Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
TurboTax learned something last year.
Old 10-16-2015, 04:25 PM   #1
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
braumeister's Avatar
 
Join Date: Feb 2010
Location: Northern Kentucky
Posts: 8,585
TurboTax learned something last year.

I just got a "pre-order" offer from TurboTax, wherein they make clear that last year's fiasco where they eliminated the Schedule D features from Deluxe was a big mistake, and they won't repeat that blatant attempt to force us all to upgrade.
__________________

__________________
braumeister is offline   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 10-16-2015, 04:27 PM   #2
Moderator
MichaelB's Avatar
 
Join Date: Jan 2008
Location: Rocky Inlets
Posts: 24,412
Interesting. I used TT and H&RB and preferred TT, so hopefully this is a new leaf.
__________________

__________________
MichaelB is offline   Reply With Quote
Old 10-16-2015, 04:30 PM   #3
Moderator
Walt34's Avatar
 
Join Date: Dec 2007
Location: Eastern WV Panhandle
Posts: 16,501
I think I got the same offer, $10 off. Still, I will probably switch to TaxCut this year, I think that would still be cheaper than TurboTax.
__________________
I heard the call to do nothing. So I answered it.
Walt34 is offline   Reply With Quote
Old 10-16-2015, 04:32 PM   #4
Administrator
W2R's Avatar
 
Join Date: Jan 2007
Location: New Orleans
Posts: 38,827
I'm sticking with Turbo Tax, so I am delighted and relieved to read about this.
__________________
Already we are boldly launched upon the deep; but soon we shall be lost in its unshored, harbourless immensities.

- - H. Melville, 1851
W2R is online now   Reply With Quote
Old 10-16-2015, 05:46 PM   #5
Full time employment: Posting here.
 
Join Date: Mar 2008
Posts: 703
They lost me last year. Even though I didn't need schedule D, the fiasco caused me to check other software out and I switched to H&R Block, which was cheaper. I believe that was at least the second time TT did something where they had to retreat from their actions. I'm not going to be involved a third time when they forget their past and do something stupid again in a few years.
__________________
akck is offline   Reply With Quote
Old 10-16-2015, 05:50 PM   #6
Full time employment: Posting here.
 
Join Date: Aug 2007
Posts: 892
They almost lost me last year. But TT does the best job handling ESPP shares, so I'm sticking with them.
__________________
Eat, Drink and Be Merry.
tulak is offline   Reply With Quote
Old 10-16-2015, 06:53 PM   #7
Recycles dryer sheets
mn54's Avatar
 
Join Date: Sep 2007
Location: mpls, mn
Posts: 440
i am waiting to see what fido has to offer this year. nothing wrong with free.
__________________
mn54 is offline   Reply With Quote
Old 10-16-2015, 09:22 PM   #8
Thinks s/he gets paid by the post
Car-Guy's Avatar
 
Join Date: Aug 2013
Location: Citizen of Texas
Posts: 2,466
I'll stick with TT even though I think they really screwed up last year. I really didn't care if they wanted to charge more for the same features but it was the way they did it that got me. (surprise) I'll be waiting to buy this years copy to see if I hear about any other things they maybe doing or hiding again this year.

I've looked at a couple of other tax programs and "unfortunately" I still feel TT is the best for me.
__________________
Car-Guy is offline   Reply With Quote
Old 10-16-2015, 09:50 PM   #9
gone traveling
 
Join Date: Nov 2013
Location: Los Angeles
Posts: 202
I've been using TT for years now. I always import the previous year's return so switching might screw all of that up.
__________________
ETFs_Rule is offline   Reply With Quote
Old 10-16-2015, 10:18 PM   #10
Thinks s/he gets paid by the post
 
Join Date: Feb 2007
Posts: 1,904
I got so miffed at TT that I switched to Tax Cut last year after using TT (thru Vanguard) for years. Tax cut worked just fine but I'm curious to see what Vanguard will do this year.
__________________
ejman is offline   Reply With Quote
Old 10-16-2015, 10:27 PM   #11
Full time employment: Posting here.
 
Join Date: Apr 2015
Posts: 903
That's good news. I tried H&R Block for my 2013 return and it couldn't even handle head of household with qualifying relative properly so after that fiasco, I don't exactly have a lot of options for offline tax return prep software.
__________________
hnzw_rui is offline   Reply With Quote
Old 10-16-2015, 11:13 PM   #12
Thinks s/he gets paid by the post
Katsmeow's Avatar
 
Join Date: Jul 2009
Posts: 3,393
I jumped from TT last year to HR Block. It worked fine for me, although I slightly prefer how TT does things. But, I was really mad at how they treated their customers last year so I doubt I'll go back to them.
__________________
Katsmeow is offline   Reply With Quote
Old 10-16-2015, 11:27 PM   #13
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2005
Posts: 13,256
I am another waiting to see what Vanguard will do.... but I suspect that they will go TT since they have for many years....

