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Did you use the HR Block software ?? How did you find it ?? I often use the word "intuitive" when describing the user interface -- sometimes programmers are so out in left field, that they overlook the user perspective.
I stopped using TurboTax a few years back, after faithfully using it since the 90s. The price was creeping higher and higher. They messed up my e-file and nearly gave me a heart attack, nickle and diming me for another $5 for each little step. The software is beyond bloated now and asks hundreds of questions that don't apply. Plus, I think my last year that I used it, it didn't even let me load my old information like name and address from the previous year. So, why would I pay them extra and type everything in myself.
I also heard in my lovely state of SC there was a data breach of these online tax records and people's information was exposed to foreign hackers. While I haven't lost any money so far as a result of this, the risk is just too high for me.
I have used the online free file from IRS, which is also run by Quicken and similar vendors, but it seems to be faster, cheaper, and more secure. I print the form and send it in via mail. At least my bank account information can't be "hacked" this way.
I've used Turbotax since the 90s but last year they tried to force people into a backdoor upgrade to premium after they conveniently didn't tell you schedule D wasn't available in the deluxe version like in previous years.
There was a firestorm of bad press and intuit finally caved and offered everyone a free upgrade to premium.
I swore that 2015 was the last year I would ever use turbotax again so this year I purchased h&r block for less money. The experience was just fine but certainly less polished than turbotax.
I'm not going to buy quicken products if I can avoid it.
I'm doing Turbo Tax again this year after not being required to file for two years. My tax situation is quite different this year than it was the last two years. I recently got married, and my wife and I decided to file separately. I am on SSD + a part time job, and she owns her own business so she has to pay federal income taxes and her company taxes. I think I can still do the 1040-A, as I have in years past. Although the IRS says that married filing separately gives the couple a lot of disadvantages tax break wise, none of the credits apply to us, so it is to our advantage to file separately. Turbo Tax was really easy to use before for me. I wonder what OP means about it being less intuitive now.
Downloaded Turbo Tax from Amazon (I had a $20 download credit). My taxes are pretty simple and I don't really even need the Schedule D. I've used Turbo Tax for maybe 10 years and am pretty familiar with it.
I've already done the first pass with it and everything looks good. I don't file until I have to because every year I get amended 1099s and K1s at the very last minute.
Used TT for several years but decided to do the tax return myself starting this time around. For my 2015 return TT ended up charging me $74 for a supposedly 'free tax return' and they never answered 'why' and ignored my requests. No thanks.
I used Turbo Tax again this year and it was pretty simple to use. It got all the information from our brokerage accounts, (IRA distributions and taxes paid on them; stock trades; dividends, foreign taxes paid, etc.). Worth the $45 to me not to have to keep track of the stock trades in our taxable accounts. Just hit the button an let them pull all the information over.
I, too, believe that Turbo Tax's records may have been hacked.
I used TurboTax for about 10 years. But, when I logged in this year, I got a mesage that TurboTax wanted to verify my identity and was going to send an email to "l*****6@gomybiz.com" to do so.
That email was nothing like my own -- not any part of it. I had never even heard of gomybiz.com. (I googled it and found that it's based in England.) And I had used my regular bookmark, not an email link, to log in.
I contacted TurboTax, first by phone. The English-is-not-my-first-language customer rep was no help at all. She wouldnt transfer me to IT or to Security. So I then emailed spoof@intuit.com. In less than 20 minutes of my doing so, I received an email response that all was ok. How could TurboTax have investigated my situation in such a short time?
I decided, then and there, not to use TurboTax ever again. I used H&R Block instead and was very satisfied.
The trick is I never register and I never e file, so Turbotax doesn't know who I am.
We have used Turbo Tax Home & Business for many years and never had any problems. We used it for three different business application, Real Estate, Transportation, Machine shop and of course personal.
Tax Act is much cheaper. I used to use TT, but their prices are now ridiculous. Tax Act is $19.95 for federal return. Had I known I owed, I would have just done it by hand.
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