I appreciate your feed back from Intuit, I have been using Turbotax for years. this has been my first big issue.
Please do not get rid of the forms! It is one of the best parts of Turbotax! Without it is hard to find out where the calculations went wrong.
Tell your developers to log an enhancement to add a search tool to search forms. It would make my life easier.
I agree with you about the education, probably should be done at by the 529 administrators better... For example I was not aware of the 529 (double dipping) rules with tax credits. They do make some sense, but the problem is I can not fix a withdrawal I made the prior year when I find out I qualify for my tax credit, I can't amend my 529 distribution to match whatever credits I qualify the next year. IRS should allow me to receive or correct my distribution during the Tax Calendar.
I kind of disagree, about the "step - by - step process, users enter a lot of forms, and it is easy to forget to enter a form in the correct order... I mean I have gotten burned by this the past three years, I will be sure to do it in the right order next year. For now I have to amend my old return.
Second, I am a Software engineer, and it seems the problem is related to Education Optimizer method, when it is run it has all forms entered, it should be smart enough to go through all three tax credits and apply the proper adjustment of qualified expenses related to whatever tax credit was applied. I mean do exactly what I just did, it is a recursive function, first find the proper tax deduction, then run the function one more time with the proper adjusted qualified expenses. If it is a sequencing problem, as someone has told you, why cant the software re-sequence once all the forms have been entered or corrected. I don't know how the online app works, but adding and removing things (out of sequence) like IRAs help me to decide if I will get a IRA tax credit.
Listen I understand this is not a easy problem but it is a defect in the software, there is a solution to this issue and it should not take three years to fix it.
