Taxes Are Done! No Thanks To Turbo Tax Though

I’m guest posting today over at Daily Money Shot so make sure to check it out!

I’ve always done my own taxes and when hubby and I shacked up, I started doing his as well. My mother-in-law has some accounting background so is a great resource and always available for questions. My tax software of choice has always been Turbo Tax. I like the layout of the program, the question formatting and the additional help that is available. Most of all it is dummy proof always catching mistakes I may make. Until this year I’ve only ever had great things to say about Turbo Tax. When I couldn’t complete my taxes this year using my go-to tax-filing system I was a little saddened.

My Situation

In 2012 I worked full-time from the beginning of January 2012 until the first week of May 2012 at which point I was put off work by my doctor due to pregnancy complications. My daughter was born in June when I started receiving Employment Insurance (EI) benefits through the government which are to continue until I return to work this coming May. I received my T4E from the government and my taxes looked like they should be pretty straight forward.

Last week, Hubby and I started doing our taxes but when it came time to input my information into Turbo Tax it wouldn’t accept my T4E. It wouldn’t let us continue on with our filing until we input information that didn’t exist. It was asking us to fill in box numbers we didn’t have nor were on the form. We went to the FAQ section looking for a solution and it became obvious that this wasn’t the first time people encountered this problem based on the volume of questions and complains of the exact same nature. Some people made numbers up (why?!) to continue on but no one had a solution except to use different software. After over an hour of frustration we gave up, stopped using Turbo Tax and moved to foreign territory using the H & R Block software.

Opinions On H&R Block Software

Though I still like the layout of Turbo Tax better (what can I say I’m a sucker for nice pictures and pretty colors) the H&R Block software got our taxes done and quite honestly that’s all I care about at the end of the day. It gave me no issues with inputting my T4E and optimized our joint filing in our favor. Though I found the double-check the system does after every page input little annoying, it worked just fine. H&R Block also gave a much more detailed breakdown of your results and tax information based on the information input. Overall I was quite happy with it and it was likely not my last time using this system.

Have you ever had to stop doing your taxes due to a system glitch? What’s your favorite software?

Enjoy Plunged in Debt?

Pid

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Comments

  1. Ugh! That sucks. Greg does ours, but he uses H&R Block. I’m glad you finally got yours done!

  2. That’s terrible. We’ve been fortunate in that my dad’s childhood best friend is a CPA and he has always done the taxes for our family. As he’s getting older, I expect one day he’ll soon retire, but until then, I’m glad I don’t have to worry about stuff like this. Glad you got it figured out.

  3. The very first time I tried to use taxcut I got errors trying to submit my return online. I went round and round with the customer support people, and they claimed nothing was wrong on their end. Then along came a software update, and whallah, it worked. I used TaxCut for a couple more years, but 2 years ago I actually won an online version of TurboTax, and have moved to that now. Zero problems!

    Glad you have your taxes done…….I haven’t started mine. I hate taxes – I know I’m paying in so I’m not really looking forward to it.

  4. Sorry to hear that TurboTax gave you issues. At least you got your taxes done and quickly. I am a fan of TurboTax, but I don’t have complicated returns. That will probably change next year when we have to deal with short term disability for the wife.

  5. Sorry to hear you ran in to those issues. I always used H & R Block and would run into issues with self-employment income which meant I would have to call in and ask for assistance to get through it and I found out it was a known technical issue. We actually hired a CPA last year as the taxes just became too much for me to be able to do confidently with our business.

  6. That’s too bad Turbo Tax didn’t work out. I had no problems entering my T4E over the past few years.

    One problem I ran I to this year (with the online version) was it was not calculating my youngest sons daycare credit. I kept having to go back in and picking his name from the drop down menu. Didn’t know what the problem was at first, but was relieved when my refund “jumped” after re entering it a few times! Had I not known my refund should be bigger, I could have made a $2000 mistake!

  7. I have used Ufile every year since 2005 and I ran into a bit of an issue this year…

    Basically I was separated in 2009, and divorced in 2012, so while we haven’t been together for awhile, I had a “change in marital status” last year. And the program was asking me for his income from the previous year! I looked back and realized that in 2009 when I had the first “change” I had to input his income, which was fine because I knew his income, but at this point we’ve been out of touch for awhile and this is, in my opinion, a ridiculous question. While I don’t fully understand how/why it would affect me, when I asked for help the answer was to estimate a high income, to avoid implications to my tax return :S… they didn’t say what “high” was either … so I input $200,000 and carried on! lol … lucky him if he made that much! Just my $0.02.

  8. Ah that stinks! I always like H&R Block!

  9. I use the online version of H&R Block. I’ve never understood why people buy software when they can just use the online version on the computer for free. But maybe the software comes with extra forms they need?

    • The online versions are only free if you make under a certain income and have a straight forward return (ie only your employment income) it’s not free if you’re claiming retirement contributions, education forms etc. The more complicated the return the more expensive it can be. The advantage to the instore ones is that for a low price, like 30-40 bucks you can make sometimes upwards to 6 returns. My inlaws used to buy the software and we’d all use it so for like $35 4 returns could be made. I just paid $25 to use the H&R block to make a joint filing for my husband and I.

  10. I use two versions of Turbo Tax (Deluxe and Small Business). Haven’t had any major problems, other than it likes to put a period next to my middle initial and I have to manually edit it each year. I just split the cost with my dad since you can do 4 returns with a copy of Turbo Tax

  11. I always use Turbo Tax Deluxe, but after this year, I am looking into an accountant. I haven’t had problems with Turbo Tax except trying to figure out why it asks me if the form is correct. I assume it is an error on the businesses side of things, but still don’t know what is up. I am looking for an accountant, because it is hard for me to keep up with all the deductions and credits that I should or could be getting. I know tax software is supposed to keep up with all of that, but when I need to itemize it doesn’t help out much.

  12. My aunt has always done my taxes and I am so thankful. I have never done them and don’t have any clue as to how. I know that sounds bad…

  13. I worked at 5 different companies and did it myself. Some freelance, some salary. I used TurboTax, but I admittedly didn’t report my freelance pay. Why? The people who paid me, paid me out of pocket under the table. It was far too difficult to account for all the freelance pay, and so I fudged it. No repercussions as of yet.

  14. I’ve been using Turbo Tax for about 4 years without a glitch. As my tax situation gets more complicated though, I am beginning to explore hiring a CPA. I filed my taxes about two weeks ago and was surprised to see me refund in my bank account on Monday.

    • Yeah filing online is the way to go in terms of speed that’s for sure. CRA promises within 10 business day I think.

  15. I’ve been using TurboTax for as long as I can remember and have never had a problem. I have also used the TurboTax version for multi-partner LLCs to file a 1065 return and have had good luck as well.

  16. I’ve been using Turbo Tax for years and like you, this year, it is somehow not able to comprehend my taxes. The questions it asks about my HBP are confusing and despite ticking off “I have a monthly transit pass”, it doesn’t prompt me to provide that information anywhere! There were other fields that mysteriously never showed up either. 🙁

    I’m not sure what to do yet, but I’ll consider the H&R Block software.

  17. Hi, I am pleased to find a PF blog from my hometown HRM! I used AceTax (made by Fredsoft) online for many years which was $7.99 per return, but have now switched to StudioTax , chosen from the CRA approved list, because it’s free. I have done complicated returns with tuition and education amounts, pensions and pension reductions, and Canada/US cross-border issues, and had no problems.

  18. Running into problems with your tax software is the worst. Taxes are complicated enough without the software not working! Glad you were able to get it solved though!

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