Prepare federal and state tax returns from a folder
As described in the source, 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. The Redditor says Claude produced federal and state returns for 2024 and 2025 in 15 minutes, and that TurboTax gave the same results.
- Agent or tool
- Claude
- Topic
- Finance
- Reported on
- Added
- 2026-10-15
Why it matters
Money tasks are tedious but high-stakes, which is exactly where a careful agent helps: it does the checking and paperwork while a person keeps the final say. It is one of 65 sightings filed under Finance on Agent Sightings (number 32 by interest), and one of 91 involving Claude.
How you could try it
Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Claude or any similar agent and adjust the details to your situation.
Finance task: prepare federal and state tax returns from a folder. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.
Tip: Keep the agent in 'propose, don't pay' mode: let it gather numbers and draft messages, and approve any payment or account change yourself.
Source
Read the original first-hand account on Reddit: https://www.reddit.com/r/ClaudeAI/comments/1x27x05/claude_absolutely_eliminated…. Our summary is a paraphrase; details are in the source.