TurboTax 2014 Changes - Forms Removed

Discussion in 'Quicken' started by Arthur Conan Doyle, Nov 28, 2014.

  1. This has been mentioned in a couple of other threads, but I thought it was
    important enough to warrant it's own subject.

    Every so often, Intuit really shoots themselves in their foot. Going back a few
    years, trying to impose authentication on their software. More recently, the
    idiot owner of Mint who was dumping on all their PC based software users. Even
    the latest Quicken version that requires a "Quicken ID."

    Seems like they've just done it again. Starting with the 2014 versions, TTax
    users will be pleased to find out that Intuit has "made some changes this year
    to give you the best possible experience."

    What that translates into is that all support (including forms mode) for
    Schedules C, D E and F have been removed from TTax Deluxe. You now must buy
    either the Premier or H&B version.

    The droids staffing the Intuit help forum are doing their best to spin this as a
    positive move. They aren't suceeding.

    I've just downloaded H&R Block Deluxe from Amazon for $24.95.
     
    Arthur Conan Doyle, Nov 28, 2014
    #1
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  2. Arthur Conan Doyle

    ps56k Guest

    a reply to one of my postings on the TT forum -

    The problem lies in what is implied by "fill in" the form ?

    I thought that some of the forms only worked in "Interview Mode",
    and you couldn't get to them via Forms Mode.

    --
    No. You get the same forms in both the Interview Mode and the Forms Mode.
    This year they changed all the Desktop versions so they don't all include
    the same forms (either way) in all the versions. They changed the Online
    versions last year for 2013. Now you need Premier (or above) to fill out a
    schedule D and investments (both in the Forms or Interview Mode). You need
    Home&Business to fill out the full Schedule C & F.
     
    ps56k, Nov 29, 2014
    #2
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  3. Arthur Conan Doyle

    ps56k Guest

    OK - desktop versions - assuming that, except for totally striped Basic -
    any form listed is avail in both Forms Mode or Interview Mode....
    or online Import from FI's

    My stepping points are -
    after many years of using TTax desktop version Basic -
    and having my needed forms avail... 1040, A,B,D,E,1099-B

    https://turbotax.intuit.com/lp/ty14/desktop/lp1.jsp#irs-forms

    Can't use Deluxe - no support for -->... full 1040, Sched A
    I need to jump to Premiere for my --> Sched D, E, and 1099-B
    and upgrade to Home & Business - for those that need --> Sched C

    Will be interesting to see all the surprised users -
    after YEARS of using the same version,
    that now are forced to jump TWO levels of product
    to get the same thing that had all along.

    ......Bigger bag.... fewer chips
     
    ps56k, Nov 29, 2014
    #3
  4. Arthur Conan Doyle

    ps56k Guest

    from the TT forum - more hoops -

    If you are an Advantage member (annual subscription),
    you can get a free upgrade this year due to the product changes.
    If so, you can upgrade in the program by running TT
    and clicking on the Upgrade option at the top of the screen,
    and then using your Advantage log-in ID to verify.

    Bigger bag - less chips -
     
    ps56k, Nov 29, 2014
    #4
  5. Arthur Conan Doyle

    XS11E Guest

    What this translates into is buy Tax Cut this year.

    Personally I prefer TT but I've used TC and it works fine so send a
    message to Intuit buy buying the other product.
     
    XS11E, Nov 30, 2014
    #5
  6. Arthur Conan Doyle

    Andrew Guest

    I wonder what Intuit's return policy is, for example, if someone buys
    Deluxe this month (still November) but then finds out in April when they
    actually might starting USING the product it doesn't work for them as in
    the past.

    Probably gets credit towards an "upgrade" of course, but what if they
    wish to cut the cord, get their money back, and use TC?
     
    Andrew, Nov 30, 2014
    #6
  7. Arthur Conan Doyle

    Bert Guest

    In XS11E
    Does it import TT files from earlier years and do the appropriate
    calculations, like for tax loss carryforward?
     
    Bert, Nov 30, 2014
    #7
  8. H&R Block Deluxe had no problems reading my TTax files from last year for the
    static data. I don't have any carry forwards, so I can't speak to those.
     
    Arthur Conan Doyle, Nov 30, 2014
    #8
  9. The very confusing TT (HR Block) web site implies massive changes in
    that product as well. There is only an "online" version advertised,
    and state is no longer included, for a pretty dramatic price increase.

    But as I said, I'm confused.
     
    Marc Auslander, Dec 1, 2014
    #9
  10. Well - HR Block may be confused, but Amazon just sold me TT Delux +
    state for $40.
     
