IRS Free File Is Not A Free-For-All

Looking for a way to reduce the cost of incomeTAX$IMPLE -- $28,000
taxpreparation this year? Then you came to the right-- -- $40,000
place --maybe!TaxEngine -- $9,200
The IRS has launched a new program this year -- it'sOnly one vendor allows you to qualify if your incomeis
calledabove a certain amount. is free if yourincome is
"Free File", and it enables you to prepare and e-filegreater than $50,000.
yourpersonal income tax return online for free.2. Age -- if you are above or below a certain age,you
But, alas, there is no free lunch and likewise thisqualify.
"free" program isn't really free for everyone. YouTaxBrain -- age 50 or older
haveto meet certain eligibility requirements to takeOnLineTaxes -- age 20 or younger
advantageof Free File, so read on!3. State of residence -- if you happen to live inone of
Simply put, Free File is a new government programthe following states, you qualify.
thatenables certain qualifying individuals to both-- Arizona, Georgia, Michiganor -- Illinois, N. Carolina, Ohio
prepareand e-file their income tax returns for free --or
online.Georgia
The IRS has entered into a partnership with 17And there's one more: lets all
privatetax software companies who each offer theirActive Duty Military personnel file for free.
services tothe public at no cost.Here's a few points to keep in mind.
But here's the catch: not everyone qualifies, andFirst, you still have to prepare the returnyourself, and
eachof the 17 software companies has differentyou have to do it online at the websiteof each
eligibilityrequirements.software company. So, the point here isobvious: Free
Generally speaking, lower income people qualify, asdoFile is a viable option fordo-it-yourself-ers only.
people of certain ages and those who live inIf you're not inclined to prepare your returnyourself,
certainstates.Free File is not for you.
(Gee, sounds confusing, doesn't it? Guess that's whyit'sSecond, you must use the vendors web-basedtax
a government program.)preparation software and you also must e-file
There are 3 main requirements. You only have tomeetrightfrom the vendor's website. Maybe you've been
one of these criteria to qualify:usingone particular software for awhile -- your
1. Income -- if your income is below thesoftwarecompany may not even be in this program,
followingamounts, you qualify. Take note: there areso you'llhave to learn a new program, which may not
severaldifferent qualifying amounts, depending onbe worththe extra time.
thesoftware vendor.Third, and most importantly -- all this hype about
TurboTax -- $27,000Free File is really a mute point if you don't qualify.
-- $28,000And most middle-class and upper-class folk
H&R Block -- $28,000don'tqualify.
TaxBrain -- $12,000If you make more than $50,000 and happen to like
CompleteTax -- $33,000TaxACT.com, you're in business. Or if you happen to
-- $28,000livein one of 7 states, you're also in luck.
-- $30,000Otherwise, this program is probably more for
-- $30,000yourchildren than for you.