This year was my first time using TurboTax, the Desktop version. The returns have been e-filed and thus there is no urgency for anyone to respond to this question. That said, when I purchased TurboTax in December 2024 I had the expectation that the product would collect all our information and display the refund/liability scenarios for Federal and State based on Married Filing Jointly versus Married Filing Separately. Instead, I (apparently) had to work up three different tax returns:
- My wife and I filing jointly
- Me filing separately
- My wife filing separately
I don't understand the need for redundant data entry and I hope I have overlooked some feature which would have saved a lot of extra work. Please let me know, thanks.
Also on the topic of redundant data entry, I had to reenter the bank information when e-filing each return for a total of 8 times for the bank name, 8 times for the routing number and 8 times for the account number. I don't mind so much being asked to reenter the info once to confirm the entry, but I do expect software to retain the bank information at least as long as TurboTax Desktop is running, and it should prompt me "Use the previous bank account?" Instead, I had to enter the bank info for my Federal return, my State return, my wife's Federal turn and my wife's State return. Two times each due to the confirmation. This makes for a terrible UX. Please tell me I overlooked some profile setup where I might have been able to establish that banking information at the outset.
