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Tax apps for iOS review: File your taxes on your iPad or iPhone

Jeffery Battersby | March 18, 2014
Don't have a Mac you can use to file your personal taxes? No problem. If you own an iOS device, it may be all you need to settle up with the taxman. Both H&R Block and Intuit offer apps for the iPad, iPhone or iPod touch that, depending on your needs, will do the job and do it well.

Taxes on your iPhone or iPod touch

Tax apps for your smaller handheld devices are geared toward users who are likely to only file the 1040EZ.

Both the H&R Block 1040EZ and TurboTax's SnapTax app make quick work of your basic tax filings and they do so in almost exactly the same fashion. After some initial setup you take a picture of your W-2 forms or enter your W-2 data manually, answer a few questions about who you are, what your marital status is, whether you have dependents, and can be claimed on someone else's tax return.

Taking a photo of your W-2 works differently for the two apps and I found that SnapTax worked slightly better than  the H&R Block app. This is mainly because SnapTax gives you control over when the image is snapped, while the H&R Block snaps the image as soon as it thinks it detects the edges of the documents. The end result was that SnapTax pulled data from a single shot while the H&R Block app took two or three shots before it captured an image it was able to pull data from.

Once you've finished entering all your information — a process that takes about 10 to 15 minutes no matter which app you're using — you can file your taxes. Both apps offer free federal filing but charge for filing your state taxes if you're in a state that requires you to file. At the time of this review Intuit charged $15 for filing state taxes and H&R Block charged $10. As April 15th approaches, as has been the case for the last couple of years, these filing fees may rise.

Another important note: Many people who file their taxes using the 1040EZ form are high school and college students who have small paychecks. They don't pay federal taxes and have tiny state refunds — the fee to file state taxes may exceed the actual refund you'll going to receive. For these filers, filling out and sending paper 1040EZ forms may be the better choice.

Bottom line

When it comes to filing taxes on your iPad, TurboTax is king. By offering the same features and functionality as the desktop application, it's guaranteed to help you get your taxes filed on time and without hassle. For EZ filers who file state tax forms, H&R Block 1040 EZ offers a slight advantage as it charges less to file those forms than SnapTax does. Otherwise, either of these two apps will be enough to meet your basic tax filing needs.

 

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