misanman
Thinks s/he gets paid by the post
- Joined
- Apr 28, 2008
- Messages
- 1,280
Thanks for the "heads up" on the $5 offer. Downloaded and started my return, although any serious effort will have to wait until Fidelity 1099 input files are available.
No joy. Just the 25% discount. I got the full offer last year. Oh well.
Ditto
Threeto
quatro - only see 25% discont. I would consider $5 if it appeared.
Thanks for posting that. I just ordered the 2024 H&R Block tax software and got the discount. FWIW, I used to use TurboTax but I switched to H&R Block about 3 years ago. I found H&R Block's software to be more straightforward. It doesn't try to be cute like TT, and it more closely follows the actual IRS Schedule forms so it's easier to see what it's doing. TT always operated like a mysterious black box, and it wasn't until I finished and could view the schedules that I could see how my entries were affecting the final return.Newegg has H&R Block Tax Software Deluxe + State 2024 PC/Mac (Digital Download) on sale for $29.99 - $7.50 when you apply code NNENA227 in cart = $22.49.
FWIW, I also like to check things as I go along, and I've always been able to just switch back and forth to Forms view. Those pages are updated at the same time, so it's easy to see what the software is doing.TT always operated like a mysterious black box, and it wasn't until I finished and could view the schedules that I could see how my entries were affecting the final return.
Same here. And, when you're in forms view, you can click on a number and it will take you to the source document from which it came. I like that feature. Sometimes, the base amount is buried deep.FWIW, I also like to check things as I go along, and I've always been able to just switch back and forth to Forms view. Those pages are updated at the same time, so it's easy to see what the software is doing.
I have no knowledge of their method, but I have a sneaking suspicion that they now want you to have a significant stake in Fidelity products.Not a big deal but I am sure curious what their criteria is with the significant amounts in my accounts!
There have been endless debates on this. I can assure you it's not Fidelity products. I don't own any Fidelity funds and have never used a Fidelity advisor and I get the offer.I have no knowledge of their method, but I have a sneaking suspicion that they now want you to have a significant stake in Fidelity products.
I remember when I used Vanguard years ago, they only upgraded your status (I think it was Flagship?) if you had a certain amount in Vanguard funds. You could have oodles of money in your account, but if it wasn't in Vanguard funds it didn't count.
Thanks for making that clear. As I said earlier, it has always been a mystery.There have been endless debates on this. I can assure you it's not Fidelity products. I don't own any Fidelity funds and have never used a Fidelity advisor and I get the offer.
... TT always operated like a mysterious black box, and it wasn't until I finished and could view the schedules that I could see how my entries were affecting the final return.
This is the main difference between TTax Online and TTax Desktop. With Desktop, you pay in advance so you have full access to Forms mode and can see where every number is going on your return as you enter it. You can even insert forms manually and enter numbers directly into the blanks if you want to.FWIW, I also like to check things as I go along, and I've always been able to just switch back and forth to Forms view. Those pages are updated at the same time, so it's easy to see what the software is doing.
That makes sense. Thanks for the clarification.This is the main difference between TTax Online and TTax Desktop.
I have predominantly Fidelity funds, but these days they are mostly very low cost index funds.I have no knowledge of their method, but I have a sneaking suspicion that they now want you to have a significant stake in Fidelity products.
I remember when I used Vanguard years ago, they only upgraded your status (I think it was Flagship?) if you had a certain amount in Vanguard funds. You could have oodles of money in your account, but if it wasn't in Vanguard funds it didn't count.
You can change the view on TT and it would show the forms better..Thanks for posting that. I just ordered the 2024 H&R Block tax software and got the discount. FWIW, I used to use TurboTax but I switched to H&R Block about 3 years ago. I found H&R Block's software to be more straightforward. It doesn't try to be cute like TT, and it more closely follows the actual IRS Schedule forms so it's easier to see what it's doing. TT always operated like a mysterious black box, and it wasn't until I finished and could view the schedules that I could see how my entries were affecting the final return.
Nope. Not going back to TT. There were other things about TT which annoyed me.You can change the view on TT and it would show the forms better..
It would be a more entertaining read if you can figure out the lowest illegal taxes.So in the meantime doing my returns is a good way to exercise my brain, a big puzzle, and pay the lowest legal taxes.
I logged on to Fidelity last night and saw that they graced my with the 25% discount.Newegg has H&R Block Tax Software Deluxe + State 2024 PC/Mac (Digital Download) on sale for $29.99 - $7.50 when you apply code NNENA227 in cart = $22.49.
Hmm, no TT offer for me. I've been getting it for like almost a decade now.
Tons of Fidelity funds held in account, the balance of which is in the millions.
25% discount and I have to search Turbotax for it.
So they decide to cut me off this year?
Hmm, no TT offer for me. I've been getting it for like almost a decade now.
Tons of Fidelity funds held in account, the balance of which is in the millions.
25% discount and I have to search Turbotax for it.
So they decide to cut me off this year?