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It's that time of year again.

Last year this seemed to be a pretty popular thread for people to search.

So, unless I already missed a thread created, maybe we can get some ideas of how to save on tax filings.

 

First one I'll post is 25% off of TurboTax Online by linking through Fidelity Investments (even if not a current customer):

Do Your Taxes Save 25% on TurboTax® products for federal and state tax returns. Payment is not required until you print or file your return.

I think there was a cheaper link through T Rowe Price as well.



Another idea - buy TurboTax at Staples.com for $60, add Quicken (free after ER) for $30, and a $10 filler, or wait for another $10 FAR item to show up in Staples. Then use a $25 off $100 coupon from ejunkie. 60Turbo + 30Quicken + 10item - 25coupon - 30ER = $45 + tax on 100, and you get a $10 item. My first post, but I've been lurking.


k6ll said: Another idea - buy TurboTax at Staples.com for $60, add Quicken (free after ER) for $30, and a $10 filler, or wait for another $10 FAR item to show up in Staples. Then use a $25 off $100 coupon from ejunkie. 60Turbo + 30Quicken + 10item - 25coupon - 30ER = $45 + tax on 100, and you get a $10 item. My first post, but I've been lurking.
Did you used to work for Enron's accounting dept? My head is still spinning


Shouldn't you title it "OFFICIAL 2009 Tax Returns Filing Software / Online Deals THREAD"?


RaoMonger said: Shouldn't you title it "OFFICIAL 2009 Tax Returns Filing Software / Online Deals THREAD"?

co


For Costco members, from today (1/7) through 1/24, TurboTax starts at $29.99:
TurboTax Deluxe Federal + eFile $29.99
TurboTax Deluxe Federal + eFile + State $39.99
TurboTax Premier Federal + eFile + State $62.99
TurboTax Home & Business Federal + eFile + State $69.99

All prices are after the $10 coupon (either in-store or online). Online prices will require $4.99 shipping in addition.

The Staples deal seems like a better option if you just need Deluxe and want to get Quicken as well, but if you don't need Quicken, or if you need a "higher" version of TurboTax, the Costco price right now seems to be the best option available at the moment.


RaoMonger said: Shouldn't you title it "OFFICIAL 2009 Tax Returns Filing Software / Online Deals THREAD"?

Request officially completed!


Why all you guys like TurboTax? I have been using TaxCut and I like it more.


For TaxCut users: Can TaxCut import stock investments automatically from the brokerages?


Last year, Dollar Tree had a special version of TaxCut with one free e-file for a buck.
Hoping for a repeat.


gatoridp said: Why all you guys like TurboTax? I have been using TaxCut and I like it more.

I was going to make a sarcastic response, but the answer is probably pretty simple -- it's the exact same reason you stated. I have been using TurboTax, and I like it. Why change?

Had you been using TurboTax and then switched to TaxCut? What made you switch?

I like that I can import my data from Quicken into TurboTax. I like that I can easily import virtually all of my financial statements (W2's, 1099s, etc) from the internet into TurboTax. It finds several deductions each year that I hadn't thought about. It also commonly finds one or two mistakes that I would likely have missed.

Is it the best out there? I don't know because the only other option I've tried is going to H&R Block, and I'm never going to waste that money again. But I'm content to stick with it for now.


gatoridp said: Why all you guys like TurboTax? I have been using TaxCut and I like it more.Never tried TC. Could you please explain, for those of us in the dark like me, what benefits TC has over TT. Thanks.


I think there's already a thread for this over in Finance.

This is the best deal I've seen so far.

Link

I used Turbo Tax last year and as long as you have a PDF of last year's return TAXACT lets you import last year's data.


These so-called "official" threads are never useful unless the original post encourages (if not demands) that posters use the Wiki. Red.


traveldave said: gatoridp said: Why all you guys like TurboTax? I have been using TaxCut and I like it more.

I was going to make a sarcastic response, but the answer is probably pretty simple -- it's the exact same reason you stated. I have been using TurboTax, and I like it. Why change?

Had you been using TurboTax and then switched to TaxCut? What made you switch?

I changed when Turbo Tax put their little license surprise on my machine and then was told (since it crashed) I'd have to buy a new license to use it. I'm tempted to go back, but that sort of hijinx pissed me off enough that I haven't ever looked twice until today.

