H&R BLOCK Pre-Order 2019 Software Offer

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ychuck46
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by ychuck46 » Thu Nov 28, 2019 10:59 am

Just ordered the download of the H&R Block Federal package from Amazon. $14. Don't need the state return since I live in a no tax state, and it was the best deal I have seen, so I'll have it ready to go when we return from our winter travels.

Almost there
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by Almost there » Thu Nov 28, 2019 11:05 am

Dodecahedron: So what was your final price?

Almost there

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indexfundfan
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by indexfundfan » Thu Nov 28, 2019 11:08 am

dodecahedron wrote:
Thu Nov 28, 2019 10:57 am
The one dollar off was my expected accumulated discount for not using 2-day shipping. The additional two dollar Amazon Day reward seems to be something else altogether. I think it might have something to do with the fact that Thursday (today) is listed on my account as being my personal Amazon Day. This is kind of mysterious as my personal Amazon Day used to be Tuesday.

Whatever...I just reviewed my six year order history for purchasing Block Deluxe + State. This is my second lowest price. Last year I scored $18 on Friday after Thanksgiving. All the other years I paid something in the twenties. My third lowest price ever was close to what I paid today ($21.99 on the 2014 product which I purchased in early Jan 2015.)

Happy enough with today´s price, leaving my all time record from last year intact.
Paid $18.17 last year (Fed + State) at Walmart.com.
Paid $19.99 the year before from Amazon.
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Marylander1
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by Marylander1 » Thu Nov 28, 2019 11:13 am

indexfundfan wrote:
Thu Nov 28, 2019 10:44 am
I think that's your accumulated discount for not using the 2-day/next-day shipping from Amazon Prime.
I also received a $3 Amazon Day Discount off $24.95 State & Federal once I started the checkout process for https://www.amazon.com/gp/product/B07YH24MYL/

I'm pretty sure this is not my accumulated slow shipping discounts.

Marylander1

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dodecahedron
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by dodecahedron » Thu Nov 28, 2019 11:20 am

Almost there wrote:
Thu Nov 28, 2019 11:05 am
Dodecahedron: So what was your final price?

Almost there
My final price was $21.97 as charged by Amazon. (I will get 5.25% of that as cash back credit card rebate, which brings me down to $20.82 net of credit card rebate.)

(NYS sales tax of 8% omitted from the above to make it comparable to folks in other states. Including tax, I was charged $23.73 and after credit card rebate that will work out to $22.48.)

Good enough for me.

bernoulli
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by bernoulli » Thu Nov 28, 2019 11:27 am

Looks like I would be well served switching from Turbo to H&R.

Which version of the H&R is best for someone with both 1099 and w-2 income? We also sold some mutual funds this year.

Happy Turkey day to all my fellow BH!

MisterMister
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by MisterMister » Thu Nov 28, 2019 11:31 am

bernoulli wrote:
Thu Nov 28, 2019 11:27 am
Looks like I would be well served switching from Turbo to H&R.

Which version of the H&R is best for someone with both 1099 and w-2 income? We also sold some mutual funds this year.

Happy Turkey day to all my fellow BH!
If by 1099 you mean you need Schedule C, then you need the Premium edition. If not, you still need Deluxe with stock transactions I believe.

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dodecahedron
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by dodecahedron » Thu Nov 28, 2019 11:32 am

MisterMister wrote:
Thu Nov 28, 2019 11:31 am
bernoulli wrote:
Thu Nov 28, 2019 11:27 am
Looks like I would be well served switching from Turbo to H&R.

Which version of the H&R is best for someone with both 1099 and w-2 income? We also sold some mutual funds this year.

Happy Turkey day to all my fellow BH!
If by 1099 you mean you need Schedule C, then you need the Premium edition. If not, you still need Deluxe with stock transactions I believe.
Block Deluxe handles Schedule C just fine.

tenkuky
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by tenkuky » Thu Nov 28, 2019 11:33 am

Marylander1 wrote:
Thu Nov 28, 2019 11:13 am
indexfundfan wrote:
Thu Nov 28, 2019 10:44 am
I think that's your accumulated discount for not using the 2-day/next-day shipping from Amazon Prime.
I also received a $3 Amazon Day Discount off $24.95 State & Federal once I started the checkout process for https://www.amazon.com/gp/product/B07YH24MYL/

I'm pretty sure this is not my accumulated slow shipping discounts.

Marylander1
Does one need to be a prime member to get the $3 off?
Cuz I'm playing with the cart and I'm not getting it.
Remains $24.97 and tax.

