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What is TurboTax ?

TurboTax is one of the most popular income tax preparation software packages in the United States.

TurboTax is an American tax preparation software package developed by Michael A. Chipman of Chipsoft in the mid-1980s.Intuit acquired Chipsoft, based in San Diego, in 1993. Chipsoft, now known as Intuit Consumer Tax Group, is still based in San Diego, having moved into a new office complex in 2007. Intuit Corporation is headquartered in Mountain View, California.

TurboTax for the Mac was originally named MacinTax, and was developed by SoftView.SoftView was in turn purchased by ChipSoft.

TurboTax Versions

There are a number of different versions, including TurboTax Deluxe, TurboTax Premier, etc. TurboTax is available for both federal and state income tax returns. The software is designed to guide users through their tax returns step-by-step. The TurboTax software provides taxpayers additional support for their self-prepared returns by offering Audit Defense from TaxResources, Inc.

How to download and install TurboTax software from TurboTax.com?

After you've purchased a downloadable product through www.turbotax.com you can download it whenever you like up to 3 years after purchase.

1. Sign in to My Downloads.

2. Click the blue Download arrow for the product you would like to download.

3. Save the download somewhere on your computer where you can find it – your desktop is a good place.

4. After the download has finished, install your software by double-clicking the downloaded file.

How to install the TurboTax software for Windows from CD/DVD?

Installing TurboTax is easy. Start by closing all programs, including any firewall and virus-protection programs (remember to turn those back on after installation is complete).If you downloaded your TurboTax software, simply double-click the downloaded file to launch the installer.Otherwise, insert the CD into your computer's CD drive (unless your computer dosen’t have one) and the installation should start automatically. If it doesn’t.• Hold down the Windows+R keys to open the Run window.• Click Browse, and then navigate to the TurboTax CD on your CD/DVD/RW

drive (usually Drive D).• Double-click the setup.exe file.• Click OK to launch the installer.

Why choose TurboTax?• We lead in tax softwareFor over 25 years, TurboTax products have been continuously ranked as the #1 best-selling tax software helping Americans keep more of their hard-earned money. Our software is always up-to-date with the latest tax laws and the most innovative technology.

• Taxes done right, guaranteedWe guarantee our calculations are 100% accurate. We run thousands of error checks as you go and double-check your tax return before you file. Rest assured, if you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest.

• Fastest tax refund possibleFile your tax return electronically with TurboTax and receive your fastest tax refund possible, guaranteed. Plus, you can efile your federal tax return for FREE when you purchase any TurboTax Online or CD/Download product.

• Coverage in case of an auditIn the unlikely event of an audit, you’ll receive free one-on-one audit guidance from a TurboTax expert. We’ll explain what to expect and how to prepare for an audit, as well as answer any questions you may have. Plus, our TurboTax Audit Defense provides full audit representation for an additional fee.

• TurboTax on the goGet your taxes done right anytime from anywhere with the new TurboTax mobile app. Seamlessly switch between your phone, tablet, or computer and pick up right where you left off whenever it's convenient for you. Your information is saved with secure encryption and always protected behind your personal password.

TurboTax ErrorsTroubleshoot Installing and Running TurboTax on WindowsEvery computer has its own unique combination of components, settings, programs, services, and users. TurboTax may install and run flawlessly on one computer, yet the unique software configuration of another computer may cause conflicts with installation, launching, or running.This article troubleshoots the more common causes of installation failures or errors when attempting to run a TurboTax product.Troubleshooting 101We know your computer is already plugged in and turned on, so we'll skip that step.To ensure TurboTax installs and runs successfully, please complete all of the following steps: Make sure your computer meets the minimum system requirements. Verify that you have administrator rights on your computer and TurboTax is Running as Administrator: Right-click the TurboTax icon or setup icon, and select Properties. In the Compatibility tab, check the Run as

Administrator box and click OK.

Check your TurboTax CD and computer's CD drive, if you're installing from the CD.

Clean up and defragment your hard drive.

Run Windows Update to keep your system up-to-date.

Update your system's hardware drivers.

Update your security software for firewall, virus, and spyware protection.

Close all browser windows and programs before installing.

Less obvious things you should know include:

You should not install TurboTax on a removable flash or thumb drive. Here's why.

It's important to turn off your firewall and virus-detection software before installing. (Remember to turn it back

on after installation.)

Removing unused firewall and virus-detection programs from your computer can help you avoid potential

problems. Though outdated and no longer used, they can still wreak havoc on an installation.

Additional Troubleshooting (Installing)If your program still won't install, despite following the suggestions above, try each of the following steps: Run the Windows System File Checker tool.

Install TurboTax from a different CD or DVD drive on your computer, if you're installing from the CD.

If you downloaded TurboTax, delete the downloaded file and download TurboTax again. Sometimes files get corrupted during the

download process.

