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11-21-2016, 08:43 AM
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#1
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Thinks s/he gets paid by the post
Join Date: Mar 2013
Location: Southern California
Posts: 3,995
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Turbotax 2016
Has anyone seen any promotions on turbotax 2016 yet? Does Fidelity and Vanguard offer discounts to their clients? So far everyone seems to be charging full price.
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11-21-2016, 08:50 AM
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#2
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,199
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You'll see a number of discount offers in about a month. A bit too early yet.
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11-21-2016, 08:54 AM
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#3
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Thinks s/he gets paid by the post
Join Date: Feb 2014
Location: Williston, FL
Posts: 3,925
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Here is a link I get generally every year. Good prices for downloadable software. They have TurboTax and Quicken.
https://primenow.selz.com/
__________________
FIRE no later than 7/5/2016 at 56 (done), securing '16 401K match (done), getting '15 401K match (done), LTI Bonus (done), Perf bonus (done), maxing out 401K (done), picking up 1,000 hours to get another year of pension (done), July 1st benefits (vacation day, healthcare) (done), July 4th holiday. 0 days left. (done) OFFICIALLY RETIRED 7/5/2016!!
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11-21-2016, 09:13 AM
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#4
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,586
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Quote:
Originally Posted by braumeister
You'll see a number of discount offers in about a month. A bit too early yet.
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Yes. Not only that, typically at this time of year the TT program is not yet ready to run and requires updates before it can prepare a return.
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11-29-2016, 08:29 AM
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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 2008
Posts: 13,132
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This is the first year I cashed in my old US EE savings bonds from the days of payroll deduction through w*rk.
Does Turbotax Deluxe handle the event of cashing in savings bonds? Or do I need the higher version of Turbotax Premium? Thanks.
__________________
Have you ever seen a headstone with these words
"If only I had spent more time at work" ... from "Busy Man" sung by Billy Ray Cyrus
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11-29-2016, 08:35 AM
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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: Oct 2005
Location: North Oregon Coast
Posts: 16,483
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Quote:
Originally Posted by easysurfer
This is the first year I cashed in my old US EE savings bonds from the days of payroll deduction through w*rk.
Does Turbotax Deluxe handle the event of cashing in savings bonds? Or do I need the higher version of Turbotax Premium? Thanks.
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You should receive a 1099-INT for the redeemed savings bonds. As long as your version can handle a 1099-INT you should be fine.
__________________
"Hey, for every ten dollars, that's another hour that I have to be in the work place. That's an hour of my life. And my life is a very finite thing. I have only 'x' number of hours left before I'm dead. So how do I want to use these hours of my life? Do I want to use them just spending it on more crap and more stuff, or do I want to start getting a handle on it and using my life more intelligently?" -- Joe Dominguez (1938 - 1997)
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11-29-2016, 09:08 AM
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#7
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,010
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Quote:
Originally Posted by Ready
Has anyone seen any promotions on turbotax 2016 yet? Does Fidelity and Vanguard offer discounts to their clients? So far everyone seems to be charging full price.
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The last couple of years I have been getting Turbotax Premier from Fidelity for free.
Before that I got it from Costco when on sale. Sometimes Amazon matched that price, sometimes not.
__________________
Retired since summer 1999.
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11-29-2016, 09:10 AM
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#8
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Thinks s/he gets paid by the post
Join Date: Jan 2011
Location: Fair Lawn
Posts: 2,940
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Unless it changes for tax year 2016, having any online bank account with State Farm Bank gets you free Turbo Tax. I keep a $500 one-year CD with them, but I believe a mere $100 savings account suffices. The interest rate sucks, but at this dollar level it truly is a minimal difference, more than made up for by the free Turbo.
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11-29-2016, 09:30 AM
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#9
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2008
Posts: 13,132
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Quote:
Originally Posted by ziggy29
You should receive a 1099-INT for the redeemed savings bonds. As long as your version can handle a 1099-INT you should be fine.
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Thanks. TT Deluxe handles 1099-INT fine.
__________________
Have you ever seen a headstone with these words
"If only I had spent more time at work" ... from "Busy Man" sung by Billy Ray Cyrus
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11-29-2016, 10:31 AM
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#10
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Recycles dryer sheets
Join Date: Jul 2011
Location: Minneapolis
Posts: 358
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Best deal I have found is Waoocheap:
2016 TurboTax - Waoocheap
They only sell downloadable versions but TT2016 Deluxe is just $29.99.
I have downloaded & installed the program, but have not started using it yet. Various sources have confirmed that the Deluxe version does include Schedule D.
My Fido rep has never offered me any free or discount version.