MisterMister
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by MisterMister » Thu Nov 28, 2019 11:33 am

dodecahedron wrote:
Thu Nov 28, 2019 11:32 am
MisterMister wrote:
Thu Nov 28, 2019 11:31 am
bernoulli wrote:
Thu Nov 28, 2019 11:27 am
Looks like I would be well served switching from Turbo to H&R.

Which version of the H&R is best for someone with both 1099 and w-2 income? We also sold some mutual funds this year.

Happy Turkey day to all my fellow BH!
If by 1099 you mean you need Schedule C, then you need the Premium edition. If not, you still need Deluxe with stock transactions I believe.
Block Deluxe handles Schedule C just fine.
Good to know, they don't seem to be clear on that point.

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dodecahedron
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by dodecahedron » Thu Nov 28, 2019 11:39 am

MisterMister wrote:
Thu Nov 28, 2019 11:33 am
dodecahedron wrote:
Thu Nov 28, 2019 11:32 am
MisterMister wrote:
Thu Nov 28, 2019 11:31 am
bernoulli wrote:
Thu Nov 28, 2019 11:27 am
Looks like I would be well served switching from Turbo to H&R.

Which version of the H&R is best for someone with both 1099 and w-2 income? We also sold some mutual funds this year.

Happy Turkey day to all my fellow BH!
If by 1099 you mean you need Schedule C, then you need the Premium edition. If not, you still need Deluxe with stock transactions I believe.
Block Deluxe handles Schedule C just fine.
Good to know, they don't seem to be clear on that point.
Encouraging folks to buy more than needed is part of their marketing strategy. It should be noted that I am only talking about the download versions of their product line.

(Folks who insist on using the online product may well need the Premium. The online product lets you start out for free but then continually upsells you at various decision points.)

If you buy the download product, you are all set with all forms and schedules included.

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dodecahedron
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by dodecahedron » Thu Nov 28, 2019 11:40 am

tenkuky wrote:
Thu Nov 28, 2019 11:33 am
Marylander1 wrote:
Thu Nov 28, 2019 11:13 am
indexfundfan wrote:
Thu Nov 28, 2019 10:44 am
I think that's your accumulated discount for not using the 2-day/next-day shipping from Amazon Prime.
I also received a $3 Amazon Day Discount off $24.95 State & Federal once I started the checkout process for https://www.amazon.com/gp/product/B07YH24MYL/

I'm pretty sure this is not my accumulated slow shipping discounts.

Marylander1
Does one need to be a prime member to get the $3 off?
Cuz I'm playing with the cart and I'm not getting it.
Remains $24.97 and tax.
Interesting possibility and you might well be right. I am a Prime member. If you are not Prime, you have a cheap (free) way to find out. Amazon has 30 day free trial memberships available.

tenkuky
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by tenkuky » Thu Nov 28, 2019 11:44 am

dodecahedron wrote:
Thu Nov 28, 2019 11:40 am
tenkuky wrote:
Thu Nov 28, 2019 11:33 am
Marylander1 wrote:
Thu Nov 28, 2019 11:13 am
indexfundfan wrote:
Thu Nov 28, 2019 10:44 am
I think that's your accumulated discount for not using the 2-day/next-day shipping from Amazon Prime.
I also received a $3 Amazon Day Discount off $24.95 State & Federal once I started the checkout process for https://www.amazon.com/gp/product/B07YH24MYL/

I'm pretty sure this is not my accumulated slow shipping discounts.

Marylander1
Does one need to be a prime member to get the $3 off?
Cuz I'm playing with the cart and I'm not getting it.
Remains $24.97 and tax.
Interesting possibility and you might well be right. I am a Prime member. If you are not Prime, you have a cheap (free) way to find out. Amazon has 30 day free trial memberships available.
Grrrr...
Then they should state Amazon Prime members pricing vs. rest of us. I might do the free trial but had one a few years ago, so wonder if I'm excluded from trying again.
I'm waiting for Monday or sooner, and will snap up when it gets under $20.

bernoulli
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by bernoulli » Thu Nov 28, 2019 12:23 pm

MisterMister wrote:
Thu Nov 28, 2019 11:31 am
bernoulli wrote:
Thu Nov 28, 2019 11:27 am
Looks like I would be well served switching from Turbo to H&R.

Which version of the H&R is best for someone with both 1099 and w-2 income? We also sold some mutual funds this year.

Happy Turkey day to all my fellow BH!
If by 1099 you mean you need Schedule C, then you need the Premium edition. If not, you still need Deluxe with stock transactions I believe.
Thank you, Schedule C indeed for a solo proprietorship with very simple expenses (mileage, lodging, food, and solo 401K only).

bernoulli
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by bernoulli » Thu Nov 28, 2019 12:24 pm

dodecahedron wrote:
Thu Nov 28, 2019 11:39 am
MisterMister wrote:
Thu Nov 28, 2019 11:33 am
dodecahedron wrote:
Thu Nov 28, 2019 11:32 am
MisterMister wrote:
Thu Nov 28, 2019 11:31 am
bernoulli wrote:
Thu Nov 28, 2019 11:27 am
Looks like I would be well served switching from Turbo to H&R.

