TurboTax 2014 Changes - Forms Removed

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

  1. 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.
     
    Arthur Conan Doyle, Dec 26, 2014
    #21
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  2. Arthur Conan Doyle

    R. C. White Guest

    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.)

    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.
     
    R. C. White, Dec 26, 2014
    #22
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  3. 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.
    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.
     
    Don in San Antonio, Dec 26, 2014
    #23
  4. 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.
     
    Don in San Antonio, Dec 26, 2014
    #24
  5. Arthur Conan Doyle

    XS11E Guest

    I see it differently.
    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.
     
    XS11E, Dec 26, 2014
    #25
  6. Arthur Conan Doyle

    jo Guest

    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).
     
    jo, Dec 27, 2014
    #26
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