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Education
We do listen, and thank you for your input.
Last year, customers would enter the 1098-T first, then they might get a credit, then they add income that puts them over the income limit and they lose the credit, which didn't go over well.
If the 1098-T was entered too soon, expenses would apply to a credit, and if a 1099-Q followed, people were having the distributions taxed and were confused by that.
I assume the programmers tried to make it so forms are entered in the order the software wants, but it can be cumbersome.
Thank you for using TurboTax.
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ā€ˇFebruary 2, 2020
5:00 PM