TurboTax 2015 (tax year 2014) UPSELL

Discussion in 'Quicken' started by Al, Oct 18, 2014.

  1. Al

    Andrew Guest

    Thanks for that pointer. Might come in handy depending on the Q/TT
    bundle that is being offered next month in November.
    Andrew, Oct 30, 2014
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  2. Al

    Andrew Guest

    Not to bring this up again, but....

    Just bought T/T for t/y 2014. Got PREMIER this year as they claim
    PREMIER is needed for Sch D .

    The Q&A for PREMIER (where they say Sch D support moved to this year)
    states "You'll need TurboTax Premier if you sold investments (stocks,
    bonds, options, etc.) or owned rental property in 2014."

    Just not sure I understand why if one got 'only' DELUXE version and
    needed to do a Sch D that DELUXE would suffice.

    btw, see:
    https://ttlc.intuit.com/questions/1913050-is-turbotax-basic-right-for-me .

    BASIC edition no longer supports FORMS view. So if that is in the past
    where one entered manually Sch D info, no joy this year. I would
    suspect that the dialog method does not ask any questions about the sale
    of securities if both BASIC and DELUXE editions don't support Sch D.)
    Andrew, Nov 24, 2014
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  3. Al

    R. C. White Guest

    Hi, All...

    Replying to myself to report that I've now tried TTax 2015 Basic and the
    results were disappointing. See my post today in the newer thread, "Re:
    TurboTax 2014 - Basic version NO LONGER has Forms Mode", started by ps56k on

    -- --
    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)

    "R. C. White" wrote in message

    Hi, Bart.

    Well, they can't sell a package that can't produce a completed return. They
    can make US do more of the work, but the return must be ready to file when
    we finish - and all the essential pieces have to be there, whether Intuit
    reminds us or not. It is still OUR return and OUR responsibility to get it
    right, not Intuit's.

    The IRS would not take kindly to me if I protested that my return was
    incomplete because I could not afford to buy the high-priced program.

    And see my reply to Andrew.


    "Bert" wrote in message
    In "R. C. White"
    Why "must" they do that?
    R. C. White, Nov 28, 2014
  4. Al

    Andrew Guest

    Actually, RC, to give credit where credit is due, I think 'Al' brought
    this whole issue about what version of TT to buy for security sales
    ORIGINALLY last month on 10/20, and I chimed in immediately as to how TT
    was able to do Sch D in a version (ie: Basic) that they clearly stated
    did not support investments unless you were in PREMIER. This is not
    news to those that follow this NG for over a month.

    I 'broke down' and bought PREMIER. Even if FORMS mode allows one to
    enter Scd D transactions in DELUXE (which I always had bought in the
    past), it is now so complex (different from complicated, at least to
    me), I'd rather have the interview panels generate the forms themselves
    in PREMIER. My piece of mind is certainly worth more than the
    incremental cost of PREMIER over DELUXE.

    Of course, YMMV.
    Andrew, Nov 28, 2014
  5. Al

    Jeff Guest

    Has anyone bought TT Deluxe to see if it really does not handle
    financial equity downloads and if it has really lost the ability to
    handle schedule D as it always had?

    Jeff, Dec 21, 2014
  6. Al

    gp Guest

    I find H&R Block web site very unhelpful on their software. They are
    trying more to sell their local offices.

    The 2014 Deluxe program currently states you cannot Import until
    sometime in Jan.

    the following is from H&R Block Tax 2014 Deluxe version help file.
    The H&R Block Tax Software can import any Tax Exchange Format (TXF)
    file. Many financial packages now include support for the Tax Exchange
    Format. The Tax Exchange Format uses an identifier for each category
    of tax information, and specifies which form and line the data should
    be imported to. If you have a program that supports the Tax Exchange
    Format, read your program's documentation for details about creating a
    Tax Exchange Format file

    The following web site discusses which brokerage was included in the
    2013 versions.

    gp, Dec 22, 2014
  7. Al

    Al Guest

    Well, shiver me timbers if this thread gets more complex, but what I have to add is experience note and question on using TT 2014 Dlx to fill in Sched D in Forms view.

    1. Opened Sched D, which now included some stuff from our 2013 return, so as to get a jump on listing sales of investments during 2014.
    2. Tried entering totals. Not allowed. Shown blue box to suck in Form 8749 data.
    3. Tried opening Form 8749. Not allowed. Informed with pop-up that Form 8749 is created by starting Sched D.
    But... I thought I had just OPENED Sched D with data in it.

    NOW, I believe I read in this thread or the newer one dealing with forms that SOMEONE had started Ttax 2014 and ploughed ahead manually filling in Sched D.

    Please, if anyone of you has done this or can guide me back to post in question, let me know.

    Else, I'm just going to cave in, ante up the $30 upgrade-to-Premium fee and do what has to be done.

    Thanks. AL.
    Al, Dec 22, 2014
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