TaxBrain, TurboTax and TaxAct all offer free tax organizer software. This software allows a user to enter the related return information and then file the return as necessary. In addition, users can scroll back and forth between questions to complete all pertinent information.
TaxBrain contains a simple questionnaire in plain data-entry style worksheets. Users who are uncertain of the answers have access to instant live help from customer service representatives. Filling out all of the information in the organizer is free; however, there is a charge for filing a return through the website. Users can, however, simply use the website to take advantage of the organizer tools and preparation software, as stated on the TaxBrain website. Some of the common useful tools include the SmartOrganizer and the capital gains GainsKeeper, as listed by About Money.
TurboTax offers a different structure in that filing the federal return is free, whereas there is an additional fee to file the state return. The software organizer tools are all free to use as well. Additional items, such as earned income credit and Affordable Care Act calculations, are offered at no charge. Tax organizers are available for single taxpayers, filers with children, homeowners, stock investors and self-employed individuals, as listed on the TurboTax website.
Finally, TaxAct contains free tax organizer software with an option to file a federal return at no charge. Additional bundles are available that include audit support and state returns. Organizer tools include checklists, calculators, tax law changes, IRS resources and healthcare considerations, as listed on the official TaxAct website.