Where in the software is there a place to provide feedback? I've been using TT for 5 years and have never seen this. I will use this forum to provide feedback on the "expert" CPA experience I had yesterday.
First, when I called to request to speak to a tax expert, as I have maintained a live support subscription annually, the agent told me that TT ended that service for the Desktop version on March 5. When I questioned how they could do that in the middle of tax season with no announcement or email, she said she could email me where to find the answers to my questions. Instead, I asked to speak to a supervisor who told me he never heard what she said and connected me to a "tax expert". This CPA was very nice and spent a long time with me, not because my questions were overly complicated, but he was clearly unfamiliar with TT software. We found most of the answers to my questions after I suggested we look in this or that form and then he suggested possible entry changes.
My greatest disappointment pertained to my question about how much I could contribute to our IRAs. (I knew the upper limit, but wanted to see the number TT showed based on our income numbers.) He told me IRA contribution amount is based on MAGI. Yet nowhere in TT could we find MAGI on my 2021 Home and Business Desktop version. This CPA "expert" was not familiar enough with TT to find it or the answers to these questions. Why is there is no search bar in TT? The Topic List under tools was no help at all. He told me that based on my AGI, I should contribute the maximum. When I told him I didn't think that was correct, he said I can call the brokerage which holds my IRA account and they could tell me. I finally found a number for Combined Earned Income in the Personal section under Retirements and Investments. Yet I could not tell on what that number was based. It didn't match any number from our Schedule Cs or any other form. It was far less than the maximum amount this advisor said I could contribute. Then he said the TT number must be right, so use that. I'd like to know how TT is calculating this number. Lastly, he did not tell me I qualify for a Retirement Savings Contribution Credit on Schedule 3. He ended by saying he had been on the phone too long with me and asked me to complete the survey which will be mailed to me. I was never given a case number and, of course, received no email about a feedback survey. Every support person I've spoken to over the years has asked me to provide feedback, but the last time I actually received a survey link was April 2018.
Thank you.
