agrieshop
New Member

Retirement tax questions

My actual point was: why would TurboTax, tell me to fill out a form without giving me any instructions on how to fill out the form? Nothing on the 5498 form matched up with the TurboTax field contents. That is simply poor design, at the very least. My guess is that there wasno user testing, whatsoever.

 

In fact, I did not need that form, at all. It was a TurboTax loop problem, not mine. I ran into three different loops, which is ridiculous.  This happened last year, as well, and I ended up speaking with one of the high muckety-muck specialist who said he had no idea why it was happening, although he could see it. 

 

But it’s done now. And I have already signed up to be a VITA volunteer next year, so I may run into other people who are sick to death of TurboTax. I have used it for decades, and have generally been very happy. But not anymore.