Turbotax 2009?
in [Quicken]
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From: jo on 14 Dec 2009 00:01 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 14 Dec 2009 10:30 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 14 Dec 2009 10:34 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 14 Dec 2009 14:01 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 14 Dec 2009 15:44 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 Please Reply to the Newsgroup
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