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Not the product it used to be

It's late November and some of the income areas are not yet updated.  Not good for those of us who need to manage RMD's

Fails to pull in source bio information for investments, retirement, etc etc etc.

Seems not to track between the user interface and inputs into forms.

Too much reliance on cute graphics.

I have been using TTAX for 25 years..very disappointed.

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2 Replies
M-MTax
Level 13

Not the product it used to be


@2025isapaintoworkwith wrote:

It's late November and some of the income areas are not yet updated.


I don't believe that is at all unusual as the program is typically in "beta stage" until sometime in December (sometimes probably later).

M-MTax
Level 13

Not the product it used to be


@2025isapaintoworkwith wrote:

Not good for those of us who need to manage RMD's


What do you need to "manage" that requires the program? Aren't your 2025 RMDs based on your account balance(s) from the previous year (i.e., 12/31/2024)?

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