26 February 2015
20 February 2015
Here is the
The more I use HRBDeluxe, the more I like Glenn Reeves' spreadsheets! They have already given me the answer. I'm still trying to figure out how to get my data into HRBD :-(
Update 20Feb2015 2140: I had to experiment to learn how it works. If box 2 is not checked, it doesn't ask any further questions. But if box 2 is checked, it takes us to another page where it asks the short/long term question.
Com'on guys.... a) you could have put these two questions on the same line of the first page and b) if not, for any reason, at least throw me a bone and give me a hint on how I should check the original box.
19 February 2015
HR Block came recommended by people I respect and the third seemed to have it's own issues.
Strike one came when HRB wouldn't (past tense) import my 2013 return, The program just crashed, no exceptions, no nothing, Just bang, you're dead.
I "solved" that problem by upgrading my windows computer from XP to 7. Yeah, MSFT dropped XP support last year so is it reasonable to expect another company to support XP? Maybe not. Table the question for now. The Win7 upgrade was in the plans, the CD & new hard drive were on site, I just needed to take the time to do the build. 2 hrs install + 6 hrs baby sitting win7 updates later + another week of daily updates, now Win7 is finally up to date. Oh and the old hardware that ran XP just fine is crawling running Win7. I see an upgrade in my future.
HRBDeluxe Strike 2: It won't (present tense) import my DayJob(tm) W2. Importing data is more than just the time savings. Manually entry risks a data entry error. Easy to do and hard to detect. Keeping the data in the digital domain reduces these errors. Apparently my S&P500 listed DayJob(tm) uses a payroll processor not supported by HRB. GAH!!
HRBD Strike 3: it also won't (also present tense) import 1099's from my bank. The error code 2000 suggests the login information is incorrect. But it is correct and several others have reported the same error so it seems the problem is in the software. I need a fix this week, not "mebbe next month!"
I'm also not crazy about having to enter the 1099 details in line by line.
HRB - Dudes... Intuit did a full on face plant giving you a free shot. Don't blow it! You need to react quickly and fix these problems post haste!
Is this Whiffle ball? How many strikes are they allowed? Intuit-don't get cocky.. That little de-support sleight of hand cost you 527,692 strikes. There is no coming back from that. Get back to your corner of shame. But HRB isn't really making the grade either. Mebbe I should take another look at TaxAct.
Another option just popped up on the radar: I was about to start recreating a spreadsheet. But a cursory internet search showed someone else has already done the work: Glenn Reeves has posted Free taxform spreadsheets. I used to create my own spreadsheets to do my taxes but decided the time involved wasn't worth the $40 savings. So far, they look great! I'm going to give them a try.
The download is free but if they are useful I'll contribute.
23 January 2015
That's what Intuit did with TurboTax(tm). Some IRS forms supported at the basic and deluxe levels are no longer supported, pushing users to more expensive products. Worse, they didn't make it clear up front. Hold onto your socks Intuit, your arrogance not only pegged the "how to alienate loyal customers" meter, you bent the needle around the peg!
I have used the deluxe version for the past 15-20 years because a portion of the DayJob(tm) compensation is in the form of company stock. This is an incentive to employees to do everything possible to see that the company does well, but adds an extra step at tax time. The benefit easily pays for the extra paperwork. Trading stocks means filing a schedule D. The deluxe version has handled schedule D for as long as I've needed. But no more. Intuit removed schedule C, D, E and F from the deluxe version so users needing any of those forms now have to upgrade to the Premier version (+$30).
The Amazon reviews have been scathing. Wish I'd read them before purchasing.
Intuit released a "we screwed up" letter (excerpt):
We messed up. We made a change this year to TurboTax desktop software and we didn't do enough to communicate this change to you as proactively and broadly as we could or should have. I am very sorry for the anger and frustration we may have caused you.They don't even come close to understanding the breach of trust. And the VP responses "We did it to improve your experience" exude that "I'm sorry if you were offended" non-apology apology.
To atone for their "mess up", they offer a $25 rebate for users that purchased the deluxe version last year and had to upgrade this year. Hmmmm... a promised $25 rebate towards a $30 upgrade I didn't need last year is not even remotely a fair deal. For one thing, it builds the price increase into next year's product, not to mention the whole "bird in the hand" thing. You could have just fixed the Deluxe version, but no.
I'm going to avoid the rush and switch now. Intuit, you've seen you're last nickle from me. buh-bye!
