And continuing:
4) There is no "Forms Mode" in the Online software
5) (further to #3 above) Online software only allows you to file ONE Federal tax return, with it's associated states. If you have more family members to help file for, you have to create an entirely new account, and pay all the software charges again unless the person can use the "Free" version...but that still requires a new separate account. (We can't overstress how important it is for you to keep a written record at home of your EXACT UserID and Pwd for every Online account you create)
6) IF you use an Online account for future successive years, you can access any prior years taxes that were filed from that exact-same Online account if: a) you make sure you use the exact same UserID every year and b) you pay for the Online software in the next year. Access to prior years is available for any account (PLUS or higher) for ~ a year to 1.5 yrs...but after that, you have to pay for the next year's online software in that account...or the prior year data may get locked up until you pay (of course, if you download and save your PDF file for that tax season every year..then you already have your own copy...as long as you back it up off computer for your eventual computer HD crash.
7) If you use ItsDeductible with an Online account to import charity data, the UserID for your ItsDeductible must be exactly the same as your Online TurboTax account's UserID
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