Install TurboTax on a different computer. If you can't get it to install on any computer, request a new CD.

Install TurboTax from your hard drive.

Restart your computer in Selective Startup Mode (TurboTax 2008 or later) or Safe Mode (TurboTax 2007 or earlier) and then install

TurboTax.

Additional Troubleshooting (Starting or Running)If you were able to successfully install TurboTax, but the program keeps crashing when you run it, without giving any error messages, close TurboTax and then try this: Download the latest Windows updates, especially if TurboTax was running fine before and only recently

started acting up. Download and install the latest version of Java for your computer. Then, clear your Java cache. Turn off advanced text services (Windows XP only): Click Start > Control Panel then double-click the Regional and Language Options icon. Make sure the language is English (United States). On the Languages tab, under Text services and input languages, click Details.

Under Preferences, click Language Bar.

To turn text services off, select the Turn off advanced text services check box.

Click Yes if prompted to confirm your selection.

How TurboTax Made an Error on My Tax Return and Refunded My TurboTax FeesTurboTax made an error on my state tax return and then refunded 100% of my TurboTax filing fees for both my federal and state returns.

I finally used an Online Tax Filing Service this year to simplify the process of filing my business and personal income tax return.

What Was the TurboTax Error?TurboTax made an error in my Wisconsin state tax return.

While TurboTax correctly calculate Underpayment Interest charges for my federal return, the TurboTax software apparently failed to

recognize the necessary Underpayment Interest charges on my state return.

So even though TurboTax indicated that all of my data was 100% correct (I had all green check marks during the verification process), I

failed to pay my state tax Underpayment Interest and received a “Notice of Amount Due” letter from the IRS.

It really wasn’t a big deal, as I still had plenty of time to pay before the tax deadline, so I simply paid the amount due to avoid any

further issues.

However, TurboTax had made an error, and I felt like I was due a refund per their guaranteed 100% accurate refund policy.

Windows Installer and .NET Framework Errors

Below are two expandable lists of Windows Installer and .NET Framework errors as well as other

issues that can occur when installing or running TurboTax for Windows software.

Before you look up your error, download the latest Windows updates. This alone may resolve

the error, especially if TurboTax was running fine before and only recently started acting up.

For solutions to problems related to the Microsoft .NET Framework, click here.

See also the Microsoft Knowledgebase article How to troubleshoot problems that may occur

when you install, uninstall, or upgrade a program on a Windows-based computer.

How Did TurboTax Customer Service Handle the Error?

I contacted TurboTax on 2 occasions and received 2 different responses, which turned out to be fortunate for me, as the second occasion resulted in a quick and easy refund.

I contacted TurboTax via their online chat option both times.

First Contact:The first time I contact TurboTax, I was told that their policy would refund 100% of both my federal and state filing fees if there was a programming error in the TurboTax system, which was a nice bonus, as I originally thought that I would only receive a refund for my state return where the error occurred.

However, I was also told that I would need to provide the customer service representative with all of my business and personal financial data, so that they could recreate the error within the TurboTax system to verify that it was a TurboTax programming error and not a human error on my part.

Once they had verified the error, I would then receive my refund.

Although I understand the necessity to verify issues before handing out refunds, this wasn’t exactly an attractive option for me, as it would have taken lots of time to go over the information with them again.

I responded that I would contact them again during the following week when I had more time to go over my information and resolve the situation.

Second Contact:I followed up with TurboTax customer service again the following week.

I was already logged in to my TurboTax account and ready to verify my information along with the TurboTax mistake.

I once again explained the error that had occurred to the new customer service representative, asked for a refund, and indicated that I was ready to review my information if necessary.

They asked for my TurboTax order number and then responded that they would provide me with a full refund.

They followed up with a refund verification code, and my problem was resolved.

What Made TurboTax Refund My Money?I’m not quite sure what the difference might have been between the first and second customer service experience.

By the second time around, they may have already recognized that a system error was occurring in my state and were just automatically issuing refunds to complaining customers who qualified.

Their customer service systems were extremely busy the second time as well, so maybe to avoid further delays, they were told to refund all complaints that appeared legitimate in nature based on certain issues.

I don’t really know the answer as to why no verification was necessary the second time I contacted customer service, but I basically received a refund just for saying that I had an issue.

Would I Use TurboTax Again?I would definitely use TurboTax again.

The process of filing my taxes online was extremely simple, and I saved a ton of time compared to filing my returns by hand in the past.

Being able to go back and make a small adjustment for some previously undiscovered income like a gift card reward without having to recalculate all of my other data by hand is an incredible benefit.

I would hope that my particular Underpayment Interest issue in the TurboTax program will be resolved by next year, but I’m making quarterly tax payments this year anyway, so that shouldn’t be an issue either way.

Plus, I ended up using TurboTax for free in the end, as they refunded 100% of my money due to their programming error, although I’ll be more than happy to pay for their service again next year.

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