What if you want to stick with TurboTax? TurboTax may offer you a free upgrade to Premier, *if* you ask correctly. This offer is not on the H&R Block website – it is only available by e-mailing them as directed above. You can import from a previous TurboTax return. H&R Block will then send a link for one free download of H&R Block Deluxe + State (a $45 value, State E-file is $19.95 extra, does include Schedule D).
Those who have already purchased TurboTax Basic or Deluxe and would like to try H&R Block may email H&R Block at and include the following information: Trying to pick up the fumble, H&R Block is offering any impacted TurboTax customer a free copy of the H&R Block Deluxe + State for 2014, which just so happens to still include Schedule D capital gains guidance. They don’t hide it, but you can see how repeat customers won’t notice since the Deluxe name doesn’t change. Intuit needed to communicate this price change much more upfront and clearly. That $30 upgrade fee is a 66-75% price increase.
The software only cost $40 or $45 initially.
My theory is that desktop PC customers always pay for their software upfront (often at a physical store like Staples or Costco) and then don’t expect to be asked for any more money down the road.