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12-20-2016, 09:32 AM
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#61
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
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 Quote:
Originally Posted by euro
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.
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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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12-20-2016, 09:42 AM
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#62
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2007
Posts: 13,228
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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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12-20-2016, 09:59 AM
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#63
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,362
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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?
__________________
I thought growing old would take longer.
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12-20-2016, 10:08 AM
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#64
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
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Quote:
Originally Posted by braumeister
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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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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12-20-2016, 07:20 PM
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#65
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,327
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Quote:
Originally Posted by braumeister
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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+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.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
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12-20-2016, 07:42 PM
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#66
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Thinks s/he gets paid by the post
Join Date: Mar 2013
Location: Southern California
Posts: 3,999
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I had no problem importing last year's Turbo tax file to HRB.
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12-21-2016, 05:53 PM
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#67
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Thinks s/he gets paid by the post
Join Date: Nov 2015
Posts: 2,692
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Quote:
Originally Posted by Ready
I had no problem importing last year's Turbo tax file to HRB.
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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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12-24-2016, 10:39 AM
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#68
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,376
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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.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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12-24-2016, 10:42 AM
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#69
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,362
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Quote:
Originally Posted by pb4uski
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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Usually, the state return is small enough that it fits nicely into an envelope and only takes one stamp.
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12-24-2016, 10:44 AM
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#70
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,022
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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.
__________________
Numbers is hard
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12-24-2016, 10:48 AM
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#71
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
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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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12-24-2016, 10:51 AM
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#72
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,022
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Both TT and HRB involve answering questions. Not much of a learning curve.
__________________
Numbers is hard
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12-24-2016, 10:59 AM
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#73
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
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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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12-24-2016, 11:13 AM
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#74
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,376
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True, but I'm lazy and hate printing and mailing.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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12-24-2016, 12:17 PM
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#75
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Recycles dryer sheets
Join Date: Nov 2014
Location: Pastures
Posts: 186
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Are both programs sufficient when doing forms for Roth conversion?
__________________
"One's destination is never a place, but a new way of seeing things" Henry Miller
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12-27-2016, 07:42 AM
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#76
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Thinks s/he gets paid by the post
Join Date: Apr 2013
Location: Ormond Beach
Posts: 1,407
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Quote:
Originally Posted by pb4uski
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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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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12-27-2016, 08:44 PM
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#77
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Moderator
Join Date: Oct 2010
Posts: 10,725
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Quote:
Originally Posted by GreenER
Are both programs sufficient when doing forms for Roth conversion?
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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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12-31-2016, 07:35 PM
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#78
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2008
Posts: 13,150
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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.
__________________
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
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12-31-2016, 09:10 PM
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#79
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Recycles dryer sheets
Join Date: Nov 2015
Posts: 146
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Got it! Thanks very much @easysurfer.
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12-31-2016, 09:40 PM
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#80
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2008
Posts: 13,150
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Quote:
Originally Posted by Potstickers
Got it! Thanks very much @easysurfer.
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You're welcome. Just ordered a copy also. I may need a different Amazon price tracker though  .
__________________
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
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