So, GPT Sol outputted tax return PDFs that you were able to submit to the IRS? (I'd imagine that you couldn't directly e-file like you could from TurboTax.)
Correct, it first did it in a spreadsheet, then filled out 59 pages of returns and supplement forms and I printed and posted it. It also filed my FBAR.
I don't know that I'd trust it with an FBAR given it's an interactive PDF myself, but good to hear that it was able to do it - maybe I'll get fed up doing the FBAR manually one year and trust an agent to do so.
They changed the FBAR page recently, no longer an interactive PDF.
Ah looks like there's both the PDF and online option; I filed with the PDF version because you can save your history but I guess if Claude can navigate and fill in the online option then I have less quibble about being able to keep progress. Thanks!
Amazing story!! Honestly, thanks for sharing so completely.