As long as I get a free version from Vanguard, I will be using that tax program...


BTW, when I went from TaxCut to H&R Block (I think it was this, not sure since it was many years ago), they brought all info from the other program over to H&R.... so it could compare year vs year....

When I went from H&R to TT, it only brought the main info over... it did not compare current year with previous year... now that I have used TT for a few years I get to see the comparison...
__________________
Texas Proud is online now   Reply With Quote
Old 10-17-2015, 12:25 AM   #14
Recycles dryer sheets
 
Join Date: Jan 2014
Posts: 320
I would prefer to stay with TurboTax, but if they try to pull a fast one on us like they did last year I'm gone. We will see what they do with this year's version.


Sent from my iPad using Early Retirement Forum
__________________
PERSonalTime is offline   Reply With Quote
Old 10-17-2015, 05:10 AM   #15
Thinks s/he gets paid by the post
bUU's Avatar
 
Join Date: Dec 2012
Location: Georgia
Posts: 1,905
It is my year to upgrade Quicken so I'm looking to see if there are any package deals forthcoming.
__________________
bUU is offline   Reply With Quote
Old 10-17-2015, 09:39 AM   #16
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Dawg52's Avatar
 
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 7,432
H&R Block worked just as easy to me. Im done with TT.
__________________
Retired 3/31/2007@52
Full time wuss.......
Dawg52 is offline   Reply With Quote
Old 10-17-2015, 11:31 AM   #17
Recycles dryer sheets
prudent_one's Avatar
 
Join Date: Jul 2014
Posts: 158
3 years ago I used H&R Block. The next year I needed a new Quicken so got a Quicken/TT bundle for pretty cheap. Then last year H&R Block sent me their tax software free, and free e-file included. Trying to win me back for the long run I guess.
__________________
prudent_one is offline   Reply With Quote
Old 10-17-2015, 01:03 PM   #18
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 16,407
Quote:
Originally Posted by Texas Proud View Post
I am another waiting to see what Vanguard will do.... but I suspect that they will go TT since they have for many years....

As long as I get a free version from Vanguard, I will be using that tax program.........
+1 I'll go with whatever Vanguard offers for free, but I hope it is TT since I am used to using TT.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
pb4uski is online now   Reply With Quote
Old 10-17-2015, 01:16 PM   #19
Thinks s/he gets paid by the post
 
Join Date: May 2014
Posts: 2,968
To me, they're interchangeable. I'm done with TT because they pulled a fast one and I had no recourse because they offered refunds only to people who had used it the year before. Yeah, they backed down after a public thrashing, but I'm still alienated by the fact that they substantially reduced the functionality of the software, then tried to explain it away before they backed down.


I'm just glad this will be our last year of filing in two states. For 3 years we lived in State A and I worked in State B. This is my first full year of retirement but we moved from State A to State B in the middle of the year. I hate having to download a second state return but I tried doing State A in Excel one year (it looked simpler than State B) and missed a ton of "gotchas". It took a consult with a CPA to straighten it out.
__________________
athena53 is offline   Reply With Quote
Old 10-17-2015, 09:13 PM   #20
Full time employment: Posting here.
Jerry1's Avatar
 
Join Date: Nov 2014
Posts: 549
I'm sticking with TT. I've used TT for as long as I can remember. I had it when I had a computer that worked off of floppy disks (only - no hard drive). It's not that I don't think other programs will work, but I also don't believe there's another program out there that won't have some issue from time to time. I'm comfortable with the TT interface and even last year if they wouldn't have given the rebate, it's really a great deal for what it does. Could you imagine doing taxes by hand All of them are a good deal by that measure.
__________________

__________________
Jerry1 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
Your TOTAL % return so far this year and last year. modhatter FIRE and Money 49 10-19-2006 05:03 AM
What I learned in 1040 class. Martha FIRE and Money 72 12-22-2005 07:57 PM
ER'd from something or to something? RockMiner Life after FIRE 21 07-27-2005 08:37 PM
See @ Last, See @ Last, Thank God I Can See @ Last Beachbumz Other topics 24 02-18-2005 08:16 PM
What I learned from life haha Other topics 19 12-04-2004 03:27 AM

 

 
All times are GMT -6. The time now is 12:48 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.