Prepare federal and state tax returns from a folder
A Redditor pointed Claude at their tax folder and asked it to do their taxes; they say returns for 2024 and 2025 came back in 15 minutes and matched TurboTax, but needed mailing.
Done with a custom-built or unnamed agent
- What they did
- The Redditor sqlgenius pointed Claude at the tax folder on their computer and typed a short "do my taxes" request. Claude read the tax forms, asked a few follow-up questions, and carried over the Redditor's prior trading losses. To check it, the Redditor ran the same information through TurboTax.
- How it went
- The Redditor says Claude produced federal and state returns for 2024 and 2025 in 15 minutes, and that TurboTax gave the same results. This is a self-reported Reddit claim. Experts quoted say it fits simple returns better than complex ones.
- Worth knowing
- Claude can't e-file, so the returns must be mailed. The taxpayer is liable for any errors, and AI may use stale tax rules.
Try it yourself with Claude Code
Look through the folder [path to your tax folder] containing my [tax year] tax documents. Work out my federal and [state] returns, list every figure you pulled and which file it came from, and flag anything missing or ambiguous. Finish with a draft summary I can check against my tax software; do not file or send anything, and ask me before changing any files.
1 more account of this
Source: inc.com · Undated
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