Which version of the H&R is best for someone with both 1099 and w-2 income? We also sold some mutual funds this year.

Happy Turkey day to all my fellow BH!
If by 1099 you mean you need Schedule C, then you need the Premium edition. If not, you still need Deluxe with stock transactions I believe.
Block Deluxe handles Schedule C just fine.
Good to know, they don't seem to be clear on that point.
Encouraging folks to buy more than needed is part of their marketing strategy. It should be noted that I am only talking about the download versions of their product line.

(Folks who insist on using the online product may well need the Premium. The online product lets you start out for free but then continually upsells you at various decision points.)

If you buy the download product, you are all set with all forms and schedules included.
Very good to know, HR Deluxe here I come!

WorldWanderer
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by WorldWanderer » Thu Nov 28, 2019 12:38 pm

Fyi - for non Amazon members, Deluxe + State digital download is $24.97 @ Walmart.com
Happy Thanksgiving to all.

WorldWanderer

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LadyGeek
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Re: HRBLOCK Pre-Order 2019 Software Offer

Post by LadyGeek » Thu Nov 28, 2019 12:39 pm

LadyGeek wrote:
Thu Oct 31, 2019 7:25 pm
...I'm repeating last year's purchase by going for the pre-order sale at the same price and will regret not waiting until Black Friday.
Confirmed, that's 2 years in a row. :)

OTOH, my 2019 tax situation may change and I wanted to model this situation as quickly as possible. If I need to make any changes, I'll have enough time to take care of it. I'll test my patience again next year.
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CABob
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by CABob » Thu Nov 28, 2019 12:47 pm

What is the "4% Refund Bonus Offer"? How does one get the bonus and 4% of what?
Bob

WorldWanderer
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by WorldWanderer » Thu Nov 28, 2019 12:54 pm

From Amazon:
"The H&R BLOCK® REFUND BONUS PROGRAM (the “Program”) offers you the option of using some or all of your federal individual income tax refund to purchase an Amazon.com Gift Card (a “Gift Card”). As a special bonus to you, we'll add an extra 4% to the amount of your Gift Card."

WorldWanderer

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indexfundfan
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by indexfundfan » Thu Nov 28, 2019 12:54 pm

CABob wrote:
Thu Nov 28, 2019 12:47 pm
What is the "4% Refund Bonus Offer"? How does one get the bonus and 4% of what?
If you have a tax refund, you can credit it to your Amazon account (with 4% extra).
My signature has been deleted.

inbox788
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by inbox788 » Thu Nov 28, 2019 1:20 pm

Marylander1 wrote:
Thu Nov 28, 2019 11:13 am
indexfundfan wrote:
Thu Nov 28, 2019 10:44 am
I think that's your accumulated discount for not using the 2-day/next-day shipping from Amazon Prime.
I also received a $3 Amazon Day Discount off $24.95 State & Federal once I started the checkout process for https://www.amazon.com/gp/product/B07YH24MYL/

I'm pretty sure this is not my accumulated slow shipping discounts.

Marylander1
Must be random. I show "Amazon Day Reward: -$0.01". I'm waiting to see if it changes later.

vtMaps
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by vtMaps » Thu Nov 28, 2019 1:20 pm

WorldWanderer wrote:
Thu Nov 28, 2019 12:54 pm
From Amazon:
"The H&R BLOCK® REFUND BONUS PROGRAM (the “Program”) offers you the option of using some or all of your federal individual income tax refund to purchase an Amazon.com Gift Card (a “Gift Card”). As a special bonus to you, we'll add an extra 4% to the amount of your Gift Card."
Lousy deal for many of us... Why take a 4% bonus amazon gift card when you can get 5% cashback from amazon by charging your purchases to a credit card?

--vtMaps
Historical Fact: Justin Smith Morrill represented Vermont in congress, had a dog named 'Trump', and wrote legislation establishing the Land Grant Colleges.

Grogs
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by Grogs » Thu Nov 28, 2019 1:26 pm

I went ahead and ordered the Deluxe Federal only download from Amazon for $14.99. Something like $16.50 with sales tax. It may be a few $ cheaper at some point, but I'm happy with that price. I can go ahead and run some simulations this weekend and see if I need to make any adjustments to my withholding before the December paycheck.

