Question about JAWS and Taxes


Walker, Michael E
 

Hi,

 

What have you found to be the most accessible program for filing income taxes with JAWS?

 

Thank you,

Mike


Dave...
 

VTaxacts

Dave Carlson
Sent from my iPhone

On Feb 2, 2016, at 09:45, Walker, Michael E <michael.e.walker3@...> wrote:

Hi,

 

What have you found to be the most accessible program for filing income taxes with JAWS?

 

Thank you,

Mike


Page, Aaron
 

I have been able to complete and file my personal income taxes using the browser-based version of TurboTax for several years now. Some years I have found it to be less accessible than others, but this year I didn’t encounter any problems using JAWS/Firefox.

 

https://turbotax.intuit.com/

 

Regards,

Aaron M. Page, B.S.

EIT Accessibility Specialist

Accessible Technology Services, University of Montana

Phone: (406) 243-2082

E-mail: aaron.page@...

 

 

From: Walker, Michael E [mailto:michael.e.walker3@...]
Sent: Tuesday, February 2, 2016 10:45 AM
To: jfw@groups.io
Subject: Question about JAWS and Taxes

 

Hi,

 

What have you found to be the most accessible program for filing income taxes with JAWS?

 

Thank you,

Mike


Dennis Clark <dennis@...>
 

Hello Aaron,
When doing your own taxes, how do you handle printed forms sent to you for taxes. Each year we receive a number of 1099 forms, and as I recall, Turbo tax will ask for example, "enter the dollar amounts from lines 10, 14 and 20. I've been puzzled what I could do to use TurboTax without a reader, because I don't know in advance which of the many dollar amounts on such forms will be requested. Your advice and experience would be very appreciated.
All the best,
Dennis
 

----- Original Message -----
Sent: Tuesday, February 02, 2016 10:26 AM
Subject: Re: Question about JAWS and Taxes

I have been able to complete and file my personal income taxes using the browser-based version of TurboTax for several years now. Some years I have found it to be less accessible than others, but this year I didn’t encounter any problems using JAWS/Firefox.

 

https://turbotax.intuit.com/

 

Regards,

Aaron M. Page, B.S.

EIT Accessibility Specialist

Accessible Technology Services, University of Montana

Phone: (406) 243-2082

E-mail: aaron.page@...

 

 

From: Walker, Michael E [mailto:michael.e.walker3@...]
Sent: Tuesday, February 2, 2016 10:45 AM
To: jfw@groups.io
Subject: Question about JAWS and Taxes

 

Hi,

 

What have you found to be the most accessible program for filing income taxes with JAWS?

 

Thank you,

Mike


Lauren Snyder
 

Can you do federal, state and city on this program? Also, does it allow you to do itemized? I thought of doing it myself this year as the volunteer organization I went to last year messed me up and I am having to communicate with the IRS a lot.

 

 

Sincerely,

 

Lauren

 

From: Dave Carlson [mailto:dgcarlson@...]
Sent: Tuesday, February 2, 2016 12:56 PM
To: jfw@groups.io
Subject: Re: Question about JAWS and Taxes

 

VTaxacts

Dave Carlson

Sent from my iPhone


On Feb 2, 2016, at 09:45, Walker, Michael E <michael.e.walker3@...> wrote:

Hi,

 

What have you found to be the most accessible program for filing income taxes with JAWS?

 

Thank you,

Mike


Walker, Michael E
 

Hi Aaron, Thank you for sharing. I did not think about using Firefox. I will try that. Mike


Dave...
 

Only way I know is an OCR program. 

Dave Carlson
Sent from my iPhone

On Feb 2, 2016, at 11:09, Dennis Clark <dennis@...> wrote:

Hello Aaron,
When doing your own taxes, how do you handle printed forms sent to you for taxes. Each year we receive a number of 1099 forms, and as I recall, Turbo tax will ask for example, "enter the dollar amounts from lines 10, 14 and 20. I've been puzzled what I could do to use TurboTax without a reader, because I don't know in advance which of the many dollar amounts on such forms will be requested. Your advice and experience would be very appreciated.
All the best,
Dennis
 
----- Original Message -----
Sent: Tuesday, February 02, 2016 10:26 AM
Subject: Re: Question about JAWS and Taxes

I have been able to complete and file my personal income taxes using the browser-based version of TurboTax for several years now. Some years I have found it to be less accessible than others, but this year I didn’t encounter any problems using JAWS/Firefox.

