2016-2017 Tax Season Software Deals, Key Tax Dates and IRS Tax Brackets Information


Don’t like ’em but got to pay Uncle Sam to stay clean and fund the land we live in. Still, pay as little as you have to with these top online e-file software packages.  Thanks to being a prominent personal finance and tax blogger I get a lot of deals from tax software vendors through out tax season. But I only need one for myself so I thought I would share some of the best offers from each provider, some of which are exclusive to this site. If you find any better deals, post it in the comments below.

Here is a quick summary of the products shown below with some guidance to help you choose the best one for you:

The tech-savvy will prefer TurboTax, tax return worriers will gravitate to H&R Block and the thrifty will opt for TaxACT or e-File.

TurboTax is the most headache-free option, with a very intuitive user interface. From the simplest to the most complex return, TurboTax probably has you covered.
H&R Block initially only a brick and mortar service, builds on this strength by offering the easiest access to tax advisers in your taxes get a bit complicated and you want to discuss with someone (rather than the guided interface)
TaxACT and e-File are bargains as they try and compete (on price) with TurboTax and H&R block. If your return is simple and you want the lowest filing costs, then these providers are the way to go

Tax SoftwareCoupons and DiscountsFree-Filing Options


H&R Block

Save 15% on H&R Block At Home Deluxe Edition

Online - H&R Block Online Free Edition

Tax Filing Deadline and Due Dates

2016 Federal IRS Tax Filing Key Dates and Deadlines

2016 Deadline
Tax Related Activity
January 1, 2016First day to file a 2015 tax return, though the IRS generally will not accept e-file and free file returns until the date below. Even paper based filings won't be processed till later in the month
January 19, 2016IRS E-file to go live, allowing submission of electronic tax returns for the vast majority of tax filers. Paper tax returns will begin processing from this date as well
January 31, 2016Date by which you should have received a W-2 from employers you worked for during the tax year. If not, contact their HR/Payroll department to resend tax documents
February 1, 2016Deadline for 1099 statements (factors in your AGI income) that report non-employee compensation, bank interest, dividends and distributions from a retirement plan. This date is also the deadline for self-employed individuals to file and pay in full their fourth-quarter estimated tax payment
February 16, 2016Financial institutions (e.g Vanguard, Fidelity) must mail out 1099-B, 1099-S and 1099-MISC forms by this date. See what these forms are and if you will need one for your return
April 18, 2016*Tax Day* Last day for filing federal income tax returns and extension requests. This is a few days later than the normal mid-April date since Washington, D.C., will celebrate Emancipation Day on the 15th
April 18, 2016Deadline for filing state income tax returns (for most states) and extension requests. Last day to make a contribution to a Traditional or Roth IRA, Health Savings Account (HSA), SEP-IRA or 401(k)
June 15, 2016U.S. citizens or resident aliens living abroad must file tax returns and pay any taxes due by this date (or file for a four-month extension)
June 30, 2016FACTA (Foreign Bank Account Report) forms due for taxpayers who have over $10,000 in total in foreign bank accounts in the prior year. No extensions aren’t allowed and forms must be filed electronically
October 15, 2016Filing extended 2015 federal and state income returns. Note: you still need to file for an extension request by April 18th
April 15, 2019Filing a 2015 tax amendment. You can file an amended or previous year return anytime, but you have a deadline of 3 years from the original due date to claim any tax refund.

