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TurboTax For Vanguard Members
Old 12-19-2012, 04:47 PM   #1
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TurboTax For Vanguard Members

It's better to give than receive ... except when you get a discounted or freebie version of Turbo Tax from Vanguard.

I went ahead and downloaded my Turbo Tax 2012 Deluxe version today

https://personal.vanguard.com/us/ins...r/qdi/turbotax
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Old 12-19-2012, 04:50 PM   #2
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You're a little behind the curve - my 2012 return is already drafted.
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Old 12-19-2012, 04:59 PM   #3
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It's funny, but why does it cost more if you are a Vanguard member? Does Vanguard mark it up or something?
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Old 12-19-2012, 05:31 PM   #4
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For most non-Flagship members there is a minor discount from the retail price but they would be better off ordering online. For Flagship and Asset Management Services clients there is a substantial discount. I saved about $55
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Old 12-19-2012, 05:40 PM   #5
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I used to be an annual subscriber (CD delivered to my mailbox) before knowing about the VG discounts (free for me now). Cost as a subscriber was more than retail too.

Maybe it was a way of sticking it to the loyal members who'd buy year after year anyhow?
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Old 12-19-2012, 05:48 PM   #6
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You're a little behind the curve - my 2012 return is already drafted.
Me too. Jus' waitin' for the 1099's to be ready for download!

TT free via TR Price.
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Old 12-19-2012, 05:59 PM   #7
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OK, let me ask you all this:

Which would you rather get free: (a) TurboTax or (b) one thousand dollars?
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Old 12-19-2012, 06:01 PM   #8
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And your point is?
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Old 12-19-2012, 06:03 PM   #9
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OK, let me ask you all this:

Which would you rather get free: (a) TurboTax or (b) one thousand dollars?
I didn't know they were mutually exclusive.
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Old 12-19-2012, 06:20 PM   #10
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Serious question... Been using TaxAct for five years @13.95. Mostly 'cuz it's convenient to have all old info online for filling in and for comparison etc. Is there an advantage to Turbotax?
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Old 12-19-2012, 07:10 PM   #11
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TT could seldom handle our situation. I may play with this one, though.
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Old 12-19-2012, 08:15 PM   #12
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Serious question... Been using TaxAct for five years @13.95. Mostly 'cuz it's convenient to have all old info online for filling in and for comparison etc. Is there an advantage to Turbotax?
TT also uses your previous return to save time. I tried TaxAct one year instead of TT as it was free and I was paying for TT. However, it didn't handle my foreign pension and bank accounts as well as TT. I think TaxAct is pretty good, and may be much easier to use for the foreign accounts and pensions these days, but since I get TT downloaded (or on-line) for free I'm happy to use TT.
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Old 12-20-2012, 06:55 AM   #13
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Does VG only offer TT Online for Flagship members or can you download the program? I prefer having the software locally so a) i can do simulations during the year and b) if i need to back to an earlier return and look at a calculation.

I have my TT CD discs going back to like forever.
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Old 12-20-2012, 07:00 AM   #14
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Does VG only offer TT Online for Flagship members or can you download the program? I prefer having the software locally so a) i can do simulations during the year and b) if i need to back to an earlier return and look at a calculation.

I have my TT CD discs going back to like forever.
Download for Flagship is available also free. You may have to scroll down the page.
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Old 12-20-2012, 07:09 AM   #15
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State Farm has a banking subsidiary. Open any bank account (all done online) and TT is free.
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Old 12-20-2012, 08:38 AM   #16
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I have also been using Turbo Tax thru State Farm the past few years.
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Old 12-20-2012, 08:59 AM   #17
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I've gotten TT Deluxe and State downloads for free through Vanguard for several years. Haven't looked at what they're offering this year yet...fingers crossed, free is good.
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Old 12-20-2012, 09:08 AM   #18
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Looks to me like Vanguard is offering the same as last year. Flagship customers get TT Deluxe Desktop including one state.
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Old 12-20-2012, 10:25 AM   #19
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Quote:
Originally Posted by jwkde View Post
Does VG only offer TT Online for Flagship members or can you download the program? I prefer having the software locally so a) i can do simulations during the year and b) if i need to back to an earlier return and look at a calculation.

I have my TT CD discs going back to like forever.
Vanguard does offer TT downloads at different prices for different client classes.

I have also used TT forever. Back in the day TT would delete the program almost automatically, except for your returns, from your computer after you were through. For the past several years the entire TT program as well as the returns are saved on your computer, so there's no real need to save the CD's. I, too, still get my TT on CD's (or is it DVD's ?). Of course, I save paper copies of my returns. The paper returns came in handy when SS audited DW's SS application and had questions about her return for 1992. SS had a copy which I'm sure was obtained from IRS.

The saved programs came in handy a couple of years ago when I (no IRS audit involved) caught an error on my return and I had to redo the previous 3 years, which TT handled nicely.
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Old 12-20-2012, 01:43 PM   #20
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I haven't used TurboTax since the software activation fiasco a few years back (I think Quicken backtracked on the issue, but it was too late). I switched to TaxCut (now H&R Block at Home) and have been able to get it for free or at a significantly discounted price via slickdeals for the past several years. Been a happy user so far.
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