Nick Danger" <yourname[at]yourdomain.com> wrote:

- quote -

Why do you want to give your money to a company that has
such little respect for their customer's time?

--
Vic Roberts

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- quote -

You are probably asking the wrong question. I think Allan
Martin is right - for capital gains, the only difference
between Basic and Premier is that Premier has extra help for
sales of securities. Either version will let you complete a
Schedule D.

It seems that you asked the "chat" people how to switch from
Basic to Premier, because you assumed that was the solution
to your problem. What you really want to do is enter a sale
of stock, or enter information from a 1099-B, in the Basic
version. (You don't literally want to enter the capital
gains - the gain is the result of the calculation, not the
input.) I encourage you to first take another crack at it
yourself, looking in the Help if necessary. If you click on
the "2. Income" button on the Navigator Bar, does it list
"Stock, Bond, and Mutual Fund Sales" as one of the topics
you can choose? Try clicking on that and see if it does what
you need. If you still can't figure it out, go back to the
"chat" and ask them how to enter a sale of stock, or how to
enter transactions from a 1099-B. Don't mention Premier, and
don't say you want to enter capital gains.

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- quote -

IMO this is the best way to go. TT seems to get worse
every year.

--
To reply to me directly, remove the XXX characters from my
email address.

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"Nick Danger" <yourname[at]yourdomain.com> wrote:

- quote -

The only difference between the basic and premier versions
is the level of help you will get from the program. The
basic version can handle capital gains.

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

I've used Turbo Tax for the Web the last two years. I
started out this years return, selected the Basic version,
and got most of the way through my return and noticed that
it hadn't done anything with capital gains. I then
discovered that I need the Premier version in order to do
this. I used their "chat" facility to find out how to do
this and the person I got connected with told me there was
no way to convert the return I had started to a Premier
version, but that I would have to start all over again. So I
started looking for how to start over. I actually did manage
to start a Premier return (it even showed the Premier logo
on every page) but it still remembered that I was in a Basic
return, and had no place to enter capital gains. So i went
back to their chat facility and asked what I have to do.
They told me I would have to enter a new ID and password. I
asked how to import my 2002 information if I'm using a
different ID, and they told me it can't be done - I'll have
to enter it all again. As far as I can tell, my only
recourse is to talk to them on the phone, in which case I'll
likely spend $19.95 to have someone tell me the same thing.

So my question here is - Does anyone know of a way to create
a Premier return after having started a Basic return and
still get my 2002 data? Failing that, my Plan B is to use
TaxAct.

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