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TaxACT 2008 Ultimate Bundle for Desktop
List Price: $19.95

Our Price: $19.95

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Product Description

Maximize your tax deductions and credits for a bigger tax refund. Includes expert tax help & advice to find IRS tax deductions and credits, potentially saving you big money. Life Events guidance helps you deal with marriage, buying a home, inheritance, stock options, home equity loans, and other topics that impact your tax return. Includes both Federal and State tax returns with free income tax filing.

Features:
  • Includes software for preparation of both Federal & State tax returns
  • NEW! Donation Assistant provides certified values for nearly 700 commonly-donated items
  • NEW! Maximum Refund Pledge guarantees you'll get your largest refund, or we'll pay for your software
  • Unlimited Support via phone or email at no additional cost.
  • FAFSA Worksheet simplifies completion of the Free Application for Federal Student Aid

Customer Reviews:

  • TaxAct
    This was incredibly easy to use. I have always paid to have my taxes done and decided to save a few dollars this year. This was pain-free with step-by-step instructions. Very happy with this product and it is much more affordable than TurboTax....more info
  • Just as good as TurboTax, much cheaper
    I have been a turbotax user since 1999. It has been unsettling to see the price of their product go up every year. I have stuck with them since the increase was always reasonable. This year's deluxe product for 2008 tax year is way too much and now the state e-filing fee is $19.99!!! After searching around I decided on the TaxAct Ultimate bundle for $19.99, downloaded from their website ( much faster than waiting for the CD). I had no problems running through their questions and answers for both Federal and State. Even though I could not import last year's data from Turbotax, it was a breeze to complete and any references to last years tax return were clear with specifics on where to find the information ( form and line #, etc) Came with a free Federal e-file and just $7.95 for the state! So far I am happy I switched. Good bye turbotax!!!...more info
  • Excellent Product! Can not beat the price!
    I had been using Turbo Tax for a long time. Obviously, I was very skeptical to buy such an inexpensive product, considering I have mortgage, investment, salary, business and other complexities to file. I am completely impressed with the product's capability, great step by step guide, explanation and simplicity. I am very satisfied with its capability and simplicity. On top of the capability, it is so inexpensive. I couldn't ask for more. I only wish it had capability to import last year's data from TurboTax. I took all the pain to manually enter last year's data. I still feel it's a great product and cost/benefit wise an excellent product....more info
  • Turbo Tax? - TaxCut? - TaxAct? - Which One?
    I am preparing my own tax returns for the first time in thirty years. Being the analytical nut that I am, I Googled and read every review I could find on the subject and found there is a lot of misinformation and scare tactics out there. All three programs allow you to enter your numbers and produce. without cost, a non-printable 1040 so I took them for a "test drive". The only differences I found were in the interface questions that were asked. All three programs are good and all three programs delivered the same results. That dispels any claim that "I got a bigger refund using X Program" or that "INTEREST INCOME was omitted" as another reviewer stated (check the COMMENTS).

    So which program did I choose? TaxAct because it was the least expense @ $16.95 for the Federal and state efile. You can save and print as many copies of your returns for free. Four addition Federal efiles for family or friends are included but the state efile will cost an additional $13.95 per return.

    A review on another site cautioned that TaxAct was OK for simple returns but to look elsewhere if your return was complex. Being retired I do not have any W2 income to report, but I did have ordinary interest, tax exempt interest, foreign interest with foreign tax withholding and TaxAct correctly reported this information on both the Fed and state returns. I have ordinary and qualified dividends and capital gains and losses that were correctly handled. I have IRA withdraws (TaxAct computes the mandatory minimum) and Social Security income (TaxAct automatically computes the taxable amount) which were entered in the correct amounts on the Fed and state returns. I have K1 pass though income and TaxAct created a Schedule E that will account for prior year loss carried forward. It will deal with business income on Schedule C. When it came to deductions the program will make a comparison of the Standard or Itemized so you can use the most advantageous. It handles all credits - foreign withholding, child care, earn income etc.

    When you are finished entering your information TaxAct will take you through a review and red-light alerts will appear on questionable areas. If you have a refund coming the quickest way to receive it will be to efile with a direct deposit to your checking or savings account. If you need to file estimate tax payments it will compute the quarterly amounts for the following year to avoid interest and penalties. Both Turbo Tax and TaxCut will do the same for a higher but not outrageously higher fee.

    CAUTION: no matter which program you use follow the easy instructions to verify that the IRS has accepted your efile.
    ...more info
  • Okay product for the price, but needs refinement
    After years of frustration with price hikes and gimmicks led to a divorce from TurboTax products, I decided to give TaxAct a try. The switch was not easy since I built up a large amount of personal information that TT carried over from year-to-year. The good news is the software was easy to install from disk, did not crash on Vista, and I was able to complete my taxes in one evening, similar to TT. While not as refined as TT, the interface is okay - kind of like driving a different car - the controls and displays take some getting used to. The end product, my tax return, seems complete though the glitches I found will lead me to review it more carefully than I did with TT.

    Some of the problems and glitches follow (I also found problems with TT in the past and provided feedback to Intuit.) While you may not encounter these specifically, knowing there are problems is a sign you should review your return more carefully.
    - The biggie was encountered halfway through entering my deductions, as I watched the federal tax owed fall. After a series of entries related to dependent care expenses, I found the amount owed more than doubled and never went down again. We were worried at the end of the return to find a large underpayment, which didn't make sense. Turns out, somehow I got assigned the AMT. It was not clear to me how I got the AMT. An error check picked this up at the end and removed the AMT, but the error check is not automatic - you need to select it.
    - TaxAct required me to enter a child care provider's EIN in order to recieve the credit. I can understand for an in-home nanny but not for a drop-off child care organization. TaxAct would not give dependent care credit unless I entered this business' EIN, which I did not have. I never had to do before and suspect it is a mistake.
    - Worksheets are provided for adding up deductions and other items, but some worksheets don't paste the total back into the form - you have to manually enter the total from some worksheets.
    - Having to register online and wait for an email containing a password needed to download my state return was an inconvenience.
    - Found a math error in an example related to flexible spending accounts.

