Sched D removed from TT 2014 Deluxe

pb4uski said:
You sure? I just logged on and see the same page but at the top in orange letters on a yellow background it says:
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I saw the same header you describe (checked, still there) but scrolled down and saw the price table anyway, and included a screenshot of it.
 
OK, so those are 2013 prices but probably indicative of 2014 prices. I wonder if the delay in TT being available through Vanguard has anything to do with this Schedule D debacle.
 
Back when Intuit treated everyone like software pirates and had that required software verification process, I thought about bailing and going to HR Block and went as far as trying out HR Block's software. My numbers ended up the same, but TT just seemed smoother to use and easier to understand. Of course, that was then and things may have changed since then.

I'm almost (I said almost, not will do) tempted to input my numbers to an alternative program just to compare with TT and see how that works for me.

With the uproar over at Amazon, I wonder if Intuit will eventually back off (if not this year, then next year) and make the Deluxe version the way we know it, or stick to their guns and and say "Take it or leave it." This could get interesting :cool:
 
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Under the heading of what it is worth. I started using Quicken when it was in beta. Year by year they add "features" most of which are either a pia to use or don't quite work right. All of which includes price increases and complications. All I want is to be able to accurately download bank and financial info for review, that is simple. But in effect Intuit is the only game in town. Yes I know about Mint, etc., I have tried a number but at the end of the day, Intuit is the 1000 lb gorilla and acts like it. Sure wish we could get some free market competition.
 
pb4uski said:
OK, so those are 2013 prices but probably indicative of 2014 prices. I wonder if the delay in TT being available through Vanguard has anything to do with this Schedule D debacle.
Click to expand...
That was unexpected. When they first published that page the price table was all "TBA". Why they would then update it with 2013 prices is beyond me, but the table I posted is obviously not correct. Table deleted, still more ahead on this story :(
 
Interesting. I have been checking that page regularly as I am keen to download and get my numbers going (already in 2013 TT) and it is "early December". I never saw the table with the "TBA"s so it must have been at just a point in time... that and if I saw the yellow banner I just moved on.
 
youbet said:
Thanks KM! If Schwab doesn't come through with cheap ($10) TT Premier for me, I'm definitely heading to TaxAct. I do have PDF versions of my taxes going back several years.

Are there different versions of TaxAct?
Click to expand...
Here's the website
https://www.taxact.com/index.asp

File free on-line
Download premier Federal version for $12.99
Premier Federal + State version is $17.99

That's it! No nickel and diming, it's a really nice product with no ads and no upsells (like TT). I've been using it for over 10 years.

Returning users get an offer mid-year to buy the next year's version. I paid $9.99 for the Premier Federal in August, with preview copy available late October. Credit Card won't be charged until December when they have the final out.

-- Rita
 
audreyh1 said:
The brokerage/institution provides that basis information. You have to work with your brokerage to make sure that info stays straight. Then electronically downloaded into Turbotax should be fine (although I always check against my 1099s).
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Worth re-emphasizing need to recheck tax basis and 1099's. Brokerage firms often do not have YOUR correct basis info, particularly for older issues. And remember to keep a sharp eye out for corrected 1099's which may be issued AFTER you've filed for that tax year :eek:
 
pb4uski said:
OK, so those are 2013 prices but probably indicative of 2014 prices. I wonder if the delay in TT being available through Vanguard has anything to do with this Schedule D debacle.
Click to expand...

The prices were not there 2 days ago. I have been watching. Most showed as TBD until yesterday when the prices appeared.
 
Huh...perhaps they are the 2014 prices and they forgot to remove the highlighted banner.
 
OP here - FWIW, after looking into TaxAct I decided to give it a try. Same old story here, Inuit customer from decades ago, for the most part I've been satisfied with Quicken, even given what I perceived as indifference on their part to assuring that "new and improved" versions actually improved the software. Repeat customer with Turbotax for many years as well. Guess I got really tired of the nagging built into Quicken telling me it's time to upgrade. And well this Schedule D thing, like I said, was the final straw.

So - downloaded TaxAct last night, started getting serious with it while sipping my morning coffee. GUI is a bit of a change from TurboTax, but doesn't take long to grow accustomed to. As far as the PDF import from my TT prepared 2013 return, well that didn't work for me. Started it, dialog box says it might take a couple of minutes, but after about 10 seconds it moves to the next screen with "The PDF you provided could not be completely imported." Harrumph says I, to no one in particular. Started over, just to make sure it wasn't user error, but got same results. Oh, well – no biggy, a few more keystrokes mixed in with some copy/paste and that one issue was history.

It only took me a rather leisurely two hours or so and I had the hang of the software, and my 2014 return completed as far as can be with the yet to be finalized forms. I managed to compile my detailed medical deductions, real estate taxes, insurance premiums paid, etc. to the optional supporting documents as well. Forms – I’d be pressed to find any that are “missing” from the available list, heck there’s quite a few in there I've never heard of – and I've been known to read the IRS instructions thoroughly just for entertainment value. My gut feel is software to software TT and TA are pretty much even up, a view echoed in some online reviews. On price, unless one has a steeply discounted offering available as the brokerage deals noted in other posts, TA has a strong advantage over TT.

