TurboTax-to-FreeTaxUSA switching ran at 3.1 times the reverse flow
Distinct paneled filers switching providers from the 2025 filing season to the 2026 filing season
Observed provider switchers
Source: YipitData U.S. e-receipt panel. The directional-flow cohort was present before the 2024 season and active through August 2026. Tax seasons cover January–April. Counts are panel observations, not market totals.
Chart data
| Series | Observed provider switchers |
|---|---|
| TurboTax to FreeTaxUSA | 2924 |
| FreeTaxUSA to TurboTax | 931 |
How did the directional gap change from the prior tax season?
From the 2024 to 2025 season, 2,375 observed filers moved from TurboTax to FreeTaxUSA and 1,911 moved the other way, a 1.2-to-1 ratio. One season later, the outflow rose to 2,924 while the reverse flow fell to 931, widening the net movement from 464 to 1,993 filers.
Half of observed TurboTax-to-FreeTaxUSA switchers stayed with FreeTaxUSA a year later
2026 destination of 1,701 paneled 2024 TurboTax filers who moved to FreeTaxUSA in 2025
Share of 2025 FreeTaxUSA switchers
Source: YipitData U.S. e-receipt panel. The three-season cohort was observed across the 2024–2026 filing seasons. Free filing without a captured receipt can appear in the unobserved remainder.
Chart data
| Series | Share of 2025 FreeTaxUSA switchers |
|---|---|
| Stayed with FreeTaxUSA | 49.6% |
| Returned to TurboTax | 9.8% |
What happened to the remaining switchers?
The remaining 40.6% had no captured TurboTax or FreeTaxUSA receipt in the 2026 filing season. That group can include free filing without a captured receipt, use of another filing method, or no filed return.
Assumptions & Methodologies
We analyzed our U.S. e-receipt panel across the January–April filing seasons of 2024, 2025, and 2026. TurboTax was isolated from Intuit receipts using product text; FreeTaxUSA used its merchant label. Directional flow required one provider in a season and the other provider in the next. Panelists were present before the first season and still active, so every sequence was observable. Free filings without captured receipts, IRS programs, and non-filing remain unobserved. Results are panel counts, not scaled market totals, and they do not establish that price caused switching.