I have used Turbo Tax many years. After the report of the incidents at the beginning of the tax season I did have second thoughts. I have used H&R Block, Tax Act, Tax Slayer and a few others in the past and always go back to Turbo Tax.
This season I was told I would need the Premier program, and that the Deluxe would not support my tax information any more. I did find a deal and purchased the Premier program for 1/2 price making it even cheaper than the Deluxe program.
After I filed the federal return, I called for the $25 refund and had my doubts I would get it because of the deal I was able to get for the program. They told me how much I paid for the program. The refund was put on my credit card in 4 days.
I did not file the state tax right away because I had some new transactions in the federal return and I wanted to make sure I had done it correctly. It was accepted, approved and the money was deposited in 11 days. The first time I sent it in it was not accepted and I knew it in less than 5 minutes. An EIN number I posted had a zero in it and every place in the paperwork I had from that particular institution the EIN number was smudged and it looked like an eight. I call the institution and I fixed the return and it was accepted in 10 minutes. After a few days I had time to do the state and decided to pay the extra $19.99 rather than mail it in and have a company that won the contract with the lowest bid enter my info into a computer. I went to put the info in and the price had gone up to $24.99. I called Turbo Tax and in 3 minutes the tax return was e-filed and the state price had been reduced to zero.
I love the quick service from Turbo Tax. Their tax lawyers and CPA's are most helpful with tax questions. Their employees are very helpful with helping to find new forms and helping us fill out new forms that you have never had to fill out in the past.
I also love that they have a taxcaster I think it is called. As soon as I have time I can put in all the info I will have for this year, figure out my interest etc and then find out how much I of my IRA I can convert for the 2015 tax year.
I am putting my paperwork away now taking out the thumb drive where I downloaded the program and found the taxcaster that I prepared last April. My income forecast was off by $29.
This is not meant for an advertisement for Turbo Tax but this information is for anyone who does not do their own taxes because they think they are too complicated and are reluctant to do it themselves or heard about the state taxes that were put on hold because of unscrupulous tax preparers.
Last month we had a woman in our town who was not a registered tax preparer who just got caught with 3 million in tax refunds that she took from others or by filing false tax returns.
If you have your taxes done by someone, make sure they sign your return and put their PTIN, FEIN or SS number in the provided space. Be sure you get a copy with their signature and all the pertinent information on the return.
I sent the state return last night. It was accepted in 5 minutes and approved in another 5 minutes and I can get on the state website Monday or Tuesday to find out when the refund will be deposited. I don't think our state has a refund chart with the exact date your check will be deposited by when it was mailed or e-filed like the federal government does.