What is hell is intuit doing telling me I have to upgrade to Win 11, I don't want that POS, they said it's for security, That's OK, i'll take my chances with Win 10.

[Mike9241]

@M-MTax @baldietax turbotax does not provide copies of online returns for security reasons. It tells users to access their account if they want copies. online returns are stored on turbotax computers for 7 years the same length of time the IRS preserves them. Whereas for desktop there is no online copy of the tax file. However, as to imported documents in desktop, I'm not sure of the online retention period. In 2023 I noted that there was for a limited time a copy of the 1099-B I imported.  I no longer import (almost all my trades are of types A or D making manually entry easy).   What surprises me is that users don't trust Turbotax but the IRS stores copies of taxpayer's returns for 7 years. While I never seen anything that would indicate the IRS has been hacked, that doesn't mean it hasn't happened or won't happen in the future. (not completely true since I think an IC doing work for the IRS accessed DJT's returns) And look at all the fortune 500 companies that have been hacked including those that do secret projects for our military!

[JohnQT]

"What surprises me is that users don't trust Turbotax but the IRS stores copies of taxpayer's returns for 7 years."

Yeah well I don't think many of us "trust" the IRS either.  🙄

"While I never seen anything that would indicate the IRS has been hacked, that doesn't mean it hasn't happened or won't happen in the future. (not completely true since I think an IC doing work for the IRS accessed DJT's returns)"

Our taxes hard at work, paying one .gov agency to spy on elected officials by rummaging through another .gov agency's files...

"And look at all the fortune 500 companies that have been hacked including those that do secret projects for our military!"

Don't even get me started on the OPM hack!  Yeah, they're all highly trustworthy in my humble opinion.  🤡  </snark>

[skramblr]

I don't know about the IRS, but Intuit is currently being sued due to their 2024 security breach related to someone gained access to sensitive information related to TuboTax. Names, SSN, address, drivers license, financial data and Tax Returns.

[M-MTax]

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@Mike9241 wrote:

....look at all the fortune 500 companies that have been hacked including those that do secret projects for our military!

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Precisely! When I think of all of the attack surfaces to which I and probably a LOT of people are subject, it's a both a bit disconcerting and also a scenario where I have simply thrown in the towel. 

I mean, a regular bank account, two brokerage accounts, credit cards, merchants, SSA, medical records, paid-off car loans and mortgages, real estate tax appraisers, and that's not to mention professional licenses I hold (that are online by virtue of state law mandates). I'm going to now add e-filing and the IRS to the mix?.......nope.

[kshk1970]

For a desktop PC owners - add  a 128GB SSD with Win11, boot it once a year to run Turbotax. I've been living like this with Win10, while using Linux for everything else (Linux runs browsers and LibreOffice that can open office files). My other motivation was that my tax data are only accessible to that clean environment. Amazon sells a power "switchboard" with 4 buttons that control power to 4 SATA drives, in case you don't want to plug/unplug that extra drive.

OS is nothing more than an environment that exist to run applications. I'm only going to use Window when I have to run Turbotax. This way M$ will only see that I use Turbotax every April - good luck with selling that valuable data 🙂

[M-MTax]

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@kshk1970 wrote:

........ add  a 128GB SSD with Win11.......Amazon sells a power "switchboard" with 4 buttons that control power to 4 SATA drives....

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By the time one does all that (assuming a user has the knowledge re how to install a card or the device in a bay in the desktop box), they would probably be better off just buying a cheap laptop, with W11 installed, during a Black Friday sale.

[user17630730290]

TurboTax 2025 does indeed require Windows 11, which is not made clear prior to purchase as far as I can determine.  He should be offered a refund if it will not run on Windows 10.

ed requrie Widnoows 11

[skramblr]

Seems kinda crazy that people would spend money to buy hardware, dual boot or other options just to get TurboTax to run. Wouldn't most people just buy TaxAct or H&R Block? No way are most of my relatives ever going to crack open their PC or complicated software installs.

[user17630730290]

Yes, I would like to be able to install to a W10 computer because last year I installed to a W11 machine and it lost the passkey every time that W11 upgraded and I had to buy an additional copy, which really pissed me off.  It was not made clear that W11 was necessary prior to the purchase that I made on Amazon today and now I am unsure what to do.  Last year your support people were useless when I used up all 5 codes following W11 updates.  Can you do better this year?  I still have all my banking and other secured sites requiring enhanced sign in procedures after W11 updates, which is not true with W10.  Thoughts?

[M-MTax]

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@skramblr wrote:

Wouldn't most people just buy TaxAct or H&R Block?

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Yeah, that would probably be the better option for those who don't want to upgrade to Windows 11.

[user17630730290]

Except I already bought a copy of TT 2025 from Amazon.  I'm quite disappointed in TT, which I have been using since the late 1980s.

[M-MTax]

I understand, but the system requirements are actually listed.

Regardless, I think you should be able to get a refund.

[BobRay]

I believe TT offers you 60 days to get a full refund, assuming that you bought it directly from Intuit or one of their authorized resellers.

[user17630730290]

I will continue to use TT in 2025, as I have literally used it for 40 years since dot matrix printers were high tech.  The only issue that I have is that updating Windows 11 every 4 or 5 weeks deleted my TT 2024 authorization key last year and ended up having to buy another license to install it on my Win10 laptop when I figured out why all my keys were used up.  Support was completely worthless, and calling them was just a waste of my time, so hopefully this year I will fare better.  I'll save one key until just before I am ready to file (I file late for K-1s and pension contribution timing), then update my W11 laptop and turn off updates for 5 weeks and then do the return.  Fingers crossed, but it should be something that is fixed by now.

[kaltemeier]

Microsoft is providing extended support until October of 2026 for Windows 10.  Intuit needs to get this resolved ASAP or millions will go somewhere else.  Come on Intuit, get is together!