TurboTax Deluxe Federal + State + Federal efile 2009 [Download] [Old Version]

by Intuit

Product Features

• TurboTax Deluxe guarantees your biggest tax refund by finding and maximizing your deductions
• Uncovers over 350 deductions including mortgage interest, charitable contributions, and more
• Guides you through changes in your tax situation and lets you know how they will impact your taxes
• Audit Risk Meter helps you reduce your chance of an audit
• Free Federal E-File—receive IRS confirmation and get your refund in as few as 8 days

Product Details

• Downloading: Currently, this item is available only to customers located in the United States and who have a U.S. billing address.
• Note: Gifting is not available for this item.
• ASIN: B002VPE3FK
• Date first available at Amazon.com: November 8, 2009
• Average Customer Review: 2.9 out of 5 stars  See all reviews (84 customer reviews)
• Amazon Best Sellers Rank: #256 in Software (See Top 100 in Software)
  • #29 in Software > Tax Preparation
  • #61 in Software > Personal Finance

Product Description

Amazon.com Product Description

If you own a home, made donations or have medical expenses, TurboTax Deluxe will easily get you every tax deduction you deserve.

Get Your Refund Fast: Efile Your 2009 Taxes with TurboTax Here's how efile works: Start your return and efile with TurboTax today. The moment the IRS starts accepting returns, scheduled for January 15, 2010, TurboTax will submit your efiled return. The IRS will confirm receipt by e-mail within 48 hours.

Here's how it works:

Asks easy questions
We customize questions to your unique situation, transfer your info from last year, and put it all on the right tax forms for you.

Maximizes deductions
We search for more than 350 deductions to get you the biggest refund possible
guaranteed.

Efile for a fast refund

Efile with direct deposit to get your refund in as few as 8 days. Five federal efiles included. Prepare and print unlimited single state filings. Additional state forms and state e-file are available for an additional charge.

Why TurboTax Deluxe is the easiest choice for you

TurboTax Deluxe was designed to make it easy for you to get the biggest tax refund possible. Choose TurboTax Deluxe if any of the following apply to you:

• You own your home
• You donated to charity
• You have significant education or medical expenses
• You have childcare expenses
• You have lots of deductions

If you own investments or rental property, choose TurboTax Premier. It has everything in Deluxe PLUS will provide extra guidance so you get the most from your investments.

If you are a sole proprietor, consultant, 1099 contractor, or single-owner LLC, TurboTax Home & Business has everything in Premier and will help you make the most of your business and personal deductions.

If you own an S Corp, partnership, C Corp, or multiple-owner LLC, choose TurboTax Business.

Compare TurboTax Software

Everything you need to do your taxes with ease.

Finds All Deductions and Credits You Deserve to Get Your Biggest Refund

Stimulus Ready
Updated with all of the latest tax laws to help you get all of the deductions and credits you deserve--including the new 2009 Stimulus Plan credits for homebuyers, new car purchases and more.

Maximizes Your Tax Deductions
Asks simple questions about your income, family situation and changes in your tax situation and credits. Then, based on your answers, searches for more than 350 deductions and credits to get you the biggest tax refund--guaranteed.

Looks for Deduction Opportunities as You Go
Shows you which deductions you've taken. Which deductions you haven't. And tells you how to qualify for just about any deduction, so you don't miss any opportunities to save.

Gets You the Maximum Deduction for Donations
ItsDeductible (included) helps you accurately value items you donate to charity–no more guessing. Plus, it tracks other donations such as cash, mileage and stocks, to help you get every charitable deduction you're entitled to.

Handles Your Life Changes
Changed jobs? Got married? Bought a home? Had a baby? TurboTax guides you through common life changes, explains how the changes will impact your taxes, and tells you what you can deduct.

Helps with Medical Expenses
Does all the math and tells you if you qualify to deduct your medical expenses for maximum tax savings.

