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But you don't get the security of having all your financial information on your own computer and you lose the five additional files you get with the software!
Had the same very frustrating experience!
I then went to do Taxes with Turbo Tax on-line where I would be forced to pay $119 for the premier level, which I don't need, I use deluxe, and that's before filing. Then I went and looked for other options. The Federal Government is trying to reduce costs for filing so I found several options. I just filed with 1040.com for $25 flat. That is to the platform. No fee for Federal or State filing, just need to use you bank account to pay.
The format is pretty straight forward but you can't download from financial institutions. I started doing my own taxes in the 70's, also with Turbo Tax. So if you are familiar with the forms 1099-B,R, SSA, DIV, INT, etc. you don't really need the fancy Turbo Tax step you through everything with pretty screens. I'm very happy with my discovery of 1040.com
Something good came out of the Turbo Tax dilemma.
Yes! 1040.com
Just used and $25 to the vendor, no fees for filing.
If you are familiar with all your forms, you will have no problems.
Just typed a long reply and something happened and I lost it. I'll try again. I had trouble last year getting the Charles Schway 1099 to download. Had to use iCloud to get into the Schwab data. Last year I was able to run Turbotax on my iMac. Won't work this year as it is too old. This year iCloud access wasn't necessary and I was able to install Turbotax Premier 2023 on my MacBook Pro running Ventura 13.6.5 Mac OS. The 1099 data from Charles Schwab downloaded without a problem. So something in Turbotax was changed this year and it worked. Be sure to download the updates, which are a lot, and then enter the license code and it should be off and running. I do backups several times as I'm running it, just in case. Not finished yet as I'm trying to get some K-1s from some investments. It works this year, just be careful to follow the directions and you should be OK.
veehbj
replying to my own post.
I just spent a frustrating hour trying to get back into this user's forum. There is no way to log onto either the Intuit website or the Turbotax website and get to this user's forum. I finally had to go to Google and search for it and it took me here. Didn't even have to log in, as I had already logged onto their web page and that session is still active. I just was thinking what good job they have done on upgrades to the website this year. This should not be difficult to create a path from the Intuit or Turbotax website to this community site!
Why doesn't Intuit offer a link on their secure website that lets us participate in this Turbotax user's forum or community of what ever they call it. Guess I'm used to how easy it is to get into the Apple User's Forum.
I got an email that someone had responded to my post earlier today and I wanted to see what was said. That was over an hour ago. So I finally got here, and there are not more posts after my post of five hours ago.
Sorry for the rant, but this is a problem!
Veehbj
Wow! Intuit has done a number on us! I suppose they have crunched the numbers and feel that the alienated customers don't matter in the long run. My real rub is that they allowed me to download the 2023 software WITHOUT letting me know of the 12.0 requirement. So now I have to fight for a refund on a product that shouldn't have been sold to me in the first place.
Oh well, it was a good run of about 25 years but I am not going to attempt to make this work with Turbo Tax. I am only here for the convenience which clearly has come to an end.
Intuit should provide the OS requirements IN ADVANCE of accepting payment for the software. If Intuit is indeed providing the requirements in the small print somewhere, they need to make that information more clear and far more evident to the customer. It appears that MANY of your loyal, multi-decade users are having the same issue. I'd rather take my business elsewhere at this point even with the hassle of moving to a new software.
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