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Old 12-01-2015, 05:47 PM   #21
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Originally Posted by braumeister View Post
Premier is really overkill for most of us, I think.

Deluxe is adequate and $50 on Amazon for Fed and state.

Costco also usually has a good price in January.
I actually had a question on that. I need schedule D and schedule E and related depreciation schedules and prefer to e-file. Can I do that with Deluxe? If so then I'll go with that.

I have a faint recollection that with one of the TT versions you could fill out some schedules but not efile them but I don't recall the details.
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Old 12-01-2015, 05:51 PM   #22
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Here is a table showing what each version of TurboTax covers:

https://turbotax.intuit.com/personal...ompare/desktop
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Old 12-01-2015, 07:15 PM   #23
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I cut all ties to VG (moved the last of what was once north of $7 million there a few months ago) because of their crappy website, worse policies and even worse customer service. So glad I did. After moving all my money, they dinged me for a $4.95 fee for some garbage. Took a month and a FINRA complaint to get them to straighten it out. Still trying to get them to close my accounts so they can't screw anything else up. Supposed Flagship rep never returned calls.
Just found out that web upgrades killed off at least one nice feature--ablity to make contributions to my SEP-IRA:

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A recent update to the website has caused an error related to SEP-IRA contributions and may prevent you from making the contribution online. We are working diligently to resolve this, however, we would request that in the mean time you call and make contributions to your SEP-IRA with a representative over the phone.
After the beginning of the year, I'll start looking at other options. I never thought I'd fall out of love with Vanguard.
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Old 12-01-2015, 09:34 PM   #24
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With the issues that TurboTax had last year I'm not surprised that Vanguard cut ties.
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Old 12-01-2015, 10:07 PM   #25
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Went ahead and bought Tax Cut yesterday for $22. Done with Turbo Tax. Too bad Vanguard no longer offering the TT deal but can't blame them after last years fiasco.
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Old 12-01-2015, 10:17 PM   #26
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Went ahead and bought Tax Cut yesterday for $22. Done with Turbo Tax. Too bad Vanguard no longer offering the TT deal but can't blame them after last years fiasco.
Good price…where did you get it for $22?
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Old 12-01-2015, 10:24 PM   #27
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Fidelity's web site claims they'll still offer TurboTax with more details "in December" (yeah, I know it's December). We can also get it through Costco but I may get TaxAct anyway. I got TurboTax last year but didn't get a refund because I hadn't used it the year before. (I had used them in many previous years.) Now I know they're sneaky. I'll go elsewhere.
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Old 12-01-2015, 10:24 PM   #28
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Good price…where did you get it for $22?
My Bad, I said Tax Cut but I meant Tax Act. Sorry for the confusion. I used tax Act last year and it worked well which is why I bought it again this year
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Old 12-02-2015, 11:30 AM   #29
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Emailed VG Flagship rep and told him I heard that VG was not offering TurboTax Deluxe complimentary to Flagship members, or discounted to others. His reply email was the same verbiage as originally posted here, which arrived 3 minutes after the original email broadcast from Vanguard today.

I had gone to Taxact and put the $21.99 offer in my account cart, but didn't buy it before logging off. Today it has disappeared from my cart and the price in now $29.99.......
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Old 12-02-2015, 11:52 AM   #30
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Looks like I am going to Taxact for $22...

H&R and TT are now in the $50 to $60 or more range....


Kinda POed that Vanguard is cutting this from our benefits...
Yes. Then you get the opportunity like I did in May of each year to pre-order the following year for only $19 (fed/state). I would never TT's prices, nor H&R's.
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Old 12-02-2015, 11:54 AM   #31
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Wow - big change.

As long as Deluxe will offer the schedule D, we can go back to Deluxe, and buy it from Costco or Amazon depending on who has the best deal.

Got a free Premier from Fidelity last year, but don't know what they will offer for 2015 taxes.

The TT link doesn't say which versions handle schedule D.
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Old 12-02-2015, 11:58 AM   #32
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Wow - big change.

As long as Deluxe will offer the schedule D, we can go back to Deluxe, and buy it from Costco or Amazon depending on who has the best deal.

Got a free Premier from Fidelity last year, but don't know what they will offer for 2015 taxes.

