Benjamin Watson Bryan

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TurboTax online

I tried Turbotax online this year to do my taxes!

I didn’t have to go to the store to buy it, it told me which edition of TurboTax I needed (it’s web-based so it changes to the one you need), didn’t have to pay until the point of filing, and could have done it in Linux.

I finished my taxes and thought it was a winner. Then it failed!

Since Kris and I are looking for a house I redid them as if we bought one to see what our return would be, then on the screen that shows “Your refund of “x” has been accepted” the values changed to reflect the changes I had just done! That wasn’t what I filed! How could it possibly be accepted? This is /horrible/ database design, or the application layer is pulling the values from the wrong table. Why are they even using the same tables to store the filed data as they are the preparation data? I /really/ hope they’re not doing this or there will be a mess with my refund.

Then to make matters worse I tried to undo my changes, and couldn’t! I don’t want to have to retype everything. I had exported the TurboTax file after filing so I figured I should just be able to import it right? Wrong. There’s no way to import. There /should/ be a way to save versions. I have NO WAY of opening my 2008 return without buying the Desktop version of Turbotax.

How hard can it be to support versioning and have separate Preparation and Filing tables? Why not design the tables like this?

Tax.Prevaration.Versions
ID CustomerID VersionNo VersionName
23452 533291 1 Final
23460 533291 2 Buying a cheap house
23472 533291 3 Buying an expensive house

Tax.Preparation
ID CustomerID VersionNo Line ReturnEntity Return Value
456325 533291 1 1 Federal $5
456376 533291 1 2 California $2
456464 533291 2 1 Federal $7
456468 533291 2 2 California $3
456943 533291 3 1 Federal $9
456950 533291 3 2 California $4

And upon tax compiling the row gets copied to a Tax.Filing table.

Tax.Filing
ID CustomerID VersionNo Line ReturnEntity Return Value
23425 533291 1 1 Federal $5
32456 533291 1 2 California $2

Next year I’ll go back to the TurboTax Desktop edition (which includes OSX binaries BTW).



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