Tax Table Links

IRS Refund Schedule

2016 Date Range when Filing Accepted by IRS (per WMR tool)Direct Deposit Refund Sent (Estimate)Paper Check Refund Mailed (Estimate)
Jan 19 to Jan 307-Feb10-Feb
Jan 30 to Feb 0612-Feb14-Feb
Feb 07 to Feb 1319-Feb21-Feb
Feb 14 to Feb 2026-Feb28-Feb
Feb 21 to Feb 275-Mar6-Mar
Feb 28 to Mar 0512-Mar14-Mar
Mar 06 to Mar 1219-Mar21-Mar
Mar 13 to Mar 1926-Mar28-Mar
Mar 20 to Mar 262-Apr3-Apr
Mar 27 to Apr 029-Apr11-Apr
Apr 03 to Apr 0916-Apr18-Apr
Apr 10 to Apr 1723-Apr25-Apr
Apr 18 to Apr 2330-Apr2-May
Apr 24 to Apr 306-May8-May
May 01 to May 0713-May15-May
May 08 to May 1420-May22-May
May 15 to May 2127-May29-May
May 22 to May 293-Jun5-Jun
May 30 to Jun 0510-Jun12-Jun
Jun 06 to Jun 1217-Jun19-Jun
Jun 13 to Jun 1924-Jun26-Jun
Jun 20 to Jun 261-Jul3-Jul
Jun 27 to Jul 038-Jul10-Jul
Jul 04 to Jul 1015-Jul17-Jul
Jul 11 to Jul 1722-Jul24-Jul
Jul 18 to Jul 2429-Jul31-Jul
Jul 25 to Jul 315-Aug7-Aug
Aug 01 to Aug 0712-Aug14-Aug
Aug 08 to Aug 1419-Aug21-Aug
Aug 15 to Aug 2126-Aug28-Aug
Aug 22 to Aug 282-Sep4-Sep
Aug 29 to Sep 049-Sep11-Sep
Sep 05 to Sep 1116-Sep18-Sep
Sep 12 to Sep 1823-Sep25-Sep
Sep 19 to Sep 2530-Sep2-Oct
Sep 26 to Oct 027-Oct9-Oct
Oct 03 to Oct 0914-Oct16-Oct
Oct 10 to Oct 1621-Oct23-Oct

Tax Refund and Return Customer Service Numbers

Some useful IRS Phone Numbers to Get More Information on Your Return and/or Refund
Talk To a Live Person
(800) 829-0582 Ext. 652

Tax Help Line
(800) 829-1040
for human? press 1 for English, then 0, 0 again

Refund Hotline
(800) 829-1954

(800) 829-4477
Taxpayer Advocate Service Hotline

Turbo Tax Customer Service Line
(877) 908-7228

H&R Block Customer Service Line
(800) 472-5625

Full disclosure : while I may get a small commission when you sign-up for the above links, which helps me keep this site running, I did not get paid to put the above providers not the list. I actually believe they are the best providers our there and the deals to be genuine. For more see my terms of use policy.

Also, here are some tax related articles that may save you a few bucks:

See more in the Taxes and Retirement Planning category

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18 Comments on "2016-2017 Tax Season Software Deals, Key Tax Dates and IRS Tax Brackets Information"


I hear that if you can order a transcript you will get your refund within 72 hours? I was able to order mine over the phone. Is this a good sign?

also waiting

I ordered my transcript (refund transcript) on Saturday (02/20/16) – two weeks after filing (02/06/16). I had no problem ordering them; however, I didn’t get my tax refund yet. On the 27th it will be 21 days. I helped a friend file his taxes on the same day (02/06/16) and he got his refund last week. I always hate waiting, but it’s not looking like the “72 hour” rule really applies.

lissa namch

Also Waiting, Have you gotten anything yet?

Louise Ossai

I filled over two weeks ago and I still haven’t seen any change on the Wheres my IRS tax refund. Why is it taking so much longer for my taxes to be processed? I only had 1 income and 1 dependent.

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Darlene Law

I lost my copy, of my taxes so that I can find out if it was mailed out yet or not. But I would need the amount to find it out. Cause I need to pay my rent for this mouth, I hop that you can help me cause I don’t need to be livining in the street. Thank you!

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James Baker

I bought my home in june 2010 I think as a vet its wrong I cant get a first time home owners tax credit served 8 yrs still missed it by 45 days there should be a wavier for people like me