I've used Turbotax for almost 20 years and this is the first time I've been unhappy with it. I honestly believe there are deep bugs in this year's version.
I finished entering our income and expenses (my wife has a retirement gig working with students) and got to the Review and it came back saying there were 4 items I needed to check.
All our IRA’s and investment accounts are at Vanguard. We have two accounts for which we get 1099-DIV’s. One is in her name alone, the other is in both our names. They are not hard to enter into TurboTax and I finished with them yesterday. The first item TT wanted me to check was one of them, and there was a dropdown box at the top, which had my name showing, but neither account is in my name alone, so which one was TT talking about??? I selected her name and went on to the next page. There, the boxes for the data were empty and highlighted in pink and I was told I should enter the appropriate amounts. BUT I ALREADY DID YESTERDAY and I am not mistaking that.
So I backed out and went back to Income and Expenses, and there were the two 1099-DIV’s, with the right data in them.
I tried the Review again and got the same result. I was in an endless loop. I called for Support and the agent got me out of it but after she was done, I went on to finish but I had to go through more checking before I could file, and again there was something I was supposed to fix, and this time I was to enter data for my wife’s student business, which again I had already entered earlier. This time when I went in to see, I found there were dollar values from last year’s taxes entered where I know I entered this years amounts.
And two of the expense categories that had dollar amounts last year had no such expenses this year. TT insisted that I enter this year’s amounts for those categories anyway.
And here’s the worst – I tried to just delete those empty categories, there’s a trash can icon for that. I thought that would solve the problem. I got a big BIG warning box asking did I really want to do that. I clicked yes, and when I returned to the page the categories I just said yes to delete were still there and still marked NEEDS REVIEW. I could not delete them, it wasn’t possible.
Well, there were other issues just as maddening but I’m worn out with this, so I will let you go.
Sigh …..
