I have been using turbo tax for more years than I can count. I always had a disc and was able to constantly change my data as I worked my return. Last year I could not get a disc and will not upgrade to windows 11 for another year. I have always had flexibility with forms and reviewing my return for errors and needed changes. So because I do not have access to the forms, as I understand with the online version, an I able to continue working on my return and saving copies online before I actually file the return? I understand that I won't see the forms, right? So how can I check my data entries? I am an 80 year old retired accountant and have always been able to do my own return without any help. This seems like I am going to be locked in without being able to review my return as I go along and input data until it is time to file.
Can someone assure me that I won't have any issues with this new online version?
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In the Online version you have to pay any online fees to see the whole return or to save it to your computer.
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. You can only do 1 return per account. Although you can use the same email address for 5 separate accounts. 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.
if you plan to get Windows 11 in 12 months anyway and just using ESU to put it off, then frankly you may as well research a new machine and get that in the next 6 months, and continue with your TT desktop process usual. By waiting and disrupting your tax process you're only getting an extra 6 months on Windows 10 with security patches, you probably want time to move your data and get comfortable on Windows 11 anyway.
And if you do end up suing TTX "Online" for 2025.
You can save a PDF copy of all your tax forms and worksheets to examine before filing using the Online software.
BUT
It's just not as interactive as the Desktop saoftware....in that:
You have to pay the software fees before saving and looking at a PDF copy of whatever you've done so far. You can do that at any time in your tax preparations, after paying the fees, but then you use the Print Center to create a PDF copy to look at. SO if you create a PDF multiple times during your preparations, it would be good to save them with different names...or numbering them so that you know which PDF is the last one created (or just delete the older ones if you create a bunch at different stages of your preparations).
Thank you all for your response to my dilemma. I had done research on the matter and all of you confirmed what I thought was happening. After being a turbo tax customer for over 20 years I am truly upset that I am forced to do my taxes on line or get a windows 11 computer. I am convinced that I will have to get a windows 11 computer anyway even after getting my windows 10 pro updated with extended support for a year. At 80, technology is forcing me to upgrade even though I don't want to. The way of the world.
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