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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.

Time saved
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Running cost
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Use case overview

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.

Reported experience

  1. 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.

  2. 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.

  3. 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.

Example prompts

Try 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.
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