TurboTax 2014 Changes - Forms Removed


A

Arthur Conan Doyle

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.
 
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P

ps56k

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.
 
P

ps56k

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
 
P

ps56k

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 -
 
X

XS11E

Arthur Conan Doyle said:
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.
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.
 
A

Andrew

XS11E said:
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.
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?
 
B

Bert

In XS11E
Personally I prefer TT but I've used TC and it works fine so send a
message to Intuit buy buying the other product.
Does it import TT files from earlier years and do the appropriate
calculations, like for tax loss carryforward?
 
A

Arthur Conan Doyle

Bert said:
Does it import TT files from earlier years and do the appropriate
calculations, like for tax loss carryforward?
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.
 
M

Marc Auslander

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.
 
M

Marc Auslander

Well - HR Block may be confused, but Amazon just sold me TT Delux +
state for $40.
 
X

XS11E

Marc Auslander said:
Of course I meant Tax Cut Delux plus state. Sorry.
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.
 
A

Arthur Conan Doyle

Marc Auslander said:
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.
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
 
X

XS11E

XS11E said:
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.
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.
 
X

XS11E

XS11E said:
As soon as it comes I'll install and do an import from last year's
TurboTax, I'll post back with results.
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!
 
J

Jeff

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.
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.
 
J

Jeff

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.
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?
 
L

lerner.j10

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?
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/export-and-download-csv-files-from-brokerages-/?txtSearchValue=schwab
 
J

Jeff

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/export-and-download-csv-files-from-brokerages-/?txtSearchValue=schwab
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/
 
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D

Don in San Antonio

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 backa 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 thisyear
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.
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.
 

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