Get your taxes done using TurboTax

You truly are a genius - thank you so much! I have struggled with this issue for the last couple of months and while I was aware of the manual override option I  did not want to use it as it didn't seem right (not to mention cumbersome).

 

The customer support (had 3 different live sessions) was completely useless and not trained. My issue did get escalated to someone who claimed to have 22 years of tax experience but she too did not understand the issue and gave a rather useless response and closed the case: "Your part III is not prepopulated because you did not have a schedule d tax worksheet present in your return. Instead, you had a schedule d amt worksheet (check your forms in return for 2021). Per Turbotax on demand tax guidance, Part III is calculated from the schedule d tax smart worksheet. Since your return did not have a schedule d smart tax worksheet, the information did not prepopulate"

 

And this made no sense as 2021 TurboTax (desktop) correctly used the qualified dividends and capital gain tax worksheet to calculate my tax and not the schedule d smart tax worksheet (which by the way was also created).

 

I believe this  is a serious issue and I wonder how many people have lost money (and will continue to lose money) because of TurboTax calculating the wrong 8801 credit even though it has all the information from last year tax return. And for online version there appears to be no workarounds....