TurboTax Warning

Discussion in 'Tech Talk - Gadgets, Gizmos and Technology' started by billsharpe, Dec 30, 2014.

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  1. Jan 4, 2015 #41 of 105
    billsharpe

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    The warning was for those who used TurboTax Deluxe last year and wanted to e-file with Schedules C, D, E, or K-1. They can't do that this year. They can if they use H&R Block Deluxe.

    I have not yet tried Block's software yet so I cannot address its ease of use. I have used TurboTax for many years but this will probably be the year I change.

    I haven't used paper and pencil for many years to do my taxes. Figuring out how much of our social security payments are taxable is daunting enough to use software instead. Printing and mailing my state return is straightforward; usually I owe California a few bucks or they owe me a few.
     
  2. Jan 4, 2015 #42 of 105
    scooper

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    Having worked one tax season as a preparer, and watching / talking to my wife (interviewing for different jobs)- there are most certainly differences in the software used by various companies. A CPA firm uses something entirely different than what H&R Block or Jackson Hewitt would use, which again is different than than what you're buying as a consumer with these packages.
     
  3. Jan 5, 2015 #43 of 105
    Steve

    Steve Well-Known Member

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    "Advantage" customers are getting a free upgrade this year (as Phrelin posted). See attached, from the Intuit web site this morning, re: the $30 charge for the retail upgrade. There are no mentions or reports in the TurboTax forums of any retail customers getting a free upgrade, except that Amazon customers may be able to upgrade for $20.

    So it looks like for the 2014 tax year, Advantage customers can get Premier for the "Deluxe" price of $49 by upgrading Deluxe for free. Otherwise, the best price I've seen for Premier is $55,for Amazon Prime customers.

    Check your state capability, Six. Some users are reporting they lost their state after upgrading from Deluxe to Premier. Apparently it's a known issue and Intuit customer support can update your account to fix it.

    https://ttlc.intuit.com/questions/2587410-how-can-i-re-access-my-state-forms-after-upgrading-to-premier-from-deluxe

    https://ttlc.intuit.com/questions/2586859-state-data-doesn-t-appear-after-upgrade-from-2014-deluxe-to-premier

    https://ttlc.intuit.com/questions/2586184-i-cannot-see-state-tax-amount-after-upgrading-from-deluxe-to-premier-the-state-value-box-shows-see-amount
     

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  4. Jan 5, 2015 #44 of 105
    Sixto

    Sixto Well-Known Member

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    Thanks Steve, that explains it!
     
  5. Jan 5, 2015 #45 of 105
    bobnielsen

    bobnielsen Éminence grise

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    I ordered it on Friday and got Sunday delivery with Prime. I saw it for the same price at Costco.
     
  6. Jan 5, 2015 #46 of 105
    Steve

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    Same here. Still can't get used to seeing the mailman on Sunday! :p
     
  7. Jan 5, 2015 #47 of 105
    dennisj00

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    And they were talking about stopping Saturday delivery!
     
  8. Jan 5, 2015 #48 of 105
    trh

    trh This Space for Sale

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    They still want to stop 1st class mail on Saturday's. But Amazon has a contract with the USPS for delivery on Sunday.
     
  9. Jan 8, 2015 #49 of 105
    jimmie57

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    I just purchased H & R Block Deluxe at Office Depot ( no state forms ) for $24.99 on CD.
    I will post my experience with it after I use it. This will be some time in March probably.
     
  10. Jan 8, 2015 #50 of 105
    Steve

    Steve Well-Known Member

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    I tried it a few years ago, because I received a free copy as part of a promotion. IIRC, it imported the prior year's TurboTax data with no problem and was very easy to use. I then won a free copy of TurboTax the following year, so I switched back. There were no problems with TT importing the H&R data either.
     
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  11. Jan 8, 2015 #51 of 105
    billsharpe

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    Our local NBC News 4 team reported the changes in TurboTax Deluxe briefly last night. They just mentioned there were no longer questions about Forms C, D, and E to answer in that version.
     
  12. Jan 9, 2015 #52 of 105
    Drew2k

    Drew2k New Member

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    Thanks for starting this thread billsharpe, and for the well deserved warning! It was definitely merited.

    Through 1/29 Costco is also selling Premiere for $54.99, so that's likely where I will pick it up.

    I have been using TurboTax for many years and have always purchased the Deluxe version at Costco, and I also never check out Intuit's site or forums, so I've never heard of Advantage and without this thread I would have been out of luck for Schedule D. I need to look into this Advantage thing and be more pro-active I guess...
     
  13. Jan 12, 2015 #53 of 105
    Steve

    Steve Well-Known Member

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    Maybe you can post the steps you took to achieve this, for the benefit of those who are being asked to pay $30 to upgrade the retail version to Premier.

    For folks that don't mind switching, H&R Block is offering a free download of their Deluxe + State package that includes those schedules. Send an e-mail with proof of purchase of TurboTax Deluxe to "switchtoblock@hrblock.com" and they'll provide you with a download link. [more]
     
  14. Jan 13, 2015 #54 of 105
    hdtvfan0001

    hdtvfan0001 Well-Known Member

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    As stated earlier...it was a local store price match offer (in this case, Staples). Best Buy also had a deal at my local location. I just saw a price cut at Costco in my area over the weekend. Most of these were not "advertised", but found visiting the brick & mortar locations. Deals abound many places.
     
  15. Jan 13, 2015 #55 of 105
    Steve

    Steve Well-Known Member

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    Guess I misread your original post.

     
  16. Jan 13, 2015 #56 of 105
    hdtvfan0001

    hdtvfan0001 Well-Known Member

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    Yup. Local price match opportunities are nice when found.

    Using TurboTax...that task is nearly 50% completed...it's nice to get the tax thing done by early February each year. One more "task" out of the way.
     
  17. Jan 15, 2015 #57 of 105
    billsharpe

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    I purchased H&R Block Deluxe from Amazon and installed it yesterday. The program easily found my 2013 TurboTax file and imported the information. I like the look of the screens but won't really get started until the end of the month after I receive information about last year's income from various sources.
     
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  18. Jan 20, 2015 #58 of 105
  19. Jan 20, 2015 #59 of 105
    Steve

    Steve Well-Known Member

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    Not surprised they're caving, given that H&R Block is allowing folks to switch for free.

    This will make a great future Harvard Business School study, IMHO, on how corporate greed can hurt sales of a product that was dominating a market segment.

     
  20. Jan 20, 2015 #60 of 105
    jimmie57

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