It offers free federal filing with e-fillable forms (including C,D,E,F), and then charges $14.99 for state filing. “Their special offers are what we offer normally,’’ spokeswoman Jessi Dolmage wrote in an email to Forbes. TaxAct hasn't promoted any special deals for TurboTax users because it’s already so cheap. That is what H&R Block is providing with our Switch to Block offer,’’ he wrote. “The consumer has said pretty clearly they want the features and functionality they are used to receiving in the product they are used to working in. (Data you’ve entered in last year’s or this year’s version of TurboTax should be transferable.) Gene King, Block’s director of communications, said in an email tonight that Block was “pleased with the overwhelming response” to the free download offer, but declined to disclose the number of TurboTax deserters who have used it. In return, they’ll be sent a link good for one free download of H&R Block Deluxe + State. Those who went to take advantage of the offer need to send an email to containing their name, email and phone number whether they use a Windows or MAC operating system and a scan of their store receipt for TurboTax or a copy of the email showing their TurboTax download code. Block has been offering dissatisfied TurboTax Deluxe customers a free download of its Deluxe software, which normally sells for $44.95 and still allows E-filing of Schedules D and C. Last year, about 28 million federal tax returns were filed electronically using TurboTax, compared with 7 million each for H&R Block software and TaxAct. (Like Uber, TurboTax charges customers the most when they’re most desperate-meaning its prices go up close to the April 15 th tax filing deadline. Goodarzi insisted that TurboTax has seen no erosion of its market share as a result of the brouhaha and that the deep discounts available this weekend had been planned before the user revolt. Since I upgraded to this version for 2013, I'm not eligible for the rebate.) (Yep, I'm kicking myself that I paid $69.99 plus sales tax for Home & Business 2014 at. If you’re eligible for a rebate, that reduces the net cost (after you eventually get your refund) to as little as $20 for Premier and $25 for Home & Business. At the sale link (which I got in my email, but it should work for others), Deluxe federal & state is $29.99, Premier federal and state is $44.99 ($15 more than Deluxe) and Home & Business federal and state is $49.99 ($20 more than Deluxe). For example, through midnight, January 26 th, Intuit is running a special 50% off email promotion for Deluxe, Premier and Home & Business. Note: The refund won't be paid until a taxpayer files his 2014 return and the application for a refund must be submitted by April 20th.ĭepending on what version they buy this year and how good a deal they get, some customers will get a few dollars more back than they paid for moving up from Deluxe, and some will get back less than they paid, Goodarzi said. In addition, customer service representatives at the 800 number should be able to explain the rebate and confirm whether a user is eligible. Information about the refund will be contained in new updates that software users download and will appear in a message from Intuit after eligible taxpayers electronically file this year. Eligibility is limited to those who filed electronically in 2013 using Deluxe, but this year use a more expensive version. Instead, all past Deluxe users who have been forced to upgrade-whether they call to complain or not-will get the same $25. Goodarzi said today, however, that TurboTax will no longer be offering callers free upgrades. This year, those who need to file a Schedule D or E must trade up to TurboTax Premier, while a Schedule C or F requires the even more expensive TurboTax Home & Business.įorbes reported two weeks ago that dissatisfied Deluxe users who were forced to upgrade could call TurboTax's toll free number (80, from 8 AM to 8 PM EST) and demand a free upgrade. What’s angered many long-time users of the boxed and download versions of the tax prep program, is that while TurboTax Deluxe 2014 sells for the same list price as TurboTax Deluxe 2013 did, it can no longer be used to electronically file Schedule D, for capital gains and losses Schedule E, for rental real estate, royalties and distributions from partnerships Schedule C, for profit and loss from a sole proprietorship business or Schedule F, for farm income.
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