1993 TurboTax/1040 for Windows README
December 27, 1993

The following topics are included in this ReadMe:

* INSTALLATION
* TAX INFORMATION
* TRANSFERS
* IMPORT
* SCREEN DISPLAY
* PRINTING
* ELECTRONIC FILING
* CORRECTIONS TO THE MANUAL AND HELP SYSTEM



INSTALLATION

*****IMPORTANT*****

You will need at least 12.5 MB of hard disk space available for
the installation of TurboTax/1040 for Windows.


1. OS/2 2.1
If you install OS/2 version 2.1 after installing TurboTax/1040
for Windows, you will receive a message stating that fonts are
missing when you try to run TurboTax. You will need to re-install
TurboTax/1040 for Windows to correct this situation since OS/2
maintains its own WIN.INI and SYSTEM.INI files, and they do not
contain all the necessary information

2. If you have Prime Solution's Disk Technician Gold software
installed on your computer, you may experience difficulty in
running ChipSoft's installation utility (Setup.exe). The symptoms
are the installation will appear to hang up and you will hear a
low pulsating tone. You will not see an error message. This is
caused by the device driver DTG_VIR.SYS from Disk Technician Gold
that is loaded in the config.sys file. This file runs in the
background but is not a TSR. When you hear the tone and the
installation appears to hang, Prime Solutions recommends pressing
the F7 function key to disable the Virus Detector. This will allow
ChipSoft's installation utility to resume and TurboTax will then
install properly. The virus detector will remain disabled until
you reboot your computer. 

 

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
Quicken Help

2. All 1993 TurboTax forms, with the exception of Forms 1099-R,
W-2, and W-2G, accept only dollar amounts.

3. The IRS no longer accepts the 1040X Payment Voucher. This form
has been removed from TurboTax.

4.Instructions for Form 3800 have not been received from the IRS
and are not included in the TurboTax product.

5. The on-line instructions for Form 8841: Deferral of Additional
1993 Taxes, are not final. It is important that you check the
printed instructions for this form if you are required to file it.


TRANSFERS

1. Do not use the Update feature in the File Menu for transfers
from 1992 1040 to 1993 1040 data files. Use the Transfer option,
which is designed for this function.

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.

3. City, State, and ZIP Code are separate fields on the 1993 W-2,
1099-R, and 1099-MISC forms, whereas in 1992 there was a single
field for City, State, and ZIP Code. The Transfer Option will
convert these items into three fields. It is important to verify
the success of this transfer, especially if you are filing
electronically. 

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). If you have
Quicken 2.0, run QCheck to install the patch prior to using the
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. You must open the necessary forms and reenter the
information.

3. To import tax exchange files created by Managing Your Money
for DOS: Within the "Select TXF File for Import" window, choose
the "All files (*.*)" option to list filenames, 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, 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).

6. The Import function will transfer each rental property from
Quicken to a separate Schedule E. If you have more than one 
rental property it will be necessary to combine them on the
appropriate Schedule E after importing from Quicken.


SCREEN DISPLAY

1. This release of TurboTax for Windows incorporates a new
feature, the ability to scale the displayed form windows from
thumbnail size to 200%.  This feature has been developed to
enhance the legibility of the forms when displayed at the 
higher resolutions supported by the monitors available in today's
marketplace.  To access the Zoom feature, select Zoom from the
Window menu, the program will display a sub-menu that has form
display sizes ranging from Thumb to 200%.

2. To scroll within a Help Window using the keyboard, press Ctrl +
PageUp or Ctrl + PageDown keys.

3. 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.

4. If you are using an EGA display or a Hercules Monochrome
display, you may experience text over-runs. 

5. The Interview text is blackened when using the Windows Plasma
Power Saver color setting.

6. The description field for description of capital gain & losses 
in the Interview allows more characters than will print on Schedule
D. Enterring too many characters in this field will cause a text
overrun.

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. If you are using a color printer, you will need to set
"print color" to "Black & White" in the Printer Setup Dialog.

3. WinPrinter 800. The WinPrinter spooler fails to print some
pages. Printing at 300 or 400 dpi will correct this problem.

*****Important*****

You may experience printing problems with HP III or Okidata 800
printers if you are using the printer driver that ships with
Microsoft Windows 3.1. The name of this driver is HPPCL5a.drv.
We recommend you update your driver to HPPCL5ms.drv which we
have included with TurboTax for Windows. 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 TurboTax (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.

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.	Click 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 TurboTax for 
	Windows directory so it is not necessary to insert a disk.
        Instead, type in the TurboTax/1040 for Windows
        directory. This will be c:\TAX93 if you used the default
        directory during installation. Then click 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 click OK. For Okidata printers 
	select HP III.

9.	The Printers dialog box appears. Your printer is listed in
        the Installed Printers list.

10.	Click the Close button.

11.	Restart TurboTax/1040 for Windows. 


ELECTRONIC FILING

Steps for Electronic Filing:
1.   The Electronic Filing option on the File menu allows you to
convert your data file in preparation for Electronic Filing. In
order to select the Electronic Filing option from the File menu
you must save and close all data files.

2.  When you select Electronic Filing,  the TurboTax Electronic
Filing Conversion program opens a new window with a single File
menu.  Open the File menu and click on the Electronic Filing
Conversion option.

3.  Use the standard file selection window which appears to locate
and select the file you want to convert;  you may convert as many
files as you like but you can only convert one at a time.

4.  The TurboTax file conversion will check your return for
Electronic Filing eligibility.  If your return passes the checks,
you can proceed with Electronic Filing Transmission.  If your
return fails the checks, you may need to modify the return in
TurboTax and try again.  Not all files are eligible for electronic
filing - check the Electronic Filing chapter of your TurboTax
manual to see if your are eligible.

5.  After your return passes the conversion checks, choose How to
File Electronically on the file menu to review the steps for
Electronic Filing Transmission.  After reviewing this information,
you can access the Electronic Filing Transmission icon in your
ChipSoft Applications Group.



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
bps modems.




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