Includes Downloadable Audit Support Center Being contacted by the IRS can be confusing and stressful, but it doesn't have to be. That's why we've created the TurboTax Audit Support Center, included for FREE with all TurboTax products. Only about 1% of all personal tax returns were audited, so it is unlikely, but if you are contacted by the IRS, we'll help you to: Find out why the IRS contacted you Determine what it means Prepare your next steps

With downloadable step-by-step guidance, including what different types of IRS letters may mean, you'll know exactly where you stand and what to do next. Remember, TurboTax guarantees 100% accurate calculations. If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest.

Helps You Reduce Audit Risk

Tracks Your Audit Risk
Audit Risk Meter checks your tax return for common audit triggers. Shows whether your risk is high or low. And provides tips to help you reduce your chance of an audit.

Includes Downloadable Audit Support Center
Gives you step-by-step guidance on everything you need to know and do if the IRS contacts you.

Also Available: Audit Defense
Provides full-service representation by a trained tax professional. You will never have to meet with the IRS, unless you want to.

Does the Hard Work for You

Asks Easy Questions, Tailored to You
Guides you step by step through your tax return and puts your answers on the right tax forms for you. Skips interview questions that don't apply to you, so you can finish your return faster.

Improved Automatically Fills in W-2 and 1099 Info
Gets your W-2 and 1099 data directly from over 100,000 participating employers and financial institutions and automatically puts it in the right tax forms. A brief summary lets you review and edit downloaded information if necessary.

Improved Transfers Last Year's Tax Info
No retyping necessary. Fills in information from your previous year's return to save time and increase accuracy. Shows you what you're importing and where it goes in your return. You can also import from other tax software including TaxACT and H&R Block's TaxCut.

Imports Your Financial Data
Imports information from your financial software (including Quicken, QuickBooks 2007 and higher, and Microsoft Money) so you can skip the cut and paste this year.

New Makes it Easy to Hold Your Place
Flag areas in your tax return so you can get back to them easily.

TurboTax customizes questions to your unique situation, transfer your info from last year, and put it all on the right tax forms for you. Click to enlarge.

TurboTax searches for more than 350 deductions to get you the biggest refund possible--guaranteed. Click to enlarge.

Provides Help and Advice When You Need It

Live Tax Answers
Get live answers online from TurboTax experts and other TurboTax users in our Live Community. Plus you'll have instant access to answers to commonly asked tax questions on every screen.

Straightforward Guidance & Advice
Find help on any tax topic from anywhere within TurboTax. Get plain-English explanations of specific tax areas and helpful examples when you need them.

Guide Me
Not sure how to answer a tax question? We'll guide you to the right answer, making your taxes even easier.

Explains Your Return
Shows you a summary of your return, including income, tax, credits and payments so you know your taxes are accurate. Provides recommendations to help you get an even bigger refund next year.

FREE Technical Support
Got a software question? No problem! Get answers from a TurboTax expert via e-mail, phone, or live chat.

Spots Errors and Shows How to Fix Them

New Smart Check Scans for Mistakes
Smart Check double-checks your return for errors, so you can be confident your taxes are done right.

Guaranteed Accurate Calculations
If you should get hit with an IRS or state penalty or interest due to a TurboTax calculation error, we'll pay you the penalty and interest.

Keeps You Up-to-Date with the Latest Tax Laws
With a single click you can check for updates each time you start to ensure your return includes the latest IRS and state tax forms. No more disruptions while you work on your return.

Get Your Refund Faster with Included Federal Efile

Shows Your Tax Refund in Real Time
Watch your refund add up as you complete your return. Our Dual Refund Monitor constantly displays and updates both your federal and state refunds (or taxes due) as you complete your federal return.

Federal Efile Included
Get your refund in as few as 8 days with efile and direct deposit. Free federal efile is included with TurboTax at no extra charge. If you're a returning user, we'll automatically transfer your efile information from your previous year's return to save you even more time.

TurboTax Deluxe Includes These Tax Forms

TurboTax takes the worry out of deciding which forms you need to file. Just answer simple questions and TurboTax fills out the right forms for you.