 

https://turbotax.intuit.com/

 

Regards,

Aaron M. Page, B.S.

EIT Accessibility Specialist

Accessible Technology Services, University of Montana

Phone: (406) 243-2082

E-mail: aaron.page@...

 

 

From: Walker, Michael E [mailto:michael.e.walker3@...]
Sent: Tuesday, February 2, 2016 10:45 AM
To: jfw@groups.io
Subject: Question about JAWS and Taxes

 

Hi,

 

What have you found to be the most accessible program for filing income taxes with JAWS?

 

Thank you,

Mike


Dennis Clark <dennis@...>
 


Hi Dave,
Me too. However, neither Abby Finereader nor Kurzweil does well enough preserving the formatting with sufficient accuracy that I would trust that I am obtaining from a 1099 a dollar amount from the correct line specified by Turbo Tax. This is why I was curious to know how Aaron or anyone else who is blind is able to do their own taxes. For this reason, I always use a reader with Turbo Tax, but it would be great to be able to do ones own taxes without having to share rather personal information with a third party.
Best,
Dennis

 
----- Original Message -----
Sent: Tuesday, February 02, 2016 1:54 PM
Subject: Re: Question about JAWS and Taxes

Only way I know is an OCR program. 

Dave Carlson
Sent from my iPhone

On Feb 2, 2016, at 11:09, Dennis Clark <dennis@...> wrote:

Hello Aaron,
When doing your own taxes, how do you handle printed forms sent to you for taxes. Each year we receive a number of 1099 forms, and as I recall, Turbo tax will ask for example, "enter the dollar amounts from lines 10, 14 and 20. I've been puzzled what I could do to use TurboTax without a reader, because I don't know in advance which of the many dollar amounts on such forms will be requested. Your advice and experience would be very appreciated.
All the best,
Dennis
 
----- Original Message -----
Sent: Tuesday, February 02, 2016 10:26 AM
Subject: Re: Question about JAWS and Taxes

I have been able to complete and file my personal income taxes using the browser-based version of TurboTax for several years now. Some years I have found it to be less accessible than others, but this year I didn’t encounter any problems using JAWS/Firefox.

https://turbotax.intuit.com/

Regards,

Aaron M. Page, B.S.

EIT Accessibility Specialist

Accessible Technology Services, University of Montana

Phone: (406) 243-2082

E-mail: aaron.page@...

From: Walker, Michael E [mailto:michael.e.walker3@...]
Sent: Tuesday, February 2, 2016 10:45 AM
To: jfw@groups.io
Subject: Question about JAWS and Taxes

Hi,

What have you found to be the most accessible program for filing income taxes with JAWS?

Thank you,

Mike


Page, Aaron
 

Hi Dennis,

 

All of the tax forms I receive have been provided to me electronically and in a format that I could read with JAWS. I didn’t have to use OCR software on them.

 

I agree that using OCR software would not be advisable with sensitive information such as tax documents, where accuracy is essential. Can you request electronic copies of your tax forms?

 

Regards,

Aaron M. Page, B.S.

EIT Accessibility Specialist

Accessible Technology Services, University of Montana

Phone: (406) 243-2082

E-mail: aaron.page@...

 

 

From: Dennis Clark [mailto:dennis@...]
Sent: Tuesday, February 2, 2016 12:09 PM
To: jfw@groups.io
Subject: Re: Question about JAWS and Taxes

 

Hello Aaron,

When doing your own taxes, how do you handle printed forms sent to you for taxes. Each year we receive a number of 1099 forms, and as I recall, Turbo tax will ask for example, "enter the dollar amounts from lines 10, 14 and 20. I've been puzzled what I could do to use TurboTax without a reader, because I don't know in advance which of the many dollar amounts on such forms will be requested. Your advice and experience would be very appreciated.

