From: jo on
On Dec 13, 11:32 am, ncfubar.s...(a)hotmail.com wrote:
> On Sun, 13 Dec 2009 10:56:58 -0500, Margaret
>
>
>
>
>
>
>
> <twokat...(a)gmailx.invalid> wrote:
> >On 12/13/2009 10:28 AM, NCFU...(a)hotmail.com wrote:
> >> On Sat, 12 Dec 2009 17:29:54 -0500, Margaret
> >> <twokat...(a)gmailx.invalid>  wrote:
>
> snipped
>
> >> Am curious about how you get your current year Quicken data into
> >> TaxAct since the TaxAct people say the data cannot be imported?
>
> >> Lee
>
> >I have a customized tax schedule report along with a couple other
> >reports.  I use these to manually enter my Quicken data into TaxAct.
> >Frankly I spent more time visually scanning and fixing errors in
> >Quicken's TT imported data, that it's simply faster to manually enter it
> >in TaxAct.
>
> >Granted, if I had many taxable investment trades manually entering data
> >could get onerous.  But ... this way I know everything's correct.
>
> >Regards,
>
> >Margaret
>
> Thanks for the input.  Think I'll try that also.  Was thoroughly
> disgusted with TT last year.
>
> Lee- Hide quoted text -
>
> - Show quoted text -

What was so terrible with TT last year? I don't remember being
disgusted, although I vaguely remember there was so new mode of
viewing that took up too much screen space. Or are you talking just
about the initial limitation of # of returns that could be generated?
From: Margaret on
On 12/13/2009 11:58 PM, jo wrote:

> does Tax Act allow downloading 1099 info from brokerages? That was a
> big feature lacking in Taxcut, the one time I tried it.

This year's edition of TaxAct Deluxe (desktop version) allows users to
download:

* basic data from 2008 TaxAct tax return
* basic data from a PDF copy of 2008 tax return
* GainsKeeper data (https://www.gainskeeper.com), and
* W-2 data from TALX W-2 eXpress

I only import the basic data from my previous year's TaxAct return. I
haven't tried the PDF import, as it's really only useful if you don't
have a TaxAct file from the previous year. That is, if you used another
tax prep program last year and are switching to TaxAct.

You can try TaxAct here for free:

http://www.taxact.com/tax-preparation/free-tax-software.asp

Regards,

Margaret


From: Margaret on
On 12/13/2009 7:39 PM, speedlever wrote:
> Ditto here. I used Tax Act last year because I was ticked off
> at Intuit for the dabacle on charging for multiple returns,
> etc. Actually, TaxAct turned out to be a pretty nice product
> and the price was excellent.
>
> However, I found that ID was a much better implemented product
> than what TA uses.. and this year I plan to move back to TT for
> ID. We also need state returns too.
>
> I really wish TA had an equivalent to ID. If so, I'd be very
> tempted to stay with them.

That's why I preferred It's Deductible when it was a standalone product.
It's not worth it to me to buy TT Deluxe for It's Deductible and
TaxAct for the actual tax prep. ... And I don't like TT (or its price)
enough to switch back. Hopefully over time, TaxAct will improve in the
charitable deduction tracking area.

Regards,

Margaret


From: scott s. on
Ken Blake <kblake(a)this.is.an.invalid.domain> wrote in
news:42j7i5h8bek269t6evjc7j7j66lg2e6am8(a)4ax.com:
>
>
> Unless I am misunderstanding you, or you are misunderstanding me, I
> don't think so. I own two T Rowe Price funds, but I didn't buy them
> through T Rowe Price itself. They funds were bought through, and held
> for me, by Schwab. They are on my Schwab account, not the T Rowe Price
> account that I don't have.
>

OK. I suppose in the case that you use a discount broker to buy / hold
NL mutual funds, the fund shares probably stay in Schwab's name and you
don't have an actual account number for your holding, so can't get a
logon via the TRP web site. I don't think there is any way to access
TTax via the general TRP site. I imagine TRP prefers you buy direct from
them rather than through a third party, so they aren't going to give
you any freebees.

scott s.
..


From: Ken Blake on
On Mon, 14 Dec 2009 13:01:43 -0600, "scott s." <75270_3703a(a)csi.xcom>
wrote:

> Ken Blake <kblake(a)this.is.an.invalid.domain> wrote in
> news:42j7i5h8bek269t6evjc7j7j66lg2e6am8(a)4ax.com:
> >
> >
> > Unless I am misunderstanding you, or you are misunderstanding me, I
> > don't think so. I own two T Rowe Price funds, but I didn't buy them
> > through T Rowe Price itself. They funds were bought through, and held
> > for me, by Schwab. They are on my Schwab account, not the T Rowe Price
> > account that I don't have.
> >
>
> OK. I suppose in the case that you use a discount broker to buy / hold
> NL mutual funds, the fund shares probably stay in Schwab's name and you
> don't have an actual account number for your holding, so can't get a
> logon via the TRP web site. I don't think there is any way to access
> TTax via the general TRP site. I imagine TRP prefers you buy direct from
> them rather than through a third party, so they aren't going to give
> you any freebees.


OK, thanks; that's what I had assumed all along. I was just hoping
that you knew of some way I could get it for free anyway.

--
Ken Blake
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