(You remember it, right? http://www.extremetech.com/article2/0,2845,1150367,00.asp )


TaxAct is what I've used the past few years


RML51 said: I think there's already a thread for this over in Finance.

This is the best deal I've seen so far.

Link

I used Turbo Tax last year and as long as you have a PDF of last year's return TAXACT lets you import last year's data.

I signed up for the TAXACT deal but can you elaborate on the importing a PDF of last year's return? I used TaxCut last year.


A few(?) years ago, TaxCut was readily cheaper to find (including all components like e-file included or not, state + federal, etc.). It really seems exactly as good, from my experience with both. Also, the import from one TurboTax to TaxCut worked fine (the year I switched).

The only difference I found was that the videos in TaxCut had a bit more of a "Insure that you don't pay a *penny* more than you should to the IRS!" tone. But functionally, it was identical.


Maybe I am missing something, but granted that state tax is extra, for those of us who just want to file federal online, isnt the link below the best FREE option available?

http://www.taxact.com/taxes-online/free-online-tax.asp


purduephotog said: traveldave said: gatoridp said: Why all you guys like TurboTax? I have been using TaxCut and I like it more.

I was going to make a sarcastic response, but the answer is probably pretty simple -- it's the exact same reason you stated. I have been using TurboTax, and I like it. Why change?

Had you been using TurboTax and then switched to TaxCut? What made you switch?



I changed when Turbo Tax put their little license surprise on my machine and then was told (since it crashed) I'd have to buy a new license to use it. I'm tempted to go back, but that sort of hijinx pissed me off enough that I haven't ever looked twice until today.

(You remember it, right? http://www.extremetech.com/article2/0,2845,1150367,00.asp )

Same here for me. How could I forget that gimmick? TurboTax just plain sucks. Of course, then they realized they made a mistake. Too late. TaxCut all the way since then. Never a problem.


Tax cut by H&R Block doesn't let you import stock data saved from Brokers via Gainskeeper if you use the online version. You need a CD for that.

I had that problem last year, but got a premium version for just $29 from Sam's Club without any coupons/codes and loved it.

Personally TurboTax is a great & a better product overall, but I like H&R more for the interface.


a-max said: These so-called "official" threads are never useful unless the original post encourages (if not demands) that posters use the Wiki. Red.

Hmm or you could just update the wiki yourself telling if not demanding people to update the wiki. It is right under the original post people would see it.


The finance thread alluded to earlier is a summary of free or discounted TurboTax offerings by various financial firms.
Finance Forum on Free Turbotax


Previous TaxCut users may recieve a DVD in the mail with this year's version. You have to install the program, then buy access at regular price. Convenient but not a great deal.

However, the mailing includes a $10 rebate form, valid if you buy TaxCut 2009 from a short list of retailers (including Amazon and Staples). I ordered my copy from Amazon for $40 (Deluxe + eFile + State), and plan to get $10 back with the rebate. Maybe not the best deal, but very straight forward.


MasterX said: RML51 said: I think there's already a thread for this over in Finance.

This is the best deal I've seen so far.

Link

I used Turbo Tax last year and as long as you have a PDF of last year's return TAXACT lets you import last year's data.


I signed up for the TAXACT deal but can you elaborate on the importing a PDF of last year's return? I used TaxCut last year.

If you saved last year's return to a PDF file you can import that info into this year's return. TAXACT will prompt you, asking if you have a PDF of last year's return. You just browse to the TY 2008 PDF file and it imports that info into your 2009 return. Doing this just saves you a lot of time entering basic info (name, address, SSN, etc).


just use free online... don't enter personal info but can input all your pay info and such and have TT figure out everything for you... Once done fill out hardcopy tax forms and send in. Free but requires you to fill out the forms manually. I do this every year since i can't use their free simple filing option.


acacia1731 said: Previous TaxCut users may revieve a DVD in the mail with this year's version. You have to install the program, then buy access at regular price. Convenient but not a great deal.

However, the mailing includes a $10 rebate form, valid if you buy TaxCut 2009 from a short list of retailers (including Amazon and Staples). I ordered my copy from Amazon for $40 (Deluxe + eFile + State), and plan to get $10 back with the rebate. Maybe not the best deal, but very straight forward.

