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Credit Karma Tax REVIEW

Tax Software

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What is Credit Karma Tax?

Credit Karma Tax is tax preparation software that simplifies filing and supports all major IRS forms and schedules.

The technology presents an online alternative to traditional manual personal tax preparation. A step-by-step wizard asks questions similar to how a human tax preparer does it, then users enter data.  Credit Karma Tax works in the background by taking the answers and inputting them onto the correct sections for forms and schedules. The service then transmits the relevant data to state return for proper filing.

The software is part of the Credit Karma platform, which provides free credit scores and reports on a weekly basis. The said system, which is required to access Credit Karma Tax, also monitors dubious activities and alerts users for potential problems.

Overview of Credit Karma Tax Benefits

Credit Karma Tax’s primary benefit is how is supports virtually all common forms and schedules for proper tax preparation and filing. Covered requirements include itemized deductions, capital gains and losses, and self-employment income.

The software boasts of a user interface that is clean and allows proper navigation. Tax preparation’s three fundamental parts are visibly displayed at a horizontal toolbar on the uppermost part of the screen so that users can easily choose Basic Info, Federal Taxes, and State Taxes. Having a straightforwand interface helps users work faster, so that more tasks can be completed.

Credit Karma Tax presents two options for navigating through the site so that users can practically customize the way they utilize the software. After users enter their basic information, they can choose the tax scope that applies to them out of the lists provided at the start of each section: such as Wages & Income, Deductions, and more.

Users can be sure that they do not skip important steps of tax preparation as Credit Karma Tax makes statements or posts questions directly every screen.

After a user has completed every topic that applies to them, Credit Karma Tax transfers applicable data to your state return if it’s supported. Provided answers are also double checked; if the software catches an error or omission, it offers to revert to the offending screens to fix them.

