All Posts

I have been using turbotax premium for many years.  Today, after I paid over $430 to cover all the options and I got the choice to pay by federal refund or by credit card where I chose to pay by credit card, at the very end, a page popped up to agree to get federal refund 5 days early. There was absolutely NO statement that this would cost another $35 and that I had the choice to deduct from Federal refund or use credit card.  The fee was embedded in legal terms and conditions, which although I clicked, missed it because after spending many hours to prepare tax and paying that much just few minutes prior to this screen, I did not think there is such an under the belt hit job.  Called for an expert and a lady came on phone, reviewed the screen and kept arguing that I already paid for and no refund. I told that I was not asking for refund for payment made using my credit card. But for this extra $35, the screen showed it would be taken out of my federal refund to which I did not specifically agree when I made payment and this did not pop up in the previous screen. However, Turbo Tax played magician and that screen did not come back again.  The lady told me I agreed to Credit Karma which is different company. This absolutely unfair cheating by turbotax and she was not willing to do anything for me to cancel this option (which I told her that once tax filing is done, I would agree by  default).  So, for all the tax prep, your back button works but this sleek under-the-belt- hit by turbotax is despicable. Bye Bye turbo tax for good. 

I'm trying to report sales of stocks that I acquired through my Employee Stock Purchase Plan. The UI for doing this on TurboTax appears to be so awful as to not actually support this. I have dozens of lots sold, many of which are simply marked on my 1099-B as being acquired on date "VARIOUS". When I click into one of the stock purchase line items, it asks me question by question and then asks me to re-enter information that it had on the first page but it won't show it to me again!   Why can't TurboTax show something like a spreadsheet view to work out all of this? Isn't that what the actual tax form has? Only asking question by question makes it impossible to consult back and forth in the TurboTax UI to make sure I'm not double counting or entering the wrong row's info. It also doesn't appear to let me just override the whole thing and just enter the final result that I want. It makes me enter every box manually so it's really truly less than useful. I might have to completely ditch TurboTax this year because of this which I am very not happy about since I already completed the other sections.   Does TurboTax Desktop have any better UI for this? Can I continue a partial tax report from the web by importing into the desktop app?

I have a multi-state K-1 that includes Federal, New York and New Jersey K-1.  Both the NJ and Federal modules allow for entry of the K-1 fields directly.  With NY State, there is no way to enter the fields in the IT-204-IP.  (I also entered my NY state personal information at least a dozen times and it didn't save it)   What's the deal?  I also paid the extra $50 to get phone support and spent 1.5 hours on the phone with a very nice lady who had no idea how to help me.   Why doesn't the NY K-1 module work like the NJ K-1 module?   I think my 25 year run of using Turbotax ends in 2025.

I start the Amendment. I face 2 issues:   1. I rolled over my 401K account (all of the money) into a IRA.  For some reason, Turbo Tax thinks this is an inheritance from a dead me. And it keeps asking when did I die. It just keeps flagging error asking for the date when I passed away 2. It keeps saying I cannot leave any entry in the 1040 form empty. It behaves as if it is new filing.    Is it possible to amend a return using Turbo Tax 2025 software? 

So since Turbo Tax stopped supporting Windows 10 OS I had to get a new laptop.  :[  I have ALL my tax files on that old laptop.  I've had a camper rental business so it's got the history of that in those tax files from my schedule C's, depreciation info, etc.  So, this question may sound dumb, but I'm honestly not sure if this info transfers from year to year's returns or not.  If it does, then I'd think I'd only need to make sure I import at vey minimum my 2024 tax file.  If this type of info does NOT automatically transfer from year to year, then do I need to import the tax files all the way back to when I started my camper rental business so my 2025 income tax filing is done correctly since it maybe gets accumulative info from my previous year's tax files?