Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 01-10-2015, 06:07 AM   #201
Moderator
MichaelB's Avatar
 
Join Date: Jan 2008
Location: Rocky Inlets
Posts: 24,424
Quote:
Originally Posted by REWahoo View Post
Success!

I received this email from Intuit a few minutes ago:

Ca-ching!
I just saw this in my mail

Quote:
Michael You should see the refund on your card within 24 hours.

Thanks for following up.
Bob Meighan
VP, TurboTax
__________________

__________________
MichaelB is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 01-10-2015, 11:04 AM   #202
Moderator
Alan's Avatar
 
Join Date: Jul 2005
Location: Eee Bah Gum
Posts: 21,085
My refund credit showed up on my cc today.
__________________

__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Now it's adventure before dementia
Alan is online now   Reply With Quote
Old 01-10-2015, 11:09 AM   #203
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Chuckanut's Avatar
 
Join Date: Aug 2011
Location: West of the Mississippi
Posts: 6,323
H&R Block is really taking advantage of the TT change. Good for them!

This is what free enterprise and capitalism are all about.
__________________
The worst decisions are usually made in times of anger and impatience.
Chuckanut is offline   Reply With Quote
Old 01-10-2015, 12:05 PM   #204
Thinks s/he gets paid by the post
 
Join Date: May 2008
Posts: 3,421
Quote:
Originally Posted by samclem View Post
H&R Block sent me a solicitation/disk in the mail (I'd used them before, been using TT for the last 3 years).

- "Deluxe" and one state are free (incl 5 federal e-files, one state program and e-file). Deluxe does Sched D.

- "Premier" costs $24.95, all of the above plus Schedule C (for sole proprietors) and some help with real estate.

Right now I'm planning to go with H&R Block, despite the possible pain of re-learning how to make it do what I want. I liked it before (just as well as TT overall--some things better, some things not as much), they seem to want my business, and Intuit's present machinations (and the memory of their previous affronts to customers) make me feel okay about swapping. Even buying the disks at Staples, H&R Block's products tended to be about 25% less expensive for the stuff I needed (Schedules D and C, etc)

All this hassle can't be worth Vanguard's time. If H&R Block is smart, they'll 1) start calling the software TaxCut again instead of--whatever non-name they are using now and 2) They have some good salespeople approaching Vanguard, Fido, and others with a great offer for a tie-in with their product.
Has anyone started using the H&R Block software yet?

I downloaded TT Premier 2014 and imported last year's data, only to find that they make you use an online login to password-protect the tax return file.

IMO, this is at least as bad a change as the Schedule D shenanigans.

I may run both software and see what kind of results I get.
__________________
explanade is offline   Reply With Quote
Old 01-10-2015, 04:01 PM   #205
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Brat's Avatar
 
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 5,913
Quote:
Originally Posted by kgtest View Post
I can understand why they removed Sched C it was catching filers offguard and not the IRS. I believe people got tangled up with RE deductions and it cost folks audits and lots of money. A sibling of mine being one of them. Now there situation might be unique but some items should have been guided into a Sched E using the software and were not...
The reason for buying TT is to have it guide you through the data entry process. If their Sched C was not catching errors that IRS was then there is a program issue. This is a huge confidence in the product blow.
__________________
Duck bjorn.
Brat is offline   Reply With Quote
Old 01-10-2015, 04:19 PM   #206
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
braumeister's Avatar
 
Join Date: Feb 2010
Location: Northern Kentucky
Posts: 8,591
I would guess this has been mentioned here before, but there is another way to get TT for free (for some).

If you buy it from Amazon, and if you have a refund coming, you can take part of your refund as a 10% bonus.

For example, say you have a $1,000 refund coming. You take $750 of it as an Amazon gift card, and they will make the gift card $825 instead of the $750. So you get $75 for free.

For anyone with a good sized refund who does a lot of Amazon shopping, this can easily make the TT cost a non-issue.
__________________
braumeister is offline   Reply With Quote
Old 01-11-2015, 11:16 AM   #207
Thinks s/he gets paid by the post
Gotadimple's Avatar
 
Join Date: Feb 2007
Posts: 1,760
Quote:
Originally Posted by explanade View Post
Has anyone started using the H&R Block software yet?
Never stopped using it.

It really is not that different from TT, just less cluttered. You can go thru an interview or just fill in the forms. If you try to change a field that comes from a separate form - it warns you. It does an audit at the end to let you know what you missed. It gives you advice about what you can do next year to reduce your taxes. If you need to make estimated payments, it offers to calculate those for you.

It's amazingly less costly than TT and only comes in two flavors both of them full-featured (on-line or on your PC).

Jump in! The water's fine!!!

-- Rita
__________________
Only got A dimple, would have preferred 2!
Gotadimple is offline   Reply With Quote
Old 01-12-2015, 10:13 AM   #208
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
easysurfer's Avatar
 
Join Date: Jun 2008
Posts: 7,885
Got my Turbotax purchase refunded today from Intuit. I didn't even have to request it

Nothing like a mass threat of boycotting to may a company beg forgiveness. Hmmm.. maybe I will use Turbotax again next year
__________________
Have you ever seen a headstone with these words
"If only I had spent more time at work" ... from "Busy Man" sung by Billy Ray Cyrus
easysurfer is offline   Reply With Quote
Old 01-12-2015, 10:19 AM   #209
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
REWahoo's Avatar
 
Join Date: Jun 2002
Location: Texas Hill Country
Posts: 42,078
It will be interesting to see how TT markets/packages/prices their different versions next year. I wonder if the folks who came up with this year's strategy will be around to give input next year?
__________________
Numbers is hard

When I hit 70, it hit back

Retired in 2005 at age 58, no pension
REWahoo is offline   Reply With Quote
Old 01-12-2015, 11:21 AM   #210
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 16,411
My guess is that we face the same issue a year from now. They ain't the brightest bunch there and seem determined to extract more $ from users.

I'll play it by ear. While I would prefer to stay with TT for convenience sake, if they keep jerking us around I'll bolt.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
pb4uski is offline   Reply With Quote
Old 01-12-2015, 11:27 AM   #211
Full time employment: Posting here.
 
Join Date: Mar 2011
Posts: 534
I totally agree. This is not them capitulating. This is just damage control for the rollout. Next year it'll be gone again.
__________________
jon-nyc is offline   Reply With Quote
Old 01-12-2015, 11:39 AM   #212
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2005
Posts: 13,263
Quote:
Originally Posted by pb4uski View Post
My guess is that we face the same issue a year from now. They ain't the brightest bunch there and seem determined to extract more $ from users.

I'll play it by ear. While I would prefer to stay with TT for convenience sake, if they keep jerking us around I'll bolt.

I doubt they are going to go back to where they were.... this was a decision they made knowing they would lose customers....

Remember when a number of people here were complaining about Netflix splitting their mailing and online services Look at them now.... doing way much better than before....

As long as Vanguard has it free or cheaper than the alternative, I will be using TT... when it become more expensive.... I will change... Prior to me getting the great deal from Vanguard I was using H&R Block as it was the best software for the money.... that is the bottom line to me....
__________________
Texas Proud is offline   Reply With Quote
Old 01-12-2015, 02:18 PM   #213
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 16,411
My credit was posted yesterday. It was more work for $9.99 than I am used to.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
pb4uski is offline   Reply With Quote
Old 01-12-2015, 02:22 PM   #214
Thinks s/he gets paid by the post
Katsmeow's Avatar
 
Join Date: Jul 2009
Posts: 3,395
Well, in December, I just went ahead and bought the HR Block deluxe without state on Amazon. It wasn't that expensive and so far it is easy to use. I had used HR Block some years ago (back when it got mailed to me free on CD), then switched to TT one year. I liked it OK, but so far HR Block seems easy to use. And, I'm just done with TT and, frankly, with Quicken also. I had been on the fence whether to upgrade Quicken. So, I'm now using YNAB only (I had been using both YNAB and Quicken) and using HR Block and won't go back to TT or Quicken. They just burned bridges with me.
__________________
Katsmeow is offline   Reply With Quote
Old 01-12-2015, 02:48 PM   #215
Moderator
MichaelB's Avatar
 
Join Date: Jan 2008
Location: Rocky Inlets
Posts: 24,424
Quote:
Originally Posted by REWahoo View Post
It will be interesting to see how TT markets/packages/prices their different versions next year. I wonder if the folks who came up with this year's strategy will be around to give input next year?
My guess is they won't back down and their tax SW revenue for the two year period will grow faster than the industry average. They have acted badly in the past and it doesn't seem to have hampered their sales much.

