@bah9681 wrote:
Please comment and let me know if I am on the right track.
Here's my comment.
You shouldn't be trying so hard to force TurboTax to do something that it's not designed to do. That effort is liable to lead to problems and end in disappointment. Even though it looks like it will work, you could run into an unforeseen impediment at the end that prevents the whole scheme from working. Or there could be something wrong in your tax return that you don't notice, but the IRS notices.
We don't know the reasons for TurboTax's decisions about what features to support and what not to support. I'm sure it's a combination of how many customers they expect would use the feature versus the cost and difficulty of implementing the feature and providing ongoing support.
You have observed that there are other tax software products that provide some of the features you are looking for. Use a product that is better suited to your needs, instead of putting so much effort into trying to overcome the deficiencies of a product that does not meet your needs.
