Software problem
- I have had a software problem which 3 turbo tax customer service reps and 2 hours on the phone can not solve.
Problem:
I cannot get my 2021 tax information* to appear on the 2022 turbo tax on-line preparation form?
Background:
1. I have used turbo tax the last 8 years.
2. Each year, turbo tax provided the previous year’s tax information on on the current year preparation form.
3. This year, yesterday, attempting to complete my 2022 tax return (I got an extension) none of my 2021 tax information is included on the form as has been in every past year.
* such as:
1. each expense line for rental property,
2. bank for interest income,
3. each brokerage firm for dividend income,
4. tax losses carried forward,
5. annual rental real estate depreciation,
6. past years foreign tax credits,
7. past years information from form 8606 (related to the nontaxable portion of IRA distributions).
After an hour and 5 minutes, the first rep hung up and sent me an email incorrectly indicating the problem has been solved. The second rep told me the problem is being worked on and to try again later. The third rep told me to call back tomorrow.
I was given two case numbers: [phone number removed] and [phone number removed]
Hope you can help.
Regards,
Robert [removed]
September 28, 2023
4:34 PM
