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Tax software functionality and deals
11-03-2021, 12:05 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: Feb 2004
Location: Portland, Oregon
Posts: 7,107
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Tax software functionality and deals
H&R Block is offering $15 off Delux + State - $39.95, download available November 7.
What has been the history of those offers to pre-existing customers?
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Duck bjorn.
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11-03-2021, 12:15 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Jan 2012
Posts: 2,581
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So, is the price $24.95 (i.e., $39.95 minus $15) or is it $39.95 after the $15 discount?
If it's $24.95, that's a pretty good deal. If not, wait until Black Friday and buy it from NewEgg. Last year I got Deluxe+State for $22.50 with a NewEgg discount in late November.
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11-03-2021, 12:16 PM
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#3
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Moderator
Join Date: Nov 2014
Posts: 9,070
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I don't know the price that has been typical for HR Block, but this is definitely early. I'll be keeping an eye out for Turbo Tax. It looks like the retailers are going to roll out Black Friday throughout the month of November instead of waiting until the day after Thanksgiving.
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Every day when I open my eyes now it feels like a Saturday - David Gray
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11-03-2021, 12:16 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Dec 2016
Location: DC area
Posts: 2,464
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The last few years Black Friday was the best deal.
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FI and Semi-ER March 24, 2017
Consulting to stay engaged
"All models are wrong, some are useful." - George Box
“There is always a well-known solution to every human problem: neat, plausible, and wrong.” - H.L. Mencken
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11-03-2021, 12:21 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: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,000
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Quote:
Originally Posted by USGrant1962
The last few years Black Friday was the best deal.
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^ Yep.
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Numbers is hard
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11-03-2021, 12:27 PM
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#6
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 7,107
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$39.95 after the discount.
__________________
Duck bjorn.
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11-03-2021, 12:43 PM
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#7
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Thinks s/he gets paid by the post
Join Date: Jul 2009
Location: The Beautiful Blue Ridge Mountains
Posts: 2,778
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Basic is on sale for $19.95, which has always done all that I need including investments, IRA distributions and Roth conversions. My state's taxes are fairly simple and they have fillable forms online for free. Although a full-fledged software package would be nice, for me it's not worth paying double.
All that said, at $20 there's not much room for further discounts. Although I might save another 3 to 5 bucks if I wait for Black Friday, maybe downloading now so I can use it for planning purposes is worth it.
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11-03-2021, 01:55 PM
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#8
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Recycles dryer sheets
Join Date: Jan 2017
Posts: 155
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I paid $21.95 HRB deluxe and state through Amazon on Black Friday last year. I'm sure it will be higher this year.
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11-03-2021, 02:07 PM
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#9
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Thinks s/he gets paid by the post
Join Date: Feb 2014
Location: NW Pennsylvania
Posts: 1,803
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TurboTax Premier is on sale for $69.99 today. This is $20 less than yesterday. The software was released today. As with the comments above for H&R Block, it will go lower in time, but I’m a “give it to me now” type of shopper. I downloaded and installed it today.
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11-03-2021, 02:12 PM
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#10
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Thinks s/he gets paid by the post
Join Date: Apr 2013
Location: Beach and Mountain
Posts: 1,086
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Quote:
Originally Posted by PaunchyPirate
TurboTax Premier is on sale for $69.99 today. This is $20 less than yesterday. The software was released today. As with the comments above for H&R Block, it will go lower in time, but I’m a “give it to me now” type of shopper. I downloaded and installed it today.
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Is it mostly/partially functional? I don't want to file, but I do want to plan and if nothing works, then I will wait.
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11-03-2021, 02:18 PM
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#11
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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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I paid $30 for TT Deluxe on Dec 26, 2020, so I'll wait for a deal.
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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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11-03-2021, 02:32 PM
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#12
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Thinks s/he gets paid by the post
Join Date: Feb 2014
Location: NW Pennsylvania
Posts: 1,803
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Quote:
Originally Posted by Z3Dreamer
Is it mostly/partially functional? I don't want to file, but I do want to plan and if nothing works, then I will wait.
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As always, there are significant parts that do not yet work. Enough that you can’t probably get any true idea of your tax situation yet. I would suggest you hold off a bit unless you’re a bit compulsive like me.
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11-03-2021, 02:34 PM
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#13
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,197
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Ah, we are probably not far away from having the discussion on who gets the free Turbo Tax from Fidelity.
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TGIM
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11-03-2021, 02:36 PM
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#14
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,000
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Yes!
That discussion is followed by the re-re-re-release of "How the Grinch Stole Christmas".
__________________
Numbers is hard
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11-03-2021, 03:00 PM
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#15
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,155
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It's always fun.
Last year we had two threads about the free turbotax from Fidelity, one of 58 posts and another of 181 posts.
The year before, just one thread of 116 posts.
For those not familiar with this, it works like this:
Some (difficult to determine exactly which) Fidelity customers with large accounts are offered a free download of TurboTax Premier. This happens at some random time anywhere between early November and mid-January every year.
The fun part is trying to figure out who gets the offer, and for those who do qualify, trying to figure out exactly where to look on the Fidelity website. There are additional hurdles involved, such as which widgets to click once you find the right place.
Between now and January, you will see many queries, complaints, rants, and triumphant exclamations here.
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I thought growing old would take longer.
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11-03-2021, 03:32 PM
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#16
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Confused about dryer sheets
Join Date: Jul 2016
Posts: 1
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Quote:
Originally Posted by pb4uski
I paid $30 for TT Deluxe on Dec 26, 2020, so I'll wait for a deal.
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Same here. I paid $30 for TT Deluxe PC/Mac disk on Dec 28, 2020 from Amazon.
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11-03-2021, 03:38 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: Feb 2011
Location: NC Triangle
Posts: 5,807
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Last year I bought and tried Turbo Tax for the first time. I learned about the Fidelity offer (I was eligible) here and chalked it up to a learning experience.
Being a novice, I didn’t know how many updates would occur and there were a lot (maybe more than usual due to tax changes).
This year I’ll sit back and see how it shakes out by March.
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11-03-2021, 03:50 PM
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#18
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Posts: 2,518
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Quote:
Originally Posted by ER2B
I paid $21.95 HRB deluxe and state through Amazon on Black Friday last year. I'm sure it will be higher this year.
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Same here, 2 years in a row, but I thought the deal was on Cyber Monday(Monday after Thanksgiving) on Amazon.
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"Luck favors the prepared mind"
Pasteur
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11-03-2021, 04:05 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: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,000
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Quote:
Originally Posted by Golden sunsets
Same here, 2 years in a row, but I thought the deal was on Cyber Monday(Monday after Thanksgiving) on Amazon.
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Might be the case, but last year Newegg had a deal on Thanksgiving Day: https://www.early-retirement.org/for...ml#post2517327
__________________
Numbers is hard
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11-03-2021, 04:34 PM
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#20
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Thinks s/he gets paid by the post
Join Date: Dec 2015
Location: Santa Paula
Posts: 4,067
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I get it free from T Rowe, but it is on line and not a download. I do not like all my info going through cyberspace.
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Retired Jan 2009 Have not looked back.
AA 60/35/5 considering SS and pensions a SP annuity
WR 2% with 2SS & 2 Pensions
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