expired Posted by the-press-box | Staff ā¢ Jan 2, 2025
Jan 2, 2025 10:13 PM
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expired Posted by the-press-box | Staff ā¢ Jan 2, 2025
Jan 2, 2025 10:13 PM
H&R Block Deluxe + State 2024 Tax Software w/ 1-Year Bitdefender or Malwarebytes
& More (PC Digital Download)$23 each
$46
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https://mall.bighometax
Imagine someone clicks your link that you made easily accessible and buys and then finds out maybe near the tax deadline that the software does not work. You became part of the companies dirty work.
Yes I know people should read your post and others but we know human nature being what it is that your link may bring clicks and sales. Shady companies pay to gets links up for that and you are doing it for free for them.
The informational stuff is fine but posting a clickable link raises the chance of someone getting ripped off astronomically. Please take it down as you are not much off sharing a link to malware or similar. Sure it is unintentional and meant for information but it is not good.
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As to the underpayment penalty for business and personal taxes, I ran a small home improvement business for many many years and did not pay quarterly taxes more than few times. Believe I only paid maybe twice and usually not all four quarters for the year. I always ignored calculating the underpayment penalty for moral reasons and I think I only got a notice maybe twice that I had to pay an underpayment penalty.
Now with that business gone I still do sometimes get Block saying I should calculate a underpayment penalty for my return but I ignore that as well and have never had any problems. Someone else said the same thing, in this or another thread, about the second thing I brought up and even provided a link to some financial site saying that the IRS does not pursue or assign the penalty in most cases which means that if you do not willingly file the form or pay the calculated penalty give you may not have to pay it.
Take all that as YMMV but it did work that way for me with both business and personal taxes. I do still run a small Ebay business that is reported as self employment income and have never had any notice that I face penalty for not filing quarterly taxes on the business. I have got notice on the personal side but ignore it and have never got a bill or penalty.
Again YMMV and I am not a tax professional and only describe how I did things.
I never have used TT due to the price but don't find Block's interface really problematic. I do find it irritating at times as the interview way for entering informations following the guidance takes much longer than jumping to form line and making a correction but I assume TT is the same way.
My knowledge is that if you had investments, you likely have 1099 forms... so if I have bought / sold investments and have an HSA, can I get away with Deluxe? If not, I might as well just stick with TT I suppose. Not been super pleased with TT, but many years ago I tried H&R Block, and due to an error in the state forms had to re-complete in TT which resulted in several hundred dollars in additional refund.
My knowledge is that if you had investments, you likely have 1099 forms... so if I have bought / sold investments and have an HSA, can I get away with Deluxe? If not, I might as well just stick with TT I suppose. Not been super pleased with TT, but many years ago I tried H&R Block, and due to an error in the state forms had to re-complete in TT which resulted in several hundred dollars in additional refund.
All editions have the same forms and it is only the amount of guidance that you get that varies. I am speaking about installed versions not online ones. With online editions you get less available forms. online deluxe will not do 1099 income and you will have to pay to upgrade. Stay away form online versions in general as you pay more for less.
Here is the list of supported form s in Deluxe downloadable or boxed retail.
Form 1040-SR and Schedules 1-3: US Tax Return for Seniors
Dependents Worksheet: Worksheet for Dependents
Dependents Att Worksheet: Dependents Attachment Worksheet
Child Tax Credit Worksheet: Child Tax Credit Worksheet
W-2 Worksheet: Wage and Tax Statement
Non W-2 Wages: Worksheet for Wages Not on a W-2
IRA Contributions: IRA Contribution Worksheet
Keogh/SEP/SIMPLE Contributions: Keogh/SEP/SIMPLE and Other Contributions
Form 1098-E: Student Loan Interest
Form 1099-G: Certain Government Payments
1099-R Worksheet: Distributions from Pensions, etc.
