdf

[Umka36 781]

Depending on how much you make, you may qualify to use free tax prep software.

https://www.irs.gov/uac/Free-File%3A-Do-Your-Federal-Taxes-for-Free

[toeknee 6]

Thank you everyone, the information given here help me great deal.