TurboTax 2014 Changes - Forms Removed



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.
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
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.) snipped-for-privacy@grandecom.net 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
On Friday, November 28, 2014 2:55:30 PM UTC-6, Arthur Conan Doyle wrote:

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.
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

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, Killing all posts from Google Groups
The Usenet Improvement Project:
  Click to see the full signature.
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
On Friday, December 26, 2014 10:31:07 AM UTC-5, R. C. White wrote:

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).
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
(Intentionally posting in both threads that covered this topic since different users may have notifications for their threads.)
This was mentioned in the CBS "Moneywatch" morning segment:
http://www.forbes.com/sites/janetnovack/2015/01/22/intuit-offers-25-refund-to-turbotax-deluxe-users-hurt-by-software-changes/
Sounds like those of you who were forced to upgrade in order to get the forms may get $25 (or maybe the actual incremental cost difference you paid).
On Saturday, December 27, 2014 at 1:22:10 PM UTC-6, jo wrote:

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
On Friday, November 28, 2014 at 3:55:30 PM UTC-5, Arthur Conan Doyle wrote:

s
a few

the

Even

Tax

year

uy

is as a

Intuit is refunding me the entire price I paid for Premier at Costco. They offered me a free upgrade to any version I wanted but since Ihad already or dered Premier they just asked to see the invoice. I'm crossing my fingers that this actually happens. I wonder how much money this fiasco has cost them.
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

BeanSmart.com is a site by and for consumers of financial services and advice. We are not affiliated with any of the banks, financial services or software manufacturers discussed here. All logos and trade names are the property of their respective owners.

Tax and financial advice you come across on this site is freely given by your peers and professionals on their own time and out of the kindness of their hearts. We can guarantee neither accuracy of such advice nor its applicability for your situation. Simply put, you are fully responsible for the results of using information from this site in real life situations.