Social Security Worksheet: Worksheet for Social Security Income
1099-MISC Worksheet: Miscellaneous Income
1099-NEC Worksheet: Nonemployee Compensation
1099-K Worksheet: Payment Card Network Transactions
Attachments Worksheet: Form 1040 Attachments Worksheet
Last Year's Data Worksheet: Last Year's Data Worksheet
W-2G Worksheet: Statement of Gambling Income
Incentive Stock Option Worksheet: Incentive Stock Option Worksheet
Self-Employed Health Insurance: Self-Employed Health Insurance
Self-Employed Health Iterative: Self-Employed Health Iterative
Self-Employed Health Refigure: Self-Employed Health Refigure
Foreign Wages Not on a W-2: Foreign Wages Not on a W-2
Schedule 8812: Additional Child Tax Credit
Schedule A: Itemized Deductions
Home Mortgage Interest Worksheet: Home Mortgage Interest Worksheet
Deductible Home Mortgage Interest Wkst: Deductible Home Mortgage interest worksheet - For Certain Home Mortgages
Charitable Worksheet: Charitable Donations Worksheet
Noncash or Item Donations: Noncash or Item Donations
State and Local Income Tax: State and Local Income Tax Payments Worksheet
Schedule B: Interest and Dividends
Interest Summary: Interest Income Summary
Form 1099-INT/OID: Interest Income Worksheet
Dividend Summary: Dividend Income Summary
Form 1099-DIV: Dividends and Distributions
Form 8938: Statement of Specified Financial Assets
Schedule C: Profit or Loss from Business
Schedule D: Capital Gains and Losses
Form 1099-B Account: Form 1099-B Account
Capital Gains and Losses Worksheet: Capital Gains and Losses
Sale of Home Worksheet: Sale of Home Worksheet
Form 8949: Dispositions of Capital Assets
Schedule E: Rents, Royalties, Partnerships, Etc.
Schedule E Part I Attachment: Schedule E Part I Attachment
Schedule E Part II Attachment: Schedule E Part II Attachment
Schedule E Part III Attachment: Schedule E Part III Attachment
Rentals and Royalties: Rentals and Royalties Worksheet
K-1 Partnership/S Corporation: K-1 (Partnership/S Corporation) Worksheet
K-1 Estate/Trust: K-1 (Estate/Trust) Worksheet
Schedule EIC: Earned Income Credit
Schedule F: Profit or Loss from Farming
Schedule H: Household Employment Taxes
Schedule J: Income Averaging for Farmers & Fishermen
Schedule LEP: Request for Change in Language Preference
Schedule R: Credit for Elderly or Disabled
Elderly/Disabled Credit: Worksheet for Elderly or Disabled Credit
Schedule SE: Self-Employment Tax
Form 982: Reduction of Tax Attributes Due to Discharge of Indebtedness
Form 1116: Computation of Foreign Tax Credit
Form 1116 (AMT): Foreign Tax Credit for AMT
Form 1310: Refund Due a Deceased Taxpayer
Form 2106: Employee Business Expenses
Form 2120: Multiple Support Declaration
Form 2210: Underpayment Penalty
Form 2210, Schedule AI: Underpayment of Estimated Tax--Sch. AI
Form 2439: Undistributed Long-Term Capital Gains
Form 2441: Child and Dependent Care Credit
Prior Year Credit Worksheet: Prior Year Credit Worksheet
Child/Dependent Care: Child/Dependent Care Worksheet
Form W-10: Dependent Care Provider
Form 2555: Foreign Earned Income
Form 3468: Investment Credit
Form 3800: General Business Credit
Form 3903: Moving Expenses
Form 4137: Social Security Tax on Unreported Tips
Form 4562: Depreciation and Amortization
Depreciation Summary: Summary of Assets
Depreciation Worksheet: Depreciation Worksheet
Vehicle Worksheet: Vehicle Expense Worksheet
Bonus Depreciation Election Out: Bonus Depreciation Election Out
Form 4684: Casualties and Thefts
Form 4797: Sales of Business Property
Form 4835: Farm Rental Income and Expenses
Form 4868: Automatic Extension of Time to File
Form 4952: Investment Interest Expense
Form 4972: Tax on Lump-Sum Distributions
Form 5329: Return for IRA and Retirement Plan Tax
Form 5405: Repayment of First-Time Homebuyer Credit
Form 5695: Residential Energy Credits
Form 6198: At Risk Limitations
Form 6251: Alternative Minimum Tax
Form 6252: Installment Sale Income
Form 6781: Section 1256 Contracts