All the best,

Dennis

 

----- Original Message -----

From: Page, Aaron

Sent: Tuesday, February 02, 2016 10:26 AM

Subject: Re: Question about JAWS and Taxes

 

I have been able to complete and file my personal income taxes using the browser-based version of TurboTax for several years now. Some years I have found it to be less accessible than others, but this year I didn’t encounter any problems using JAWS/Firefox.

 

https://turbotax.intuit.com/

 

Regards,

Aaron M. Page, B.S.

EIT Accessibility Specialist

Accessible Technology Services, University of Montana

Phone: (406) 243-2082

E-mail: aaron.page@...

 

 

From: Walker, Michael E [mailto:michael.e.walker3@...]
Sent: Tuesday, February 2, 2016 10:45 AM
To: jfw@groups.io
Subject: Question about JAWS and Taxes

 

Hi,

 

What have you found to be the most accessible program for filing income taxes with JAWS?

 

Thank you,

Mike


Dave...
 

Dennis,
I always scan each document two or three time, rotating them. I also make sure to scam them with and without column him recognition. Then I compare the results, allowing the majority rule

Dave Carlson
Sent from my iPhone

On Feb 2, 2016, at 14:52, Dennis Clark <dennis@...> wrote:

Hi Dave,
Me too. However, neither Abby Finereader nor Kurzweil does well enough preserving the formatting with sufficient accuracy that I would trust that I am obtaining from a 1099 a dollar amount from the correct line specified by Turbo Tax. This is why I was curious to know how Aaron or anyone else who is blind is able to do their own taxes. For this reason, I always use a reader with Turbo Tax, but it would be great to be able to do ones own taxes without having to share rather personal information with a third party.
Best,
Dennis
 
----- Original Message -----
Sent: Tuesday, February 02, 2016 1:54 PM
Subject: Re: Question about JAWS and Taxes

Only way I know is an OCR program. 

Dave Carlson
Sent from my iPhone

On Feb 2, 2016, at 11:09, Dennis Clark <dennis@...> wrote:

Hello Aaron,
When doing your own taxes, how do you handle printed forms sent to you for taxes. Each year we receive a number of 1099 forms, and as I recall, Turbo tax will ask for example, "enter the dollar amounts from lines 10, 14 and 20. I've been puzzled what I could do to use TurboTax without a reader, because I don't know in advance which of the many dollar amounts on such forms will be requested. Your advice and experience would be very appreciated.
All the best,
Dennis
 
----- Original Message -----
Sent: Tuesday, February 02, 2016 10:26 AM
Subject: Re: Question about JAWS and Taxes

I have been able to complete and file my personal income taxes using the browser-based version of TurboTax for several years now. Some years I have found it to be less accessible than others, but this year I didn’t encounter any problems using JAWS/Firefox.

https://turbotax.intuit.com/

Regards,

Aaron M. Page, B.S.

EIT Accessibility Specialist

Accessible Technology Services, University of Montana

Phone: (406) 243-2082

E-mail: aaron.page@...

From: Walker, Michael E [mailto:michael.e.walker3@...]
Sent: Tuesday, February 2, 2016 10:45 AM
To: jfw@groups.io
Subject: Question about JAWS and Taxes

Hi,

What have you found to be the most accessible program for filing income taxes with JAWS?

Thank you,

Mike


Brad Martin
 

I'm going to try to answer this question, but I'm having a lot of trouble with this Email address of mine.

I use MyFreeTaxes.com which is completely free if your income is below $62,000. It will launch you into H&R Block, but by starting at MyFreeTaxes.com you get the free service if you meet the income limit. Very very accessible and easy to use. And it handles more than just basic returns. It can do almost anything except foreign income and I think city/local taxes. It lets you do federal and up to three states free.

Brad

On 2/2/2016 11:45 AM, Walker, Michael E wrote:

Hi,

 

What have you found to be the most accessible program for filing income taxes with JAWS?

 

Thank you,

Mike



Brad Martin
 

My mail seems to be working again. Hurray. To the other questions posed on this list:

Lauren, I just called the MyFreeTaxes helpline for you. They do not support city taxes. State and federal yes, but not city. I'm sorry the volunteer site didn't work out for you. If you were here, I'd do them for you. I'm a fifth year operator of three volunteer sites, and while mistakes can happen, I'm proud to say they're extremely rare at our sites.

