![TurboTax Deluxe 2014 Fed + State + Fed Efile Tax Software - Win [Download] OLD VERSION](https://m.media-amazon.com/images/I/71zIR8HKZsL.__AC_SX342_SY445_QL70_FMwebp_.jpg)
![TurboTax Deluxe 2024 Tax Software, Federal & State Tax Return [PC/MAC Download]](https://images-na.ssl-images-amazon.com/images/I/71UbHaUeeUL._AC_UL140_SR140,140_.jpg)
![[Old Version] TurboTax Deluxe 2023, Federal & State Tax Return [PC/Mac Download]](https://images-na.ssl-images-amazon.com/images/I/719rCYQpjdL._AC_UL140_SR140,140_.jpg)
Everyone now knows of the hot mess Intuit created when they crippled the Deluxe version's handling of Schedules C and D. And due to the strong backlash they got from the customer base they pivoted and made it right again by upgrading Deluxe to whatever higher version you need for no charge, plus promising to revert back to the old Deluxe functionality. Now that the dust has settled I hope whatever team that recommended the altered version of Deluxe were shown the door.
I've been a loyal TT customer for 10+ years like many of you. And, duly insulted by Intuit's money grab, I decided to go with H&R Block. So if you were wondering which worked best...read on.
In a nutshell I got a $600 higher Federal refund and a state tax penalty that was $155 less by using TurboTax.
There are several reasons why. TurboTax does a more thorough job importing prior year's data and matching it side-by-side, making it much easier to note changes. H&R only imported my demographics. The interview process is more polished in TT, and thoroughly fleshed out my tax situation, which made it more straightforward to discover valid deductions. Here's two important examples where H&R faltered: I have an adult child who I can claim as a qualified relative, but the interview process totally dropped the ball. I had to drill into the forms to manually capture them as a dependent, an important deduction. Later I entered student loan interest from two lenders, but when I reviewed the final return only one of them had an entry. I again drilled down into the forms to find that a check box had been omitted on a lender, leading H&R to believe the interest wasn't tax deductible. A potential $2000 difference. And there was nothing in the interview process to have led me to make that choice in error.
So even after correcting the flaws and running both programs all the way though, TurboTax still managed a more favorable result.
H&R Block is cheaper - no two ways about it. And it works quite well. But I believe you have to be more astute to avoid unexpected results. And for those who are truly paranoid about an audit here is the difference between the programs. H&R will provide someone to attend an audit with you for free. TurboTax has a $60 fee, but the (optional) service from TaxAudit means they will fully review your return and do battle before the IRS. You have no involvement. Pick your poison.
So there's my experience. What I got back by using TurboTax more than made up for the higher expense (and this year's profound aggravation).
What other items do customers buy after viewing this item?
Page 1 of 1 Start overPage 1 of 1
- TurboTax Deluxe 2024 Tax Software, Federal & State Tax Return [PC/MAC Download]IntuitWindows 10 / 11, Mac OS Sonoma 14, Mac OS Ventura 13
- [Old Version] TurboTax Deluxe 2023, Federal & State Tax Return [PC/Mac Download]IntuitWindows 10 / 11, Mac OS Monterey 12
From the manufacturer
TurboTax coaches you every step of the way, and double checks your return as you go.
You can be confident you’re getting your maximum refund.
- All you need to know is you—just answer simple questions about your life and TurboTax will put everything in the right forms for you.
- Tailored to your unique situation—TurboTax will search for the deductions and credits you deserve, so you don’t miss a thing.
- Up-to-date with the latest tax laws—including the new healthcare laws, so you can be confident your taxes will be done right.
- TurboTax has experts to help and support you, so you know you won’t get stuck if you have a question.
Get your taxes done right with TurboTax.
TurboTax. It’s amazing what you’re capable of.
TurboTax Deluxe was designed to make it easy for you to get your biggest tax refund possible.
We''ve changed our TurboTax products this year to deliver only the best, guided experience based on your specific tax situation.
This means you may need to select a different TurboTax version than what you have used in the past to ensure you have the necessary guidance and coverage to complete your taxes.
Choose TurboTax Deluxe if any of the following apply to you:
- Everything that’s included in Basic, plus…
- You own a home
- You donate to charity
- You have significant medical expenses
- You itemize your deductions (Sch A)
- You have interest, dividends or capital gain distributions. If you sold stocks, bonds or other investments, choose TurboTax Premier.
- You have miscellaneous income (Sch C). Related deductions are limited to standard vehicle mileage, miscellaneous expenses up to $100, and phone expenses. For more extensive business expenses, use TurboTax Home & Business.
- If you own an S Corp, partnership, C Corp, or manage an estate or trust, choose TurboTax Business.
