Reminder: Free TurboTax from Vanguard

[Midpack]

I just downloaded TurboTax Deluxe Desktop for free, lists for $59.95. Download includes free Fed e-File and free state download.

I've done this for the past several years, love it.

Just a reminder, if you have holdings with Vanguard you're probably eligible. I wouldn't pass up this bennie, YMMV.

 

[easysurfer]

Thanks for the reminder. Already downloaded the freebie.

Got that done. Now it's watching football time (I wait until after the superbowl before I do my taxes).

 

[Alan]

Thanks for the reminder

 

[braumeister]

Well, it's free if you're in Flagship Services.
For us small fry, it's discounted to $44.96, which is still a good deal.

 

[powerplay]

Well, it's free if you're in Flagship Services.
For us small fry, it's discounted to $44.96, which is still a good deal.

Well I guess I don't need to worry about digging out my password and logging in then cause the $44.95 doesn't sound that great. Guess I will just stay with Tax-Act for under $20 for filing both fed and state.

 

[W2R]

Well, it's free if you're in Flagship Services.
For us small fry, it's discounted to $44.96, which is still a good deal.

I *knew* there was a reason why I hadn't obtained a free copy! Oh well. I seem to have been doing reasonably well with TT Basic which is cheaper.

 

[LOL!]

Thanks. A quick check shows I will not owe a penalty for withholding lots less than I have to pay. So I will think about this again when I file for my automatic extension in April.

 

[Retire Soon]

Thanks for the information, Midpack. I just downloaded my copy.

 

[Texas Proud]

Only free if you are Flagship.... not quite there yet...

You pay a reduced amount otherwise...

 

[DeborahB]

Costco has a coupon this month until Jan. 30 - the Deluxe Turbotax is $49.79 - $10.00 coupon ... ends up at $39.79. Sweet deal for those of us who don't have Vanguard accounts.

 

[easysurfer]

So, I installed my freebie version of Turbotax Deluxe and did the updates and started the filling out process. (Still have one more 1099 form I'm waiting on). Since I sold some mutual funds (Vanguard) this year, during the TT interview, I get a recommendation to upgrade to Turbotax Premier for $30.

My question is, for any users of Premier, is it worth the extra $30 instead of free with Deluxe? I have done my taxes before with Deluxe for a year I sold some funds in the past..and the process wasn't that bad.

Just wondering..is going to Premier worth it?

Thx.

 

[Texas Proud]

So, I installed my freebie version of Turbotax Deluxe and did the updates and started the filling out process. (Still have one more 1099 form I'm waiting on). Since I sold some mutual funds (Vanguard) this year, during the TT interview, I get a recommendation to upgrade to Turbotax Premier for $30.

My question is, for any users of Premier, is it worth the extra $30 instead of free with Deluxe? I have done my taxes before with Deluxe for a year I sold some funds in the past..and the process wasn't that bad.

Just wondering..is going to Premier worth it?

Thx.

I use the H&R Block program... so it might not be similar.... but I had always used the cheapest program that had the calculations I needed... the only thing that paying more does for you is ask you more questions... the calculations are the same.... so unless you have a strange tax issue, I would not go to premium...

 

[Midpack]

So, I installed my freebie version of Turbotax Deluxe and did the updates and started the filling out process. (Still have one more 1099 form I'm waiting on). Since I sold some mutual funds (Vanguard) this year, during the TT interview, I get a recommendation to upgrade to Turbotax Premier for $30.

My question is, for any users of Premier, is it worth the extra $30 instead of free with Deluxe? I have done my taxes before with Deluxe for a year I sold some funds in the past..and the process wasn't that bad.

Just wondering..is going to Premier worth it?

Thx.

Selling mutual funds alone should not make it necessary to upgrade to Premier. I have bought/sold securities almost every year, and never used better than Deluxe and some years Basic. My 2¢...

 

[grasshopper]

If you use Vanguard Brokerage TT will import activity for 2010 after Feb 18. I am not sure what that looks like, but MF 1099 div imported just perfectly.

 

[JPatrick]

FIDO comes in @ $22.45 for deluxe and $37.45 for premier.
I've never gone beyond the deluxe and I have a fairly indepth return.

 

[easysurfer]

Thanks everyone for the input. I've decided to just use Deluxe (can't beat free). If I find myself getting stuck (which I don't expect to), then maybe I'll resort to Premium (I do see that as a VG flagship member, Premium can be had for $9.95).