Turbotax Changes

[Dimsumkid]

Quote:

Originally Posted by braumeister Thanks. I am probably in the same situation as you, and there was a definition change. My rep said I should qualify for it free, but the website still won't let me get it that way. He offered to reimburse me instead. Rather than hassle with it, I just bought it from Amazon. Like last year, my poor planning means I have a refund coming, so I'll use the Amazon 10% bonus to pay for Turbotax. However, I also bought a copy of TaxAct, and I plan to do my taxes in both systems side-by-side this year to compare. Next year I might just forget about TT entirely and use the much cheaper TaxAct instead.

You're welcome. Hopefully you asked Fidelity for the reimbursement. If you haven't opened up TaxAct yet, I would recommend contacting HR Block and ask them to send you their software, it's a free download once you send them proof of Turbotax purchase. Why pay for an alternate tax software if you don't have to?

[rbmrtn]

Quote:

Originally Posted by braumeister However, I also bought a copy of TaxAct, and I plan to do my taxes in both systems side-by-side this year to compare. Next year I might just forget about TT entirely and use the much cheaper TaxAct instead.

I've been using TaxAct since '98 and it's been fine by me. If you don't care about importing last years data, the FED version is free ( web or download )

[ejman]

After many years of using Turbotax Deluxe I just downloaded TaxAct. TurboTax shenanigans this year really got to me. My wife has a tiny income from a hobby farm so I can't even use the free Premier download from Vanguard ( no schedule F) and I'd be forced to use the Home and Business version which is over $80 . This fine performance by the folks at Intuit also has me looking at alternatives for Quicken which I've used since the early DOS version.

[Katsmeow]

I do need Schedule D this year and that is all that would require me to have Premier so I just said "no" and bought HR Block Deluxe instead. I also decided not to update Quicken and just use YNAB (Before I was using both). HR Block so far looks fine and I imported last year's TT data so I'm happy with the change.

[audreyh1]

Quote:

Originally Posted by athena53 I misunderstood all the warnings on this site and thought that the Deluxe edition just didn't allow e-filing of Schedule D and that it still had schedule D functionality if you wanted to file the paper version. I bought it from Costco. Of course the thing stopped dead when I indicated that I had capital gains and losses and I had to pay $30 to upgrade. When Costco sent me an e-mail asking me to review the product, I was happy to comply. Also happy to see that nearly every review so far is a paraphrase of mine: "doesn't do what it did last year, had to pay extra if I wanted the same functionality, returning the product (or going to a competitor next year)". I hope a few heads roll at Intuit over this but I'm not holding my breath.

I noticed Premier was $55 at Costco this week which was cheaper than expected.

Now that we downloaded Premier for free following the Fidelity link, I don't intend to pay for it ever again!

[braumeister]

Quote:

Originally Posted by braumeister My rep said I should qualify for it free, but the website still won't let me get it that way. He offered to reimburse me instead.

Obviously, the correct approach was simply to wait.
I just went back into my Fidelity account and they have apparently fixed the website glitch. I was able to download TurboTax Premier for free.