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Retirement tax questions
what is fascinating about this thread (and others that are similar) is that while there appears to be a subset of customers that use TT to estimate their year end position, esp. where last minute rollovers are concerned, I can find no marketing reference where TT touts "estimating" as a capability of its software.
So either TT is missing a market opportunity or its customers are trying to use the software for something that TT doesn't intend it to be used for.
This is exacerbated this year with all the SECURE Act and CARES Act tax law changes.
‎December 19, 2020
5:10 AM