Most Commonly-Filed IRS Tax Forms and Schedules

Form 1040	Individual Income Tax Return
Schedule A	Itemized Deductions
Form 1040A	Individual Income Tax Return
Schedule B	Interest and Dividend Income
Schedule D/D-1	Capital Gains and Losses/Additional Capital Gains and Losses
Form 1040EZ	Income Tax Return for Single and Joint Filers With No Dependents
Schedule C/EZ	Profit (or Loss) from Business/Net Profit from Business
Schedule EIC	Earned Income Credit
Schedule E	Supplemental Income and Loss
Schedule SE	Self-Employment Tax

Other Tax Forms and Schedules

Schedule F	Profit or Loss from Farming
Schedule H	Household Employment Taxes
Schedule J	Income Averaging for Farmers and Fishermen
Schedules K-1 Worksheet (Form 1041)	Estates and Trusts
Schedules K-1 (Form 1065)	Partner's Share of Income, Credits, Deductions
Schedules K-1 (Form 1120S)	Shareholder's Share of Income, Credits, etc
Schedule R	Credit for Elderly or Disabled
Schedule 1 - 1040A	Interest and Ordinary Dividends for Form 1040A Filers
Schedule 2 - 1040A	Child and Dependent Care Expenses
Schedule 3 - 1040A	Credit for Elderly or Disabled
Form 982	Reduction of Tax Attributes Due to Discharge of Indebtedness
Form 982WKS	Cancellation of Debt Worksheet
Form 1040-ES	Estimated Tax for Individuals
Form 1040-V	Payment Vouchers
Form 1040X	Amended U.S. Individual Income Tax Return
Form 1098T	Tuition Statement
Form 1099-MISC	Miscellaneous Income
Form 1099-Q	Payments From Qualified Education Programs
Form 1099-R	Distributions From Pensions, Annuities, Retirement, etc.
Form 1116	Foreign Tax Credit
Form 1116 AMT	Foreign Tax Credit for AMT
Form 1310	Statement of Person Claiming Refund Due a Deceased Taxpayer
Form 2106/EZ	Employee Business Exp/EZ Employee Business Expenses Short Form
Form 2119	Home Sale Worksheet
Form 2120	Multiple Support Declaration
Form 2210/2210AI	Underpayment of Tax/Annualized Income
Form 2210F	Underpayment of Estimated Tax by Farmers
Form 2439	Notice to Shareholder of Undistributed Long-Term Capital Gains
Form 2441	Child and Dependent Care Expenses
Form 2555	Foreign Earned Income
Form 3468	Investment Credit
Form 3800	General Business Credit
Form 3903	Moving Expenses
Form 4136	Credit for Federal Tax Paid on Fuels
Form 4137	Tax on Unreported Tips
Form 4255	Recapture of Investment Credit
Form 4506	Request for Copy of Tax Form
Form 4562	Depreciation and Amortization
Form 4684	Casualties and Theft
Form 4797	Sales of Business Property
Form 4835	Farm Rental Income and Expenses
Form 4852	Substitute W-2 or 1099-R
Form 4868	Application for Automatic Extension of Time to File
Form 4952/AMT	Investment Interest Expense Deduction/Investment Interest Expense Deduction - AMT
Form 4972	Tax on Lump-Sum Distributions
Form 5329	Additional Taxes on Retirement Plans
Form 5405	First-Time Homebuyer Credit
Form 5695	Residential Energy Credits
Form 6198	At-Risk Limitations
Form 6251	Alternative Minimum Tax
Form 6252	Installment Sale Income
Form 6781	Gains/Losses from Section 1256 Contracts and Straddles
Form 8283	Non-cash Charitable Contributions
Form 8332	Release of Claim to Exemption for Child of Divorced of Separated Parents
Form 8379	Injured Spouse Claim and Allocation
Form 8396	Mortgage Interest Credit
Form 8453	U.S. Individual Income Tax Transmittal for an IRS E-File Return
Form 8582/AMT/CR	Passive Activity Loss Limitations/AMT/Credit Limitations
Form 8586	Low Income Housing Credit
Form 8606	Nondeductible IRAs
Form 8615	Tax for Certain Children Who Have Investment Income of More Than $1,800
Form 8801	Credit for Prior Year Minimum Tax
Form 8812	Additional Child Tax Credit
Form 8814	Parent's Election To Report Child's Interest and Dividends
Form 8815	Exclusion of Interest from Series EE and I Bonds
Form 8822	Change of Address
Form 8824	Like-Kind Exchange
Form 8829	Business Use of Your Home
Form 8839	Qualified Adoption Expenses
Form 8853	Archer MSAs and Long-Term Care Insurance Contracts
Form 8857	Innocent Spouse Relief
Form 8859	DC First-Time Homebuyer Credit
Form 8862	Info to Claim EIC After Disallowance
Form 8863	Education Credits
Form 8880	Credit for Qualified Retirement Savings Contributions
Form 8881	Credit for Small Employer Pension Plan Startup Costs
Form 8885	Health Coverage Tax Credit
Form 8888	Direct Deposit of Refund
Form 8889	Health Savings Account
Form 8891	Canadian Retirement Plans
Form 8903	Domestic Production Activities Deduction
Form 8910	Alternative Motor Vehicle Credit
Form 8914	Exemption for Taxpayers Housing Individuals Displaced by Midwestern Disasters
Form 8915	Hurricane Retirement Plan Distributions
Form 8917	Tuition and Fees Deduction
Form 8919	Uncollected Social Security and Medicare Tax on Wages
Form 8930	Midwestern Disaster Area Distributions
Form 9465	Installment Agreement Request
Form SS-4	Application for Employer ID Number
Form TD F 90-22.1	Report of Foreign Bank Accounts
Form W-4	Employee's Withholding Allowance Certificate
Form W-2	Wages and Tax Statement

