My big goal for my Get 'Er Done day was to finish my taxes. And I was well on my way....
I use Turbo Tax each year. I have tried other programs, and for me, they aren't as user friendly and I have found that their numbers don't match the ones I get with Turbo Tax. So...Turbo Tax it is. This year I decided to do it through the on-line program, instead of a CD or Download. It is all the same program. So that is where we are...
Turbo tax starts with your federal taxes. The only "new" thing for us this year was that G-man worked ONE STINKING
MONTH in NC instead of CT. But his W-2 had the breakdown, so no biggie
in entering it. I bobbed along, putting in my stuff. I used their "It's Deductible" program to figure out the value of the stuff we donated as we were cleaning out the house in preparation for moving. (And have grossly underestimated the value of my bags of stuff in the past!).
I realized that I needed to call camp to get their tax ID (used a different camp this past year). That is the only "problem" with our federal. Once they call me back (and they are slow about this), the federal is DONE. We ended up with a WAY larger refund that we were expecting. We think it is because of the adjustments from G-man's second job that we never re-adjusted after he quit.
So on to State. Turbo Tax let us know that we have to file "Married Separate" for our State taxes due to the ONE STINKING MONTH G-man was in NC. OK fine, whatever. BUT.....
Turbo Tax can't handle us filing "Married Jointly" for Federal, and "Married Separate" for State. It just doesn't allow you to have different filing statuses. You have to go back to the "personal info" tab and change the status, but that changes your Federal Return as well.
SO...after about 45 minutes of searching for an answer on how to use Turbo Tax AND fix the problem....the only solution I found was to create 2 new accounts for Turbo Tax...one for me and one for G-man. Then I would create a dummy Federal return as Married Separate for each of us, and then the State portion of the program will be happy. Then I will have to figure out which deduction will belong to each one of us. Turbo Tax had us getting a State refund (which rarely happens!!) as Married Joint...so I would like to keep it that way once we are Married Separate.
(As a side note...we will also have to file a NC return....but we are at net zero for that. No money issue, just need to fill out the form).
The idea of having to do this was not appealing. So I called a big-name tax prep service and asked how much it would be just to have the State Taxes done. It would be $90 PER RETURN, plus an additional fee for each form past the standard form. Oh hella no.
So I am back to having to create separate accounts. I am running out of available time at this point in the day, so that is where I stopped. This weekend I will now re-do our federal stuff (even though these returns will not be submitted, but will allow the State portion of the program to pull the numbers in). And hopefully by Monday the taxes will ACTUALLY be done.
Anyone know of an easier way????