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Personal Finance (Not Investing) • TurboTax vs FreeTaxUSA

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How well does FreeTax 1) import composite 1099 brokerage statement, 2) treat AMD in Treasury obligations, and 3) fill out 8606 form for backdoor Roth?

In my limited experience, not all software can do 1) and 2) well (cough, H&R). But this was a breeze in TurboTax.
FreeTaxUSA currently does not permit 1099DIV uploads. I have heard they are beta testing that process.
They have upload this year.

Statistics: Posted by tetractys — Wed Jan 07, 2026 8:54 am — Replies 25 — Views 1467



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