Choose Security. Choose TurboTax.

TurboTax is dedicated to protecting your personal and financial information. From the most advanced technology to our dedicated Privacy Team, we have you covered.

In fact, TRUSTe, the leading Internet privacy seal-of-approval, named Intuit as one of three Most Trusted Companies for Privacy for 2007.

Our Site Is Tested Daily for Security
To support our commitment to protect your confidential data, the TurboTax Web site is tested and certified daily by the third-party McAfee HACKER SAFE Security Scan, an industry leader in Web site security.

Only You Can Access Your Return
TurboTax Online requires a unique log in. Once you create your username and password, your tax return is guarded. Rest assured that you have complete control over who sees your personal information.

TurboTax CDs and downloads store your information right on your computer. You can choose your own password to protect your personal information.

Your Information Travels Safely
Your TurboTax session is secure. TurboTax Online shields your personal information from prying eyes while you're completing your return.

TurboTax uses the same encryption technology used by banks to efile your return. This means that your information is protected from any unauthorized access while it's electronically sent to the IRS and state agencies.

Our Commitment to You
Armed with surveillance cameras and security alarms, the TurboTax Security Team physically protects our computers and your information--24 hours a day, 7 days a week.

Our Privacy Team's only job is to guard you and your information. If you feel the least bit uneasy, ask the Privacy Team about their commitment to your protection.

Product Description

Find and maximize your deductions.

Customer Reviews

Most Helpful Customer Reviews

200 of 205 people found the following review helpful:

3.0 out of 5 stars Turbo Tax Asks You to Pay Again for Your Free State fixes it by giving dumbed down version of state -- finally gives full state!, January 28, 2010

By 

Ecurb (Champaign, IL USA) - See all my reviews

Amazon Verified Purchase

This review is from: TurboTax Deluxe Federal + State + Federal efile 2009 [Download] [Old Version] (Software Download)

I purchased Turbo Tax Deluxe 2009 from Amazon. Turbo Tax informed me that my state was ready. I launched Turbo Tax and my state was sitting there ready to go. It said I get one free state with my purchase, but when I went to "start" the state it took me on-line to purchase it.