    Marc Auslander, Dec 1, 2014
    #10
  11. Of course I meant Tax Cut Delux plus state. Sorry.
     
    Marc Auslander, Dec 1, 2014
    #11
  12. Arthur Conan Doyle

    XS11E Guest

    I have days like that, usually more coffee is the fix! <G>

    I haven't purchased yet, going to do a tour of Costco today or tomorrow
    and see what they're offering but I'll probably hold off until January.

    I think I'll get tax software only this year, don't need to update
    Quicken.
     
    XS11E, Dec 1, 2014
    #12
  13. I don't think H&R Block is using the "TaxCut" product name any more. You can see
    all of the various current versions here: https://www.hrblock.com/tax-software/
    I used TurboTax Deluxe last year, but I've used H&R in the past and am not
    seeing any massive changes in their products.

    Note that the "no state" version of Deluxe is list price $10 less - $49 vs $39,
    both of which seem to be similar to last year. Amazon offers both products for
    $10 under list - $39 and $29.

    http://www.amazon.com/s/ref=nb_sb_noss_2?url=search-alias=aps&field-keywords=hrblock+tax
     
    Arthur Conan Doyle, Dec 2, 2014
    #13
  14. Arthur Conan Doyle

    XS11E Guest

    and no sooner did I post this then I found Tax Cut Deluxe + State for
    $29 at New Egg with free shipping! So I bought it...
    ===========================================================
    Order Summary

    Sales Order Number: xxxxxxxxx
    Sales Order Date: 12/1/2014 10:59:24 AM
    Shipping Method: Super Eggsaver (4-7 bus. days)
    1 x ($29.99) H&R BLOCK Tax Software 2014 - Deluxe + State (PC &
    $29.99

    Subtotal: $29.99
    Tax: $0.00
    Shipping and Handling: $0.00
    Total Amount: $29.99
    ================================================================

    Hmmmmm, deal is gone now, it's back to $39.

    As soon as it comes I'll install and do an import from last year's
    TurboTax, I'll post back with results.
     
    XS11E, Dec 2, 2014
    #14
  15. Arthur Conan Doyle

    XS11E Guest

    Came, installed, imported prior year.

    Worked perfectly, imported info is fine, see no problems so far and no
    reason to pay more for TT.

    As always, YMMV!
     
    XS11E, Dec 5, 2014
    #15
  16. Arthur Conan Doyle

    Guest

    But if I recall correctly, H&R Block Deluxe does not download
    transaction information from your broker, or does it now? That has
    always been TurboTax's trump card for me.
     
    , Dec 21, 2014
    #16
  17. Arthur Conan Doyle

    Guest

    But TurboTax is (I think) the only one that has direct Broker downloads.

    Or am I wrong?

    Does Tacxcut permit financial downloads directly into the return?
     
    , Dec 21, 2014
    #17
  18. Arthur Conan Doyle

    Guest

    If importing is the same as last year HR Block Deluxe and TT Premier imported Schwab's data into the tax programs without any problems. At least for me.

    Schwab's site saying it will still work HR Block & TT.

    Per their site
    "H&R Block(R) Tax Software

    Connect and download to H&R Block(R) Tax Software from Schwab.com

    Turbo Tax

    TurboTax Desktop-follow the simple onscreen instructions from within the Turbo Tax software to access your data."

    This is from TaxAct - http://www.taxact.com/support/902/e...files-from-brokerages-/?txtSearchValue=schwab
     
    , Dec 22, 2014
    #18
  19. Arthur Conan Doyle

    Jeff Guest

    Thank you. I've stuck with TurboTax because I thought it was the
    only one to import data from brokers and banks.
    --
    Jeff


    ----Android NewsGroup Reader----
    http://usenet.sinaapp.com/
     
    Jeff, Dec 22, 2014
    #19
  20. Hope you don't mind me jumping into this conversation, but here's my experience with the new versions of TTax. I upgraded from the Deluxe to Premier version of TTax because schedule E had "DO NOT FILE" in the upper right handcorner of the form just below the year. But with the Premier version installed the "DO NOT FILE" was still present. So I upgraded to TTax Home and Business, but the "DO NOT FILE" was still there. Is the "DO NOT FILE" marking Intuits way of telling me a higher version is needed? The same marking isseen on schedule D and several other forms that require an upgrade. The TTax titlebar reads "TurboTax Home and Business" but the forms still show "DONOT FILE."

    I called TTax support and they were pretty helpful. They said the "DO NOT FILE" marking means the final version of the form is not ready yet. They also said that the only was to determine what version you need is to do the initial interview and indicate what income sources you had in 2014.
     
    Don in San Antonio, Dec 26, 2014
    #20
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