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BL
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by BL » Thu Nov 28, 2019 1:43 pm

Thanks. I bought the set for about$25, good enough.

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CABob
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by CABob » Thu Nov 28, 2019 2:15 pm

indexfundfan wrote:
Thu Nov 28, 2019 12:54 pm
CABob wrote:
Thu Nov 28, 2019 12:47 pm
What is the "4% Refund Bonus Offer"? How does one get the bonus and 4% of what?
If you have a tax refund, you can credit it to your Amazon account (with 4% extra).
So if I messed up and get a refund rather than owing the Fed a few dollars this is the consolation prize?
:annoyed
Bob

TeeDee
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by TeeDee » Thu Nov 28, 2019 2:44 pm

If I have to file in multiple states, would deluxe+state suffice?

Thanks

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CABob
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by CABob » Thu Nov 28, 2019 2:53 pm

TeeDee wrote:
Thu Nov 28, 2019 2:44 pm
If I have to file in multiple states, would deluxe+state suffice?
I don't think so. I believe that it comes with the authorization to download only one state return.
Bob

DSInvestor
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by DSInvestor » Thu Nov 28, 2019 2:55 pm

TeeDee wrote:
Thu Nov 28, 2019 2:44 pm
If I have to file in multiple states, would deluxe+state suffice?

Thanks
I believe that would cover fed and one state. You'll likely have to pay for additional states.
Wiki

TeeDee
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by TeeDee » Thu Nov 28, 2019 3:15 pm

DSInvestor wrote:
Thu Nov 28, 2019 2:55 pm
TeeDee wrote:
Thu Nov 28, 2019 2:44 pm
If I have to file in multiple states, would deluxe+state suffice?

Thanks
I believe that would cover fed and one state. You'll likely have to pay for additional states.

Thanks

BogleMelon
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by BogleMelon » Thu Nov 28, 2019 3:47 pm

dodecahedron wrote:
Tue Nov 26, 2019 1:10 pm
nalor511 wrote:
Tue Nov 26, 2019 2:38 am
mav12 wrote:
Tue Nov 26, 2019 12:23 am
Or do your taxes for free at your local VITA (Volunteer Income Tax Assistance) program.
Doesn't let me model my own taxes and income changes, thanks
Actually, there are VITA sites that offer facilitated self assistance (FSA), where you use DIY software provided by VITA installed on computers at kiosks at their site and you have the option to do any modeling you want. There are trained volunteers available to provide advice and answer questions but they will also leave you to do your own thing if you prefer. So you could certainly model there. Income ceiling of $54K, same as traditional VITA.

In addition, there is a free DIY version of HR Block software called My Free Taxes made available through VITA sites that will do your federal & state taxes for free. You can use that anywhere. Income ceiling for this is $66K.

Both of the above options allow you to use tax code provisions that would be out of scope for VITA.

That said, there are very few VITA sites open year round. Most will not open until late January or early February, which is too late for making most fine-tuning end of year decisions.

Edited to add: of course, you could also volunteer to become a trained VITA volunteer, in which case you would get immediate access now to the practice version of the 2019 software that will be used live when filing season opens. The practice version lets you do everything except efile. (State software will not be available until January though.)
VITA volunteer here. I know I can file for free with Tax Slayer (their software) but that would require an advanced certificate volunteer to approve and efile. Also my income is higher than what it should be to utilize the free filing, so I won't ask them to give me an exception. Unethical thing for me to ask for.
"One of the funny things about stock market, every time one is buying another is selling, and both think they are astute" - William Feather

tj
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by tj » Thu Nov 28, 2019 4:22 pm

DSInvestor wrote:
Thu Nov 28, 2019 2:55 pm
TeeDee wrote:
Thu Nov 28, 2019 2:44 pm
If I have to file in multiple states, would deluxe+state suffice?

Thanks
I believe that would cover fed and one state. You'll likely have to pay for additional states.
You not only get to pay for the software to prepare the extra state, you pay to e-file the extra state too.


Looks like last year I paid $18 from Amazon on the 23rd. I suppose there could be a better deal than today's on Black Friday or Cyber Monday.

tj
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by tj » Thu Nov 28, 2019 4:26 pm

inbox788 wrote:
Thu Nov 28, 2019 1:20 pm
Marylander1 wrote:
Thu Nov 28, 2019 11:13 am
indexfundfan wrote:
Thu Nov 28, 2019 10:44 am
I think that's your accumulated discount for not using the 2-day/next-day shipping from Amazon Prime.
I also received a $3 Amazon Day Discount off $24.95 State & Federal once I started the checkout process for https://www.amazon.com/gp/product/B07YH24MYL/

I'm pretty sure this is not my accumulated slow shipping discounts.

