Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 12-13-2013, 03:24 PM   #21
Moderator
Alan's Avatar
 
Join Date: Jul 2005
Location: Eee Bah Gum
Posts: 21,100
Quote:
Originally Posted by pb4uski View Post
I had to go to a link at the bottom of the page that VG sends you to.
Thanks - I couldn't find that link either
__________________

__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Now it's adventure before dementia
Alan 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 12-13-2013, 03:29 PM   #22
Recycles dryer sheets
 
Join Date: Nov 2003
Location: Charlotte
Posts: 360
Quote:
Originally Posted by easysurfer View Post
Thx. Every year I struggle to find the right link to download.

If first you don't succeed....
Me also! It almost seems the instructions are biased toward leading a person toward the online version.
__________________

__________________
WilliamG is offline   Reply With Quote
Old 12-13-2013, 04:16 PM   #23
Thinks s/he gets paid by the post
sengsational's Avatar
 
Join Date: Oct 2010
Posts: 3,837
Just to save folks some time...Unless you have $1M with Vanguard, there's really no deal to be had. My 'deal' is that my FIL and I share a copy of TaxCut.
__________________
sengsational is offline   Reply With Quote
Old 12-13-2013, 04:48 PM   #24
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Lsbcal's Avatar
 
Join Date: May 2006
Location: west coast, hi there!
Posts: 5,685
Quote:
Originally Posted by aja8888 View Post
From people's experience, which TT version works best with Schedule C reporting and Solo 401k contributions?

Thanks
DW has some Schedule C stuff and I've used Delux for that. But I'd check what TT says about this. On there site they probably have a comparative chart that shows what you get with each version.
__________________
Lsbcal is online now   Reply With Quote
Old 12-13-2013, 04:52 PM   #25
Moderator Emeritus
 
Join Date: May 2007
Posts: 11,043
Quote:
Originally Posted by Lsbcal View Post
Some will be able to get this free and others at a discount. Steps to get this:
1) Login
2) note: I am not providing the link for security reasons. Just search in VG's search window with "turbo tax 2013" and click on the 2nd item that shows "Vanguard - TurboTax Online"
3) After reading the deal, you can click on "get started now and save"
Thanks for the heads up! I just downloded the discounted TT 2013 through Vanguard and found out that I need to send an extra $30K to the Feds.
__________________
FIREd is offline   Reply With Quote
Old 12-13-2013, 04:53 PM   #26
Moderator Emeritus
aja8888's Avatar
 
Join Date: Apr 2011
Location: The Woodlands, TX
Posts: 7,158
Quote:
Originally Posted by Lsbcal View Post
DW has some Schedule C stuff and I've used Delux for that. But I'd check what TT says about this. On there site they probably have a comparative chart that shows what you get with each version.
I went there a few minutes ago and TT tries to push you into Home and Business with a sole proprietorship. When I had my S Corp, I needed that version, but now I only will see Schedule C (for the first time). I was hoping some folks here have prior C experience on a version less than Home or Business.
__________________
aja8888 is offline   Reply With Quote
Old 12-13-2013, 05:10 PM   #27
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: 8,601
Quote:
Originally Posted by aja8888 View Post
I was hoping some folks here have prior C experience on a version less than Home or Business.
Certainly!
I've done my C (sole proprietor) for years using Deluxe. No problem at all. When TT tells you to use a higher priced version, it normally just means the more expensive one has more hand-holding.
__________________
braumeister is offline   Reply With Quote
Old 12-13-2013, 09:23 PM   #28
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: 16,428
Quote:
Originally Posted by FIREd View Post
Thanks for the heads up! I just downloded the discounted TT 2013 through Vanguard and found out that I need to send an extra $30K to the Feds.
Ouch! What went wrong? I use a dummy return of 2013 using the 212 version of TT until the 2013 version came out and my numbers were very close.
__________________
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 12-13-2013, 09:27 PM   #29
Moderator
Alan's Avatar
 
Join Date: Jul 2005
Location: Eee Bah Gum
Posts: 21,100
Quote:
Originally Posted by pb4uski View Post
Ouch! What went wrong? I use a dummy return of 2013 using the 212 version of TT until the 2013 version came out and my numbers were very close.
+1

The 2013 version does have accurate tax brackets so I will be converting some more tIRA to ROTH to fill up the bracket, as soon as Wellesley spits out the final dividends and Cap Gains.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Now it's adventure before dementia
Alan is offline   Reply With Quote
Old 12-13-2013, 09:38 PM   #30
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2005
Posts: 13,275
Here is the link.... easy to find...

https://personal.vanguard.com/us/ins...r/qdi/turbotax


Also, the schedule issue is with the online version, not the desktop version...
__________________
Texas Proud is offline   Reply With Quote
Old 12-13-2013, 09:43 PM   #31
Moderator Emeritus
 
Join Date: May 2007
Posts: 11,043
Quote:
Originally Posted by pb4uski View Post
Ouch! What went wrong? I use a dummy return of 2013 using the 212 version of TT until the 2013 version came out and my numbers were very close.
It looks like a combination of factors. Slight under-withholding on DW's regular paychecks (engineered that way), better than expected year for passive income (especially in the last quarter), and a late year unexpected bonus for DW that was withheld by payroll at 25% while we are in the 39.6% FIT bracket. Plus we are now in ATM territory thanks to our large California income tax liability this year (2013 is our first full year in CA. We never had to pay the AMT when we lived in a low tax state in the south).
__________________
FIREd is offline   Reply With Quote
Old 12-15-2013, 05:41 PM   #32
Full time employment: Posting here.
Al in Ohio's Avatar
 
Join Date: Jun 2013
Location: Columbus OH
Posts: 688
This is just for the online version, correct?


