Credit Karma Tax: $0 2017 Tax Prep/Filing (No Income Limits)



  • (You need a Credit Karma account.)

    The home page lists these new features:

    Ready, Set, Check
    Before you file, we’ll check and re-check your answers and let you know if anything is missing.

    Tax Dashboard
    We’ll track your credits, deductions and refund in one handy checklist that shows what’s left to do.

    Click and Fill
    Take a pic of your W-2, we’ll use it to fill in your return — just tap or click to confirm the info.

    24/7 Live chat
    Our tax product specialists are available online around the clock to help with your tax questions at no charge.

    Easy switch
    If you used H&R Block®, TurboTax® or TaxAct® last year, import the info to auto-fill your return.

    Real-time tips
    We share tips and suggestions as you go to help make the process as easy as possible.



  • thank you…
    why they are offering free tax returns?


  • administrators

    @coolmind said in Credit Karma Tax: $0 2017 Tax Prep/Filing (No Income Limits):

    thank you…
    why they are offering free tax returns?

    Probably same bs as turbotax and the other guys… they let you do federal, but you gotta pay for state or something…



  • I tried Credit Karma last year, it (I can’t remember which one) a) couldn’t handle college scholarships or b) let me input mutual fund dividends.
    The past several years, I have done our taxes multiple times with the various tax programs (H&R Block, TurboTax, TaxSlayer, TaxAct, etc.). If you have a mortgage, mutual funds (dividends), or college scholarships then you are best off with H&R Block or TurboTax - and then just keep an eye out each year for deals on which one you like better.

    I used to like TurboTax, but I have found that H&R Block’s interview questions are more thorough. With my sons college scholarships H&R Block helps me figure them correctly while with TurboTax I have to go back in every time and try go directly to the form and fill in the correct numbers manually.

    (Yes, I do our taxes at least twice every year with a different program to double-check myself)



  • I never used it but from last year’s discussion it was really limited.


  • Global Moderator

    @zennuts said in Credit Karma Tax: $0 2017 Tax Prep/Filing (No Income Limits):

    I never used it but from last year’s discussion it was really limited.

    That was my recollection as well. However, if you don’t need any of the excluded forms (e.g., you live in a state that’s different from the state you earn your income in), you may as well complete your taxes on another site (s) that let you view the completed return without filing and compare it to Credit Karma. If Credit Karma is accurate then it’s a no brainer to submit your return through them for free.

    FWIW, here’s the FW thread: https://web.archive.org/web/20171009055925/https://www.fatwallet.com/forums/finance/1544785



  • I didn’t see if efiles for both fed and state were included.


  • Global Moderator

    @miserly said in Credit Karma Tax: $0 2017 Tax Prep/Filing (No Income Limits):

    I didn’t see if efiles for both fed and state were included.

    I’ve never used this service, but their header implies that it is:

    “We never charge you to file your federal and state taxes, from start to finish. This is as free as free gets!”

    ETA: all of the user discussions I’ve seen in the past 12-14 months also indicate free e-filing for both.



  • From their site:
    What makes us free

    Our mission is to make financial success possible for all our members. As we get to know you, we show personalized recommendations for building your credit or saving — including offers from our partners.


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