who can use turbotax basic?
1434098
People who need it for personal taxes can use it. There is help for those with questions about their taxes but the financial advice part is less than with the deluxe version.
687582
They are different tools. The business package is for corporate, partnership and things like LLC's. You most likely would still need Turbotax for your personal taxes.
276908
Yes, Roth conversions are definitely supported at the form level. I started using Block 2012 as soon as the first download was available. A big reason was to estimate how much to convert this year. I don't recall that Roth conversion was in the original interview, but I'll check. Also, I bet that the forms are available in Turbo Tax too. Update, conversion is there in the interview too.
633320
I bought Turbo Tax Deluxe and on the back of the box it shows what features are included in both Basic and Deluxe. Basic is for those who do not itemize deductions, while Deluxe is for those that do itemize. It does not indicate that there is any income limit or parameters for either software. Hope that helps.
1300283
With TurboTax Online you have to use a separate user ID for each federal return that you file, which means you have to pay separately for each one. If you have to file for multiple family members, the CD version will cost less. With TurboTax Online, since each federal return is a separate account, you also have to purchase the state separately for each person. If one person has to file in two states, you have to purchase both states for that person. With the CD version you purchase each state once, and you can use it for as many people as need it. For example, if you live in New York, and some family members work in New Jersey, you would purchase one copy of New York and one copy of New Jersey. You would use the one New York program for everyone, and the one New Jersey program for all those who need it. If you buy the Federal + State product, the first state is included at no extra charge, so you only have to buy another state if you need a different state. Again, if you are filing for multiple family members, the CD version is going to cost less.
2023543
Yes, the Basic version handles all deductions. It fully supports all aspects of Schedule A. It has "mini-worksheets" for several of the line items inside of Schedule A as well as a Charitable Worksheet that feeds into the deduction schedule.
2209521
No - there can only be one user with the software loaded on one computer. But with this software I do my taxes, my son's, my mother's and a friends. So it's well worth it to me. Oh, you can have 5 electronic internet returns by entering the key code provided you on the software but you can do only 1 free state return. You can file additional state returns electronically by paying the state's filing fee on a credit card or you can just print them out and mail them. I've been using this product for probably 15 years now and never a problem.
17576
No. But they are watered down versions. Not pro versions. Consumer grade basic. No time limit.
125076
Yes. They come pre printed with your company information on them. You can use them like any other check.
2013532
That's correct; you cannot import info directly from Schwab into the H&R Block software. I've used Tax Cut for years (I'm a Schwab customer), and I copy the info I need from Schwab into an Excel file, and then use a third party macro (from InvestoTeK, called ConvertExcel2TXF, $5.00) to make the conversion of the info from Schwab into the needed format (.TXF file) which can be imported. I discovered this last year when doing our 2009 taxes and it works great. You just pay for the macro and download it online. (I have no connection to InvestoTek except as a satisfied customer). FYI if you are a Schwab customer you can buy TurboTax through them for a discount. I just prefer the H&R Block software to TT.
466163
Yes-- you should be able to download you .tax2012 file from the online version and import it into your TurboTax 2013 desktop product without any problems.
117214
I am curious about this as well. I do not want to have to buy an additional state package if another person in my house needs to file.
2027835
Yes, you can install Windows with bootcamp and run TurboTax as well as other Windows programs. I also believe TurboTax is released as Mac native app.
828382
Yes. Once a return is started, Turbo Tax Basic allows the user two options for entry: the interview method or the self-exploration method. Choosing the latter allows the user to push a "forms method" button to see actual forms, one of which is Schedule B. Once the form is in view it is easy to enter dividend and interest income directly.
2108524
Just used it because of a suggestion on one of the reviews on amazon. I was fully satisifed. Within 2 hours I had filed my federal and state forms electronically and paid much less than TurboTax or TaxCut. I itemize deductions but otherwise don't have an especially complicated tax form to file, so I'm not sure how it would work with a more complicated tax situation.
38244
Yes. From the "about" pages: 1. For TurboTax Basic, TurboTax Deluxe Federal-only and TurboTax Premier Federal-only (i.e., the Deluxe or Premier versions that contain functionality only to prepare a federal return): a. You may prepare, print and e-file federal returns. 1. E-File Restrictions a. The IRS imposes a limit of five (5) federal e-files. b. TurboTax imposes a limit of three (3) State e-files per federal return.
951154
i don't know--e-mail intuit/turbotax directly to find out? hmmm, i'd GUESS the forms and printing thereof are internal to turboT, but i do have adobe so wouldn't notice the requirement....