I have been using Turbotax. Can my 2011 Turbotax information be transferred to this program?
2066177
Yes, it is easy to import your Turbotax files from last year into this software. Depending on the complexity of last year's taxes you may need to answer a few question to an import wizard program.
550266
I had the same question. In a Quicken chat with a representative I was quaranteed that I lose none of the 2007 Deluxe investment tools if I purchase 2010 Deluxe version.
38244
Yes. From the "about" pages: 1. For TurboTax Basic, TurboTax Deluxe Federal-only and TurboTax Premier Federal-only (i.e., the Deluxe or Premier versions that contain functionality only to prepare a federal return): a. You may prepare, print and e-file federal returns. 1. E-File Restrictions a. The IRS imposes a limit of five (5) federal e-files. b. TurboTax imposes a limit of three (3) State e-files per federal return.
1165113
This response is for the actual software shipped to you and NOT the download which *might* work differently. ~~ In previous years, I have used the software to file my own taxes and then passed it to a friend who also used it for her own taxes, including using the efile. (I never registered the product with H&R; Block and she even has a different address than me.) I have not finished my taxes for this year yet, but if the previous years are any indication, then it *should* work again the same way. I find no indication that they have limited the e-files so that only ONE user can use them, i.e., nothing on the box or in the material says that. This response is for the actual software shipped to you and NOT the download which *might* work differently. ~~ In previous years, I have used the software to file my own taxes and then passed it to a friend who also used it for her own taxes, including using the efile. (I never registered the product with H&R; Block and she even has a different address than me.) I have not finished my taxes for this year yet, but if the previous years are any indication, then it *should* work again the same way. I find no indication that they have limited the e-files so that only ONE user can use them,... » Read More This response is for the actual software shipped to you and NOT the download which *might* work differently. ~~ In previous years, I have used the software to file my own taxes and then passed it to a friend who also used it for her own taxes, including using the efile. (I never registered the product with H&R; Block and she even has a different address than me.) I have not finished my taxes for this year yet, but if the previous years are any indication, then it *should* work again the same way. I find no indication that they have limited the e-files so that only ONE user can use them, i.e., nothing on the box or in the material says that. « Show Less
2013532
That's correct; you cannot import info directly from Schwab into the H&R Block software. I've used Tax Cut for years (I'm a Schwab customer), and I copy the info I need from Schwab into an Excel file, and then use a third party macro (from InvestoTeK, called ConvertExcel2TXF, $5.00) to make the conversion of the info from Schwab into the needed format (.TXF file) which can be imported. I discovered this last year when doing our 2009 taxes and it works great. You just pay for the macro and download it online. (I have no connection to InvestoTek except as a satisfied customer). FYI if you are a Schwab customer you can buy TurboTax through them for a discount. I just prefer the H&R Block software to TT.
1105064
I went to H&R Block's website's FAQ and looks like a yes! See below: "Can I transfer my prior year tax return or financial information into H&R Block At Home? You can import basic information such as your name, address, and dependent information from your prior-year H&R Block At Home or TurboTax software tax returns."
2038914
Yes, be sure to take your account information with you. That will save a whole lot of time and hassle.
343017
Yes. I have a that macbook too. I have purchases turbo tax twice. It keeps a file on the computer for the next years taxes making updating previous years tax information unnecessary.
757971
Yes. Perform your upgrade then.follow instructions to.open existing file...there should be no problem opening your 2007 file
2182989
You can stay with the same version (i.e. Basic, Deluxe) or you can upgrade to Home & Business, for example. However, once you go up...there's no coming back to a lower version (again, Basic or Deluxe) the following years. Like most programs, you can upgrade...but you can't come down. To restate, you can transfer your data to a newer year but the version must be the same or better than your current version. Once you change to an upgraded version, you cannot go back. I am a Certified Quicken Technician.
146193
I don't think you talked to the correct person. I upgraded, but was never told and don't expect to pay an annual fee - you are just purchasing the software correct. Maybe they thought you were also purchasing payroll support or something - that is an annual fee.Linda W
506466
Hello Dee, Thank you for your inquiry. The software creates a file that can get imported into the Quickbooks program. If you need anything else, please let us know. Thank you.
562657
It is best if you have it. Internet access will let you update the program. I believe you can run the program without doing this. Also, if you buy it and get the free state offer it is by download only. You have to pay if you want your state shipped by disc to you. You don't need it to submit your taxes, you can still print them out and send them in.
1229799
Similar product, but uses the 2013 tax forms instead of 2012. Trying to use the 2012 software to file 2013 taxes won't work as it will print out on 2012 forms and e-file as a 2012 return instead of a 2013 return.
1537729
Turbo Tax is really easy to ask questions of this year, just type in the help. It's 5 actually.
1433016
I use TFP software for 1099s. I buy a new CD each year, but I think you can download the updates, but will have to pay. The payee information will "rollover"
725874
They have to be transfered. This one does not come with the tools to do so, youll need to buy them if not taking it to a pro.