Am I the only one that would have major reservations about inputting personal data and my SSN 's online that are kept on a server somewhere in cyberspace?
__________________
Ohio INTJ ENG ER Hopeful
Al in Ohio is offline   Reply With Quote
Old 12-15-2013, 06:06 PM   #33
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
RunningBum's Avatar
 
Join Date: Jun 2007
Posts: 5,182
Quote:
Originally Posted by Al in Ohio View Post
This is just for the online version, correct?


Am I the only one that would have major reservations about inputting personal data and my SSN 's online that are kept on a server somewhere in cyberspace?
You can download the desktop version for free or use the online version for free. I choose the desktop version, partly for the reason you state. Also I help my son with his taxes and we use the same desktop version for that as well. And this year there's the difference on schedule D in the deluxe version, where it's included in the desktop version but not online.
__________________
RunningBum is offline   Reply With Quote
Old 12-15-2013, 06:18 PM   #34
Moderator
Alan's Avatar
 
Join Date: Jul 2005
Location: Eee Bah Gum
Posts: 21,100
Quote:
Originally Posted by RunningBum View Post
You can download the desktop version for free or use the online version for free. I choose the desktop version, partly for the reason you state. Also I help my son with his taxes and we use the same desktop version for that as well. And this year there's the difference on schedule D in the deluxe version, where it's included in the desktop version but not online.
+1

My son comes round and uses it for his return as well.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Now it's adventure before dementia
Alan is offline   Reply With Quote
Old 12-15-2013, 06:32 PM   #35
Full time employment: Posting here.
Al in Ohio's Avatar
 
Join Date: Jun 2013
Location: Columbus OH
Posts: 688
Quote:
Originally Posted by RunningBum View Post
You can download the desktop version for free or use the online version for free. I choose the desktop version, partly for the reason you state. Also I help my son with his taxes and we use the same desktop version for that as well. And this year there's the difference on schedule D in the deluxe version, where it's included in the desktop version but not online.
So if I understand you , there's a desktop version that you download onto your PC and run totally on your local drive and its also free for Vanguard account owners?
__________________
Ohio INTJ ENG ER Hopeful
Al in Ohio is offline   Reply With Quote
Old 12-15-2013, 06:34 PM   #36
Moderator
Alan's Avatar
 
Join Date: Jul 2005
Location: Eee Bah Gum
Posts: 21,100
Quote:
Originally Posted by Al in Ohio View Post
So if I understand you , there's a desktop version that you download onto your PC and run totally on your local drive and its also free for Vanguard account owners?
Correct. See the posts above in this thread to see where to find the link for the desktop version.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Now it's adventure before dementia
Alan is offline   Reply With Quote
Old 12-15-2013, 07:06 PM   #37
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2005
Posts: 13,275
Quote:
Originally Posted by Al in Ohio View Post
So if I understand you , there's a desktop version that you download onto your PC and run totally on your local drive and its also free for Vanguard account owners?

It is free only if you are Flagship or higher....
__________________
Texas Proud is offline   Reply With Quote
Old 12-15-2013, 07:08 PM   #38
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
RunningBum's Avatar
 
Join Date: Jun 2007
Posts: 5,182
Quote:
Originally Posted by Al in Ohio View Post
So if I understand you , there's a desktop version that you download onto your PC and run totally on your local drive and its also free for Vanguard account owners?
Free for Flagship and Asset Management clients. Discounted for other clients, but I'm not sure whether you can get a better deal elsewhere.
__________________
RunningBum is offline   Reply With Quote
Old 12-16-2013, 11:30 AM   #39
Recycles dryer sheets
lemming's Avatar
 
Join Date: May 2008
Posts: 415
I'm really annoyed with Turbotax about the online versions being chopped down to near useless. I have always done mine online assuming that if I have a program on my computer that gets downloads it is subject to hacking just like the online version. I guess I just upgrade to the premier edition-no biggie. Bad marketing on their part..they should have dropped the deluxe name for online.
__________________
lemming is offline   Reply With Quote
Old 12-16-2013, 03:46 PM   #40
Moderator
rodi's Avatar
 
Join Date: Apr 2012
Location: San Diego
Posts: 8,814
For those of us with the bulk of our money not at Vanguard... and who want/need premiere

I compared the non-flagship discounts to Costco and to turbotax.com.
Costco has the best price, followed by Vanguard. Buying direct from TT was the most expensive.
__________________

__________________
rodi is online now   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


 

 
All times are GMT -6. The time now is 07:10 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.