Marylander1
Must be random. I show "Amazon Day Reward: -$0.01". I'm waiting to see if it changes later.
Nothing for me.

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dodecahedron
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by dodecahedron » Thu Nov 28, 2019 4:40 pm

BogleMelon wrote:
Thu Nov 28, 2019 3:47 pm
dodecahedron wrote:
Tue Nov 26, 2019 1:10 pm
nalor511 wrote:
Tue Nov 26, 2019 2:38 am
mav12 wrote:
Tue Nov 26, 2019 12:23 am
Or do your taxes for free at your local VITA (Volunteer Income Tax Assistance) program.
Doesn't let me model my own taxes and income changes, thanks
Actually, there are VITA sites that offer facilitated self assistance (FSA), where you use DIY software provided by VITA installed on computers at kiosks at their site and you have the option to do any modeling you want. There are trained volunteers available to provide advice and answer questions but they will also leave you to do your own thing if you prefer. So you could certainly model there. Income ceiling of $54K, same as traditional VITA.

In addition, there is a free DIY version of HR Block software called My Free Taxes made available through VITA sites that will do your federal & state taxes for free. You can use that anywhere. Income ceiling for this is $66K.

Both of the above options allow you to use tax code provisions that would be out of scope for VITA.

That said, there are very few VITA sites open year round. Most will not open until late January or early February, which is too late for making most fine-tuning end of year decisions.

Edited to add: of course, you could also volunteer to become a trained VITA volunteer, in which case you would get immediate access now to the practice version of the 2019 software that will be used live when filing season opens. The practice version lets you do everything except efile. (State software will not be available until January though.)
VITA volunteer here. I know I can file for free with Tax Slayer (their software) but that would require an advanced certificate volunteer to approve and efile. Also my income is higher than what it should be to utilize the free filing, so I won't ask them to give me an exception. Unethical thing for me to ask for.
VITA site coordinator here. For a variety of reasons, I do not use the software for preparing my own personal tax return. I prefer to pay for and use a downloadable version of retail software.

That said, my understanding from IRS official sources is that it is acceptable for VITA and TCE volunteers to the use the software for their own personal returns, regardless of income. (By the way, TCE sites do not have an income limit.) All the volunteers working under my supervision are students with incomes well below the VITA filing limit, so it is a moot issue at my site.

That said, I don´t think it would be at all unethical for a volunteer to use the *practice* (training) version of the software for any scenarios that interest them including advance modeling their own tax situations as nalor511 indicated they were interested in doing.

Advance modeling is a legitimate way to practice and prepare yourself for the upcoming filing season by familiarizing yourself with the ins and outs of the most recent version of the software you will be using to prepare other people´s returns. And modeling/practice/training does not require a quality reviewer since the training version of the software does not produce a fileable tax return.

mav12
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by mav12 » Thu Nov 28, 2019 4:48 pm

dodecahedron wrote:
Tue Nov 26, 2019 1:10 pm
nalor511 wrote:
Tue Nov 26, 2019 2:38 am
mav12 wrote:
Tue Nov 26, 2019 12:23 am
Or do your taxes for free at your local VITA (Volunteer Income Tax Assistance) program.
Doesn't let me model my own taxes and income changes, thanks
Actually, there are VITA sites that offer facilitated self assistance (FSA), where you use DIY software provided by VITA installed on computers at kiosks at their site and you have the option to do any modeling you want. There are trained volunteers available to provide advice and answer questions but they will also leave you to do your own thing if you prefer. So you could certainly model there. Income ceiling of $54K, same as traditional VITA.

In addition, there is a free DIY version of HR Block software called My Free Taxes made available through VITA sites that will do your federal & state taxes for free. You can use that anywhere. Income ceiling for this is $66K.

Both of the above options allow you to use tax code provisions that would be out of scope for VITA.

That said, there are very few VITA sites open year round. Most will not open until late January or early February, which is too late for making most fine-tuning end of year decisions.

Edited to add: of course, you could also volunteer to become a trained VITA volunteer, in which case you would get immediate access now to the practice version of the 2019 software that will be used live when filing season opens. The practice version lets you do everything except efile. (State software will not be available until January though.)
All your points are correct, including free access to TaxSlayer at any time.

BogleMelon
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by BogleMelon » Thu Nov 28, 2019 5:29 pm

dodecahedron wrote:
Thu Nov 28, 2019 4:40 pm
BogleMelon wrote:
Thu Nov 28, 2019 3:47 pm
dodecahedron wrote:
Tue Nov 26, 2019 1:10 pm
nalor511 wrote:
Tue Nov 26, 2019 2:38 am
mav12 wrote:
Tue Nov 26, 2019 12:23 am
Or do your taxes for free at your local VITA (Volunteer Income Tax Assistance) program.
Doesn't let me model my own taxes and income changes, thanks
Actually, there are VITA sites that offer facilitated self assistance (FSA), where you use DIY software provided by VITA installed on computers at kiosks at their site and you have the option to do any modeling you want. There are trained volunteers available to provide advice and answer questions but they will also leave you to do your own thing if you prefer. So you could certainly model there. Income ceiling of $54K, same as traditional VITA.

