Personal Finance and Investing

question everything

(48,965 posts) Fri Mar 8, 2019, 02:21 PM Mar 2019

Done! Directed TurboTax to e-file my fed and state returns

The weasels. First they wanted my feedback which was positive, and then offered a free credit report. Had no way of skipping it. And then tried to offer all kind of "financial tools" and, again, without the "skip it" button. I finally just signed out.

Oh, and on our 2017 return, effective Marginal tax was 7.46%. This year - 8.25%..

Yes, income was higher, with the small raise in SS and RMDs which are the product of the high stock market at the end of 2017 and the smaller denominator as we get a year older. Still, eliminating the exemptions are a major factor.

Glad that it is done.

3 replies

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Done! Directed TurboTax to e-file my fed and state returns (Original Post) question everything Mar 2019 OP

TurboTax is great but Freddie Mar 2019 #1

California tax filing is also simple and free Merlot Mar 2019 #2

Minnestoa is so convoluted that I had to question everything Mar 2019 #3

Freddie

(9,720 posts)

1. TurboTax is great but

Reply to question everything (Original post)

Fri Mar 8, 2019, 02:29 PM

Mar 2019

I DO NOT want to file my state return using it, and you have to be real careful or it will “automatically” do so, and charge you for it of course. Got caught in that the first year I used TurboTax. Pennsylvania state tax is ridiculously simple and it’s free to file directly online on the state site.

Merlot

(9,696 posts)

2. California tax filing is also simple and free

Reply to Freddie (Reply #1)

Fri Mar 8, 2019, 04:22 PM

Mar 2019

This will be my first time using TurboTax, so thanks for the warning.

question everything

(48,965 posts)

3. Minnestoa is so convoluted that I had to

Reply to Freddie (Reply #1)

Fri Mar 8, 2019, 05:37 PM

Mar 2019

At first I thought it did it wrong, and was going to do state tax on my own, but it is not free, not for our level of income, so the alternative was going to be mail paper return.

Finally figured it out, TurboTax was correct.

This will be the second year that Minnesota has not adapted its return to the new Federal code. Hope they will get it, eventually.

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