1993 TurboTax for Windows/1040 README October 30, 1993 IMPORTANT The forms contained in this release are NOT fileable forms. At the time of the HeadStart release, some 1993 versions of forms had not been finalized by the IRS. The 1992 version of these forms are included so that calculations can be completed. If you purchased TurboTax directly from a dealer, you must mail a completed registration card to receive a free Final Version. If you purchased TurboTax from ChipSoft, you will receive the Final Version automatically. OS/2 2.1 If you have installed OS/2 2.1 after installing TurboTax for Windows, you will receive a message stating that fonts are missing. You will need to re-install TurboTax for Windows to correct this as OS/2 maintains its own WIN.INI and SYSTEM.INI files that do not contain all the necessary information. CONVERSIONS 1. The Update feature in the File Menu is not available for transfers from 1992 1040 to 1993 1040 data files. 2. Taxpayer and spouse's middle initial are separate entry fields on the 1993 primary forms. After you convert data from a 1992 file, you must delete any middle initials from the first name fields and reenter them into the MI fields. IMPORT 1. Intuit has included a patch on the TurboTax disks for those users who will be converting data from a Quicken 2.0 file to a Turbotax file using a DDE link (auto open feature). 2. The import function from Quicken for Windows does not transfer information to the additional copies of multiple forms provided in TurboTax. 3. To import tax exchange files created by Managing Your Money for DOS: within the "Select TXF File for Import" window choose "All files (*.*)" option to list filenames, and then select the MYM-TC.93 file to import. 4. To import tax exchange files created by Checkfree: within the "Select TXF File for Import" window choose "All files (*.*)" option to list filenames, and then select the CFEXPORT.TAX file to import. 5. In Quicken 7.0 for DOS, in order to separate taxpayer and spouse's wages, you must create a new "tax related" category for "Spouse's income " and assign the spouse's income to this new category. The spouse's wages will be attached to W-2 Summary(2). PRINTING 1. Be sure to use the latest versions of print drivers available for your printer: If you are using a HP 4 printer, use the HPPCL5E.DRV If you are using a HP 3 printer, use the HPPCL5MS.DRV 2. The HP-4ML prints too high on the page. In Printer Setup dialog, set the paper size to NOTE 8.5 x 11. 3. WinPrinter 800. The WinPrinter spooler fails to print some pages. Printing at 300 or 400 dpi will correct this problem. *****Important***** Users of Turbo Tax for Windows may experience printing problems with their HP III or Okidata 800 printers if they are using the printer driver that ships with Microsoft Windows 3.1. The name of this driver is hppcl5a.drv. We recommend they update their driver to hppcl5ms.drv. Turbo Tax for Windows ships with hppcl5ms.drv. This driver is installed by completing the steps outlined below. We expect most problems will disappear when this driver is used. Note, the Okidata printers should be set to HP Emulation mode if the hppcl5ms.drv driver is used. Information on how to select HP Emulation mode can be found in the Okidata Users Manual. Steps 1. Exit Turbo Tax (if it is active.) 2. In the Main group of the Program Manager, choose the Control Panel icon. 3. In Control Panel, choose the Printers icon. The Printers dialog box appears. If you installed printer drivers before, the dialog box shows the default printer and a list of installed printers. Proceed to step 4. If you have never installed a printer the dialog box expands to display a list of printers and the Add button is unavailable.You should proceed to step 6 in this case. 4. Choose the Add button. The dialog box expands to display the List Of Printers. 5. In the List Of Printers box, select Install Unlisted or Updated Printer. 6. Choose the Install button. A dialog box appears, instructing you to insert the disk that has the printer driver on it. 7. The revised driver, hppcl5ms.drv, is in the Turbo Tax for Windows directory so it is not necessary to insert a disk. Instead, type in the Turbo Tax for Windows directory. This will be c:\tax93 if the default directory was selected during installation. Then choose the OK button. Another dialog box appears listing several printers. 8. In the Add Unlisted or Updated Printer box, select the printer you want and then choose OK. For Okidata printers select HP III. 9. The Printers dialog box appears. Your printer is listed in the Installed Printers list. 10. Choose the Close button. 11. Restart Turbo Tax for Windows. SCREEN DISPLAY 1. Turbotax for Windows has been optimized for VGA resolution. If you are running in higher resolution modes such as 1024x768 and are using large fonts, some fields and buttons in Interview will not be displayed properly. Either change to small fonts or run TurboTax for Windows in 640x480 VGA mode. 2. If you are using a Hercules Monochrome display, you may experience text over-runs. 3. The Interview text is blackened when using the Windows Plasma Power Saver color setting. TAX INFORMATION 1. The list below identifies new features. Please use on-line Tax Help, especially "What's New This Year", to obtain additional information. Deduction Finder TaxGraph Tax History Worksheet Transfer Help 2. All 1993 TurboTax forms, with the exception of W-2, W-2G, accept only dollar amounts. IRS INSTRUCTIONS IRS instructions will be available in the Final Version of TurboTax. CORRECTIONS TO THE MANUAL AND HELP SYSTEM 1. The UNLINK and RELINK options are not available. Please disregard the section "Unlinking and Relinking Itemizations" that appears on page 37 of the Manual. 2. On page 5, the manual states that the on-line registration card is available through the Help menu. In fact, the registration card is available through the Primary Forms window. 3. An error scan (F7 key) does NOT flag overridden amounts. Please note the following corrections to your manual: - on page 32, delete the last sentence of the note under the heading, "Overriding an Amount." - On page 40, under the heading "Performing an Error Scan," delete the words "or overridden" from the first sentence, and the entire sentence that appears in parentheses in that first paragraph. 4. On page 34, under the heading, "Using Reminder Notes," step 2 should read as follows: "Select the note you want to review and click View." 5. On page 9, the manual incorrectly states that you will be given an option to read the Read1040 file during installation. 6. Electronic bulletin board access is available for 300 - 9600 baud modems.