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11-29-2016, 10:33 AM
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#11
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,586
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Quote:
Originally Posted by audreyh1
The last couple of years I have been getting Turbotax Premier from Fidelity for free.
Before that I got it from Costco when on sale. Sometimes Amazon matched that price, sometimes not.
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Do we know if Fidelity will make this available at no charge again this year.
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11-29-2016, 01:29 PM
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#12
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,010
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Quote:
Originally Posted by MichaelB
Do we know if Fidelity will make this available at no charge again this year.
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No, don't know yet. Seems like late December is when people start to talk about the Fidelity offer.
__________________
Retired since summer 1999.
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11-29-2016, 01:49 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: Jun 2007
Posts: 13,202
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Quote:
Originally Posted by BrianB
Best deal I have found is Waoocheap:
2016 TurboTax - Waoocheap
They only sell downloadable versions but TT2016 Deluxe is just $29.99.
I have downloaded & installed the program, but have not started using it yet. Various sources have confirmed that the Deluxe version does include Schedule D.
My Fido rep has never offered me any free or discount version.
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I'm very leery of discount sites like this. Most likely it is an illegal knockoff. Maybe you're getting the same product for a few buck less, knowing that you are probably cheating Intuit out of their cut. That may not bother you, though you could have trouble getting support from Intuit if you need it. But maybe they are inserting a virus along with installing TurboTax. Maybe they have even found a way to get a peek at your return, including your SS# and other personal information included in your return.
None of this is worth saving a few bucks to me.
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11-29-2016, 01:50 PM
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#14
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,199
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Quote:
Originally Posted by audreyh1
No, don't know yet. Seems like late December is when people start to talk about the Fidelity offer.
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Last year it was the week before Xmas (and all through the house ...)
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11-29-2016, 01:59 PM
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#15
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,586
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Quote:
Originally Posted by audreyh1
No, don't know yet. Seems like late December is when people start to talk about the Fidelity offer.
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Quote:
Originally Posted by braumeister
Last year it was the week before Xmas (and all through the house ...)
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Sounds good to me. I'm certainly in no rush to start thinking about my taxes, so I'll wait until we have confirmed sightings.
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11-29-2016, 02:17 PM
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#16
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Recycles dryer sheets
Join Date: Jul 2016
Location: New Hampshire
Posts: 381
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Years past I would buy TurboTax as soon as it came out - only to kick myself when promotions started up in January. Not that I could do much with TT before getting all my forms in, either. This year I'll wait.
__________________
Steve
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11-29-2016, 09:28 PM
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#17
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Moderator
Join Date: Oct 2010
Posts: 10,656
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Not in alignment with the thread title, but I downloaded H&R Block from Amazon and my taxes are done already. Well, there are a few estimates, but by January 1, I'll have the final numbers. But I "needed" the software to allow me to see how various year-end strategies played-out.
Point being, I felt it was worth it to just buy it, and have it! And if I choose to take part of my refund as an Amazon gift card, they increase it by 10% (up to $500, or an extra $50).
And the software is $30, and $20 for "Basic" which would probably suit most situations.
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11-30-2016, 06:08 AM
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#18
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Full time employment: Posting here.
Join Date: May 2015
Location: Atlanta suburbs
Posts: 633
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Quote:
Originally Posted by RunningBum
I'm very leery of discount sites like this. Most likely it is an illegal knockoff. Maybe you're getting the same product for a few buck less, knowing that you are probably cheating Intuit out of their cut. That may not bother you, though you could have trouble getting support from Intuit if you need it. But maybe they are inserting a virus along with installing TurboTax. Maybe they have even found a way to get a peek at your return, including your SS# and other personal information included in your return.
None of this is worth saving a few bucks to me.
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+1
I agree wholeheartedly with what is stated above.
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11-30-2016, 06:17 AM
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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: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,266
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+2 I somewhat unknowingly bought TT from a site like this last year and saved $20 or so as I recall. While I concede that it worked flawlessly, including filing 5 returns electronically, I was never comfortable with it so I'll go with a known site and pay a little extra if I need to this year.
__________________
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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11-30-2016, 07:32 AM
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#20
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2008
Posts: 13,132
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Quote:
Originally Posted by jonat
Years past I would buy TurboTax as soon as it came out - only to kick myself when promotions started up in January. Not that I could do much with TT before getting all my forms in, either. This year I'll wait.
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I used to subscribe and have the annual TT CD delivered right to my mailbox until discovering that there was a premium to subscribing and being prompt .
Now I usually wait until the first price slashing after the holidays and don't do my taxes until baseball season is about to begin.
__________________
Have you ever seen a headstone with these words
"If only I had spent more time at work" ... from "Busy Man" sung by Billy Ray Cyrus
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