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.
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
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.
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)
"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.
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:
(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:
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:
On Friday, November 28, 2014 at 3:55:30 PM UTC-5, Arthur Conan Doyle wrote:
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
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