Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Sorry apologies, not FM but related I hope...

General questions about using Fund Manager that do not fit into any other forum.

Postby L Larson » Fri Sep 18, 2009 7:50 am

TurboTax!!!! :(
The newest versions are terrible, quirky, etc etc. Last 3 yrs have hated to do my taxes with same. This year stumbled thru somehow.
Anyone know any better options? My short investigation showed a couple but they seemed ho hum.
And if this is deleted I will not feel shunned!!!!! :?

Lars
L Larson
 
Posts: 22
Joined: Sat Dec 01, 2007 1:21 pm
Location: West Michigan USA

Postby DavidJ » Wed Sep 23, 2009 2:35 pm

Hi!

I can tell you what I do, so that you can consider the possibility:

I have no tax software at all. I have an accountant who prepares my tax returns once a year on the basis of data I mail him (much of it in the form of Fund Manager reports). Not a walk-in tax preparer, but a real professional accountant who has been working with me for years.

It costs me MUCH more than a tax program would, but it is a great convenience, it gives me the right to pro-actively ask him questions once in a while, even if they're not directly tax related, and I think that I can trust him to help me and hold my hand if I ever get seriously investigated by the IRS. He has also made decisions for me, about what method to use for certain computations, which I would not have easily been able to decide myself.

Unless your tax situation is extremely simple, you might want to consider this admittedly expensive option.

Thanks.
D.
DavidJ
 
Posts: 81
Joined: Mon Dec 31, 2007 8:29 am

Postby diego » Sun Nov 15, 2009 10:48 am

I have come to really appreciate TaxCut software from H&R Block. Have been using for last 4 years. It is relatively easy to use, has never left me wanting more, is cheaper than TT, and I don't have to deal with Intuit. All good things.

doug
diego
 
Posts: 3
Joined: Sun Nov 15, 2009 10:41 am

Postby L Larson » Thu Mar 25, 2010 11:12 am

THANKS BOTH FOR REPLIES. tHIS YEAR DID THE TAX PREP MAN, IT WAS 90% WORTH THE COST.
Had forgotten that one yr I did use the Tax Cut software, and it worked fine. Somehow had lost that concept.
Again late thanx!


Lars :o
L Larson
 
Posts: 22
Joined: Sat Dec 01, 2007 1:21 pm
Location: West Michigan USA


Return to General

Who is online

Users browsing this forum: No registered users and 17 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2025 Beiley Software, Inc. All rights reserved.