OLTPro vs TurboTax

OLTPro is tax preparation software for preparing and electronically filing individual and business returns. Listed individual forms include 1040, 1040NR, 1040X, and 1040SS; business support includes forms such as 1041, 1065, 1120, and 1120S, among others. Import tools cover W-2 and 1099 data, and K-1 information can be imported from business returns into individual returns. Client workflow features include a taxpayer portal, mobile apps, a document manager, organizer, client manager, e-file manager, e-signatures, and reports. The company lists federal and state e-filing, prior-year import, and bank-product integration. It describes e-filing as included with its packages. Packages include a 25-return option for $499, paid once, Web Unlimited for $849, paid once, and Desktop for $999, paid once. A free evaluation is available without a credit card, with no duration specified. The product page lists free US-based support. OLTPro is available for Android, iOS, web, and Windows.

TurboTax is tax preparation software available online, on mobile, and as desktop software. It supports returns involving self-employment, investment income, and rental income, with state filing available as a paid add-on. Users can import, upload, or photograph documents, including information from participating employers and financial institutions; the maker says auto-imports are available from more than one million such organizations. Customers can receive unlimited expert advice or have an expert prepare a return from start to finish. Free filing is limited to simple Form 1040 returns, and the listed estimate is that about 37% of taxpayers qualify. The free tier excludes itemized deductions, business income, stock sales, rental income, and other schedules. Deluxe searches more than 350 deductions and credits, while Premium lists more than 450. Do It Yourself Deluxe is listed at $79, paid once for federal filing, with state additional. TurboTax says its accuracy guarantee covers IRS or state penalties and interest caused by a calculation error, subject to terms.