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24 March 2019 @ 01:12 am
Decisions, decisions...  
I've been thinking about starting in on our taxes tomorrow, since the deadline is coming up soon.

Typically, I would already have bought the software by now, but I'm torn between buying TurboTax again or possibly giving H&R Block a try.

Part of it is my growing unhappiness with TurboTax's marketing ploys. We basically belong in the Deluxe tier, but they withhold Schedule D in order to try to force you up to the Premiere level. Years ago, that was always included in the Deluxe version. It's clearly an upselling tactic, and that alone bugs me. H&R Block includes Schedule D in their HomeOwner-level tax software, and it's much less expensive, so points to them for that.

There's also the fact that TurboTax's handling of 529 Education plans and higher education expenses in general is seriously broken. I wish I'd realized that the first year those were part of our tax computations. I wound up having to file TWO amended returns for 2015 because of that.

But TT is the devil I know, and I've worked with it for at least 15 years now.

Argh. What to do? :(

Update: I decided to give the H&R Block software a try this year. Hope I don't regret it!</later>

jake67jakejake67jake on March 25th, 2019 04:32 am (UTC)

In my 25 plus year experience (and for full disclosure, 15 years as an HRB tax preparer, altho the software we used was not anything like the home version), I prefer HRB software. TT is for simpletons with only W2s and maybe some interest income, but onve it gets more complicated (as you discovered), it breaks down.  HRB is more knowledgeable user friendly, TT is "type this here" user friendly.

The Coalition For Disturbing Metaphorshalfshellvenus on March 25th, 2019 06:26 am (UTC)
This sounds like good news! I hope that turns out to be true. :)

I haven't seen you around much lately. How was the recent birthday? And how are the grandkids?
jake67jakejake67jake on March 30th, 2019 03:29 am (UTC)

Life is busy and the grands are wonderful! Winter is my hard time, maybe will break out of the SAD soon.  I lurk and read and comment here and there.  Need to get back to some writing... it always helps.