I'm new to Turbotax online (previously using PC desktop/disc version).

(1) How do we view the T1 schedules (for ex: tax calculations, etc)? 

(2) I have 8 return under the purchased Standard edition: Can I also prepare another 12 below $25k of income, as in the past under the PC desktop version?


3 people found this helpful

The online version does not work the same way as the installed version.

1.  You will have to input carry forwards manually.

2.  Each return is paid for individually.  It is not the same as the installed version where you pay more for the disc or download, but do not have to pay for each form separately. If you bought a prepayment code for 8 returns, that will be all you get, although, you may find that if there is nothing but a T4 on a return, under $20,000, you can probably file for free.

3.  The online standard version will no longer do rental or self-employment income.  You will have to upgrade to Home and Business if that is the case.  Since the H&B version is more expensive, I don't know how that will impact a prepayment code.

4.  You do not have access to the actual forms using the online version.  The only clear schedule is under "review,"> detail summary, where you can check to see if everything is listed.

5.  The online version does exactly the same job.  The navigation takes a bit of practice, and there is no way to call up a specific form or schedule to see how it worked, so it takes a bit of faith.  Personally, I would never give up my desktop version.

Was this answer helpful? Yes No

No answers have been posted

More Actions

People come to TurboTax AnswerXchange for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Do you still have a question?

Ask your question to the community. Most questions get a response in about a day.

Post your question to the community