Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Turbo Tax Schedule D issue
Old 12-28-2017, 03:29 PM   #1
Thinks s/he gets paid by the post
Jerry1's Avatar
 
Join Date: Nov 2014
Posts: 1,201
Turbo Tax Schedule D issue

I just read this on the Amazon site. Can anyone confirm whether or not it is true that you won't be able to e-file if you enter data on schedule D (or E)?


From Amazon:

The below is from a prior post. I would like to see a reply from Intuit/Turbo Tax concerning the inability to e-file if you manually fill out a 'non interview' form (D and E) in the Deluxe version. That has not stopped me from e-filing in the past. Does it now?

"SueCar13 days ago
Report abuse
I had an iMessage conversation with a Turbotax representative regarding the Sch. D and E issue. Their response was that while the forms are on the Deluxe version, you have to fill out each form individually as Deluxe doesn't support the interview process. Additionally, and more importantly, filling out the forms individually prevents you from e-filing your return."
__________________

Jerry1 is online now   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 12-28-2017, 03:36 PM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
RunningBum's Avatar
 
Join Date: Jun 2007
Posts: 6,382
I'm able to do the interview process for mutual fund sales with TT deluxe.
__________________

RunningBum is offline   Reply With Quote
Old 12-28-2017, 03:50 PM   #3
Thinks s/he gets paid by the post
 
Join Date: Mar 2010
Location: Kerrville,Tx
Posts: 3,142
Quote:
Originally Posted by Jerry1 View Post
I just read this on the Amazon site. Can anyone confirm whether or not it is true that you won't be able to e-file if you enter data on schedule D (or E)?


From Amazon:

The below is from a prior post. I would like to see a reply from Intuit/Turbo Tax concerning the inability to e-file if you manually fill out a 'non interview' form (D and E) in the Deluxe version. That has not stopped me from e-filing in the past. Does it now?

"SueCar13 days ago
Report abuse
I had an iMessage conversation with a Turbotax representative regarding the Sch. D and E issue. Their response was that while the forms are on the Deluxe version, you have to fill out each form individually as Deluxe doesn't support the interview process. Additionally, and more importantly, filling out the forms individually prevents you from e-filing your return."
Not new it has been this way for several years, if you can go to forms mode. Of course why bother with e-filing help the postal service and send it certified mail.
meierlde is offline   Reply With Quote
Old 12-28-2017, 04:05 PM   #4
Thinks s/he gets paid by the post
Jerry1's Avatar
 
Join Date: Nov 2014
Posts: 1,201
Quote:
Originally Posted by meierlde View Post
Not new it has been this way for several years, if you can go to forms mode. Of course why bother with e-filing help the postal service and send it certified mail.
I frequently use forms mode (almost exclusively). I did so last year, had a schedule D and I e-filed. So this is not new? That would be good.
Jerry1 is online now   Reply With Quote
Old 01-01-2018, 08:55 AM   #5
Recycles dryer sheets
 
Join Date: Mar 2017
Posts: 90
Quote:
Originally Posted by Jerry1 View Post
I just read this on the Amazon site. Can anyone confirm whether or not it is true that you won't be able to e-file if you enter data on schedule D (or E)?


From Amazon:

The below is from a prior post. I would like to see a reply from Intuit/Turbo Tax concerning the inability to e-file if you manually fill out a 'non interview' form (D and E) in the Deluxe version. That has not stopped me from e-filing in the past. Does it now?

"SueCar13 days ago
Report abuse
I had an iMessage conversation with a Turbotax representative regarding the Sch. D and E issue. Their response was that while the forms are on the Deluxe version, you have to fill out each form individually as Deluxe doesn't support the interview process. Additionally, and more importantly, filling out the forms individually prevents you from e-filing your return."
The premier version (about $79) used to allow manual updates on Sch D--not sure about going forward, but it was quite easy. It's probably just a matter of getting the correct software.
PoorOldCountryBoy is offline   Reply With Quote
Old 01-01-2018, 09:26 AM   #6
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jun 2005
Posts: 9,235
Quote:
Originally Posted by RunningBum View Post
I'm able to do the interview process for mutual fund sales with TT deluxe.
There are differences in the different versions of TT Deluxe. This has been a source of confusion for a few years now.

TT Deluxe Online is NOT the same as
TT Deluxe Download/Desktop.

The latter has more functionality.

This thread just adds to the confusion. The way around this is to avoid TT.
LOL! is offline   Reply With Quote
Old 01-01-2018, 11:53 AM   #7
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
RunningBum's Avatar
 
Join Date: Jun 2007
Posts: 6,382
Quote:
Originally Posted by LOL! View Post
There are differences in the different versions of TT Deluxe. This has been a source of confusion for a few years now.

TT Deluxe Online is NOT the same as
TT Deluxe Download/Desktop.

The latter has more functionality.

This thread just adds to the confusion. The way around this is to avoid TT.
Thanks for the clarification. My way around this is to ignore the existence of TT online.
__________________

RunningBum 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
Turbo Tax Deluxe 2016: Anyone Else Having Problems With ‘Estimated Tax Payment’ Entry ownyourfuture FIRE and Money 11 02-19-2017 11:52 AM
New Issue and Reopened Issue Bonds CaptainO FIRE and Money 15 08-22-2013 10:16 AM
Turbo Tax - Tax-Exempt Income not added to State Return Felix Mulier FIRE and Money 18 04-07-2013 11:46 AM
Stimulus Payment Schedule for Tax Returns Processed by April 15 CCdaCE FIRE and Money 13 04-13-2008 12:35 PM
TurboTax Basic vs. Turbo Tax Premier Geoffrey FIRE and Money 20 01-20-2008 12:15 AM

» Quick Links

 
All times are GMT -6. The time now is 07:12 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2018, vBulletin Solutions, Inc.