Interesting to note, when doing a little research on TA, it is a product of Blucora (BCOR), a company with a market cap just a smidgen over 2% of Intuit’s. Blucora acquired TaxAct in 2012. TaxAct software, which originally launched in 1998, was created by members of the team that had also created the Parsons Technology product Tax Edge, which was discontinued not long after Parsons was acquired by Intuit in 1994. What goes around comes around.
 
gozer said:
The prices were not there 2 days ago. I have been watching. Most showed as TBD until yesterday when the prices appeared.
Click to expand...

This was also my experience, the price and not TBD came on after hours on Friday.
 
In my experience using Tax Act and Turbo Tax, I prefer the Tax Act user interface. I am newish to Turbo Tax based on some strong recommendations, but my disappointing experience trying to figure it out may be because I was more familiar with Tax Act. I am very disappointed by the removal of Sched D from "Deluxe" versions. What's so "Deluxe" if Sched D (a very basic schedule) is missing?
 
braumeister said:
$75 through Fidelity as well.

I'll be interested to see what Fidelity does for its Private Client folks. Last year they gave the TT Deluxe version free. This year, who knows?
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Just a heads-up for Private Clients folks at Fido, my rep has been willing to reimburse me for what ever version of TT I need. I simply scan the receipt and send to the rep and get a credit applied to my cash account (cash reserves).
At least it worked that way last year. I confirmed with my rep we were doing some the same thing this year and got a bit of gobbly-gook, how she was pretty sure it would be approved but could not "guarantee".
I picked up my 2014 copy of Premier at Costco earlier this week and sent the receipt in yesterday, so should know soon.
Nwsteve
 
The same reason Vanguard folks get a subsidy on TT is the reason wants to march you to the higher priced version; y'all got the money!

BTW, I started and still use "TaxCut"... Now known as Block. No problem loading it on other machines and filing my kids' taxes too!
 
Isn't Meighan the same PR lackey they enlisted to smooth things over when Turbotax installed a rootkit to prevent illegal copies in the early 2000s? Does the market have such a short memory?

Regardless, Intuit/Turbotax/Quicken has been doing this sort of stealth price increase for years, if not decades. Heck, Quicken won't download your data or automatically update your security prices if you haven't upgraded within the last three years, so even it is effectively going to a subscription model.
 
stepford said:
Don't know how long this will last, but if you don't happen to have $1M sitting in Vanguard Intuit appears to have a quick sale on TT Premier going on for a similar price.
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Interesting - Just to double check, I navigated directly to TT website, and yes they seem to have quite a a fire sale going on. Prices on Amazon are still the same as they were the other day, averaging a $10 discount. The TurboTax websites discounts are currently much greater than that. Damage control, perhaps?
 
stepford said:
Don't know how long this will last, but if you don't happen to have $1M sitting in Vanguard Intuit appears to have a quick sale on TT Premier going on for a similar price. I bought a copy and it looks legit to me...

https://turbotax.intuit.com/persona...de=3468350682&cid=all_webops24_aff_3468350682
Click to expand...

This is amazing. TurboTax is giving away the Deluxe version and charging $10 for Premier. Not sure how long this will last, but I agree with Theseus - they are in full damage control mode.
 
I'm not so sure. When I go to the link it says $9.99. But when I go to buy it and go to checkout the price is $89.99 ($10.00 off the regular price). So the link isn't working for me. Is it working for any of you?
 
stepford said:
Don't know how long this will last, but if you don't happen to have $1M sitting in Vanguard Intuit appears to have a quick sale on TT Premier going on for a similar price. I bought a copy and it looks legit to me...

https://turbotax.intuit.com/persona...de=3468350682&cid=all_webops24_aff_3468350682
Click to expand...



I like the link.... you click on what you have and they tell you which version you need...


And yes, it looks like you need Premier if you have investments and rental property... for $10 I will buy that version...
 
They just updated their website, raised the price of Deluxe back to $59.99. About a half hour ago I was able to get to the "checkout" phase with TT Deluxe for free. What a mess over there.
 
If I didn't have a low price version of Premier in my hip pocket through Vanguard I would be calling them and pressing to sell me Premier for the $9.99 as advertised.

I had actually updated my credit card info and was just about to press the buy button when I noticed that the price was not $9.99 but had changed to $89.99. What a mess.
 
MichaelB said:
This is amazing. TurboTax is giving away the Deluxe version and charging $10 for Premier. Not sure how long this will last, but I agree with Theseus - they are in full damage control mode.
Click to expand...

Said $10 on order page and clicks on that, but when it appeared in the shopping cart, it had reverted to $89.99 - no thanks!

Wow - Glad someone got the deal!
 
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