I sent e-mail through turbo tax support just as a post on the turbo tax forum said to. I got no response. After a week of patiently waiting, I called up turbo tax (from the number in the program). I was put on hold but was robotically told I would be getting great customer service.

The person on the line worked long and hard with me to figure out why turbo tax was not letting me use my state. Two things came up constantly:
1. Constantly asking me if I bought the version with the state. Yes. I read it to them off the program telling me I get a free state.
2. They said the problem could be with Amazon's download and it may not have included the state (look at this review, it is against turbo tax including state and it verifies I purchased it).

They finally gave me a dumbed down "form only" version of my state. I was told two things in my reaction to this:
1. The online has a step by step approach (she seemed confused, suggesting the online was step by step but download purchase was not - can anyone confirm this?)
2. There is no known problem with Turbo Tax downloading the state (not true, amazon and turbotax forums both include discussion on such a problem) and that is why I will only get this version (implying another fuller version exits, which is contrary to point 1 above).

Clearly intuit/turbotax is having problems here. Support was great until the end (great as in they kept working on it, not that they solved it).

Twenty year customer. Yes, if there was a better or equal product, I would switch at this point. They could have just fixed it by giving me the correct version. Done. Didn't do it.

Intuit has achieved "AT&T" status: If everything works OK then you get a pretty good product. If it does have problems, support is ineffective.

*** Update 2/3/10: I received an e-mail from TT:
"You have been identified as someone that experienced issues with the free state download. You are entitled to one Free State with TurboTax Deluxe or higher, however, TurboTax prompted for payment in error.

We have identified the root cause of the issue and have scheduled a product update for 2/11/2010 that will resolve the issue.

The information provided by you ultimately helped us identify the issue. We appreciate your patience and assistance in resolving this matter.

If you have already paid for your free state, no action is needed on your part. We will identify you as paying for the state with the information provided in the sign up and issue a refund and you should see the refund on your next statement."

My fingers are crossed while I wait another week to finally get a working product.

*** Update 2/16/10: As promised, I got a new automatic download of my state program. This one now works and is not limited to dumb forms. Doing my state taxes with the full version reminded me to declare an education credit that increased my state refund by several hundred dollars. I would have caught it on my own I'm sure, but this is the reason I pay for a program like Turbo Tax to help me keep track of these things. I've updated my rating to 3 stars - as they came through and fixed the problem. Only 3 stars because they've lost my confidence and I still need to finish my taxes and run the full submission process. I'm not confident it will be error free (or if there is a problem, if Intuit will fix it promptly).

77 of 86 people found the following review helpful:

5.0 out of 5 stars No Problems With Download and Install, December 11, 2009

By 

John N. Sims Jr. (Jeffersonville IN USA) - See all my reviews
(REAL NAME)   

Amazon Verified Purchase

This review is from: TurboTax Deluxe Federal + State + Federal efile 2009 [Download] [Old Version] (Software Download)

While I respect the concern that another reviewer has expressed about having to install Amazon's software downloader in order to buy this software, I would add an assurance to others that the process is straightforward and caused no system problems. Moreover, once the download was complete, there is a link to the uninstaller in the Start menu folder which removes the downloader in under a minute. Perhaps if I had not been a long time Amazon customer, I would have been more suspicious of the process, but there were no problems. Now if Amazon would just pay my taxes ...

18 of 19 people found the following review helpful:

5.0 out of 5 stars No Problems with Download, December 19, 2009

By 

Todd (Milwaukee, WI USA) - See all my reviews

Amazon Verified Purchase

This review is from: TurboTax Deluxe Federal + State + Federal efile 2009 [Download] [Old Version] (Software Download)

I just bought the download of Turbo Tax 2009 and had no problem at all with the download. The entire download including the Amazon software installer and Turbo Tax took only about 2 minutes on my broadband connection. Installation and updating of the Turbo Tax software took about another 15 minutes. My O/S is XP.

I would recommend this product.