Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 02-19-2021, 08:17 AM   #81
Thinks s/he gets paid by the post
 
Join Date: Oct 2019
Posts: 2,675
This will be my first your year to do my own taxes, previously we had a business and used an accountant, but now I want to save that money.
I have LTCGs, STCGs, dividends and interest, an HSA contribution and Roth conversions. I don't think I need a deluxe program.
What program should I start looking for at what price?
Time2 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 02-19-2021, 11:03 AM   #82
Recycles dryer sheets
 
Join Date: Dec 2017
Posts: 178
I'd say Turbotax deluxe. You can get it for $40 most places...maybe cheaper at Costco. You'd need more than a free version because of the stock gains. You will hate it the first year as you have to enter everything but the following years, you will love it. My dad experienced this. I remember him complaining the first year but now he loves it.
samcat is offline   Reply With Quote
Old 02-19-2021, 11:56 AM   #83
Thinks s/he gets paid by the post
 
Join Date: Jan 2019
Location: Sunny California
Posts: 1,364
I'm sticking with the disc as long as I can since my daughter also uses it for her taxes. This year I read somewhere that she could download the software from Turbotax and then enter the code from the disc but when she tried that it would not work. It told her the code belonged to another account IIRC. I took the actual disc over to her and she installed from it and entered the code and everything worked fine.
RetiredAndLovingIt is offline   Reply With Quote
Old 02-19-2021, 01:30 PM   #84
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Midpack's Avatar
 
Join Date: Jan 2008
Location: NC
Posts: 18,624
Quote:
Originally Posted by Time2 View Post
This will be my first your year to do my own taxes, previously we had a business and used an accountant, but now I want to save that money.
I have LTCGs, STCGs, dividends and interest, an HSA contribution and Roth conversions. I don't think I need a deluxe program.
What program should I start looking for at what price?
TurboTax will insist you need Premier, but Deluxe will handle all those situations with a little prodding on conversions - Premier asks directly, Deluxe does not, but all the IRA forms and worksheets are there. I know because I ponied up for Premier for a couple years only to find I didn’t need it. And there’s no risk in buying the Deluxe download as you can easily upgrade to Premier, you pay the list difference and voila you have Premier.
__________________
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 / 30% bonds / 20% cash
Target WR: Approx 2.5% Approx 20% SI (secure income, SS only)
Midpack is offline   Reply With Quote
Old 02-19-2021, 03:09 PM   #85
Thinks s/he gets paid by the post
timo2's Avatar
 
Join Date: Jul 2011
Location: Bernalillo, NM
Posts: 2,716
Quote:
Originally Posted by RetiredAndLovingIt View Post
It told her the code belonged to another account IIRC. I took the actual disc over to her and she installed from it and entered the code and everything worked fine.
I got that message also when I tried to download my version onto DW's laptop, to see if that would be less buggy than on my tower PC.
__________________

"We live the lives we lead because of the thoughts we think" ...Michael O’Neill
"We can cannot compel others to do our will" ....Norman Goldman
"There never is shortage of the gullible to accept the illogical"...Anonymous
timo2 is offline   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


Similar Threads
Thread Thread Starter Forum Replies Last Post
TurboTax disc $54.88, download $69.99. What? JoeWras FIRE and Money 46 01-07-2020 05:28 AM
Fidelity Turbo Tax -- can't find the free download offer ! Live And Learn FIRE and Money 44 03-19-2018 05:42 PM
Artificial Disc Replacement of Cervical Spine pjigar Health and Early Retirement 6 09-17-2017 12:18 PM

» Quick Links

 
All times are GMT -6. The time now is 10:08 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2022, vBulletin Solutions, Inc.