Not pleased that TT will not support Win11. My computer runs great but is not upgradeable.
Any user feedback about switching from Desktop to Online? I think online is less robust. Does online provide the year-by-year comparisons? How does the cost compare, I do 5 returns? The online does seem better for state E-filing, as I have to pay a fee for desktop returns but I do my grandsons' and their state E-filing is free, perhaps because they are young and low income.
Anybody switching to a competitor like H&R Block?
Thanks
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Are your grandsons in New York? In the Desktop program only NY has free state efile. Otherwise it is $25 to efile each state return. So I don't know why their state efile is free and yours are not if you are in the same state.
You can print and mail state for free in the Desktop program. For the Online versions it is free to efile but you have to pay to prepare federal and state returns separately. Although if they have a very simple return with no extra schedules they can probably use the Online Free Edition which is free for both federal and state. Or even do it directly on the IRS.
It will probably be a lot more expensive to use the Online version if you are doing multiple returns. Online is only good for 1 return per account. You will have to setup a separate account for each person with a username and password. You can use the same email for 5 accounts. And you have to pay for Online before you can print or view all the forms. And state is a separate charge to prepare.
When you start a new online return you can transfer from their 2024 file that's on your computer. So make sure you have all the tax files ending in .tax2024 on your computer. They should be in your Documents in a Turbo Tax folder. Yes if you transfer 2024 into Online it will keep the year-by-year comparisons going.
If you used the Desktop program before you may notice several differences and not like the online version. It has less features and no Forms Mode. The Online versions don't have all the same forms so you might have to upgrade to a higher Online version. You can only do 1 return per account. Your return is only saved online so be sure to save both the .tax2025 data file and the pdf file to your computer when you are done. In case you need to amend in the future or if you need a copy to get a loan or something. You might not be able to access your online return when you need a copy.
another thread on online vs desktop here
https://ttlc.intuit.com/community/taxes/discussion/turbo-tax-online-vs-turbotax-desktop/00/3704484
If you're doing a lot of returns as the family CPA and have been using TT for a while, you're probably better off just tackling the inevitable Win 11 upgrade over the holidays and keep your tax process intact. The Win 10 ESU allows you to put it off for a year securely, whether you do it in the next 5-6 months or 12 it's not much difference in the long term imo.
If you're in the "never win 11" camp and done with MSFT you could also move to Mac - Mac Mini's are a good solution which start at $600 (on sale for $500 right now).
Alternatives are the usual other players - H&R Block, Taxact, FreeTaxUSA etc, there are probably threads on pros and cons of each. I don't think there's clarity yet if HRB will support Win 10, tho they have been more lenient on old Mac OS versions. I think at this point folks are just waiting to see all these s/w releases to see the compatibility details.
Believe Intuit are also doing away with desktop basic version if you are used to that. And ItsDeductible.
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