@LB641 Yes, I agree it is NOT fixed. Yes, the workaround is just that. Not trying to defend them. But, having decades of experience using TT, I can assure you that it will NOT likely be fixed anytime soon. It just isn't their way to fix anything that doesn't have a calculation or form error. Yes, that is frustrating as all get out. But wasting time trying to get them on the phone will not likely help - they are already aware of the issue. The link for the *existing* bug report already appears earlier in this thread.
[Sometimes I wonder if there is some kind of "certification" hurdle that causes them to avoid fixing things like this - or the fact that when they import from American Funds they always end up with a 0% of the total RMD and will not convert that to the requisite blank (no total RMD) - so thousands end up having to do that manually every freaking year.]
As far as brand loyalty, I have none. Yes, TT doesn't fix a lot of stuff. But I have tried others, including TaxACT (though not recently) and HR Block (the HR Block software as for business - it was SO AWFUL that we ended up purchasing TT Business that same year so my wife could get her LLC taxes together.)
That said, I would not worry about missing anything: just go to step by step and click each "Start", "Update" or "Visit All" button - that is all the walkthrough does, anyway. Personally, I'd much rather live with this and other "quirks" in TT desktop than use live and put my data on their web servers in the cloud.
