Path: utzoo!attcan!utgpu!jarvis.csri.toronto.edu!mailrus!tut.cis.ohio-state.edu!cs.utexas.edu!wuarchive!mit-eddie!uw-beaver!ssc-vax!bcsaic!lbaum
From: lbaum@bcsaic.UUCP (Larry Baum)
Newsgroups: comp.sys.mac
Subject: Re: Needed: Tax preparation software
Message-ID: <17947@bcsaic.UUCP>
Date: 13 Dec 89 16:10:31 GMT
References: <5177.2583686a@elroy.uh.edu>
Reply-To: lbaum@bcsaic.UUCP (Larry Baum)
Organization: Boeing Computer Services AI Center, Seattle
Lines: 46

In article <5177.2583686a@elroy.uh.edu> chee77@elroy.uh.edu writes:
>Posted for a friend:
>
>----------
>Can anyone recommend a good tax preparation program. I have rather complicated
>taxes, with schedules for medical expenses, investment income, etc. 
>
>Ideally, this program will print out the tax form, so that I need only sign it.
>And although it won't be any help this year, I'd like to be able to use it next
>year on an ongoing basis, and have my taxes compiled at the end of the year
>(nearly) automatically. Buying annual modules would be acceptable.
>
>I will greatly appreciate any help.
>
>----------
>
>Please direct replies to me, I will post a summary if there is interest. On a
>related note, what software is best for personal financial management, not only
>checking and budgeting, but also to keep track of investments. Maybe this
>software will include tax preparation?

My attempt to reply via email bounced, so I will respond here.

I am sure you will get many recommendations for MacInTax.  Let me echo them.  It
will almost certainly provide whatever forms you need and the output is acceptable
to the IRS (even Imagewriter).  The LaserWriter output is superb.  

The user interface is quite nice and slick with all the appropriate linkages to
other forms, worksheets and schedules.  Also, for most input fields you can create
an "itemization" for your own personal records.  For example, for medical expense
you might want to have a complete, itemized list of each expense rather than just
the total.  You would just double click on the appropriate field and an
itemization window would appear allowinbg you to list each expense separately.
You wouldn't send this in with your return but it would make a good personal
record.

You can get the product from mail order houses for about $65.  You do have to get
updates each year ($55 from the publisher).  I wish there were a mail order update
too, since the update is essentially the same price as the original.


-- 
Larry Baum
Advanced Technology Center              
Boeing Computer Services     uucp:       uw-beaver!bcsaic!lbaum
(206) 865-3232               internet:   lbaum@atc.boeing.com