Marking an Entry as "Estimated" DESKTOP VERSION

[Critter-3]

Okay I was referring strictly to the personal tax programs. The business program is a whole different animal and many items need to be done in the forms mode when completing a business return. Depending on what overrides you make on the business return it may or may not void the accuracy guarantee because it is known that's certain entries must be made in the forms mode. Most entries made in the forms mode in the business returns do not affect the actual calculation of the return but more as an adjustment on one of the schedules to balance the books.

[Anonymous_]

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@Critter-3 wrote:

Okay I was referring strictly to the personal tax programs. The business program is a whole different animal and many items need to be done in the forms mode when completing a business return.

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Yes, I understand that as well and I get the gist of what you are conveying.

The problem is, however, that the disclaimer does not state that and, in fact, makes absolutely no allowance for Forms Mode. Instead, it flatly states:

The Accurate Calculation Guarantee does not apply to tax forms completed in which the data is entered directly by you onto the form, rather than through the use of the in-product Software interview guidance

There is simply no way around the fact, according to the language in the disclaimer, that users must use the Interview (aka Step-by-Step) if they want to ensure they can take advantage of the accuracy guarantee, should that be necessary.

[jleeo]

I must admit that surprises me, but so be it.  I've never counted on the software for anything beyond doing the math right, making sure the forms are up to date and presented to me as needed based on my entries in the step-by-step.  Guess that's all I was getting all along anyway.

[Anonymous_]

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@jleeo wrote:

I must admit that surprises me........

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Ditto. I can understand the reluctance to provide a guarantee for actual overrides, but there are numerous entries that can be made in Forms Mode without the program throwing flags and, in fact, there are certain entries that absolutely cannot be made in Step-by-Step Mode.