I'm a US ex-pat now a permanent resident of Canada. That means I have to file US and Canadian income tax returns, each reporting my worldwide income, and I have to calculate US and Canada foreign tax credits so I'm not double taxed and each country gets what it's due. So far I've used TurboTax US products to prepare my US returns and TurboTax Canadian products to prepare my Canadian returns. These products apparently do not interface with each other, so I end up doing a lot of double entries, and it's very difficult to run sensitivities that determine whether my total tax liability would go up or down if, for example, I changed how my wife's pension income is divided between her and me. Does anyone know a way to get the US and Canada programs to talk with each other?
I plan to contact support next week. Before I do that, I thought I'd see if any users had experiences or suggestions to share.
The programs cannot and will not "talk" to each other. Any necessary info from one program must be entered in the other as needed.
That's disappointing. I like TurboTax products, but other providers offer software specifically designed for expats filing US tax returns. If I'm going to have to manually transcribe figures whichever way I go, I may well choose someone else for my IRS filing.