@SoCal-Guy-in-CA wrote:
TurboTax gives advice on tax matters as you proceed through the online process and you answer questions posed by TurboTax, so yes I was asking for advice in that vein. .
There's a difference between preparing an accurate current-year tax return that minimizes your tax liability, and planning for future tax years. Turbotax isn't designed to do future tax planning**, and I have seen no indication that this is something they will try to engage with.
**Except for trying to sell you a Turbotax-branded IRA if you are eligible.
