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Old 12-20-2016, 10:32 AM   #61
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I have used the two almost interchangeably over the past 20 years. Whichever happened to be cheapest and worked with my particular operating system at that time. For MY purposes, there really isn't a difference. Last couple of years I used Block/Taxcut, but this year I got a free download for TT from Fido, so I'll be using that.
I like sticking with one brand. It is easier for carry over amounts and data, like tax loss, 8606 IRA basis, donations, even little things like prepopulating your address and such. It cuts 20% - 30% off my tax prep time when I don't have to fill in all that data every year.
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Old 12-20-2016, 10:42 AM   #62
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HRB takes data from TT. Not sure if it goes the other way. Anyone know offhand, to save me the trouble of looking it up? I probably should've checked before buying HRB this year, and somewhat locking in.


Edit: a quick google confirms that TT will use HRB data, so there should be no problem losing any data switching between programs. This will be my first time to see this for real, so I'd be interested to hear if anyone has had problems.
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Old 12-20-2016, 10:59 AM   #63
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I'm pretty sure all the major packages are able to read a pdf of your return from last year. Everyone keeps their return as a pdf, don't they?
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Old 12-20-2016, 11:08 AM   #64
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I'm pretty sure all the major packages are able to read a pdf of your return from last year. Everyone keeps their return as a pdf, don't they?
Reading online it looks like it will read your TT file, but not as a PDF. It will look for your TT file extension.
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Old 12-20-2016, 08:20 PM   #65
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I'm pretty sure all the major packages are able to read a pdf of your return from last year. Everyone keeps their return as a pdf, don't they?


+1
I always save my files as .pdf as well as whatever extension the software mfr defaults to so I can view them even without the program.
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Old 12-20-2016, 08:42 PM   #66
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I had no problem importing last year's Turbo tax file to HRB.
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Old 12-21-2016, 06:53 PM   #67
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I had no problem importing last year's Turbo tax file to HRB.
No problem with me either. Been with TurboTax for years but HRB offer of $9.95 for their Deluxe version with state was just too good to ignore. I also wanted to play some what of scenarios before year end for planning purposes. Getting HRB now saved me a $$$ with tax planning. After trying HRB I find it to be very similar to TT and had no learning curve.
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Old 12-24-2016, 11:39 AM   #68
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Y'all have piqued my curiosity about HRB. How many Federal e-files do you get? Cost for each federal or state filing?

With TT I get 5 free Federal e-filings which is just enough and each state filing is $20.
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Old 12-24-2016, 11:42 AM   #69
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Y'all have piqued my curiosity about HRB. How many Federal e-files do you get? Cost for each federal or state filing?

With TT I get 5 free Federal e-filings which is just enough and each state filing is $20.
Usually, the state return is small enough that it fits nicely into an envelope and only takes one stamp.
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Old 12-24-2016, 11:44 AM   #70
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For years I've bounced between HRB and TT, selecting whichever was the least expensive. I don't find a lot of difference between them as they have both worked well for me.
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Old 12-24-2016, 11:48 AM   #71
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I stick with TT because I don't want to learn new software if I don't have to.

Learning new software is required by your employer and I don't have one anymore -
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Old 12-24-2016, 11:51 AM   #72
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Both TT and HRB involve answering questions. Not much of a learning curve.
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Old 12-24-2016, 11:59 AM   #73
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Yup, answer the questions and fill in the blanks. I just know how to do it all with TT and never even tried HRB.
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Old 12-24-2016, 12:13 PM   #74
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True, but I'm lazy and hate printing and mailing.
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Old 12-24-2016, 01:17 PM   #75
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Are both programs sufficient when doing forms for Roth conversion?
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Old 12-27-2016, 08:42 AM   #76
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Y'all have piqued my curiosity about HRB. How many Federal e-files do you get? Cost for each federal or state filing?

With TT I get 5 free Federal e-filings which is just enough and each state filing is $20.
5 Fed e-files and 1 State for $14.95 + tax (Deluxe version which has everything most people need).

https://slickdeals.net/f/9543512-h-r...src=SiteSearch

I'm waiting to see how the free creditkarma.com online tax filing works out, personally. This HRB deal is going to be around until mid-Feb. at least.
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Old 12-27-2016, 09:44 PM   #77
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Are both programs sufficient when doing forms for Roth conversion?
HRB Basic and Deluxe ask the same questions about pulling from tIRA's. I ran the two side-by-side last year and could not tell the difference.
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Old 12-31-2016, 08:35 PM   #78
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Like clockwork, as of this moment, new year's eve, TT Deluxe at Amazon dropped to $39.86.

https://www.amazon.com/dp/B01KTFU2SU...44A4K5R7&psc=1

But I'm a bit disappointed as my Amazon price tracker hasn't notified me yet, I found out just by browsing.
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Old 12-31-2016, 10:10 PM   #79
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Got it! Thanks very much @easysurfer.
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Old 12-31-2016, 10:40 PM   #80
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Got it! Thanks very much @easysurfer.
You're welcome. Just ordered a copy also. I may need a different Amazon price tracker though .
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