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Vanguard 2014 TurboTax Downloads Available w Discounts
Old 12-19-2014, 03:51 PM   #1
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Vanguard 2014 TurboTax Downloads Available w Discounts

Maybe someone else posted and I missed it, but I just downloaded 2014 TT Deluxe for free! So I can start tweaking my year end taxable income. Best of luck...
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Old 12-19-2014, 04:30 PM   #2
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Maybe someone else posted and I missed it, but I just downloaded 2014 TT Deluxe for free! So I can start tweaking my year end taxable income. Best of luck...
If you have capital gains or losses (Sch D), you now need their Premier version which is $10.
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Old 12-19-2014, 04:33 PM   #3
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Grumble, grumble. I have a VG account ... but have been buying TT for years .... didn't know I could get it for "free"
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Old 12-19-2014, 04:40 PM   #4
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Still not enough incentive to switch all my assets to VG to save $20 .
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Old 12-19-2014, 05:07 PM   #5
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If you have capital gains or losses (Sch D), you now need their Premier version which is $10.
Correct for most intents and purposes. Based on the thread here a few days ago, evidently it's still there in form version, but you can't eFile it, so you have to print/mail in Sch D. That's a PITA!
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Old 12-19-2014, 05:29 PM   #6
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So you can't e-file (with schedule D) but it is still part of the program and included in the interview portion and taken into account for tax calculations?
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Old 12-19-2014, 05:34 PM   #7
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So you can't e-file (with schedule D) but it is still part of the program and included in the interview portion and taken into account for tax calculations?
Delux includes in the forms mode the worksheet the capital gains worksheet that asks for all the information. The other thing delux apparently can't do is an import from other souces as you have to type the data in.
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Old 12-19-2014, 08:49 PM   #8
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While I normally use forms mode, to be able to import and efile is well worth the $10 to me.
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Old 12-19-2014, 08:51 PM   #9
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I just looked online at Vanguard (w/o signing in) and it appears that Deluxe is free to Flagship and Asset Mgt Svcs clients, or $49.99 for all others. Premier is $9.99 for Flagship - $74.99 all others (referencing all desktop download versions - online version is less)

Edit: logged in for grins and it's still the same pricing as above (am Flagship and pricing is free, so don't know if other VG clients are free as well when signing in now).

I've downloaded the Deluxe version from Vanguard and started inputting data. It takes input for Capital Gains as long as they were not as a result of sales (it will tell you to upgrade to Premier for actual sales). This is allowable with the Basic and Deluxe Desktop versions (Schedule D is not required for gains earned w/o actual sales or losses). I posted this in the previous thread on this subject.

The Fed Deluxe version is not complete and won't be complete until 1/8/15 - ready for efile (update notice after getting available updates).
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Old 12-19-2014, 08:54 PM   #10
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While I normally use forms mode, to be able to import and efile is well worth the $10 to me.
+1

When I used to maintain my house and car I always believed in buying the right tools for the job, and it is the same here, for me. I'm prepared to pay $10 to save inconveniences and work-arounds but I respect others' decisions to take a different approach.

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Old 12-19-2014, 09:19 PM   #11
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Where can I download Turbotax on the Vanguard site? It prompts me to start inputting online and I want to download it to my laptop. Thanks.
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Old 12-19-2014, 09:25 PM   #12
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Where can I download Turbotax on the Vanguard site? It prompts me to start inputting online and I want to download it to my laptop. Thanks.
When you go to the VG website and sign-in, you go to the TurboTax website through them with their link. IIRC - below the sign in/start your taxes online is the area where you select the Desktop download. It should price out at VG pricing if you went to the website through VG.
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Old 12-19-2014, 09:33 PM   #13
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Thanks fritz. I'll try that.
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Old 12-20-2014, 02:39 AM   #14
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Where can I download Turbotax on the Vanguard site? It prompts me to start inputting online and I want to download it to my laptop. Thanks.
I found these tips posted on Bogleheads.org to be quite useful:

Downloading TurboTax - tips for an easy process
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Old 12-20-2014, 08:44 AM   #15
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If you want the disc version or download Amazon has it for the same as or less than Vanguard if you aren't flagship. I take advantage of the %10 bonus they offer so it ends up basically paying for itself if you put $500 of your refund towards an Amazon gift card.
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Old 12-20-2014, 08:52 AM   #16
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I found these tips posted on Bogleheads.org to be quite useful:

Downloading TurboTax - tips for an easy process
The cynic in me says that Intuit purposely made navigating to the download so difficult so we'd give up and just buy a version at a higher price.
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Old 12-20-2014, 09:07 AM   #17
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You guys just saved me some money!

I thought VG was online only. I don't like the online version.

Thank you!
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Old 12-20-2014, 11:18 AM   #18
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Be really careful about the online version! Turbotax allows anyone who knows your name, address and SS# to pull up your tax return. This allows them to know your real sources of income and more easily file a phony return the next year or amended return that doesn't get flagged.

I found this out the reverse way -- somebody last spring filed a phony return for me using turbotax online, knowing only my name/address/SS#. It got flagged by the IRS because it didn't match up with my income sources. I then went to Turbotax to do my actual return and when I tried to sign up it said I already had an account under that SS#. I clicked on "forgot login" and it only asked name/address/SS# and let me in. I then had full access to that return. If they were the real me and I was the criminal, I now can see and amend the return.

Don't trust putting your data on "the cloud"!
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Old 12-20-2014, 02:26 PM   #19
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Do you think that Bureau 121 has access to Cloud Data?
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Old 01-21-2015, 11:04 AM   #20
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OK totally strange. I went to download the TT via the Vanguard website but could not get the discount. Could not figure out what is wrong. My husband discovered we were flagged at Voyager customers, not Flagship, despite having way more than required to qualify. Apparently you have to ask them to submit you for approval. This seems lame to me on Vanguard's part. My husband just called them and they are submitting us - but it takes anywhere from 2 - 7 business days. This is the first time I have been disappointed in Vanguard.
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