Overview of Credit Karma Tax Features

  • W-2 Wages and Tax Statement
  • W-4 Employee’s Withholding Allowance Certificate
  • W-2G Certain Gambling Winnings
  • 1095-A Health Insurance Marketplace Statement
  • 1095-B Health Coverage
  • 1095-C Employer-Provided Health Insurance Offer and Coverage
  • 1098 Mortgage Interest Statement
  • 1098-C Contributions of Motor Vehicles, Boats and Airplanes
  • 1098-E Student Loan Interest Statement
  • 1098-T Tuition Statement
  • 1099-DIV Dividends and Distributions
  • 1099-G Certain Government Payments
  • 1099-INT Interest Income
  • 1099-OID Original Issue Discount
  • 1099-R Distributions From Pensions, Annuities, Retirement, etc.
  • 1099-A Acquisition or Abandonment of Secured Property
  • 1099-B Proceeds from Broker Transactions
  • 1099-C Cancellation of Debt
  • 1099-K Payment Card and Third Party Network Transactions
  • 1099-MISC Miscellaneous Income
  • 1099-Q Payments From Qualified Education Programs
  • 1099-SA Distributions from an HSA, Archer MSA, or Medicare Advantage MSA
  • 1040U.S. Individual Income Tax Return
  • 1040A and 1040EZ
  • Schedule A Itemized Deductions (e.g., medical and mortgage expenses)
  • Schedule B Interest and Ordinary Dividends
  • Schedule C Profit or Loss from Business (Sole Proprietorship)
  • Schedule SE Self-Employment Tax
  • Schedule EIC Earned Income Credit
  • Schedule D Capital Gains and Losses
  • Schedule E Supplemental Income and Loss, including rental property
  • Schedule F Profit or Loss from Farming
  • Schedule K-1 (Partnership and S corps) Partner’s Share of Income, Deductions, Credits, etc.
  • Schedule R Credit for Elderly or Disabled
  • Schedule 8812 Child Tax Credit
  • SSA-1099 Social Security Benefit Statement
  • 982 Reduction of Tax Attributes Due to Discharge of Indebtedness
  • 1310 Statement of Person Claiming Refund Due a Deceased Taxpayer
  • 2106/EZ Employee Business Exp/EZ Employee Business Expenses Short Form
  • 2441 Child and Dependent Care Expenses
  • 3468 Investment Credit
  • 3800 General Business Credit
  • 3903 Moving Expenses
  • 4136 Credit for Federal Tax Paid on Fuels
  • 4137 Tax on Unreported Tip Income
  • 4562 Depreciation and Amortization
  • 4684 Casualties and Theft
  • 4797 Sales of Business Property
  • 4835 Farm Rental Income and Expenses
  • 4868 Application for Automatic Extension of Time to File
  • 4952/AMT AMT Investment Interest Expense Deduction/Investment Interest Expense Deduction
  • 4972 Tax on Lump-Sum Distributions
  • 5329 Additional Taxes on Qualified Plans (including IRAs)
  • 5405 First-Time Homebuyer Credit and Repayment of the Credit
  • 5695 Residential Energy Credits
  • 6198 At-Risk Limitations
  • 6251 Alternative Minimum Tax
  • 6252 Installment Sale Income
  • 6781 Gains/Losses from Section 1256 Contracts and Straddles
  • 8283 Non-cash Charitable Contributions
  • 8379 Injured Spouse Allocation
  • 8396 Mortgage Interest Credit
  • 8453 U.S. Individual Income Tax Transmittal for an IRS E-File Return
  • 8582/AMT/CR Passive Activity Loss Limitations/AMT/Credit Limitations
  • 8586 Low-Income Housing Credit
  • 8606 Nondeductible IRAs
  • 8801 Credit for Prior Year Minimum Tax
  • 8824 Like-Kind Exchange
  • 8829 Expenses for Business Use of Your Home
  • 8839 Qualified Adoption Expenses
  • 8853 Archer MSAs and Long-Term Care Insurance Contracts
  • 8859 Carryforward of D.C. First-Time Homebuyer Credit
  • 8862 Information to Claim Earned Income Credit After Disallowance
  • 8863 Education Credits
  • 8880 Credit for Qualified Retirement Savings Contributions
  • 8888 Direct Deposit of Refund
  • 8889 Health Savings Account
  • 8910 Alternative Motor Vehicle Credit
  • 8917 Tuition and Fees Deduction
  • 8919 Uncollected Social Security and Medicare Tax on Wages
  • 8936 Qualified Plug-in Electric Drive Motor Vehicle Credit
  • 8941 Credit for Small Employer Health Insurance Premiums
  • 8949 Sales and Other Dispositions of Capital Assets
  • 8959 Additional Medicare Tax
  • 8960 Net Investment Income Tax
  • 8962 Premium Tax Credit
  • 8965 Health Coverage Exemptions
  • 9465 Installment Agreement Request
  • 5884 Work Opportunity Credit
  • 6478 Biofuel Producer Credit
  • 8834 Qualified Electric Vehicle Credit

Credit Karma Tax Position In Our Categories

Position of Credit Karma Tax in our main categories:


Credit Karma Tax is one of the top 20 Tax Softwareproducts


Credit Karma Tax is one of the 20
Tax Software products

If you are considering Credit Karma Tax it might also be a good idea to examine other subcategories of Best Tax Software gathered in our base of SaaS software reviews.

Each company is different, and can require a special Tax Software solution that will be adjusted to their business size, type of clients and staff and even specific industry they support. We advise you don't count on finding an ideal app that is going to be suitable for every business regardless of their history is. It may be a good idea to read a few Credit Karma Tax reviews first and even then you should pay attention to what the solution is intended to do for your business and your workers. Do you need an easy and straightforward solution with just elementary features? Will you actually use the complex functionalities required by experts and big enterprises? Are there any specific features that are especially practical for the industry you operate in? If you ask yourself these questions it will be much easier to get a solid solution that will match your budget.

How Much Does Credit Karma Tax Cost?

Credit Karma Tax Pricing Plans:
Free trial
Credit Karma Tax

Credit Karma Tax can be used for free, and imposes no SMB or enterprise pricing fees to worry about.

User Satisfaction

We realize that when you make a decision to buy Tax Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Credit Karma Tax reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Credit Karma Tax. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
Language Support
  • English
Pricing Model
  • Free
Customer Types
  • Small Business
  • Cloud Hosted

What Support Does This Vendor Offer?


What are Credit Karma Tax pricing details?

Credit Karma Tax Pricing Plans:
Free trial
Credit Karma Tax

Credit Karma Tax can be used for free, and imposes no SMB or enterprise pricing fees to worry about.

What integrations are available for Credit Karma Tax?

No information available.

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