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Tax software deals
Old 11-03-2021, 12:05 PM   #1
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Tax software 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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Old 11-03-2021, 12:15 PM   #2
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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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Old 11-03-2021, 12:16 PM   #3
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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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Old 11-03-2021, 12:16 PM   #4
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The last few years Black Friday was the best deal.
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Old 11-03-2021, 12:21 PM   #5
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The last few years Black Friday was the best deal.
^ Yep.
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Old 11-03-2021, 12:27 PM   #6
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$39.95 after the discount.
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Old 11-03-2021, 12:43 PM   #7
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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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Old 11-03-2021, 01:55 PM   #8
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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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Old 11-03-2021, 02:07 PM   #9
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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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Old 11-03-2021, 02:12 PM   #10
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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.
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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Old 11-03-2021, 02:18 PM   #11
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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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Old 11-03-2021, 02:32 PM   #12
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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.
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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Old 11-03-2021, 02:34 PM   #13
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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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Old 11-03-2021, 02:36 PM   #14
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Ah, we are probably not far away from having the discussion on who gets the free Turbo Tax from Fidelity.
Yes!

That discussion is followed by the re-re-re-release of "How the Grinch Stole Christmas".
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Old 11-03-2021, 03:00 PM   #15
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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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Old 11-03-2021, 03:32 PM   #16
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I paid $30 for TT Deluxe on Dec 26, 2020, so I'll wait for a deal.
Same here. I paid $30 for TT Deluxe PC/Mac disk on Dec 28, 2020 from Amazon.
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Old 11-03-2021, 03:38 PM   #17
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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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Old 11-03-2021, 03:50 PM   #18
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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.
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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Old 11-03-2021, 04:05 PM   #19
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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.
Might be the case, but last year Newegg had a deal on Thanksgiving Day: https://www.early-retirement.org/for...ml#post2517327
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Old 11-03-2021, 04:34 PM   #20
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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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