I've used TT for over a decade. Each year I import last year's return, so, obviously, TT already knows how much tax we paid in the preceding year. My household's income varies significantly due to Roth conversions and changing interest rates, so to avoid underpaying our taxes, we pay estimated taxes under the Safe Harbor rule. I.e. we pay 110% of the previous year's total taxes by January 15th in order to avoid paying interest and penalties on underpayment of taxes. Nonetheless, on our 2022 return, TT added an underpayment penalty plus interest to the amount owed to the IRS in April 2023. So we made the penalty and interest payment, only to have the IRS refund it in full a month later. I expect better of tax return software that already possesses our history of taxes for a decade or more. This is basic arithmetic, Intuit! Maybe instead of devoting so many resources to embedding upsell code in your software, you could ensure your software incorporates important considerations such as the Safe Harbor rule?
