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Get your taxes done using TurboTax
I called the support. The first rep claimed that I can use the file upload feature instead despite me telling him I am using the desktop version which lacks this feature. Second rep at least tried to research on her end for half an hour. In the end there was no solution. We had to enter ton of 1099-DIVs by hand. Not only that, we had to create an Excel sheet just to calculate the Government portion of the investments which were given as percentage on the form but asked as dollar amounts in TurboTax. We did all the calculations and gave the correct numbers to TurboTax. This capped import thing is definitely a bug or an undocumented limitation in the software and obviously we are not happy that we had to do all this manual work.
March 30, 2025
12:48 PM