Tags: turbotax

03/21/13

  09:02:00 am, by The Dreamer   , 507 words  
Categories: General, Quicken/TurboTax

State Tax Refund Received

I received my State Tax Refund...only 5 calendar days since my return was reported as accepted. TurboTax had said allow up to 21 days. There was a year where there was a budget crisis...though it doesn't seem to have ended yet....where they were threatening to not pay income tax refunds....or severely delay them.

Though it wasn't that huge of a delay by the time I filed.

Wonder when I'll get my Federal Tax Refund.... TurboTax said 9 out of 10 got refunds in under 21 days last year, though when I did my taxes last year, TurboTax said 7-14 days. Which was pretty much spot on....I got my Federal refund 7 days after I filed....the state refund came 5 days after filing.

So, if things hold....my Federal should appear on Monday.

Full story »

03/17/13

  03:10:00 pm, by The Dreamer   , 1773 words  
Categories: General, Computer, Home, Windows, FreeBSD, VirtualBox, Quicken/TurboTax

Did my taxes for 2012

Like I do every year, I bought TurboTax Premier Federal + E-File + State 2012 as a PC Download from Amazon.com back on Jan 18th, in part due to sale email from TurboTax. But, probably should've waited, because its cheaper now. Not sure why PC download is so similar in price to buying PC/Mac package. And, wasn't sure if I would still be on a PC.

In fact, I haven't had a physical Windows machine for almost 10 months now. Last year I did my taxes in a Windows XP VirtualBox VM on orac, since I had evolved to running Quicken in different XP VirtualBox VMs and using Dropbox to house my Quicken datafile. My first XP VM was on my laptop....and I spent part of Gallifrey One 2011 getting Quicken up and running in that VM and recovering my Quicken data. Where it seemed the best place to put the file was in my Dropbox. Have since adjusted things to make that work better to mostly cope with the locking issues between Quicken and Dropbox. I set up the one on orac which is where I did 'Windows' for about 9 months, and still use on occasion due to the lack of USB 2.0 support for VirtualBox on FreeBSD.

Though on zen, I have a Windows 7 VM (and still own another Windows 7 copy that I don't know where I'm going to put to use, just as I have a couple copies of XP still...been planning to put the 64-bit XP one into a VM on zen...but it hasn't happened yet.) Perhaps when I finally do get my Mac, I'll use some copies there.

Anyways...I would fire up TurboTax now and then, to see it get updates. Always thought it strange that after it said it was done that it would say that it was restarting TurboTax, but not. So, I never did more than see what updates it was getting.

But, I had intended to start my taxes last weekend...where DST began, though that turned out to be a bit of a weird weekend so I didn't get to it. I had actually intended the weekend before DST, but that also didn't pan out. But, seems tradition has been 2nd or 3rd weekend of March lately.... It is also for some reason the weekend that they always bring down HRIS for upgrades. As it happened this year, I did want to go on there and check something....

So, Friday night at 10pm I fired up TurboTax to see what updates, there were a lot. Been kind of unsettling lately...especially after the IRS Notice I got last year, which I dealt with using the services of Tax Resources...but it might have been a variation of a TurboTax bugs -- "Federal 2010: Customers with certain 1099-R retirement distribution codes" or "Federal 2010: Qualified Pension Conversion and Rollover" -- so I probably should've gotten TurboTax to take the heat for it.

Of course, TurboTax has had other issues in the past, and yet I stay with it year after year....

Full story »

12/08/12

  04:13:00 pm, by The Dreamer   , 429 words  
Categories: General, Software, Home, VirtualBox, Quicken/TurboTax

TD Ameritrade, IRS, Turbo Tax and Audit Protection

In what turned into the continuing saga of Finally rolled my retirement to new job... I get notice from IRS that I owned them taxes for my IRA rollover plus interest and that unless I provide document to the contrary, I was to send them payment or arrange a payment plan....

At first I wondered what the heck was up... and why would TD Ameritrade report to the IRS differently than what they had reported to me, and that I had filed in my return. TD Ameritrade reported the distribution from my Rollover IRA, but not that it went to a qualified retirement account. And, reviewing my Turbo Tax data, no other documentation was needed for to document such. And, checking with TIAA-CREF, they said no tax form was needed from them and that they had nothing to issue for it.

I then struggled with how I would file an appeal, when I remembered that I get the Audit Protection service every year I've been filing with Turbo Tax. So, I open up a case with the Audit Protection company (Tax Resources). They then ask me to send some forms giving them permission to access my return data with the IRS, along with the TurboTax data file, and granting them power to represent me on this matter. Plus copies of the forms I had gotten from TD Ameritrade. Later they ask if there's some kind of confirmation letter when TIAA-CREF received the rollover, which TIAA-CREF was able to send me a new copy to forward on.

After many months....I get a call that the matter has been resolved and that I'll get an official letter from the IRS in a couple of weeks. But, we're done and hopefully we'll never have to talk to each other again. &#59;D

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03/10/12

  07:23:00 pm, by The Dreamer   , 287 words  
Categories: General, Quicken/TurboTax

Doing my Taxes for 2011

So, again this year, I bought TurboTax Premier 2011 as a download from Amazon.com. But, then on February 15th, my Windows 7 computer crashed. Or rather it auto updated and wouldn't boot. After a couple weeks of various attempts to fix it, I've written it off. Hopefully, my backups were good...and I'll eventually get around to rebuilding that.

In the meantime, I fired up my XP VM...installed Quicken Premier 2012 and recovered a backup of my Quicken data..and had been continuing to use that. So with likelihood of getting Windows 7 running in my home again anytime soon, being low. I reinstalled the recently purchased TurboTax Premier 2011 into the VM debated when I would make a start.

After the initial update, it noted that on or before March 8th, there would be another update. So I decided I would defer to then. I had intended to pop on to HRIS sometime before then to check something, but I didn't remember that I needed to do it until after I took the system down for planned weekend upgrades. As it was, there wasn't anything I needed from it anyways.

Pages: 1· 2

03/14/10

  06:53:00 pm, by The Dreamer   , 147 words  
Categories: General, Software, Quicken/TurboTax

Did my 2009 Taxes

I kind of knew that I would go all the way this time, much like I had done last year....the exception might be if TurboTax did something strange again. It didn't, so I went ahead and e-filed.

Pages: 1· 2

Now instead of subjecting some poor random forum to a long rambling thought, I will try to consolidate those things into this blog where they can be more easily ignored profess to be collected thoughts from my mind.

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