Even for those of us who are tax geeks (some of us seem to be!), this is a very frustrating issue with TT.
TT does not annualize cap gains and assumes charitable deductions all occur one time at the end of the tax year (maybe because I lumped all charitable deductions into one entry, who knows).
Perhaps these are just simplifying assumptions TT made but they are certainly causing significant issues for users of the software. These nuanced errors, along with the other obvious errors, are not consistent with a reliable product from Intuit. Shame on Intuit for putting a product out that is unverified, inadequate, and incorrect, and has to be quality inspected and resolved by the users.
Of course, Block doesn't even include this form in their software, which is what drove me to TT in the first place. But I wonder if I'm better off with no form at all, or one that is loaded with errors.
Hopefully, I don't need this form next year and I can go back to Block, or someone else where I can pay my fee and get something that works so I don't have to go through this again.