Where's the rebate form? I got both the TaxCut and TurboTax in the mail and both of them do not have the $10 rebate forms I'm accustomed to receiving.


For what it's worth, each year I try three different tax programs. I look to see which one gets me the biggest refund. It's not always the same program. Normally, I compare TurboTax, TaxCut, and TaxAct. I find that it's worth it to do it. You would be surprised at the difference.


Deweypc20 said: a-max said: These so-called "official" threads are never useful unless the original post encourages (if not demands) that posters use the Wiki. Red.

Hmm or you could just update the wiki yourself telling if not demanding people to update the wiki. It is right under the original post people would see it.
Nope, not enough. You (the OP) need to put that up-front. No thread is "OFFICIAL" when visitors need to comb the entire thing for deals. Red again.


indyjack said: Last year, Dollar Tree had a special version of TaxCut with one free e-file for a buck.
Hoping for a repeat.

Dollar Tree has carried the basic version of Tax Cut for the past three or four years. You have to be vigilant to get it these days, though. They sell out pretty quickly and the stores do not restock them once they are gone. Watch for posts here on Fat Wallet when it shows up at Dollar Tree.



gatoridp said: Why all you guys like TurboTax? I have been using TaxCut and I like it more.
Last year, I did my research on almost all free/paid tax software out there. I checked which one is getting me maximum return from IRS. HnR Block guy (Who I ended up teaching taxes, jeez) in one of the WalMarts showed my returns 1/4th of what TurboTax did !!! All others did not come close to TurboTax. I could spend $20 for a $1000 more returns than others. Thats why I like TurboTax..


seemit said: gatoridp said: Why all you guys like TurboTax? I have been using TaxCut and I like it more.
Last year, I did my research on almost all free/paid tax software out there. I checked which one is getting me maximum return from IRS. HnR Block guy (Who I ended up teaching taxes, jeez) in one of the WalMarts showed my returns 1/4th of what TurboTax did !!! All others did not come close to TurboTax. I could spend $20 for a $1000 more returns than others. Thats why I like TurboTax..

So where is the difference rooted? Being curious...


Just got an email from Geico for their customers.

Save 25% on TurboTax Online Federal products. So for Deluxe online the Federal is $22.45 instead of $29.95.


Chase offers 35% off TurboTax on the VISA account pages


Here is a question I have always had... what makes this thread "OFFICIAL"? Is it sponsored by FW? Or by the corporate PR arm of some tax return company? Licensed by the IRS?

No clue what that previous poster has against the wiki, but I just want to know what makes a thread official.


x4dm said: Here is a question I have always had... what makes this thread "OFFICIAL"? Is it sponsored by FW? Or by the corporate PR arm of some tax return company? Licensed by the IRS?

If you open a new thread to discuss 2009 tax software, the FatWallet.Police will come crashing through your door, smash your computer, bludgeon you to a pulp with their truncheons and drink up all your alcohol. THAT'S what makes it official!


What's puzzling to me is why the US Government doesn't simply provide tax software to us every year at no charge. I mean, why could they not simply pay some programmers to create their own software? That's what Turboxtax and TaxCut did. That way we could stop getting shafted with "filing fees" from Turboxtax and TaxCut. Then if the Government's software has a bug which causes someone to underpay their taxes, then the Government would be motivated to fix it. As it is now, if TurboTax makes an error I'm responsible for back taxes and penalties.


seemit said: gatoridp said: Why all you guys like TurboTax? I have been using TaxCut and I like it more.
Last year, I did my research on almost all free/paid tax software out there. I checked which one is getting me maximum return from IRS. HnR Block guy (Who I ended up teaching taxes, jeez) in one of the WalMarts showed my returns 1/4th of what TurboTax did !!! All others did not come close to TurboTax. I could spend $20 for a $1000 more returns than others. Thats why I like TurboTax..
Are you serious?! What was the form and the line that other program didn't catch. I'm sure everyone here would like to know.

There's a heated thread in finance where someone claims his accountant were able to find deduction for him that retail tax software does not but refused to provide details. It got very ugly.


Skipping 102 Messages...

bpanepucci said: Turbo Tax didn't even get me the making work pay credit. Said it wasn't available to me. TaxAct got me $328 on it.

but which one is 'correct'? you like to think TaxAct is right, but....? or maybe you inputted something differently.




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