In addition, there is a free DIY version of HR Block software called My Free Taxes made available through VITA sites that will do your federal & state taxes for free. You can use that anywhere. Income ceiling for this is $66K.

Both of the above options allow you to use tax code provisions that would be out of scope for VITA.

That said, there are very few VITA sites open year round. Most will not open until late January or early February, which is too late for making most fine-tuning end of year decisions.

Edited to add: of course, you could also volunteer to become a trained VITA volunteer, in which case you would get immediate access now to the practice version of the 2019 software that will be used live when filing season opens. The practice version lets you do everything except efile. (State software will not be available until January though.)
VITA volunteer here. I know I can file for free with Tax Slayer (their software) but that would require an advanced certificate volunteer to approve and efile. Also my income is higher than what it should be to utilize the free filing, so I won't ask them to give me an exception. Unethical thing for me to ask for.
VITA site coordinator here. For a variety of reasons, I do not use the software for preparing my own personal tax return. I prefer to pay for and use a downloadable version of retail software.

That said, my understanding from IRS official sources is that it is acceptable for VITA and TCE volunteers to the use the software for their own personal returns, regardless of income. (By the way, TCE sites do not have an income limit.) All the volunteers working under my supervision are students with incomes well below the VITA filing limit, so it is a moot issue at my site.

That said, I don´t think it would be at all unethical for a volunteer to use the *practice* (training) version of the software for any scenarios that interest them including advance modeling their own tax situations as nalor511 indicated they were interested in doing.

Advance modeling is a legitimate way to practice and prepare yourself for the upcoming filing season by familiarizing yourself with the ins and outs of the most recent version of the software you will be using to prepare other people´s returns. And modeling/practice/training does not require a quality reviewer since the training version of the software does not produce a fileable tax return.
I didn't know before that IRS allow volunteers to file regardless of the income. Would you please share why wouldn't you use TaxSlayer and instead by your own software?
"One of the funny things about stock market, every time one is buying another is selling, and both think they are astute" - William Feather

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HueyLD
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by HueyLD » Thu Nov 28, 2019 5:49 pm

You asked: “Why wouldn't you use TaxSlayer and instead by your own software?”

Well, I don’t want so many curious eyes looking at my tax returns as I value my privacy.

nalor511
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by nalor511 » Thu Nov 28, 2019 5:54 pm

You guys getting into such detail about VITA and other software... getting a bit off topic, 'eh? I keep thinking there's been a development about this deal... nope.

Woodshark
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by Woodshark » Thu Nov 28, 2019 7:43 pm

Thanks for the heads up. I used H&R software last year so for only $25, I could not pass up this offer. Sure if might get a few $ cheaper but I'm happy at this price for sure.

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Optmst
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by Optmst » Fri Nov 29, 2019 2:20 am

Newegg just emailed a Black Friday only sale with the two offers with State below (download or CD) for $19.95. I will wait until later in the year in hopes to get a lower price, but this is a good deal for those who want the software sooner.

H&R BLOCK Tax Software Deluxe + State 2019 Windows - Download ($19.95 With Promo Code: EMCUUVE57)
https://www.newegg.com/h-r-block-tax-so ... 2113-S2A2B

H&R BLOCK Tax Software Deluxe + State 2019 on CD ($19.95 With Promo Code: EMCUUVE58)
https://www.newegg.com/h-r-block-tax-so ... 2120-S2A2C
I'm not as concerned about the return on my money as I am the return of my money. (Often attributed to Will Rogers)

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dodecahedron
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by dodecahedron » Fri Nov 29, 2019 2:30 am

Optmst wrote:
Fri Nov 29, 2019 2:20 am
Newegg just emailed a Black Friday only sale with the two offers with State below (download or CD) for $19.95. I will wait until later in the year in hopes to get a lower price, but this is a good deal for those who want the software sooner.

H&R BLOCK Tax Software Deluxe + State 2019 Windows - Download ($19.95 With Promo Code: EMCUUVE57)
https://www.newegg.com/h-r-block-tax-so ... 2113-S2A2B

H&R BLOCK Tax Software Deluxe + State 2019 on CD ($19.95 With Promo Code: EMCUUVE58)
https://www.newegg.com/h-r-block-tax-so ... 2120-S2A2C
These both show up as $44.99 for me. It looks like you may have to be on their targeted email marketing list to be eligible to enter a promo code.

