TurboTax 2019 Software
! Note !
Notes and images and links may be
added to this page --- if/when
I re-visit this page.
Sections of this page, below :
INTRODUCTION TURBOTAX-INSTALL (as 'admin')
START-DATA-ENTRY (as 'user') CONCLUSION
I run most of my computers (desktops and netbooks) using Linux.
BUT, there is one piece of software for which I require a Microsoft Windows operating system --- TurboTax (Wikipedia link).
I avoid Microsoft operating systems like the plague. There is too much monkey business going on underneath the covers --- and out of my control.
BUT I have to stifle my frustrations and use MS Windows once a year. The cause :
The only program that I use that requires a Microsoft operating system --- TurboTax --- has no equivalent on Linux. So, once a year, I have to hold my nose and use a Microsoft OS.
I installed TurboTax software on a Dell desktop computer (with Windows 7) for about 7 years --- since 2012 -- including installs in March 2018 and March 2019 --- for the 2017 and 2018 tax years.
Around the year 2020, I bought an HP 'Slimline' desktop computer to replace the Dell computer. That HP computer came with the Microsoft Windows 10 operating system on it.
I plan to describe, on different web pages, how I setup (tailored) that Windows 10 computer.
In fact, I have assembled a Windows 10 Bloatware Cleanup page that provides some information on bloatware removal. However, that page does NOT describe the many Windows 10 'default settings' that should be changed.
For the following TurboTax installation description, it suffices to point out that I setup a userid (say 'marlo') in addition to an 'admin' userid.
The 'admin' userid (and password) had permissions to do software installations, while the 'marlo' userid (and password) did not.
The following notes on TurboTax 2019 installation are based on notes for installation of TurboTax 2017 & 2018 on the aforementioned Dell desktop Windows 7 computer. Those TurboTax installs were done in March 2018 and 2019 and were described on a separate web page.
I also installed TurboTax one year (spring 2017) on a laptop with the Windows 10 operating system.
On the Windows 10 bloatware removal page, I described how I removed the bloatware (and dealt with the horrible 'Metro' desktop interface).
The following TurboTax2019-on-Win10 install notes are similar to the TurboTax-on-Win7 install notes and are presented in two sections:
A main reason for these notes is to serve as a reference when I install TurboTax in the future (on Microsoft Windows computers).
Besides the appeal of upgrading to a computer with more up-to-date hardware components, I was mainly motivated (and forced) to migrate to Windows 10 because Microsoft was stopping support of Windows 7 in January 2020.
So, around the year 2020, I will, finally, migrate files from that old Windows 7 computer to a Windows 10 computer.
But that data-migration could wait. For now, I needed to install TurboTax 2019 on this Windows 10 computer --- to handle the 2019 tax season.
In the other-data-migration process, I will need to transfer
I will probably provide a page on this site that describes that 'Windows7-to-Windows10' migration process --- with details on moving those various types of files and 'importing' them into the newer versions of the applications that use those files.
Enough of this introduction. A description of the install of TurboTax 2019 on a Windows 10 computer follows.
In a few places below, the name 'TurboTax' may be abbreviated as 'TT'.
TurboTax Install Preliminaries:
Each year, I buy the TurboTax Premiere software DVD disk --- NOT TurboTax 'Deluxe' --- because 'Premiere' supports the entry of investment information (information from 1099-B forms).
The following install steps would probably apply (with no changes) to dealing with 'Deluxe' as well as to dealing with 'Premiere'.
Before presenting the install-steps, I need to point out that on this Windows 10 computer, I had set up two user accounts:
The install of the TurboTax 2019 software was done using the 'admin' account. A fairly detailed description of the install steps follows.
TurboTax Install Steps:
An outline of the first steps in TurboTax data-entry --- when logged into the 'user' account --- follows --- in the next ('Data-Entry') section.
START OF TURBOTAX DATA-ENTRY
See below the point at which
Started entering data the next day, 8 April 2020.
Here I end the description of the install of TurboTax 2019.
Note that in this year, the Virginia software was not downloaded until I got to the point of entering data as the user 'marlo'. I had to supply the 'Admin' password to allow the download.
In some other years of using TurboTax, the Virginia software was downloaded at a different point --- such as during the software install as 'Admin' --- for example, at the 'Begin' window described in the 'Install' section above, where the install started looking for previous TT files.
In the early days of installing TurboTax, a great concern of mine was how to handle installing the software using an 'admin' login --- and then use the software under a non-admin login.
The steps above outline what I found worked well in handling that concern.
In subsequent years (after learning how to handle the 'admin' and 'user' logins), my main concern was whether my internet connection would be steady and bug-free --- thus allowing for all the software updates that are typically downloaded from a TurboTax site at the start of each installation.
Another concern of mine has been that a bug in the TurboTax software might cause a problem in the installation --- or a problem later when using the software.
One year, I DID have a problem in using the software. At some point, the estimated tax, that TurboTax shows at the top of the panels as you work through the data-entry sections, blew up to a ridiculous size.
I had not been watching that 'estimated tax' display. I had never noticed it in previous years. In any case, although I first thought it might be a bug in the TurboTax software, I ended up having to start a new data-entry session. I ended up with a good outcome --- a reasonable-and-expected tax bill.
It was probably the case that I failed to enter a decimal point in some figure that caused the subsequent calculations to go haywire. I was not able to find where I may have made a data entry error --- but starting over 'with a fresh slate' got me out of that mess.
In summary, I have been able to use TurboTax successfully over at least 7 tax years (2012 to 2019), and my three main concerns :
have proved to be surmountable.
The install-and-use notes here may be used to guide me through use of TurboTax in future install-and-use sessions --- on a Windows 10 computer, instead of a Windows 7 computer.
Furthermore, a few notes above may help in getting previous TurboTax data files from a Windows 10 computer to a new Windows 11 computer --- for use to minimize data entry for the next tax year.
Unfortunately, TurboTax does not provide a guide that deals with several of the issues that are considered on this page. (And my web searches did not fill in the blanks.)
I would like to have had a guide like this from TurboTax. By a series of experiences, I had to come up with my own guide --- to help me with a task that I do only once a year --- and whose details I forget over the course of a year. (Some tasks --- like migrating data from one computer to another --- I do even less frequently --- like once a decade.)
Hence, this web page --- to help me, and perhaps others.
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Page was created 2021 Jul 24.