The trust broken is enormous. TurboTax served my needs for nearly a score and now they change support under the table. That's dishonest, low. I have a long memory. And lots of friends. And if I tell 10 friends, and they tell 10 friends, and they tell 10 friends.... And a blog...
So I'm out. Nice job Intuit, this is how you lose long time loyal customers. I predict you are well on your way to becoming a textbook case study in how to destroy a business. Sure glad I don't have any shares of Intuit.
Bottom line: Caveat Emptor, Baby! If you are a TurboTax user, read the fine print before you buy this year so you understand exactly what you are getting and understand what you are buying.
FTC disclaimer. Does anyone in their right mind really believe Intuit would pay for a "review" like this. I haven't yet chosen nor recommended a replacement program but early research shows TaxAct has a "free for everyone" option. This should be the default, provided by the IRS, It's to their benefit! So I'll look closely there. But I'll look at the HRBlock version as well.
Update 25Jan2015: There are a lot of bad reviews for TaxAct. Only thing worse than not filing a return for a customer is not filing that return but telling them that it was filed!
OldNFO reports good experiences with HR Block so we'll give it a try. Also it's on sale at WallyWorld this week:
Update 2 25Jan2015 Block is not off to a good start. The program crashes when importing my 2013 return. After waiting ~2.5 hours for tech support tech all he could offer was "It's a known problem with no workaround and no ETA for a fix" :-(
11 December 2014
Sharp-eyed readers may notice a glaring lack of participation of a couple usual suspects - Neither the SCSon nor I have entries as yet. Though that's not for lack of trying. We had a range trip on 11/30 specifically to shoot the match. The targets were in the SCSon's range bag and somehow they ended up left on the stairs.
Good thing there is a special rule associated with this match - extended entry time! This being the last match of the year, I will continue to accept entries and update the scores until the next match is posted in March 2015. So fear not, we will get our entries in. And so can you!
(For the record, this is not a new rule because we blew our chance to shoot. Refer to last years match results where the same rule was in effect)
Rimfire Pistol, Iron sights
Mrs True Blue Sam
Ruger mk III, Red Dot sight
Turkey, Canadian Cheddar & Swiss Cheese, Tomatoes, Green Peppers, Shredded Lettuce, Deli Mustard & Mayo
Turkey, Canadian Cheddar & Swiss Cheese, Black Olives, Onions, Green Peppers, Yellow Mustard & Honey Mustard
Ham & turkey, Canadian Cheddar & Swiss Cheese, Black Olives, Green Peppers, Tomatos, Mayo
Turkey, Swiss Cheese, Shredded Lettuce+tomatoes & onions, Deli Mustard & Mayo
Ham Swiss, Onions, Tomatos, Green Peppers, Mayo
Ruger .22/45 Red Dot
Turkey, Swiss Cheese, Tomatoes, Green Peppers, Deli Mustard
Ruger SSS .22Mag 9 ½
Ham Canadian Cheddar, Tomatoes, Onions (no condiments)
Rimfire Pistol, magnified optic sights
Ruger mk III, 2x scope
Ham & Turkey, Canadian Cheddar, Black Olives & Onions, Deli Mustard
TC .22LR 2x scope, 10” bbl
Black Olives, Onions, Deli Mustard & Mayo
Rimfire Rifle, Magnified Optic sights
Marlin 795, 3x sight
Ham, Turkey, Canadian Cheddar, Tomatoes, Green Peppers, Onions, Deli Mustard
Center Fire Pistol, Iron sights
S&W model 19
Turkey, American Cheese, Shredded Lettuce+tomatoes& onions, Yellow Mustard + Deli Mustard & Mayo
Ham, Swiss, Tomatoes, Onions, Green Peppers, Mayo
Dan Wesson 4” vent heavy BBL
Ham, Swiss, Shredded Lettuce, Tomatoes, Black Olives & Yellow Mustard
Center Fire Pistol, Magnified optic sights
TC 9mm 2x scope
Roast Beef. Swiss Cheese, Black Olives,
Center Fire Rifle, magnified optic sights
Hi Point Carbine, .40 cal 4x scope
Ham, Turkey, Canadian Cheddar, Swiss cheese, Black Olives, Onions, Tomatoes, Green Peppers, Deli Mustard
Ham, American, Onions, Black Olives, Green Peppers, Shredded Lettuce, Mayonaisse & Stoli