TurboTax learned something last year.

[Telly]

We were long-time TT users. With the TT fiasco last year, we switched to H&R Block. It imported the previous year's TT info with no problem. DW is the main user of the tax SW, but I was looking over her shoulder and helping with all the many scenarios we were running to maximize the 15% tax bracket with Roth conversion.

We will use H&R again. We were completely put-off by the TT marketing dance around the facts and their "apology".

[Walt34]

Quote:

Originally Posted by Jerry1 Could you imagine doing taxes by hand

Yes, I have done that. Not fun. You're right, any of the tax programs are much better even if you have to snail-mail the return.

[athena53]

I agree but I swear the tax codes have gotten more complicated BECAUSE the software exists to handle it. I still can't believe how badly I messed up a state return in Excel. I'm not even sure where the instructions told me to attach the return for another state where I paid taxes. They just denied the credit when I didn't attach it. Nice, huh?

[bUU]

Quote:

Originally Posted by athena53 I agree but I swear the tax codes have gotten more complicated BECAUSE the software exists to handle it.

I cannot agree. I recall my mother, a single parent, struggling to make ends meet, paying for tax preparation back in the mid-1970s. The personal computer and TurboTax software was a boon for folks like my mother. I suppose it might have been simple in the 1950s or 1960s, but by the 1970s it was as complex as complex could be.

[razztazz]

Quote:

Originally Posted by bUU I cannot agree. I recall my mother, a single parent, struggling to make ends meet, paying for tax preparation back in the mid-1970s. The personal computer and TurboTax software was a boon for folks like my mother. I suppose it might have been simple in the 1950s or 1960s, but by the 1970s it was as complex as complex could be.

I suspect Einstein didn't actually say ether of these quotes but they go back to the pre- 1960's so maybe the 1040 wasn't so easy back then either?

“The hardest thing in the world to understand is the income tax.” — Albert Einstein, Mathematician

“This is too difficult for a mathematician. It takes a philosopher.” Albert Einstein

[neihn]

They lost me .. how many years probably 5 or 6 years when they allowed installation on just one PC, I switched to HR block, they reversed the decision later, but it was a little too late.
HR Block was pretty good for me so far and cheaper.