Thank you very, very much @mesquitebean! Your post saved me a bunch of time and promptly relieved me of that awful feeling when you know you've amended your return - and even printed it out - but then cannot find the electronic record!
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@TurboTax product management and developers and UX/UI professionals - as much as I am grateful for mesquitebean's excellent help here in providing a solution I don't think many of us would have intuitively arrived at on our own... I think it's literally insane that, like me, your customers:
- can pay good money to use your software to create a tax return for the current tax year
- then amend and print that return as part of the amended return workflow
- and then be unable to locate the electronic record of their amended return intuitively and easily from the "Your Tax Returns & Documents" area
- in fact will find no record of the amended return there - only the original return which is logically inaccurate and not the return they expect, want or need
- will also find that the chat bot's help on this topic is not helpful, in fact because it does not provide answers or options that refer to 2019 returns as of today - it may in fact make matters worse, causing more confusion and circular searching for the needed answer
The result of the process above is that your customers are unnecessarily caused stress, confusion and wasted time. Like me, many will quickly lose confidence in TurboTax and its ability to accurately store important tax records and their work in preparing and ensuring the accuracy of those returns. They may also feel that in this use case they are not getting what they paid for - not just the preparation of tax returns but also the easy and reliable and 100% accurate access to electronic versions of those returns should they be needed for any reason.
Lastly, fixing this would be in your company's best interest as well. I would think that some customers will also contact your support line costing you money that you should not need to part with for this particular issue.
Thanks for reading - hopefully the TurboTax team can make the workflow for retrieving amended returns clearer and more intuitive.
