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Vanguard 2014 TurboTax Downloads Available w Discounts
12-19-2014, 02:51 PM
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#1
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2008
Location: NC
Posts: 21,148
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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...
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57
Target AA: 50% equity funds / 45% bonds / 5% cash
Target WR: Approx 1.5% Approx 20% SI (secure income, SS only)
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12-19-2014, 03:30 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Mar 2006
Location: Houston
Posts: 4,337
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Quote:
Originally Posted by Midpack
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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If you have capital gains or losses (Sch D), you now need their Premier version which is $10.
__________________
The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane -- Marcus Aurelius
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12-19-2014, 03:33 PM
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#3
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Recycles dryer sheets
Join Date: Apr 2012
Posts: 184
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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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12-19-2014, 03:40 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Mar 2009
Posts: 2,975
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Still not enough incentive to switch all my assets to VG to save $20 .
__________________
Took SS at 62 and hope I live long enough to regret the decision.
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12-19-2014, 04:07 PM
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#5
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2008
Location: NC
Posts: 21,148
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Quote:
Originally Posted by 2B
If you have capital gains or losses (Sch D), you now need their Premier version which is $10.
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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!
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57
Target AA: 50% equity funds / 45% bonds / 5% cash
Target WR: Approx 1.5% Approx 20% SI (secure income, SS only)
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12-19-2014, 04:29 PM
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#6
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Posts: 2,525
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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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12-19-2014, 04:34 PM
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#7
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Thinks s/he gets paid by the post
Join Date: Mar 2010
Location: Kerrville,Tx
Posts: 3,361
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Quote:
Originally Posted by ejman
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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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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12-19-2014, 07:49 PM
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#8
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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: 36,204
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While I normally use forms mode, to be able to import and efile is well worth the $10 to me.
__________________
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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12-19-2014, 07:51 PM
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#9
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Full time employment: Posting here.
Join Date: Nov 2009
Posts: 592
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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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12-19-2014, 07:54 PM
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#10
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,021
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Quote:
Originally Posted by pb4uski
While I normally use forms mode, to be able to import and efile is well worth the $10 to me.
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+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.
Each to his own.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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12-19-2014, 08:19 PM
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#11
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Thinks s/he gets paid by the post
Join Date: Jun 2004
Location: No. California
Posts: 1,856
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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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12-19-2014, 08:25 PM
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#12
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Full time employment: Posting here.
Join Date: Nov 2009
Posts: 592
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Quote:
Originally Posted by KB
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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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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12-19-2014, 08:33 PM
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#13
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Thinks s/he gets paid by the post
Join Date: Jun 2004
Location: No. California
Posts: 1,856
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Thanks fritz. I'll try that.
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12-20-2014, 01:39 AM
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#14
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Recycles dryer sheets
Join Date: Nov 2006
Posts: 321
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Quote:
Originally Posted by KB
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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I found these tips posted on Bogleheads.org to be quite useful:
Downloading TurboTax - tips for an easy process
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12-20-2014, 07:44 AM
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#15
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Recycles dryer sheets
Join Date: Feb 2010
Posts: 416
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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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12-20-2014, 07:52 AM
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#16
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2008
Posts: 13,127
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__________________
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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12-20-2014, 08:07 AM
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#17
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Sep 2012
Posts: 11,701
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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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12-20-2014, 10:18 AM
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#18
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Recycles dryer sheets
Join Date: Jan 2009
Posts: 193
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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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12-20-2014, 01:26 PM
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#19
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Apr 2004
Location: South Texas~29N/98W Just West of Woman Hollering Creek
Posts: 6,668
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Quote:
Don't trust putting your data on "the cloud"!
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Do you think that Bureau 121 has access to Cloud Data?
__________________
Part-Owner of Texas
Outside of a dog, a book is man's best friend. Inside of a dog, it's too dark to read. Groucho Marx
In dire need of: faster horses, younger woman, older whiskey, more money.
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01-21-2015, 10:04 AM
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#20
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Recycles dryer sheets
Join Date: Oct 2010
Posts: 392
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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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