TurboTax ?


M

Mbt6

Is it generally a good idea to remove the former year's software before
installing the software to do 2004 taxes?

--mike
centerville, utah
 
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V

Victor Roberts

Is it generally a good idea to remove the former year's software before
installing the software to do 2004 taxes?

--mike
centerville, utah
No reason to unless Intuit has cooked up some new "feature". I have
tax software for a number of years back still installed on this
computer.
 
R

Rick Hess

Mbt6 said:
Is it generally a good idea to remove the former year's software before
installing the software to do 2004 taxes?
I think it's a good idea to leave at least the last 3 years of tax prep
software on your system.
--


Rick Hess
New Orleans
To reply, eliminate All_Spammers
 
G

GSalisbury

I have my TaxCut installed going back to 1995.
For no good reason - just never felt the need to uninstall - and I'm not
cramped for space.
And on that rare occasion when I needed/wanted to view the past it was easy.
 
R

Rick Hess

GSalisbury said:
I have my TaxCut installed going back to 1995.
My condolences :)

For no good reason - just never felt the need to uninstall - and I'm not
cramped for space.
And on that rare occasion when I needed/wanted to view the past it was
easy.

The reason I suggested leaving it on -- if HD space isn't an issue -- was in
case of audit or certain other circumstances one might need to access the
program.

The program is updated several times to comply with late changes to tax laws
and/or forms and/or bugs. I have no idea if these updates might be
available a few years from now.
--


Rick Hess
New Orleans
To reply, eliminate All_Spammers
 
J

John

leave it on. Interestingly, I tried to open last years return with this
years software and could not.
 
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V

Victor Roberts

leave it on. Interestingly, I tried to open last years return with this
years software and could not.
Could this ever be done? You can always IMPORT last year's tax return
data into the current year's program, but not open it.
 
J

Jim Orson

Mike,

I leave two (2) versions of TT on my computer, the "current" year and "last"
year. You must use the version of the software that created the return to
open the return. For example, to open a 2003 return, you must use the 2003
version of TT. Having two versions available on my computer satisfies 99%+
of my tax research and preparation needs.

I then save my original TT CD with my tax records for any given previous
year. I also save a burned CD with the actual TT tax file AND the final
manual update file from TT for that tax year on it. If you don't save the
manual update file, you will not be able to reinstall all the final forms
and bug fixes. There are two ways to get the manual update file. You can
call TT around May and they will send you an update CD or better yet, you
can download the final update file from the TT web site around May. For
example, here is the URL for the 2003 final update file:

http://support.turbotax.com/turbotax/doc/0170000350

Have fun!

Jim Orson...
 
A

Andrew

One might also consider producing, saving, and *printing* the PDF of the ALL
of the forms (including reference forms that aren't filed) and stashing that
away as well. When all your electronic files go 'south', paper is still the
way to go!
 
G

GSalisbury

Not looking to extend this too far but yes the updates is also part of my
reason for not bothering to remove the pgm (I'm not space challenged <g>).
I, in fact, try to remember to also separately d/l and save updates so I can
re-apply them in the future (new disk...).

Condolences accepted ;)
 
M

Michael J. Budwey

Not looking to extend this too far but yes the updates is also part of my
reason for not bothering to remove the pgm (I'm not space challenged <g>).
I, in fact, try to remember to also separately d/l and save updates so I can
re-apply them in the future (new disk...).
The problem with this is that Intuit does not appear to make manual
updates available for the state versions. So, don't expect to be able
to reinstall the software later unless Intuit continues to support
updates for it.

I really hate being a slave to this company's whims. I wish I didn't
like the program so much :-(

-Mike Budwey
Condolences accepted ;)
Mike Budwey
 
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G

Geezer

Andrew said:
One might also consider producing, saving, and *printing* the PDF of the ALL
of the forms (including reference forms that aren't filed) and stashing that
away as well. When all your electronic files go 'south', paper is still the
way to go!
Regards - Andrew
Why bother? The IRS maintains downloadable pdf files for forms going back
to 1992 at their site http://www.irs.gov/formspubs/index.html The only
reason for the forms is to satisfy the IRS, and if they can't supply you the
form, then you must not need it. Gary Q
 
M

Michael J. Budwey

Why bother? The IRS maintains downloadable pdf files for forms going back
to 1992 at their site http://www.irs.gov/formspubs/index.html The only
reason for the forms is to satisfy the IRS, and if they can't supply you the
form, then you must not need it. Gary Q
Uh, hello! Andrew is referring to the pdf output from TurboTax of
your return, not the blank forms. If you tell TurboTax to print pdf
output of "ALL" forms and worksheets in your return, you'll have a
file that can be archived containing all of the data associated with
your return for future reference.

If you're willing to take on faith that pdf files will be readable for
the forseeable future, you don't even need to waste the paper to print
them.

Mike Budwey
 
A

Andrew

Michael said:
Uh, hello! Andrew is referring to the pdf output from TurboTax of
your return, not the blank forms. If you tell TurboTax to print pdf
output of "ALL" forms and worksheets in your return, you'll have a
file that can be archived containing all of the data associated with
your return for future reference.

If you're willing to take on faith that pdf files will be readable for
the forseeable future, you don't even need to waste the paper to print
them.

Mike Budwey
Right Mike.
 
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G

GSalisbury

My reference was what I do with TaxCut which has allowed me to d/l both fed
and state updates (for the last couple of years anyway).
 

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