Turbotax Guarantee when entering data in forms view

cpschade — Thu, 30 Jan 2025 19:01:34 GMT

I was speaking with a TT representative about a problem entering the basis of my IRA because of a software glitch. See https://ttlc.intuit.com/community/taxes/discussion/step-by-step-stuck-on-nondeductible-ira-question/00/3429669 for a description of the problem as others reported it.

I asked the rep if I could simply enter the basis in form view, and he said no, that might mess up the calculation and void the guarantee. See case #1542295199.

However a TT rep responding to the above chain advised doing exactly that . So which is correct? And in general, if I do enter data in the forms view am I still guaranteed accuracy?

Re: Turbotax Guarantee when entering data in forms view

SusanY1 — Wed, 05 Feb 2025 03:35:10 GMT

Entering data in forms mode only affects the guarantee if they are an "override" - which will show up on the forms in red. If you don't see red type where you enter the data, it will calculate and the guarantee will still be valid.

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Turbotax Guarantee when entering data in forms view

Re: Turbotax Guarantee when entering data in forms view