Comments on: Its 2009 Tax Time: Tax Preparation Software! http://www.mw2mltech.com/blog/2010/01/2009-tax-time-tax-preparation-software.html A small tech business for small business tech! Tue, 31 Jan 2012 01:57:54 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: MW2ML Technology http://www.mw2mltech.com/blog/2010/01/2009-tax-time-tax-preparation-software.html/comment-page-1#comment-363 MW2ML Technology Tue, 02 Mar 2010 03:14:29 +0000 http://www.mw2mltech.com/blog/?p=805#comment-363 Valerie, I'm sorry to hear you had such a rough time with your previous tax returns. I guess sometimes there are instances where you can't always rely on a machine, eh? Could you give us some more detail on your particular situation? Did you pay for the optional "Audit Defense" services when you filed with TurboTax? I did see the following on Intuit's website: "Remember, TurboTax guarantees 100% accurate calculations. If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest." Did you follow-up with Intuit to see if you were eligible for reimbursement from Intuit? If you decide to go with another product (such as H&R at Home) this year, definitely let us know your experience! I welcome your comments as it can help give our other readers some food for thought! Rob Valerie,

I’m sorry to hear you had such a rough time with your previous tax returns. I guess sometimes there are instances where you can’t always rely on a machine, eh? Could you give us some more detail on your particular situation? Did you pay for the optional “Audit Defense” services when you filed with TurboTax? I did see the following on Intuit’s website: “Remember, TurboTax guarantees 100% accurate calculations. If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest.” Did you follow-up with Intuit to see if you were eligible for reimbursement from Intuit?

If you decide to go with another product (such as H&R at Home) this year, definitely let us know your experience! I welcome your comments as it can help give our other readers some food for thought!

Rob

]]> By: Valerie http://www.mw2mltech.com/blog/2010/01/2009-tax-time-tax-preparation-software.html/comment-page-1#comment-359 Valerie Mon, 22 Feb 2010 17:44:23 +0000 http://www.mw2mltech.com/blog/?p=805#comment-359 I too was a huge fan of Turbo Tax 'online' until last year when we received a notice that the 'additional' funds Turbo Tax carried over from a previous years stock sale were "Not valid" and the IRS was charging me for those plus interest and penalties. My husband and I turned to Turbo Tax for answers, and were told "sorry" you didn't answer a question correctly to ensure this information was stored and could be retrieved (we too selected save, save, save everyplace we could think of so were dumbfounded when we were told this) I believe we even paid to save this info on Turbo Taxes site. Therefore Unable to prove the values Turbo Tax calculated and added to that line for us we had to pay all of the costs. This year we are back to the 'old box' version, so we can save our information ourselves on our own pc should, heaven forbid, we have another occurance like that. To be honest we were tempted to go with Dragonslayer or one of the other tax systems, but wanted to give them a year to prove themselves before diving in. I too was a huge fan of Turbo Tax ‘online’ until last year when we received a notice that the ‘additional’ funds Turbo Tax carried over from a previous years stock sale were “Not valid” and the IRS was charging me for those plus interest and penalties. My husband and I turned to Turbo Tax for answers, and were told “sorry” you didn’t answer a question correctly to ensure this information was stored and could be retrieved (we too selected save, save, save everyplace we could think of so were dumbfounded when we were told this) I believe we even paid to save this info on Turbo Taxes site. Therefore Unable to prove the values Turbo Tax calculated and added to that line for us we had to pay all of the costs. This year we are back to the ‘old box’ version, so we can save our information ourselves on our own pc should, heaven forbid, we have another occurance like that. To be honest we were tempted to go with Dragonslayer or one of the other tax systems, but wanted to give them a year to prove themselves before diving in.

]]> By: MW2ML Technology http://www.mw2mltech.com/blog/2010/01/2009-tax-time-tax-preparation-software.html/comment-page-1#comment-281 MW2ML Technology Thu, 28 Jan 2010 19:56:19 +0000 http://www.mw2mltech.com/blog/?p=805#comment-281 UPDATE: One quick item to note, the Intuit blog had a great article titled "Where's my Refund?" Check it out for details on how to find out the status of your tax returns filed with Turbotax! http://blog.turbotax.intuit.com/tax-tips/where%E2%80%99s-my-refund/ UPDATE: One quick item to note, the Intuit blog had a great article titled “Where’s my Refund?” Check it out for details on how to find out the status of your tax returns filed with Turbotax!

http://blog.turbotax.intuit.com/tax-tips/where%E2%80%99s-my-refund/

]]> By: MW2ML Technology http://www.mw2mltech.com/blog/2010/01/2009-tax-time-tax-preparation-software.html/comment-page-1#comment-279 MW2ML Technology Thu, 28 Jan 2010 15:47:54 +0000 http://www.mw2mltech.com/blog/?p=805#comment-279 Charlean, Glad to hear that your experience has been as positive as my own! I agree with you, I prefer the web-based version over the boxed version as well, but I have to believe there are still folks out there that prefer something more "tangible" and would prefer the boxed/retail version. Ahh, the thrill of the sale! Which reminds me, I totally forgot to add that many banks include discounts, so thank you for the reminder! A 25% discount is quite significant! :-) Rob Charlean,

Glad to hear that your experience has been as positive as my own! I agree with you, I prefer the web-based version over the boxed version as well, but I have to believe there are still folks out there that prefer something more “tangible” and would prefer the boxed/retail version. Ahh, the thrill of the sale! Which reminds me, I totally forgot to add that many banks include discounts, so thank you for the reminder! A 25% discount is quite significant! :-)

Rob

]]> By: Charlean http://www.mw2mltech.com/blog/2010/01/2009-tax-time-tax-preparation-software.html/comment-page-1#comment-278 Charlean Thu, 28 Jan 2010 05:08:02 +0000 http://www.mw2mltech.com/blog/?p=805#comment-278 I just completed my taxes using TurboTax Deluxe Online tonight and am happily waiting for my refund. I have to say that I was quite impressed with the Web based version. I used the "GPS" Step-by-Step Guidance features which very thorough and it helped me to find several significant deductions/credits I might have missed. Based on my experience, I really don't see any reason to ever purchase a packaged version of TurboTax. It even allowed me to save my return along w/all the reams of schedules and forms to a PDF in addition to storing an electronic copy on TurboTax’s site. As an added bonus, if you bank with National City or PNC you can get a 25% break in price in addition to the FREE Federal/State E-filing :) I just completed my taxes using TurboTax Deluxe Online tonight and am happily waiting for my refund. I have to say that I was quite impressed with the Web based version. I used the “GPS” Step-by-Step Guidance features which very thorough and it helped me to find several significant deductions/credits I might have missed. Based on my experience, I really don’t see any reason to ever purchase a packaged version of TurboTax. It even allowed me to save my return along w/all the reams of schedules and forms to a PDF in addition to storing an electronic copy on TurboTax’s site. As an added bonus, if you bank with National City or PNC you can get a 25% break in price in addition to the FREE Federal/State E-filing :)

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