Online TurboTax 2024, on a Windows 11 desktop computer.
Far as I know, I finished my income and deductions, so I clicked the button for “Done with income”.
Next, it offered to sell me “expert help” which I declined.
Then I got “A Friendly Reminder About Your Retirement” followed by “Let's Check Your Retirement Info”, which asked me about a 1099-R for an annuity, which pointed out that I got a (roughly) $11,000 distribution but taxable is only $6900, and do I want to change either of those boxes.
I guess it kinda wondered about that, but that’s what the 1099-R says, so I said “No, the numbers are correct” and clicked Continue.
Then a bunch of questions like
* did we have foreign bank accounts or a foreign trust or financial asset. No, Continue.
* And did we take a disaster distribution. No, continue.
* Did we have a financial stake in a digital asset? No, continue.
* Then “Great! Here are your tax breaks” and a box with our Roth IRA Contributions and our Standard Deduction. Continue.
I’ll leave off there, no need to bore you.
Finally, “We increased your refund as much as possible! We checked all deductions, credits, and more to get you the best outcome.”
Followed by congrats that I got the Qualified Business Income deduction. All well and good.
Then a page about ATM and a button “Let’s keep going” and . . . .
Back to the beginning!!! The list of my income, and the button “Done with income” and the offer to sell me expert help.
Sorry to drag you through all that, but it goes on endlessly.
How do I get out of it? I’m done and I want to file. WHAT DO I DO???