- This product includes State tax preparation
No Tax Knowledge Needed
- Guides you step by step, asks you simple questions about your life and puts your information in the right place for you.
- Safely and securely imports W-2’s, 1099-INT, and 1099-DIV, and mortgage information, from over 1,000,000 participating companies.
- Supports miscellaneous income reported on Schedule C. Related expenses are limited to standard vehicle mileage, miscellaneous expenses up to $100, and phone expenses. Use TurboTax Home & Business for more extensive reporting of Schedule C expenses.
- Accurately transfers last year’s tax info from TurboTax, so no retyping is necessary. You can also import from other tax stores and software including TaxACT and H&R Block Tax Software(Windows via .tax & .pdf; MAC via .pdf).
- Up-to-date on all tax-related laws- Guides you through the new healthcare law with ease and automatically updates to reflect changes
No appointment needed-- Do your income taxes at your own pace, at any time of day. TurboTax automatically saves your progress while you do your taxes so you can take a break whenever you''d like.
Get back all the money you deserve
- Tailored to your unique situation with a customized experience that guides you through the story of your year.
- The Deduction Maximizer searches over 350 deductions and credits (1040, Schedule A), and finds those that apply to you based on your unique situation.
- Extra guidance for homeowners for things like: mortgage interest, property taxes, refinancing fees, points, and improvements to your home''s energy efficiency.
- ItsDeductible (included) helps you accurately value items donated to charity—no more guessing. Plus, it tracks other donations such as cash, mileage and stocks, to help you get every tax deduction you''re entitled to.
- Five free federal efiles are included. Returning users can transfer their efile information from previous year’s return.
Your taxes, done right
- Before you file, TurboTax automatically completes thousands of error checks, so you can be confident your taxes are done right.
- TurboTax shows your tax refund in real time. The Dual Refund Monitor constantly displays and updates both your federal & state refunds (or taxes due), so you always know where you stand.
- Receive email confirmation once your return has been accepted by the IRS.
- TurboTax is so confident your return will be accurate, they guarantee it*.
- Guaranteed Easy -- Try TurboTax software. If you’re not satisfied, return it to Intuit within 60 days of purchase with your dated receipt for a full refund. Learn more from our website.
There to Back You Up
- Live U.S.-based product support - from highly trained TurboTax Product Experts via phone or live chat, for free*
- Get personalized, one-on-one expert answers to your toughest tax questions, if you need it, by phone from our credentialed CPAs and EAs.(fees apply)*
- Free online audit support tools provide you extra assistance
- The Audit Risk Meter checks your tax return for common audit triggers and shows whether your risk is high or low. Then, TurboTax provides tips to help you reduce your chance of an audit.
Deluxe
|
Premier
|
|
|---|---|---|
|
|
|
|
| Customer Reviews |
— |
— |
| Guides you through the new healthcare law with ease | ✓ | ✓ |
| Live U.S.-based TurboTax product support via phone* | ✓ | ✓ |
| Guidance on 350+ deductions and credits (1040, Sch A) | ✓ | ✓ |
| ItsDeductible helps you value donated items | ✓ | ✓ |
| Supports interest, dividends, and capital gain distributions* | ✓ | ✓ |
| Handles miscellaneous income and related expenses (limited) for Sch C* | ✓ | ✓ |
| Step-by-step guidance for sale of stocks, bonds, ESPPs and other investments (Sch D)* | no data | ✓ |
| Imports investment sales transactions including cost basis* | no data | ✓ |
| Priority phone support from CPAs and EAs ($19.99 value)* | no data | ✓ |
| Covers rental property income, expenses and refinancing (Sch E) | no data | ✓ |
That's a great way to retain customers
I have been a loyal TurboTax customer since the early 90s. But evidently, that doesn't matter at all to Intuit. While I usually purchased the Home and Business edition, I didn't think I needed it this year, as I closed my business. But I purchase Deluxe, and find I need Sch D.No problem, says Intuit...we can upgrade you for a mere $30. (see pic)But then I go online to their site, and they offer the Premier Ed. for only $20 more than Deluxe. (see pic)Sooo....what's the deal Intuit? Do you PUNISH your loyal customers for $10 for picking the wrong version?That's a great way to retain customers! You really screwed the pooch this time.EDIT: After contacting Intuit (took 30 min on hold) they agreed to upgrade for free. That process was painless, at least. 2 more stars and they just might keep me as a customer.
Top reviews from the United States
There was a problem filtering reviews. Please reload the page.
- Reviewed in the United States on March 22, 2015
- Reviewed in the United States on March 16, 2015
- Reviewed in the United States on February 13, 2015