    Will I buy it next year? Maybe. I'll have to see how the product matures this year. TaxAct is not as refined as TT and has more ways to go astray than TT, requiring more attention. But the price is good and I was able to complete the forms in one evening starting from scratch....more info
  • Great product so far
    I have used TurboTax for the past few years and although I haven't had any problems with the program itself, the price increases and the under handed methods Intuit decided to impose this year finally drove me away.

    After lots of research, reading reviews, and comparison shopping I settled on TaxAct. I couldn't be happier. You can't beat $19.95 for both federal and state with free e-files included. The program is easy to navigate and walks you through each category step by step. We have a rather complicated return this year with receiving an inheritance, self-employment income, itemized dedcutions, and investments and TaxAct has handled it all very well. I've been able to skip around to different forms as necessary and feel like the program is catching every extra little thing I add in. It is not as flashy as TurboTax, but it doesn't bother me one bit.

    If you are fed up with the shananigans with TurboTax or simpliy can't afford it anymore, switch to TaxAct. You won't be disappointed....more info
  • TaxAxt 2008
    Found this software easy to use and I quickly prepared my Federal Tax. The State software presented a problem, which was eventually fixed with several phone calls. The State portion also worked very well. The problem was the recognition of the ID & password by the maker of the software, which prevented the download of the State software. Will definitely use next year. ...more info
  • Highly recommended from a former TurboxTax user
    I was fed up with Intuit and their overpriced TurboTax product, so this year I tried TaxAct and it was great.

    TaxAct is better than TurboTax and costs significantly less. TurboTax users may find it a little confusing at first, but I can assure you that it is fairly easy to use. It easily handled all of my tax forms (schedules, business income, investments, etc.) and the tax guidance is pretty good. It has little or no prompts to purchase other products (as TT does). E-filing was easy to set up. When I submitted the filings, they were accepted within 12 hours by the IRS and state and I was able to confirm on the TaxAct web site. I got my state tax refund in 4 days! I bought the Ultimate version because it includes the state tax. The federal filing fee is included, but the state filing fee you will need to pay for. I do not have anything bad to say about the product. It would have been nice to have a migration tool to import prior year tax data from other products like TurboTax or TaxCut. You can import from a prior year if you used TaxAct.

    Overall, I highly recommend this product. I am saying goodbye to TurboTax for good!
    ...more info
  • Excellent Product! Can not beat the price!
    I had been using Turbo Tax for a long time. Obviously, I was very skeptical to buy such an inexpensive product, considering I have mortgage, investment, salary, business and other complexities to file. I am completely impressed with the product's capability, great step by step guide, explanation and simplicity. I am very satisfied with its capability and simplicity. On top of the capability, it is so inexpensive. I couldn't ask for more. I only wish it had capability to import last year's data from TurboTax. I took all the pain to manually enter last year's data. I still feel it's a great product and cost/benefit wise an excellent product....more info
  • Very Pleased
    I was very pleased with the TaxAct Software, very easy to use and accurate and includes all the forms necessary for e-returns and for mail in returns....more info
  • Okay product for the price, but needs refinement
    After years of frustration with price hikes and gimmicks led to a divorce from TurboTax products, I decided to give TaxAct a try. The switch was not easy since I built up a large amount of personal information that TT carried over from year-to-year. The good news is the software was easy to install from disk, did not crash on Vista, and I was able to complete my taxes in one evening, similar to TT. While not as refined as TT, the interface is okay - kind of like driving a different car - the controls and displays take some getting used to. The end product, my tax return, seems complete though the glitches I found will lead me to review it more carefully than I did with TT.

    Some of the problems and glitches follow (I also found problems with TT in the past and provided feedback to Intuit.) While you may not encounter these specifically, knowing there are problems is a sign you should review your return more carefully.
    - The biggie was encountered halfway through entering my deductions, as I watched the federal tax owed fall. After a series of entries related to dependent care expenses, I found the amount owed more than doubled and never went down again. We were worried at the end of the return to find a large underpayment, which didn't make sense. Turns out, somehow I got assigned the AMT. It was not clear to me how I got the AMT. An error check picked this up at the end and removed the AMT, but the error check is not automatic - you need to select it.
    - TaxAct required me to enter a child care provider's EIN in order to recieve the credit. I can understand for an in-home nanny but not for a drop-off child care organization. TaxAct would not give dependent care credit unless I entered this business' EIN, which I did not have. I never had to do before and suspect it is a mistake.
    - Worksheets are provided for adding up deductions and other items, but some worksheets don't paste the total back into the form - you have to manually enter the total from some worksheets.
    - Having to register online and wait for an email containing a password needed to download my state return was an inconvenience.
    - Found a math error in an example related to flexible spending accounts.

    Will I buy it next year? Maybe. I'll have to see how the product matures this year. TaxAct is not as refined as TT and has more ways to go astray than TT, requiring more attention. But the price is good and I was able to complete the forms in one evening starting from scratch....more info
  • A bargain product
    We are longtime users of TurboTax, but when the price jumped this year, we investigated and found TaxAct. We ordered the CD-based Ultimate Bundle, which included a free federal e-file, one free state, and e-file for the state at $7.95. This was all significantly cheaper than Turbo-Tax, and we found it very easy to use. Instructions for registering for the state filing were murky, and when we ran into trouble, we phoned customer service: got an immediate, competent, and friendly agent. Kudos all around....more info