"The question begs, why do you not allow phone calls?" As you can see, this is where you make a claim on the guarantee. This requires certain required information, which is better handled on a form than in a conversation. Furthermore, we would need to have exact details, which are better handled in writing than over the phone. Certainly, our response to you is in writing (I trained in that section last year).
Thank you for the other comments; I am not as familiar with this as @dmertz is. What product were you using? And you were using the CD/download software right? I just want to make sure that you were not using an Online product, which in some cases works differently than the CD/download. dmertz, like most of us, uses the "desktop" (CD/download) software, so I am inclined to believe him when he says that you can enter these things separately in TurboTax.
However, when I see "It also does not calculate, or enable 401K catch up contributions to be entered or considered" I am concerned that what you are saying is that you never saw a question in the interview asking for 401(k) catch-up contributions. This can happen if the interview in the Online product is different than in the desktop product.
So, just to be clear, did you not see in the Interview questions asking for
- regular elective deferral,
- catch-up elective deferral and
- employer profit sharing contribution ?
Thanks!
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