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Doing my Own Return? (Joint Filing)

Hi everyone:

I am new to this board. I am a PM&R resident and I found this site through SDN. I currently have my father in law doing my return for free, but it is always done late and I feel bad since he is always complaining about how overworked he is.

Since, he does not charge us (Me and his Daughter), I feel like he is saying "get lost". I was wondering how difficult it would be to prepare my own return.

My financial picture is pretty simple with both of us on a W2 with student loans, and a 401K, 403B and mutual funds and some equities.

Is this advisable?
Resources for those who do their own return?

Thank
PureRide

Zip Code: 11021

Re: Doing my Own Return? (Joint Filing)

Here's a thought. Maybe this year you can prepare your own return on TurboTax or TaxCut, and then have your father-in-law review it for you.

Another idea is to prepare your own return, and compare it to the return he prepares. If it comes out close, then perhaps you can feel comfortable takeing care of your own taxes going forward.

I see a lot of people who come to my office after completing their returns the prior year. Some people seem to get it right, while others aren't very close.

Zip Code: cpa@mdtaxes.com

Re: Re: Doing my Own Return? (Joint Filing)

Thank you Mr. Schwartz,
I will try to prepare my own return this year using
one of the computer software methods you mentioned and compare the results to my F.I.L.'s completed return.

Jordan

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Replying to:

Here's a thought. Maybe this year you can prepare your own return on TurboTax or TaxCut, and then have your father-in-law review it for you.

Another idea is to prepare your own return, and compare it to the return he prepares. If it comes out close, then perhaps you can feel comfortable takeing care of your own taxes going forward.

I see a lot of people who come to my office after completing their returns the prior year. Some people seem to get it right, while others aren't very close.

Zip Code: 11021

Re: Re: Doing my Own Return? (Joint Filing)

Also try TaxAct. Their free online edition offers free e-file for everyone: http://www.taxactonline.com. This is a completely legit company; I've been using them for years (but am thinking of switching to Andrew & Co. as my situation gets more complicated).