Form 7206: Self-Employed Health Insurance Deduction
Form 8283: Noncash Charitable Contributions
Form 8332: Release of Claim to Exemption
Form 8379: Injured Spouse Allocation
Form 8396: Mortgage Interest Credit
Form 8453: US Individual Transmittal for On-Line Filing
Form 8582 - Page 1: Passive Activity Loss Limitations
Form 8582 Page 2 (Regular Tax): Passive Activity Loss Limitations
Form 8582 Page 3 (Regular Tax): Passive Activity Loss Limitations
Form 8582 Page 2 (AMT): Passive Activity Loss Limitations
Form 8582 Page 3 (AMT): Passive Activity Loss Limitations
Form 8586: Low-Income Housing Credit
Form 8606: Nondeductible IRAs
8606 Worksheet: Form 8606 Worksheet
Returned IRA Contributions: Returned IRA Contributions
Form 8609-A: Annual Statement for Low-Income Housing Credit
Form 8615: Child With Unearned Income
Form 8801: Credit for Prior Year Minimum Tax
Form 8814: Parents' Election for Child's Income
Form 8815: Exclusion of Interest from Savings Bonds
Form 8818: Redemption of EE and I US Savings Bonds
Form 8822: Change of Address
Form 8822-B: Change of Address - Business
Form 8824: Like-Kind Exchanges
Form 8829: Expenses for Business Use of Your Home
Form 8839: Qualified Adoption Expenses
Form 8853: MSA Deduction
Form 8859: District of Columbia First-Time Homebuyer Credit
Form 8862: Information to Claim Certain Credits
Form 8863: Education Credits
Tuition Payments: Tuition Payments Worksheet
Form 8880: Credit for Qualified Retirement Savings Contributions
Form 8888: Allocation of Refund
Form 8889: Health Savings Accounts (HSAs)
Form 8936: Clean vehicle credit
8936 Schedule A: Clean Vehicle Credit Amount
Form 8958: Allocation of Tax Amounts in Community Property States
Form 8959: Additional Medicare Tax
Form 8960: Net Investment Income Tax
Form 8962: Premium Tax Credit
Form 8962 Information: Form 8962 Information
Form 1095-A: Health Insurance Marketplace Statement
Form 8962 Part IV Attachment: Form 8962 Part IV Attachment
Form 8995-A Summary: Qualified Business Income Summary
Form 8995: Qualified Business Income Deduction Simplified Computation
Form 8995 Overflow Statement: Qualified Business Income Overflow
Form 8995-A: Qualified Business Income Deduction
Form 8995-A Schedule A: Specified Services Trade or Business
Form 8995-A Schedule C: Loss Netting and Carryforward
Form 8995-A Schedule D: Special Rules for Patrons of Cooperatives
QBI Statement: Qualified Business Income Safe Harbor Statement
Form 9000: Alternative Media Preference
Form 9465: Installment Payments of Tax
Form 1040-V: Payment Voucher
Form 1040-X: Amended U.S. Individual Income Tax Return
Form 1040-ES: Estimated Tax 2/7/2025 2/7/2025
Form SS-4: Application for Employer Identification Number
W-4 Worksheet: Employee's Withholding Certificate
H&R Block Tax Payment Planner: H&R Block Tax Payment Planner
Roth Conversions: Roth Conversion Worksheet
Roth Contributions: Roth Contribution Worksheet
Filing Status Calculator: Married Filing Joint vs. Separate Calculator
State Information: State Information Worksheet
Other State Tax Credit: Other State Tax Credit Worksheet
De Minimis Safe Harbor: De Minimis Safe Harbor
Small Taxpayer Safe Harbor: Small Taxpayer Safe Harbor
Clergy Worksheet 1: Clergy Worksheet 1
Clergy Worksheet 2: Clergy Worksheet 2
Clergy Worksheet 3: Clergy Worksheet 3
Clergy 2106 Expense Statement: Clergy Worksheet for SE Tax Employee Business Expenses
My knowledge is that if you had investments, you likely have 1099 forms... so if I have bought / sold investments and have an HSA, can I get away with Deluxe? If not, I might as well just stick with TT I suppose. Not been super pleased with TT, but many years ago I tried H&R Block, and due to an error in the state forms had to re-complete in TT which resulted in several hundred dollars in additional refund.
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Also, has anybody had any issues to carry forward prior year TT .tax file?