- Nov 17, 2008
- Reaction score
I switched to TurboTax this year and have used HR Block. It's so incredibly easy either just having things linked or upload PDFs.I was totally going to pay someone to do it this year....but it turns out that if you sleep on that until the last minute, there aren't exactly a bunch of well-recommended accountants ready to just jump on your case and do it.
Message I got was that the only way I was getting that done was to file an extension and wait until after the deadline to work with someone...so I just did it myself again. Luckily my investment accounts linked directly into turbotax and I didn't have to do anything with the many pages of trading data that were sent by the robo-advisor. On the other hand, that's exactly the kind of shit where I don't fully trust it and I'd rather have a pro look at it.
So somebody remind me next fall to start talking to accountants...probably best to get one picked before the end of the year just in case there are some things I could do to optimize my taxes given I am planning to move states mid-year.