I get someone to read the documents. It would be too easy for the software to OCR it in a way that it puts the wrong number on the wrong line or interprets a 7 as a 1. I always get someone to read the information to me, even when I'm doing someone else's returns.

Hope this helps,
Brad

On 2/2/2016 6:37 PM, Brad Martin wrote:
I'm going to try to answer this question, but I'm having a lot of trouble with this Email address of mine.

I use MyFreeTaxes.com which is completely free if your income is below $62,000. It will launch you into H&R Block, but by starting at MyFreeTaxes.com you get the free service if you meet the income limit. Very very accessible and easy to use. And it handles more than just basic returns. It can do almost anything except foreign income and I think city/local taxes. It lets you do federal and up to three states free.

Brad

On 2/2/2016 11:45 AM, Walker, Michael E wrote:

Hi,

 

What have you found to be the most accessible program for filing income taxes with JAWS?

 

Thank you,

Mike




Lauren Snyder
 

Hi Brad:

 

Thank you for the info. I will try it. I am not sure if I have to file taxes in the city and will have to research that.

 

 

Sincerely,

 

Lauren

 

From: Brad Martin [mailto:brad@...]
Sent: Tuesday, February 2, 2016 7:50 PM
To: jfw@groups.io
Subject: Re: Question about JAWS and Taxes

 

My mail seems to be working again. Hurray. To the other questions posed on this list:

Lauren, I just called the MyFreeTaxes helpline for you. They do not support city taxes. State and federal yes, but not city. I'm sorry the volunteer site didn't work out for you. If you were here, I'd do them for you. I'm a fifth year operator of three volunteer sites, and while mistakes can happen, I'm proud to say they're extremely rare at our sites.

I get someone to read the documents. It would be too easy for the software to OCR it in a way that it puts the wrong number on the wrong line or interprets a 7 as a 1. I always get someone to read the information to me, even when I'm doing someone else's returns.

Hope this helps,
Brad

On 2/2/2016 6:37 PM, Brad Martin wrote:

I'm going to try to answer this question, but I'm having a lot of trouble with this Email address of mine.

I use MyFreeTaxes.com which is completely free if your income is below $62,000. It will launch you into H&R Block, but by starting at MyFreeTaxes.com you get the free service if you meet the income limit. Very very accessible and easy to use. And it handles more than just basic returns. It can do almost anything except foreign income and I think city/local taxes. It lets you do federal and up to three states free.

Brad

On 2/2/2016 11:45 AM, Walker, Michael E wrote:

Hi,

 

What have you found to be the most accessible program for filing income taxes with JAWS?

 

Thank you,

Mike

 

 


Walker, Michael E
 

I definitely would not use OCR software on something sensitive like taxes. If the OCR software produced inaccurate results, when I thought they were accurate, then there is the possibility that the IRS would require me to send in a revision. So, what I would do is what Aaron said: request as many forms as I could electronically, and have a family member read the rest to me. My family member would be my "reader". I would trust a family member over a third party reader. Mike


Gudrun Brunot
 

That sounds really interesting. Question: If we've been using TurboTax until
now, is there a way to import that info into myfreetaxes?



Gudrun

-----Original Message-----
From: Brad Martin [mailto:brad@formyfriends.org]
Sent: Tuesday, February 02, 2016 4:38 PM
To: jfw@groups.io
Subject: Re: Question about JAWS and Taxes

I'm going to try to answer this question, but I'm having a lot of trouble
with this Email address of mine.

I use MyFreeTaxes.com which is completely free if your income is below
$62,000. It will launch you into H&R Block, but by starting at
MyFreeTaxes.com you get the free service if you meet the income limit. Very
very accessible and easy to use. And it handles more than just basic
returns. It can do almost anything except foreign income and I think
city/local taxes. It lets you do federal and up to three states free.

Brad


On 2/2/2016 11:45 AM, Walker, Michael E wrote:


Hi,



What have you found to be the most accessible program for filing
income taxes with JAWS?



Thank you,

Mike


--
Brad Martin
brad@formyfriends.org
My Facebook page where I post online shopping coupons and deals:
facebook.com/ucoupons <http://www.facebook.com/ucoupons>
My SmarterBucks signup link <http://bit.ly/1w5FCPu>