Product Description
Handles itemized deductions including mortgage interest and insurance, property taxes, charitable contributions, medical expenses and others that will reduce your taxes.
Supports many investment related items such as dividend income, capital gains and losses (Schedule D), installment sale income and money borrowed to buy investments.
Handles distributions from retirement plans such as an IRA or 401(k) as well as Social Security distributions and Railroad Retirement Board distributions. Non-deductible contributions to individual retirement accounts (IRAs) are also covered.
Features:
Included in CompleteTax Deluxe:
Tools to help you quickly prepare and file taxes online
Step-by-Step Guidance - Guiding you through the necessary steps to prepare and file your taxes online, CompleteTax Deluxe helps you finish your return accurately and efficiently.
Try It First - Test drive CompleteTax Deluxe before creating an account using the "Try It First" option. You can also just create an account right away or sign into your account with your User ID and password from
last year.
Make the Switch to CompleteTax - Import information from last year's TurboTax, TaxACT or H&R Block Online return to make the switch to CompleteTax even easier.
Import W-2s and 1099s - Importing data from your W-2 and 1099 forms into our online tax return software saves you time and reduces the chance of manual input error.
E-file Taxes - E-filing your federal and state returns is always included with CompleteTax. E-file taxes online or print and mail your return, at no extra charge. Receive your IRS refund in as fast as 8 days when you e-file, with direct deposit.
Refund Ticker - Watch your federal and state refunds (or any taxes owed) add up automatically as you fill out your return with our online tax return software.
Double Checks - CompleteTax reviews your entire return to check for any errors or missing information so you can be confident your taxes are done right.
Technical Support - Our staff is ready to answer any technical questions you may have about filing your taxes online. Receive technical support by email for any question about CompleteTax Deluxe. Also 1 technical support by chat (a $4.99 value) is included in CompleteTax Deluxe.
Come-back Flag - Sometimes a piece of information, like mortgage interest or tuition fees, still needs to be tracked down. Just set a "come-back flag" in the specific place in your return so you can easily come back to it when you have the information.
Help to find all your deductions and credits
Filing Status - Any filing status is supported — single, head of household, married filing jointly, married filing separately and qualifying widow(er).
Itemized Deductions (Schedule A) - Money paid for medical care, mortgage interest, state and local taxes, charitable contributions, home office expenses, casualty losses and miscellaneous deductions can reduce your taxes. If the total amount spent on those items is more than your standard deduction, you can usually benefit by itemizing.
Credits that Lower Your Taxes - Covers many credits that lower your taxes such as the child tax credit, health coverage tax credit for displaced workers who paid for continued health insurance after being laid-off, alternative motor vehicle credit, residential energy credits, mortgage interest credit, credit for child care and dependent care expenses, earned income credit, education credit, retirement savings contribution credit, adoption credit, foreign tax credit and credit for the elderly or the disabled. Also covers work opportunity credit, low-income housing credit, credit for alcohol used as fuel and many other general business credits reported on Schedule K1's from Partnerships, S-Corporations and Estates & Trusts.
Taxable Income (1099) Coverage - Handles the sale of stocks, bonds, mutual funds and other securities, dividends, qualified dividends, capital gains distributions, original issue discount income, distributions from a retirement plan (such as an IRA, 401(k) or pension), distribution from a tax-advantaged savings account (such as Health Savings Account (HSA), certain government payments, interest income, payments from qualified education programs, railroad retirement, and Social Security distributions.
Employee Business Expenses - Supports deducting unreimbursed employee business expenses, such as job-related vehicle travel, transportation, meals or entertainment expenses.
Investment Coverage - Handles many investment related items such as capital gains and losses (Schedule D), installment sale income, money borrowed to buy investments and children who have unearned income over $1,900 (the "kiddie" tax). Also supports income reported on K-1 from S-Corporations. Partnerships or Estates and Trusts.
Retirement Coverage - Supports distributions from a retirement plan such as an IRA, 401(k) or pension, railroad retirement and Social Security distributions. Also distributions taken from a retirement plan for disaster recovery assistance. Non-deductible contributions to individual retirement accounts (IRAs) are supported by CompleteTax Deluxe as well.
Charitable Contributions - Handles all types of charitable contributions - cash, check or credit card donations; vehicle usage while volunteering for a charitable organization; non-cash contributions such as clothing, household good, cars, property, stocks or bond; charitable contribution carryovers from prior years.
Alternative Minimum Tax (AMT) - CompleteTax Deluxe automatically calculates your AMT and determines if you are subject to it or not.
Education Coverage - Handles student loan interest, tuition payment, education credits and tuition and fee deductions.
Turbo Tax Premier vs. Deluxe:
Just started up Turbo Tax Deluxe 2009. Its first bit of "tax advice"
was to upgrade to Premier for more help with my investments. Here's
an edited version of More Details:
"TurboTax Premier gives you extra guidance on all your investments,
including stocks, bonds, mutual funds, employee stock options, rental
properties, and more.
- Helps calculate your gains and losses and keeps track of those that
carryover year after year
- Saves you time by downloading your investment info directly from
participating financial institutions ..."
But don't I already have this functionality in Deluxe?
In Deluxe, my 2009 Capital Loss Carryover worksheet comes up fine, and
it has File | Import | From Financial Partner.
So - do I get more in these two functions if I pay an additional $30
for Premier?
Or is Intuit trying to snooker customers into upgrading to get
functionality they already have?
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