TurboTax 2014 Changes - Forms Removed


A

Arthur Conan Doyle

Don in San Antonio said:
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 al=
so said that the only was to determine what version you need is to do the i=
nitial interview and indicate what income sources you had in 2014.
Do Not File has always been present on versions prior to mid January or so, and
later on forms that were expected to change, so that isn't a good indicator of
which version of TTax to use.

The advice to use the TTax initial interview to determine which version to buy
is also a bit of a canard. It's true this year, but hasn't been in the past as
you could always use forms mode.

It appears that Intuit has made the decision to remove forms mode to force
people into more expensive versions of the software. Hopefully that decision
will blow up on them.
 
R

R. C. White

Hi, Don.
They said the "DO NOT FILE" marking means the final version of the form is
not ready yet.
Right! That marking has been on output forms for the past several years.
It does not indicate version-upgrade status, but only alerts the user to
hold off actually filing the return until the IRS has released the actual
form and TTax has finished integrating into the program.
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.
We can read the table on the back of every TTax DVD box or online. But I
found the captions too vague to tell me FOR SURE whether Deluxe could handle
capital gains and other investment transactions. As I (and others) said
above, in previous years I used Basic and chose the Forms mode to enter
details for such items and TTax handled them with no problems. But when I
tried this with 2014 Basic, I didn't find a way to force Forms mode. MAYBE
the final TTax Basic version will let us Import investment transactions, but
I wanted to do some year-end planning and Basic wouldn't let me insert some
of my estimated income items.

Maybe I just didn't look hard enough; maybe Deluxe would have let me do the
planning. But I caved and bought the upgrade to Premier, and found Forms
mode and places to use Override to plug in some estimated numbers for
planning purposes. Based on what I saw for my situation, I was able to
figure out which stocks to sell before year-end and sold them with a week or
two to spare. While I'm still grumbling about the $90 cost of Premier, it
was a lot less than the tax dollars I was able to save - or at least to
manage.

When the final (or near-final) TTax version arrives, and when my 1099's and
other official forms are here, I can delete the override numbers and
complete my return. Like the other users, I'm disappointed in Intuit for
forcing this upgrade, but TTax is still the best method for filing returns.
so far as I can see. Switching programs is seldom a good idea, especially
for a single year. Besides the learning curve, there is loss of continuity
and often things "fall through the cracks" during the switch - and again
during the switch back that often follows.

RC
-- --
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
(e-mail address removed)
Microsoft Windows MVP (2002-2010)
(Using Quicken Deluxe 2015 R3 and Windows Live Mail in Win8.1 x64)


"Don in San Antonio" wrote in message

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.
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 hand corner 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 is seen on schedule D and several other forms that require an
upgrade. The TTax titlebar reads "TurboTax Home and Business" but the forms
still show "DO NOT 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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D

Don in San Antonio

On Friday, December 26, 2014 8:38:37 AM UTC-6, Arthur Conan Doyle wrote:

Thanks for the clarification on the "Do Not File marking.
It appears that Intuit has made the decision to remove forms mode to force
people into more expensive versions of the software. Hopefully that decision
will blow up on them.
I initially bought the Deluxe version so forms view was enabled. I usually do my taxes using the forms view to enter 1099 and W2 forms as they arrive in the mail or become available online. So not being able to access forms view would be a real pain.
 
D

Don in San Antonio

It appears that Intuit has made the decision to remove forms mode to force
people into more expensive versions of the software. Hopefully that decision
will blow up on them.
If memory serves me, the forms view was available in the Deluxe and higher versions.

I'm happy to see that this forum is still operating. Although message traffic has dwindled, there is still lots of good information to be found here. Thanks for the informative reply.
 
X

XS11E

R. C. White said:
Like the other users, I'm disappointed in Intuit for forcing this
upgrade, but TTax is still the best method for filing returns. so
far as I can see.
I see it differently.
Switching programs is seldom a good idea, especially for a single
year. Besides the learning curve, there is loss of continuity and
often things "fall through the cracks" during the switch - and
again during the switch back that often follows.
There seems to be little or no learning curve to the H & R Block
software, I've switched in the past and then switched back to
Turbo Tax with absolutely no difficulty, both work very much alike
and either will import the other one's files without a problem.

No "loss of continuity" and nothing "falls through the cracks."

Let's hope Intuit loses enough customers to revert back to the old
capabilities, if not, I see no reason to ever return to TT when an
equally viable option is available for substantially less money.
 
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J

jo

Hi, Don.


Right! That marking has been on output forms for the past several years.
It does not indicate version-upgrade status, but only alerts the user to
hold off actually filing the return until the IRS has released the actual
form and TTax has finished integrating into the program.


We can read the table on the back of every TTax DVD box or online. But I
found the captions too vague to tell me FOR SURE whether Deluxe could handle
capital gains and other investment transactions. As I (and others) said
above, in previous years I used Basic and chose the Forms mode to enter
details for such items and TTax handled them with no problems. But when I
tried this with 2014 Basic, I didn't find a way to force Forms mode. MAYBE
the final TTax Basic version will let us Import investment transactions, but
I wanted to do some year-end planning and Basic wouldn't let me insert some
of my estimated income items.

Maybe I just didn't look hard enough; maybe Deluxe would have let me do the
planning. But I caved and bought the upgrade to Premier, and found Forms
mode and places to use Override to plug in some estimated numbers for
planning purposes. Based on what I saw for my situation, I was able to
figure out which stocks to sell before year-end and sold them with a week or
two to spare. While I'm still grumbling about the $90 cost of Premier, it
was a lot less than the tax dollars I was able to save - or at least to
manage.

When the final (or near-final) TTax version arrives, and when my 1099's and
other official forms are here, I can delete the override numbers and
complete my return. Like the other users, I'm disappointed in Intuit for
forcing this upgrade, but TTax is still the best method for filing returns.
so far as I can see. Switching programs is seldom a good idea, especially
for a single year. Besides the learning curve, there is loss of continuity
and often things "fall through the cracks" during the switch - and again
during the switch back that often follows.

RC
-- --
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
(e-mail address removed)
Microsoft Windows MVP (2002-2010)
(Using Quicken Deluxe 2015 R3 and Windows Live Mail in Win8.1 x64)


"Don in San Antonio" wrote in message



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 hand corner 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 is seen on schedule D and several other forms that require an
upgrade. The TTax titlebar reads "TurboTax Home and Business" but the forms
still show "DO NOT 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.
Amazon and Costco are selling it for $69. That's close to what I paid for Deluxe in some store last year (when I got itchy fingers to do the same estimation process as you, RC).
 

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