TurboTax Freemium Funnel: Critical Analysis and UX Teardown • Hacker News Board

Re: TurboTax Freemium Funnel: Critical Analysis and UX Teardown

#91

Post by astura » Sun, Apr 15, 2018, 9:18 PM UTC

Retric wrote: post #76

astura wrote: post #70

Earlier quoted context omitted.

I (and probably the vast majority of people) don't have to do any calculations to know I'll have less than $24,000 in deductions because $24,000 is ridiculously high amount.

You can deduct state taxes which adds up. Really 24,000$ is easier to hit than you might think.

No it's really not, over 90% of Americans will claim the standard deduction this year: https://www.forbes.com/sites/ryanellis/2017/11/22/nine-in-te...

My deductions were usually only around ~$17,000 with pretty decent charitable contributions, I don't even have to think about if I'm going to itemized this year. I suspect I'm a pretty "average" itemizer.

Re: TurboTax Freemium Funnel: Critical Analysis and UX Teardown

#92

Post by ebikelaw » Mon, Apr 16, 2018, 2:43 AM UTC

emodendroket wrote: post #57

ebikelaw wrote: post #33

Earlier quoted context omitted.

How are you meant to reckon your AGI without in essence “doing your taxes”?

I'd guess by taking your salary and determining if it was around $66k or less.

AGI is net of deductions though, hence the "adjusted". AGI is literally the bottom line on form 1040. You can't just figure it in your head.

Re: TurboTax Freemium Funnel: Critical Analysis and UX Teardown

#93

Post by emodendroket » Mon, Apr 16, 2018, 7:19 PM UTC

ebikelaw wrote: post #92

emodendroket wrote: post #57

Earlier quoted context omitted.

I'd guess by taking your salary and determining if it was around $66k or less.

AGI is net of deductions though, hence the "adjusted". AGI is literally the bottom line on form 1040. You can't just figure it in your head.

The US median income is well under $66k, making this is a moot point for more than half of filers. If you're on the cusp and trying to guess take the standard deduction.