Quote:
Originally Posted by Katsmeow View Post
Well, in December, I just went ahead and bought the HR Block deluxe without state on Amazon. It wasn't that expensive and so far it is easy to use. I had used HR Block some years ago (back when it got mailed to me free on CD), then switched to TT one year. I liked it OK, but so far HR Block seems easy to use. And, I'm just done with TT .
Same here. I used H&R, changed to TT, and now that I got my $9.99 TT refunded I'll try H&R this year and see.
__________________
MichaelB is offline   Reply With Quote
Old 01-12-2015, 03:40 PM   #216
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
clifp's Avatar
 
Join Date: Oct 2006
Posts: 7,450
Quote:
Originally Posted by MichaelB View Post
My guess is they won't back down and their tax SW revenue for the two year period will grow faster than the industry average. They have acted badly in the past and it doesn't seem to have hampered their sales much.



Same here. I used H&R, changed to TT, and now that I got my $9.99 TT refunded I'll try H&R this year and see.

I think you are right Michael. I suspect they'll end up with more revenue. Over the decades I've tried all of them, and eventually settled on TT as being the best for me. The extra $10 or $15 is annoyance but not worth the switching cost. Thanks to this thread it looks like I can buy premier for $35.

I'll grumble but I can hardly criticize a company, that I own a piece in for attempting to maximize profits. INTU is part of the S&P 500.
__________________
clifp is offline   Reply With Quote
Old 01-12-2015, 06:22 PM   #217
Confused about dryer sheets
 
Join Date: Oct 2013
Posts: 5
We've been using TT since at least 2004 (maybe longer, as 2004 was when I switched to Mac). But we file schedules C and D, so for us, the loss of the option to e-file those schedules from the deluxe edition was also the last straw. Since we are on Macs, I downloaded the Deluxe + State version of the H&R Block software. I was able to import my data from last year's TT file with no problems. Looks like I am set to get started on our taxes once we begin receiving our tax forms from 2014. It's the last year I'll have to wait around for W-2 forms, now that we're retired!
__________________
Mrs. Photo Guy is offline   Reply With Quote
Old 01-12-2015, 06:27 PM   #218
Confused about dryer sheets
 
Join Date: Oct 2013
Posts: 5
Quote:
Originally Posted by explanade View Post
Has anyone started using the H&R Block software yet?

I downloaded TT Premier 2014 and imported last year's data, only to find that they make you use an online login to password-protect the tax return file.
Yes, I was surprised when I went to import last year's data from TT into H&R Block and the password request popped up. Of course I didn't remember it, but I tried a few oldies but goodies and on the third try I got it.
__________________
Mrs. Photo Guy is offline   Reply With Quote
Old 01-12-2015, 07:01 PM   #219
Thinks s/he gets paid by the post
Katsmeow's Avatar
 
Join Date: Jul 2009
Posts: 3,395
Quote:
Originally Posted by Mrs. Photo Guy View Post
Yes, I was surprised when I went to import last year's data from TT into H&R Block and the password request popped up. Of course I didn't remember it, but I tried a few oldies but goodies and on the third try I got it.
I bought HRBlock deluxe (download version) and I didn't get asked for any password. Are you using the download version or an online version?
__________________
Katsmeow is offline   Reply With Quote
Old 01-12-2015, 07:11 PM   #220
Confused about dryer sheets
 
Join Date: Oct 2013
Posts: 5
Quote:
Originally Posted by Katsmeow View Post
I bought HRBlock deluxe (download version) and I didn't get asked for any password. Are you using the download version or an online version?
I used the download versions of both TT (2013) and HRBlock deluxe (2014). TT must have had me set a password for my 2013 final return when I did it last year, but I didn't remember that. In order to import it into HRBlock, I had to enter that password.
__________________

__________________
Mrs. Photo Guy is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Free Federal Deluxe Turbotax mystang52 FIRE and Money 15 01-26-2012 04:53 PM
Ally Bank - free H&R Block Deluxe tax prep offer (online version) caninelover FIRE and Money 6 03-02-2011 06:51 PM
H&R Block At Home Deluxe for .01 Dimsumkid FIRE and Money 1 01-13-2011 08:22 PM
Investment idea: Deluxe Corp. brewer12345 FIRE and Money 9 03-30-2005 04:08 PM

 

 
All times are GMT -6. The time now is 03:24 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.