TurboTax apology and refund

[Car-Guy]

Hmm, before considering granting this refund, Intuit wants one's SSN... they did not request it before permitting a purchase, gee, I wonder why not.

I noticed that too and decided not to proceed just yet.

 

[cranberryjoe]

I bought H&R Block online over the Christmas break. Its going to be a bit painful entering all the information from prior years returns by hand rather than importing, but once its done its done and ready for future years.

What information doesn't H&R Block import from TurboTax? While I haven't done an exhaustive check, everything from last year's TurboTax return seems to have been imported correctly into H&R Block this year.

 

[kramer]

I purchased Turbo Tax Premier yesterday. Intuit sent me something in email about 4 days ago that offered a discount on various Turbo Tax products that was good for only 5 days (50% off list price). I think I used Turbo Tax Basic the past 3 years (even though I had a big Schedule D). Anyway, with this coupon, I was able to buy TT Premier downloadable version for $48, including tax, from their web site yesterday.

 

[kramer]

It looks like maybe anyone can avail of this 50% off deal through Monday:

https://www.bogleheads.org/forum/viewtopic.php?f=2&t=156430&newpost=2347289

I think the idea is to move users to the more advanced versions at a cheaper price this year, and then charge more next year . . .

 

[braumeister]

Pretty soon everything will be in Premier.

More likely, I expect in a year or two they will introduce "Premier Plus," the new version that will guide you through the confusing mess of Schedules A and B (which will be removed from all cheaper versions).

In other words, they are so clueless that they don't understand that a simple, small price change would be far more palatable than their current business model, and would also let them keep more customers loyal.

 

[bUU]

Do note that this won't work if you are going Premiere 2013 to Premiere 2014, only upgrading from Deluxe.

Me thinks they outsmarted themselves.

Or not: The rebate is only for people who upgrade from Deluxe to Premier - so that means next year no rebate since you won't be upgrading.

Hmm, before considering granting this refund, Intuit wants one's SSN... they did not request it before permitting a purchase, gee, I wonder why not.

"Taking names" to make sure people don't claim that they didn't realize that they had to buy Premier to get Scheduled D step through, next year.