Intuit says its promotional deals will likely expire in mid-March. But some freebies are unlikely to last through the filing deadline (April 18 this year, due to Washington D.C.’s observance of Emancipation Day on April 15).
Some freebies have deadlines: Tax season has just begun, since employers and institutions had until the end of January to provide us with the forms they share with the government (e.g. You must file a Schedule C for sole proprietorships, which is only available in a regular 1040. If you run your own business, you’re out of luck on any of these options. In other words, your tax situation must be relatively simple: Your adjusted gross income cannot exceed $100,000 you can’t itemize deductions (including mortgage interest) and you cannot receive income from most sources other than salaries, simple interest and/or dividends, unemployment insurance, pensions, and Social Security. On TurboTax’s Absolute Zero site, for example, you can get free federal and state software and e-filing-as long as you can file using a 1040EZ or 1040A form. As previously stated, going to a commercial site directly (as opposed to using a link on the IRS’s site) gets you to a different landing page, but for some filers this might not be a bad thing.
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If you don’t meet the criteria for free tax-prep software through the IRS FreeFile site, try visiting a few commercial sites. But you’re on your own for state returns. This is a useful option for people who don’t need tax advice (beyond the information in the IRS forms themselves) and just want help doing the math (the forms do the calculations). The IRS site also offers free electronic tax forms and e-filing for people whose AGI exceeds this year’s $62,000 income limit for using FreeFile services. The IRS’s FreeFile site lists options for free e-filing that you won’t find if you go to the individual tax-prep sites directly.
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