2024 Tax Software

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.
 
Able to download Premier desktop version for $5. Thanks.
 
I'm seeing 30% offer for Deluxe version $49. Will wait a bit longer then probably go for Costco deal $55 with $10 Intuit credit....
 
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.

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.
 
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.
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.
 
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.
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.
 
TT Forms view lets you enter individual forms as they become available. Only after I've received all that I expect do I run the tax check or the interview. 5 minutes a few times a month and when I finally import Fidelity's brokerage data and enter my lingering K-1's I'm done.

Gives me time to fill in my estimated tax spreadsheet for the current year before I start paying in April.

However, count me in the crowd who has received the Fidelity TT offer for many years, but am still waiting...

Not a big deal but I am sure curious what their criteria is with the significant amounts in my accounts!
 
Not a big deal but I am sure curious what their criteria is with the significant amounts in my accounts!
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.
 
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.
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.
 
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.
Thanks for making that clear. As I said earlier, it has always been a mystery.
 
... 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.
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.
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.

With Online, there is no Forms mode. You can preview or print your return any time after you have paid for the software (or had Fidelity pay for you), but you can't modify your return directly. There are, or there used to be, several ways to get into the Online app for free and you could create a complete return and get all the way up to the e-file screen. In those cases, you could not see what the final forms looked like until you paid, which makes sense because Intuit doesn't make money if you just copy all the numbers from their system into FreeTaxUSA or IRS Free Fillable Forms.
 
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.
I have predominantly Fidelity funds, but these days they are mostly very low cost index funds.
 
I've gotten it for several years, not sure exactly how long, and certainly not why. I am barely 7 figures, use Fidelity index funds for stocks, and buy treasuries directly (number of trades/frequent trader?).

All I know is, "I'm somebody now!". (see Steve Martin video link in #387 if needed...)
 
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.
You can change the view on TT and it would show the forms better..
 
I got TTP at near the lowest cost possible, now I am looking forward to doing my Fed and State returns once I have all my docs. Yes, I know most people hate taxes. I agree they’re criminally complex and the code should be greatly simplified AND we should be receiving pre filled out returns like many developed countries to approve/dispute instead of blank forms - but I’ll be surprised if that ever happens in the US. 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 just got the Fidelity free TT offer on my summary page. It wasn't there last night. I chose the desktop version for $5. Good luck to those that are waiting. I think it rolls out to people over a number of days.
 
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So in the meantime doing my returns is a good way to exercise my brain, a big puzzle, and pay the lowest legal taxes.
It would be a more entertaining read if you can figure out the lowest illegal taxes. 😜
 
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.

I logged on to Fidelity last night and saw that they graced my with the 25% discount.

But I bought TT Deluxe on Amazon's 12/27 Friday at a healthy discount.
I can't wait til mid-January to see if Fido will offer me a pittance for keeping all my money in their coffers.

I'm going to use HR Block next year. I had tried them once a few years ago, and everything from the prior year's TT Deluxe transferred into HR. The HR software seemed a little more 'intuitive' to use.

And at $22 bucks......I'm all in.
 
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?

Same situation here. I am still hopeful until the end of Jan. Another source says they run the eligibility requirements every 24 hours. Maybe they just haven't gotten to us yet? :unsure:

Those requirements are subject to change each year but nobody knows what they are.
 
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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?

Are you private client with an assigned advisor?

Might contact them about it.

I plan to do so if I don't get the free offer (always have in the past) within the next couple of weeks.
 
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