Tuesday, January 20, 2015

"Why I'm switching away from TurboTax this year" - former customer explains...

Zee for Work-To-Not-Work.com writes: This year I lagged compared to my usual approach to taxes. It seems like every year the date that I receive all of my tax forms gets pushed back further and further. I swear that I remember getting my taxes done before January 15th once but now it seems like I can't even attempt to complete my taxes until mid February anymore.

This year I'm glad I waited on it though. Normally, every year I purchase TurboTax and plug away at it myself for a few hours and then "voilĂ !" I'm done, and hopefully a refund will be coming in a few weeks (except not last year) and not an audit. But this year I have to take a new approach, and if you are a TurboTax user then you might want to reconsider too! You see TurboTax did something sort of sneaky, they changed their software so that the deluxe version no longer includes the forms necessary to enter your schedule D forms for capital gains and losses.

Many loyal customers of TurboTax didn't read the fine print on the boxes about the changes that were made to the software so now when they are in the middle of their taxes find out that they have to upgrade to the next level up of the software. So instead of paying about $48 for the version they thought they needed they end up upgrading to the premier version which costs them $75 instead. The other option they could do is purchase another program from somewhere else and start the whole process over again which is also a bit absurd, no one really wants to go through that all again.

The response from Intuit (the owners of TurboTax) has been that they clearly labeled their packaging - which in all fairness they did. But for users like myself that have used TurboTax for the past decade or more it's like going to buy a Happy Meal and suddenly they say that the Happy Meal does not come with fries and a drink. Sure it may be labeled that way on the menu but when you have been ordering the same thing for forever you kind of just expect it to be the same.

So this year I'm making the switch. I've always wanted to try a different tax software... Well not really, but I did have a little curiosity of what would happen if I did a side by side comparison, not that I want to do my taxes twice in one year. So this year I'm switching to H&R Blocks software to give it a spin. It's actually cheaper than the usual version of TurboTax that I would use coming in at $42 and everyone online says that it's basically the same and that the only reason they never made the switch was because they were loyal to TurboTax. I should also be able to import last years version of my taxes from TurboTax into their software so getting my previous information should be just as easy as before.

So how are you doing your taxes this year? If you are a TurboTax user are you going to stick with it or are you going to jump ship like many others? Is now a good time to invest in H&R Block?

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