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Vanguard Tax Software this Year?
11-12-2015, 05:01 PM
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#1
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Posts: 2,525
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Vanguard Tax Software this Year?
Has anybody seen anything from Vanguard on what they are doing re tax software this year? Last year I was so upset with the whole Turbo Tax fiasco that I ended up using Tax Cut (which worked just fine for my me) but I'm curious if anyone has any info on this.
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11-25-2015, 11:24 AM
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#2
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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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I got a Turbotax CD in the mail today. Looks like Intuit is taking a page out of the old days of AOL giving a CD hoping I'd try and then buy.
But I'm holding out for the freebie better deal from Vanguard .
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11-25-2015, 11:27 AM
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#3
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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
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+1
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11-25-2015, 12:25 PM
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#4
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2005
Location: Chicago
Posts: 13,148
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Yes, some Vanguard customer please let us know. Last year I called Schwab and bitched that I could get free TurboTax from Vanguard if I was a customer there and they countered by crediting my account $80. I need to know what Vanguard is doing so I can trigger Schwab to match as a "courtesy."
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11-25-2015, 01:40 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: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,204
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Wouldn't just going to Vanguard be more direct?
__________________
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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11-25-2015, 01:48 PM
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#6
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Full time employment: Posting here.
Join Date: Sep 2007
Location: mpls, mn
Posts: 761
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fidelity usually matches what vanguard is giving away. Have received free turbotax the last few years. Waiting to see what will happen this year.
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11-25-2015, 03:53 PM
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#7
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Full time employment: Posting here.
Join Date: Apr 2010
Posts: 717
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Quote:
Originally Posted by mn54
fidelity usually matches what vanguard is giving away. Have received free turbotax the last few years. Waiting to see what will happen this year.
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Quote:
Originally Posted by youbet
Last year I called Schwab and bitched that I could get free TurboTax from Vanguard if I was a customer there and they countered by crediting my account $80.
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Really ? That's cool, so what do you say to Schwab and Fido reps?
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“The problem with the world is that the intelligent people are full of doubt, while the stupid people are full of confidence.”
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11-25-2015, 04:13 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: May 2006
Location: west coast, hi there!
Posts: 8,797
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Quote:
Originally Posted by ejman
Has anybody seen anything from Vanguard on what they are doing re tax software this year? Last year I was so upset with the whole Turbo Tax fiasco that I ended up using Tax Cut (which worked just fine for my me) but I'm curious if anyone has any info on this.
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Generally VG offers TT in mid December for download.
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11-25-2015, 04:28 PM
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#9
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,155
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My Fidelity rep was happy to give it to me last year. He said all I had to do was ask.
Probably a little early just yet. Maybe in a month would be appropriate. Not much point now for most of us because of waiting for all the paperwork to show up.
Meanwhile I can get decent estimates using Dinkytown.
1040 Tax Calculator
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11-25-2015, 04:43 PM
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#10
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Posts: 2,525
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Oregon has a high income tax rate so I generally end up paying more in state tax than Federal. Unfortunately taxcaster et al only estimate Federal taxes so I need both fed & state to get a really good estimate for Roth conversion purposes. I know I could re characterize latter on but I want to minimize work/hassle.
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11-25-2015, 04:49 PM
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#11
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Full time employment: Posting here.
Join Date: Apr 2010
Posts: 717
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Quote:
Originally Posted by braumeister
My Fidelity rep was happy to give it to me last year. He said all I had to do was ask.
Probably a little early just yet. Maybe in a month would be appropriate. Not much point now for most of us because of waiting for all the paperwork to show up.
Meanwhile I can get decent estimates using Dinkytown.
1040 Tax Calculator
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Did you give a credit or actual TurboTax product?
__________________
“The problem with the world is that the intelligent people are full of doubt, while the stupid people are full of confidence.”
(—Charles Bukowski)
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11-25-2015, 06:44 PM
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#12
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Full time employment: Posting here.
Join Date: Sep 2007
Location: mpls, mn
Posts: 761
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Quote:
Originally Posted by wanaberetiree
Did you give a credit or actual TurboTax product?
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I've gotten the turbotax to download onto my computer last two years. Got the cd the year before that. Once I see what is being offered by the others I call up my rep and I get it.
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11-25-2015, 08:55 PM
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#13
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Location: Columbus
Posts: 1,118
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Quote:
Originally Posted by mn54
I've gotten the turbotax to download onto my computer last two years. Got the cd the year before that. Once I see what is being offered by the others I call up my rep and I get it.
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Thanks for the info. I need to ask my rep. I have an opt with him early next month.
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Ohio REFI PE ENG and Investor as of 2016
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11-25-2015, 09:00 PM
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#14
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Full time employment: Posting here.
Join Date: Apr 2010
Posts: 717
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Quote:
Originally Posted by Al in Ohio
Thanks for the info. I need to ask my rep. I have an opt with him early next month.
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I have a rep at VG and one at Schwab, but not sure about Fido.
Do you need to have a substantial size portfolio to have a rep at Fido?
__________________
“The problem with the world is that the intelligent people are full of doubt, while the stupid people are full of confidence.”
(—Charles Bukowski)
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11-26-2015, 05:14 AM
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#15
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,155
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Yes, my Fido rep just gave me a code for a free download of TurboTax.
Quote:
Originally Posted by wanaberetiree
I have a rep at VG and one at Schwab, but not sure about Fido.
Do you need to have a substantial size portfolio to have a rep at Fido?
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I'm not sure what size account you need to get this particular freebie.
Quote:
Fidelity Premium ServicesSM
If you have a larger, more complex portfolio, Fidelity Premium Services offers dedicated representatives to help you optimize your investing plan.
Fidelity Premium Services is generally available to investors whose eligible retail household relationship assets are at least $250,000.
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11-26-2015, 12:04 PM
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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: Mar 2005
Location: Chicago
Posts: 13,148
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Hardly. I'm with Schwab for a variety of reasons discussed in other threads. Moving to Vanguard just to get my free tax software "more directly" would be letting the tail wag the dog.....
But I understand what you mean.
__________________
"I wasn't born blue blood. I was born blue-collar." John Wort Hannam
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11-26-2015, 12:16 PM
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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: Mar 2005
Location: Chicago
Posts: 13,148
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Quote:
Originally Posted by wanaberetiree
Really ? That's cool, so what do you say to Schwab and Fido reps?
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I called my Schwab rep and whined about it. Schwab is petty sensitive about losing customers partially or wholly to Vanguard, so she immediately responded with "how much does TT cost?" I said "$80." She said "check your account in a few mins." I did and there was a courtesy credit of $80. No clue if they'll do it again this year, but I aim to try.
__________________
"I wasn't born blue blood. I was born blue-collar." John Wort Hannam
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11-26-2015, 01:51 PM
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#18
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Full time employment: Posting here.
Join Date: Sep 2007
Location: mpls, mn
Posts: 761
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[QUOTE=braumeister;1661758]Yes, my Fido rep just gave me a code for a free download of TurboTax.
Thanks. i will have to call my rep next week.
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11-26-2015, 10:30 PM
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#19
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Location: Columbus
Posts: 1,118
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Quote:
Originally Posted by wanaberetiree
I have a rep at VG and one at Schwab, but not sure about Fido.
Do you need to have a substantial size portfolio to have a rep at Fido?
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I think somewhere around a half mil they assigned me my own rep. At a million I got invited to dinners with more personal annual market updates Etc.
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Ohio REFI PE ENG and Investor as of 2016
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