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HueyLD
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by HueyLD » Fri Nov 29, 2019 2:35 am

dodecahedron wrote:
Fri Nov 29, 2019 2:30 am
Optmst wrote:
Fri Nov 29, 2019 2:20 am
Newegg just emailed a Black Friday only sale with the two offers with State below (download or CD) for $19.95. I will wait until later in the year in hopes to get a lower price, but this is a good deal for those who want the software sooner.

H&R BLOCK Tax Software Deluxe + State 2019 Windows - Download ($19.95 With Promo Code: EMCUUVE57)
https://www.newegg.com/h-r-block-tax-so ... 2113-S2A2B

H&R BLOCK Tax Software Deluxe + State 2019 on CD ($19.95 With Promo Code: EMCUUVE58)
https://www.newegg.com/h-r-block-tax-so ... 2120-S2A2C
These both show up as $44.99 for me. It looks like you may have to be on their targeted email marketing list to be eligible to enter a promo code.
Yes indeed. It says:” Promo codes have usage limitations that require you to enter your email address to enable Promo Codes.“

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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by Optmst » Fri Nov 29, 2019 3:08 am

HueyLD wrote:
Fri Nov 29, 2019 2:35 am
dodecahedron wrote:
Fri Nov 29, 2019 2:30 am
Optmst wrote:
Fri Nov 29, 2019 2:20 am
Newegg just emailed a Black Friday only sale with the two offers with State below (download or CD) for $19.95. I will wait until later in the year in hopes to get a lower price, but this is a good deal for those who want the software sooner.

H&R BLOCK Tax Software Deluxe + State 2019 Windows - Download ($19.95 With Promo Code: EMCUUVE57)
https://www.newegg.com/h-r-block-tax-so ... 2113-S2A2B

H&R BLOCK Tax Software Deluxe + State 2019 on CD ($19.95 With Promo Code: EMCUUVE58)
https://www.newegg.com/h-r-block-tax-so ... 2120-S2A2C
These both show up as $44.99 for me. It looks like you may have to be on their targeted email marketing list to be eligible to enter a promo code.
Yes indeed. It says:” Promo codes have usage limitations that require you to enter your email address to enable Promo Codes.“
The promo codes are valid only on Black Friday (Pacific time). I tried a fake email address a few minutes before midnight Pacific when the clock turned from Thursday to Friday, but the checkout page said the promo code was not active yet. A few minutes into Friday Pacific, the promo code worked OK even with that fake email address, but Newegg requires adding the address to their email distribution list. If you purchase, you should use your real email address to receive purchase and shipping info. It should work OK now, but only until midnight Friday (Pacific time))
I'm not as concerned about the return on my money as I am the return of my money. (Often attributed to Will Rogers)

MisterMister
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by MisterMister » Fri Nov 29, 2019 3:48 am

Optmst wrote:
Fri Nov 29, 2019 3:08 am
HueyLD wrote:
Fri Nov 29, 2019 2:35 am
dodecahedron wrote:
Fri Nov 29, 2019 2:30 am
Optmst wrote:
Fri Nov 29, 2019 2:20 am
Newegg just emailed a Black Friday only sale with the two offers with State below (download or CD) for $19.95. I will wait until later in the year in hopes to get a lower price, but this is a good deal for those who want the software sooner.

H&R BLOCK Tax Software Deluxe + State 2019 Windows - Download ($19.95 With Promo Code: EMCUUVE57)
https://www.newegg.com/h-r-block-tax-so ... 2113-S2A2B

H&R BLOCK Tax Software Deluxe + State 2019 on CD ($19.95 With Promo Code: EMCUUVE58)
https://www.newegg.com/h-r-block-tax-so ... 2120-S2A2C
These both show up as $44.99 for me. It looks like you may have to be on their targeted email marketing list to be eligible to enter a promo code.
Yes indeed. It says:” Promo codes have usage limitations that require you to enter your email address to enable Promo Codes.“
The promo codes are valid only on Black Friday (Pacific time). I tried a fake email address a few minutes before midnight Pacific when the clock turned from Thursday to Friday, but the checkout page said the promo code was not active yet. A few minutes into Friday Pacific, the promo code worked OK even with that fake email address, but Newegg requires adding the address to their email distribution list. If you purchase, you should use your real email address to receive purchase and shipping info. It should work OK now, but only until midnight Friday (Pacific time))
Insomnia enabled me to be up and check this. The code worked for me, though I received no targeted marketing. The deal is $25 off, so 44.99 - 25 = 19.99 final price. Add state tax and grand total was $21.24.

