Turbotax 2009?

Ken Blake wrote in news: snipped-for-privacy@4ax.com:

Owning funds = having accounts. You have to go to the web site and logon to your account to see if they offer it. I think there is a dollar level to qualify though.

scott s. .

I used "It's Deductible" when it was a standalone program, because I don't use TaxAct instead of TurboTax. Now Intuit has integrated it, so to get final numbers for form 8283, you have to buy TurboTax Deluxe. I'm bummed about that....

Regards,

Margaret

Or just use

At any rate, I am VERY suspicious of these guides. They seem too high to me. I was taught that what one needed to do is to find the LOCAL prices for donated goods in similar condition. If I go into my Goodwill Store (which I do when I bring in the bags of donated articles in GOOD condition or better), I usually jot down the prices on the stacks for the similar items. That's the deduction amount I use.

Unless I am misunderstanding you, or you are misunderstanding me, I don't think so. I own two T Rowe Price funds, but I didn't buy them through T Rowe Price itself. They funds were bought through, and held for me, by Schwab. They are on my Schwab account, not the T Rowe Price account that I don't have.

I went to their web site to look around, but I can't log on to my account, since I don't have an account with them.

I don't know what the minimum dollar amount might be, but my guess is that I would probably qualify.

If I've misinterpreted what you've said, please correct me and explain what's wrong.

Thanks.

No, I didn't switch. With the exception of this past year, I've beta-tested TT, so I was able to see how It's Deductible's TT integration worked. I wasn't impressed enough to switch back to TT.

TaxAct now has a limited donation tracker, and the prices it does have seem more in line with reality. I wish they'd break it out as a separate program, however. Then I could use it during the year to track my donations and simply import it to TaxAct when the new software comes out at year end.

As it is now, I simply use a spreadsheet for non-cash donations. Cash donations I track in Quicken.

Regards,

Margaret

Am curious about how you get your current year Quicken data into TaxAct since the TaxAct people say the data cannot be imported?

Lee

I have a customized tax schedule report along with a couple other reports. I use these to manually enter my Quicken data into TaxAct. Frankly I spent more time visually scanning and fixing errors in Quicken's TT imported data, that it's simply faster to manually enter it in TaxAct.

Granted, if I had many taxable investment trades manually entering data could get onerous. But ... this way I know everything's correct.

Regards,

Margaret

snipped

Thanks for the input. Think I'll try that also. Was thoroughly disgusted with TT last year.

Lee

Ditto here. I used Tax Act last year because I was ticked off at Intuit for the dabacle on charging for multiple returns, etc. Actually, TaxAct turned out to be a pretty nice product and the price was excellent.

However, I found that ID was a much better implemented product than what TA uses.. and this year I plan to move back to TT for ID. We also need state returns too.

I really wish TA had an equivalent to ID. If so, I'd be very tempted to stay with them.

B wrote in news:hfv7j4$hdl$ snipped-for-privacy@news.eternal-september.org:

mentioned that

be very

does Tax Act allow downloading 1099 info from brokerages? That was a big feature lacking in Taxcut, the one time I tried it.

What was so terrible with TT last year? I don't remember being disgusted, although I vaguely remember there was so new mode of viewing that took up too much screen space. Or are you talking just about the initial limitation of # of returns that could be generated?

This year's edition of TaxAct Deluxe (desktop version) allows users to download:

• basic data from 2008 TaxAct tax return
• basic data from a PDF copy of 2008 tax return
• GainsKeeper data
  formatting link
  ), and* W-2 data from TALX W-2 eXpress I only import the basic data from my previous year's TaxAct return. I haven't tried the PDF import, as it's really only useful if you don't have a TaxAct file from the previous year. That is, if you used another tax prep program last year and are switching to TaxAct.

You can try TaxAct here for free:

Margaret

That's why I preferred It's Deductible when it was a standalone product. It's not worth it to me to buy TT Deluxe for It's Deductible and TaxAct for the actual tax prep. ... And I don't like TT (or its price) enough to switch back. Hopefully over time, TaxAct will improve in the charitable deduction tracking area.

Regards,

Margaret

Ken Blake wrote in news: snipped-for-privacy@4ax.com:

OK. I suppose in the case that you use a discount broker to buy / hold NL mutual funds, the fund shares probably stay in Schwab's name and you don't have an actual account number for your holding, so can't get a logon via the TRP web site. I don't think there is any way to access TTax via the general TRP site. I imagine TRP prefers you buy direct from them rather than through a third party, so they aren't going to give you any freebees.

scott s. .

OK, thanks; that's what I had assumed all along. I was just hoping that you knew of some way I could get it for free anyway.