I see that community members much more knowledgeable of the different facets of TurboTax and the IRS rules have just now provided some responses here. I think last year the community responses may have helped me determine the discrepancy I was trying to solve. I have seen that TurboTax can help with year end tax planning to some degree, but in my experience it seems like there are rule changes every year and by the time the new rules are encapsulated in TurboTax it is the new year before all of the forms have been updated. For basic year end planning I have found an on line calculator such as this helpful. https://www.dinkytown.net/taxes.html However there may be some more complexities involved. The combination of both TurboTax and that calculator helped me with year end planning last year. I'd agree that if there way any ways TurboTax could provide certain information more readily for year end planning that would be providing additional value. Although as one member responded certain issues may be too complex to do so.
