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Index >> Pension Protection Act of 2006 >> Income Tax Software >>

Income Tax Software
Date Post
January 26, 2015

Tax Software for 2014 Tax Year

My research indicates that H&R Block's 2014 TaxCut software still does NOT support the PSO deduction without having to manually override the program. That eliminates the ability to efile your return.

December 29, 2014

Tax Software for 2014 Tax Year

Previously, H&R Block's TaxCut did not properly support claiming the retired public safety officer (PSO) deduction on page 1 of form 1040. To claim this deduction you had to manually edit the figures on page 1 of form 1040 and that prevented you from efiling your tax return. You could, of course, print it out and mail it. My research into this for the 2014 tax year is inconclusive. The last information I could find was that it was not yet supported, but the final version of the software is not due out until late January.

Inuit's TurboTax has always properly handled claiming this retired PSO deduction and allowed efiling of the return. This apparently has not changed for the 2014 tax year. However, Inuit has made some significant changes to their various TurboTax products for the 2014 tax year. Certain basic IRS forms are no longer permitted by TurboTax to be efiled in the less expensive versions of the program. Inuit is requiring the user to upgrade to more expensive versions to permit this. You need to carefully research the various versions of TurboTax to be sure you get the version which fits your particular needs.

February 7, 2012

2008 - 2010 Turbo Tax Software

If you itemized your deductions for the 2008, 2009 and/or 2010 tax years using Turbo Tax, and used the Public Safety Officer medical insurance exclusion, you may have to file an amended return. Turbo Tax apparently made errors in handling this. The links explaining this are: