Take the Easy Way Out With Turbo Tax! Geeze! It's Just So Simple to Use!
Written: Apr 13 '08 (Updated Apr 16 '08)
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Product Rating:
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Pros: loaded quickly, easy to get around, all questions answered.
Cons: filing taxes is always a pain!!!
The Bottom Line: I have used Turbo Tax for more than 12 years now and as far as I am concerned it is the only way to file those dreaded taxes each year.
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| meleahk's Full Review: Intuit TurboTax Premier - For Investment & Rental ... |
As always and like most Americans, I do our taxes each year and of course this year was no different. I not only do our taxes but I do several church members taxes each year. Recently I was given the opportunity to use Turbo Tax Premier for Investments and Rental for free and of course I jumped at the chance. When the disk came in I had to wait a couple week before I could actually get to it.
The person whose taxes I did again this year was very late in getting their paperwork and records to me, but once they did I got started.
The disk downloaded quickly and was just like using www.turbotax.com, which I have been using for over 12 years now. I found the lay out to be the same as going to the website.
The difference that I found was with the disk I had access to any and all questions and tax laws without having to pay for the online service. With the disk I was able to do the taxes for free but had to pay 17.95 for filing and then 29.99 for direct deposit. These are the same fees that I have to pay online, but with online I have to also pay an additional 10 dollars sometimes for filing. So it was a little cheaper to file via the disk, which connected to the Turbo Tax website. I was also able to get any and all updates for free by using the disk right on my computer, which I will be able to keep and use again and again.
Overall, I didn’t really need the Investment and Rental addition with this persons taxes, however, in the past I have used them on the site. I did look at them on the disk and found the area to be the same as I have used in the past. The same "help" section was there and it was just as easy to access as the site.
The Overall Procedure
Turbo Tax Premier 2007 for Investment and Rental was very easy to download for me. Very quick and painless. Just insert your disk and follow the instructions on your screen. The disk I got is good for both Window and Mac users. Within 2 minutes it was complete and I was able to start imputing information in for our friends taxes.
Simple enough using the disk (as the same with the website) you put in all your information, the W2’s, dependent information, childcare, mortgage interest, contributions, and any thing else that may help you out. You also have a place for interest earned, stocks cashed out, insurance policies cashed out or borrowed against, student loans and so on. Each section is set up for you to follow in an easy step-by-step procedure. You really can’t go wrong with this software.
It is just so easy to input your information and each section has a help section so you can be sure that what you are doing is right. This is always a good thing for no one needs to cheat the IRS for they will get you! Just ask some of those folks who try to hire lawyers to help them out of paying what was only right for them to do to start with!
Other Important Stuff
Remember to still keep all your information in a file folder so that you have it to refer to as needed. Remember to keep your copy of your W2 form or forms. Remember to keep all receipts for childcare, gas, and tolls, things along those lines. You can keep paper copies of just save your return to a disk. Disk is easier because you can access it from year to year if you need to with the Turbo software or Quicken and of course and Audit. Just print off your taxes and you are set!
How I Feel
I have used Turbo Tax now for over 12 years as I stated earlier and still love it! They calculate everything for you. Works just like the paper forms, but much, much better. I was able to have the W2’s transferred over from the actual business, which made my job even easier!
Turbo tax informs you of where your mistakes are at and you have a chance to fix them. They also let you know of where there may be some more money for you. Of course, they will also let you know that some things won’t work for you. They remind you of everything, even something you may have missed adding and possible audits areas. You can also choose to buy from them their Expert Advice for an additional 39.99. If you choose this they will look over your taxes and then advise you on what you need to change, if anything at all and should you be audited, they will go with you.
You can file electronically. Of course this is the idea in the first place. They will let you know if the IRS site has accepted your tax form. If not believe me they will let you know this as well. In which case you can make the changes needed and for the same price. NO extra charges.
If you do not want to electronically file you can still do so by mail and get your money in about 8 weeks as opposed to 15 days. That choice is always yours. I always have electronically filed and have never had any problems and no problems with the direct depositing either.
They will even take your fees right out of your refund! This is so much easier for me and most of my clients. If you need to do a State Return the disk also offers that function. Where we live it is not necessary to do a State Return and so I am not familar with that part.
The Basic Turbo Tax is basically for EZ Filers, which I do for my children and usually is around 9.99. However, this year for the Basic, you could not get to the help section unless you actually paid the 9.99. Turbo Tax adverstised this filing for free and unless you know what you are doing, you have to pay the 9.99. If you need to file your taxes in a detailed fashion the Tubor Tax Premiere is probably the way to go.
I cannot compare the 2007 version to others versions because this is the first year that I have ever used a disk. Normally I just go to the online Turbo. But, compared to online, which I have mentioned several times, it is pretty much the same.
Over all, the disk was the same as the online site. I found the disk just as easy to use and get around and the fact that the disk connected to www.turbotax.com was a big help. I am very grateful that I had the opportunity to use the disk for free by Hass MS&L in return for my honest opinion.
I hope that this has helped in some kind of way.
God Bless!
copyright LKD 2008
Recommended:
Yes
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meleahk
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Member: Leah
Location: Florida
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