What are the advantages of the TurboTax CD/Download software over the Online version?
We happen to like them both, but we recommend the TurboTax CD/Download software if you want to:
- Create multiple returns for family members (it's usually cheaper);
- File separate state returns for married spouses, especially in community property states;
- Play around with different tax scenarios;
- Access Forms Mode;
- Have complete control over the storage of your tax return and tax data file.
There are some situations that only the CD/Download software can handle, such as:
- Preparing or amending prior-year returns;
- Data imports from Quicken and QuickBooks;
- Downloading more than 500 stock transactions;
- Corporation, S-Corporation, Partnership, Estate, and Trust returns (these are handled in TurboTax Business).