Close enough to the cheapest price I'm likely to get to suit me.

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Optmst
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by Optmst » Fri Nov 29, 2019 5:10 am

Amazon has H&R Block Tax Software Deluxe 2019 [Federal Only] with 4% Refund Bonus Offer in PC download for $14.97 today:

https://www.amazon.com/Block-Software-F ... 272&sr=8-3
I'm not as concerned about the return on my money as I am the return of my money. (Often attributed to Will Rogers)

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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by Zephavest » Fri Nov 29, 2019 6:09 am

dodecahedron wrote:
Thu Nov 28, 2019 11:32 am
Block Deluxe handles Schedule C just fine.
Hello dodecahedron or any other H&R Block Schedule C users,

I understand that Deluxe has the Schedule C form, but I'm willing to pay for the extra hand holding of a more expensive version, if needed. On this page it says:

The comparison table shows only Premium or Premium & Business have:"Advanced Schedule C guidance to maximize deductions for self-employment income"
https://www.hrblock.com/tax-software/de ... -software/

Do anyone know how this compares to the Deluxe Interview process for the Schedule C section?
Last edited by Zephavest on Fri Nov 29, 2019 11:48 am, edited 1 time in total.

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jhfenton
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by jhfenton » Fri Nov 29, 2019 7:57 am

Optmst wrote:
Fri Nov 29, 2019 2:20 am
Newegg just emailed a Black Friday only sale with the two offers with State below (download or CD) for $19.95. I will wait until later in the year in hopes to get a lower price, but this is a good deal for those who want the software sooner.

H&R BLOCK Tax Software Deluxe + State 2019 Windows - Download ($19.95 With Promo Code: EMCUUVE57)
https://www.newegg.com/h-r-block-tax-so ... 2113-S2A2B

H&R BLOCK Tax Software Deluxe + State 2019 on CD ($19.95 With Promo Code: EMCUUVE58)
https://www.newegg.com/h-r-block-tax-so ... 2120-S2A2C
Thanks. :beer The first (download) code worked for me to buy the Deluxe + State Mac - Download as well at the $19.95 price. I already had an account, so I just logged in first and the code worked.

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yatesd
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by yatesd » Fri Nov 29, 2019 8:11 am

Optmst wrote:
Fri Nov 29, 2019 2:20 am
Newegg just emailed a Black Friday only sale with the two offers with State below (download or CD) for $19.95. I will wait until later in the year in hopes to get a lower price, but this is a good deal for those who want the software sooner.

H&R BLOCK Tax Software Deluxe + State 2019 Windows - Download ($19.95 With Promo Code: EMCUUVE57)
https://www.newegg.com/h-r-block-tax-so ... 2113-S2A2B

H&R BLOCK Tax Software Deluxe + State 2019 on CD ($19.95 With Promo Code: EMCUUVE58)
https://www.newegg.com/h-r-block-tax-so ... 2120-S2A2C
Thanks, I already had an account so these codes worked well for me. Almost paid $25 on Amazon but saved myself an additional $5.

tenkuky
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by tenkuky » Fri Nov 29, 2019 8:18 am

Newegg offer not working for me. I put in the code and I created an account. No go.

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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by indexfundfan » Fri Nov 29, 2019 8:27 am

Optmst wrote:
Fri Nov 29, 2019 2:20 am
Newegg just emailed a Black Friday only sale with the two offers with State below (download or CD) for $19.95. I will wait until later in the year in hopes to get a lower price, but this is a good deal for those who want the software sooner.

H&R BLOCK Tax Software Deluxe + State 2019 Windows - Download ($19.95 With Promo Code: EMCUUVE57)
https://www.newegg.com/h-r-block-tax-so ... 2113-S2A2B

H&R BLOCK Tax Software Deluxe + State 2019 on CD ($19.95 With Promo Code: EMCUUVE58)
https://www.newegg.com/h-r-block-tax-so ... 2120-S2A2C
Thank you! I took up the Newegg offer. Paid $19.99 through Paypal/ChaseFreedomCC (offers 5% cashback this quarter), no taxes in GA. It took about 15 minutes for Newegg to generate the code and provide a download link. Software installed fine and registration code was accepted.
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Re: H&R BLOCK Pre-Order 2019 Software Offer

Post by indexfundfan » Fri Nov 29, 2019 8:30 am

tenkuky wrote:
Fri Nov 29, 2019 8:18 am
Newegg offer not working for me. I put in the code and I created an account. No go.
Try another browser? Maybe check the checkbox to receive email offers?

https://secure.newegg.com/NewMyAccount/ ... ation.aspx

I think Amazon will probably match the offer.
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