What options do I have for filing my taxes next year if I don't want to buy a new computer with Windows 11?

[raka1225]

I have been using Turbo Tax Premier edition for years.

[Vanessa A]

You would be able to upgrade your computer to windows 11 or use the online version which does not allow you to use forms mode. 

[Mike9241]

not all systems can be upgraded to run with W11. when you get an update notification look on the right, it should tell you if yoiur system is upgradable to W11 or allow you to check .

hears a link to determine if your cpu can run under w11

https://learn.microsoft.com/en-us/windows-hardware/design/minimum/windows-processor-requirements 

then there is online both Turbiotax and others 

you could also buy a cheap laptop w11 ready and hook it up to your monitor

don't know what other vendors of self-prepared tax returns will do. 

[raka1225]

Thanks for the input, Mike. Yes, I'm aware not all PCs can be upgraded.  I've already checked mine and I would have to buy a new one which I don't want to do. I'm looking for other options instead of Turbo Tax if Turbo Tax insists on users having Windows 11.  I don't want to wait until the fall to find out I need to buy a new pc or laptop.  By that time tariffs will probably eliminate a cheap solution.

Has anyone tried using an iPad to file their taxes?  Is Turbo Tax Premier available to use to calculate and file online? Anyone out there with rental property that has used other tax software products?  I'd like to hear any comments good or bad on those products.

[raka1225]

Thanks Vanessa.  I haven't used the online version.  From what you're stating I would only be able to use "step by step" walk through to enter my information. Is that correct?  I like to switch back and forth because in the forms version I often find erroneous data showing up.

[xmasbaby0]

@raka1225 You mentioned using an iPad.   You cannot use the desktop download on an iPad or any other sort of mobile device.  The desktop software can only be used on a full PC or Mac.   If you will not have a computer that meets the system requirements to use desktop software, then your alternate way to use TurboTax is to use the online software.

[VolvoGirl]

@raka1225   You already know what you get with the Desktop program.  There are many differences with the Online version.   Here are some major differences.

The Online web version is only good for one account and one return. You can log in and access your return from any computer. You only can see the forms after you pay and download the pdf. And you might need to upgrade to a higher version to enter different kinds of income. There are 3 Online versions. And you can add LIVE service or Full Service for expert help. In Online the fees are to prepare the federal and state returns (State is a separate charge) whether you efile or print and mail. Efiling is free and included.

Your return is only saved online so be sure to save both the .tax2024 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.

[mesquitebean]

The lack of Forms Mode in Online TurboTax would be a huge drawback for me.

At this point in time I personally haven't seen TurboTax outright state that the 2025 product won't install and work on Windows 10.   Granted, I don't see "everything."  😏   They may not even know yet since it's still in development.   The FAQ below says that they "may" restrict installation.   If they do, it's likely because they are hesitant about the lack of security updates for many people using Windows 10 (although apparently one will be able to purchase a security subscription for Win 10 from Microsoft.)  

FAQ:  How does the end of support for Windows 10 affect my TurboTax Desktop experience?

https://ttlc.intuit.com/turbotax-support/en-us/help-article/download-products/end-support-windows-8-...

[raka1225]

Thanks for the reply xmasbaby0. I didn't separate my thoughts very clearly. When I mentioned the iPad, I was actually referring to preparing and filing using Turbo Tax Online version.  I was just curious if that can be done.  I am aware the desktop version is only for PC/laptop/MAC, but thanks for posting that for clarification.

[VolvoGirl]

Yes you can use the Online version on any mobile device and Desktop computers.

Online system & browser requirements

https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-system-requirements/turbotax-onl...

[raka1225]

Thanks for posting the differences VolvoGirl.  That was really helpful since I've never dealt with the online versions.  Not getting to see the forms before I pay and file is a BIG problem.

[VolvoGirl]

You can see the forms before you file.  You can download the whole pdf file to see them.   You should always review your return before you file.  

[raka1225]

That's a relief.  So you just can't complete the return using the forms.

[mesquitebean]

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@raka1225 wrote:

That's a relief.  So you just can't complete the return using the forms.

---

You can always try Online TurboTax for free, and if you don't like it, you can seek out something else.   You don't have to pay until the very end.  However, there is an option to pay for Online TurboTax in advance in order to have viewing/printing privileges during return preparation.   That's not like desktop Forms Mode though. You cannot interact with the forms to directly edit them--only print/view (after paying).

[raka1225]

Thanks. I guess I need to check out the prepay option.  Thanks for letting me know about that.