The TT link doesn't say which versions handle schedule D.
TurboTax Restores Popular Forms to Desktop Software | The TurboTax Blog
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Old 12-02-2015, 11:59 AM   #33
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Also if you click a product, you can then click on a tab that shows you the forms included with that product. For example, for deluxe download:

https://turbotax.intuit.com/personal...oad/deluxe.jsp
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Old 12-02-2015, 12:17 PM   #34
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TaxAct:

Looks like they have increased their prices. The link below is for on-line access and storage on their site. If you prefer desktop products, add $10 more.

https://www.taxact.com/index.asp

For years, their deluxe version for itemizers had everything in it for $9.99. They were acquired by Blucora (formerly Infospace) in 2012, and now offer a product for small businesses. In any event, they are STILL less expensive than TT, and put out a good product.

I prefer the desktop version. I pre-order in May (based on email from them) and paid $12.99 to be charged in January when the final version is ready. They sent out the preliminary version for review at the beginning of November.

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Old 12-02-2015, 01:42 PM   #35
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Turbo did fine for my simple needs, just sent this message to my Flagship rep. In the entire time I've had Flagship status it's the only message I've ever sent her:

"I just wanted to pass along how disappointed I am to learn today that Vanguard will no longer be offering a complimentary copy of TurboTax software to it's Flagship clients this year. It was one of the few perks that helped me ignore competitive offers to move my accounts; it really is the little things that matter."

Edit: I received a response fairly quickly:

Dear Mr:

I will share your feedback via our Voice of the Client response. Many of my
clients share your disappointment that Vanguard is no longer offering a
complimentary copy of TurboTax. I hope to be able to serve you in the
future and demonstrate the value of Flagship and Vanguard.
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Old 12-02-2015, 08:14 PM   #36
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Turbo did fine for my simple needs, just sent this message to my Flagship rep. In the entire time I've had Flagship status it's the only message I've ever sent her:

"I just wanted to pass along how disappointed I am to learn today that Vanguard will no longer be offering a complimentary copy of TurboTax software to it's Flagship clients this year. It was one of the few perks that helped me ignore competitive offers to move my accounts; it really is the little things that matter."

Edit: I received a response fairly quickly:

Dear Mr:

I will share your feedback via our Voice of the Client response. Many of my
clients share your disappointment that Vanguard is no longer offering a
complimentary copy of TurboTax. I hope to be able to serve you in the
future and demonstrate the value of Flagship and Vanguard.
My Flagship representative never responded to my follow-up email after his original response. Guess when your out in front and are among the least expensive - you don't have to worry about Customer Service. Was also the first time I've contacted this (my third) Flagship Rep.
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Old 12-02-2015, 08:34 PM   #37
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We buy our TT from this site SaveDealz. We've bought from here for several years. Never a problem. Download to our desktop. Their prices cannot be beat. TT Deluxe is $24.99 for Federal and State.
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Old 12-02-2015, 10:42 PM   #38
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We buy our TT from this site SaveDealz. We've bought from here for several years. Never a problem. Download to our desktop. Their prices cannot be beat. TT Deluxe is $24.99 for Federal and State.
There you are! I've been searching for the post that told me about SaveDealz. I bought Home and Business from them last year at your suggestion, and only paid $45, as opposed to $80 on Amazon. Great deal, easy download, and full featured. I second (and thank you for) your recommendation.
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Old 12-02-2015, 10:58 PM   #39
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Much as I will miss the free TT, I think it is in Vanguard's best interest to do this.
Quote:
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With the issues that TurboTax had last year I'm not surprised that Vanguard cut ties.
Yes. I don't think Vanguard owes me a discount, and I don't think, based on Intuit's history, that it is the kind of company with which Vanguard wants to be associated.

I'll probably go with H&R Block's product again. I liked it better than Tax Act, and found it to be just as good as/considerably cheaper than Turbo Tax. Doing taxes is such a PITA and a missed "opportunity" is so costly that I don't mind spending a few dollars more for a product that I've found to be easy to use and which works well.
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Old 12-02-2015, 11:02 PM   #40
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We buy our TT from this site SaveDealz. We've bought from here for several years. Never a problem. Download to our desktop. Their prices cannot be beat. TT Deluxe is $24.99 for Federal and State.

I used same site last year for TT Home And Business. No problems encountered.
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