Prior to downloading my first Turbo Tax program in 2015, I prepared my (and other family members) returns by paper copy. I am still familiar with the paper copy and schedules (yes, they change every year, but I'm a real geek and love to keep up with the changes). Turbo Tax 2019 Easy Step Navigator was used to complete a simultaneous husband/wife return for family member. Wife earned approx $17 K, husband $65 K; Turbo Tax calculated wife entitled to $2300 Canada Workers Benefit resulting in $3300 combined (husband & wife) refund; Turbo Tax Support (4 different staff members) and 2 of my friends who are also familiar with income tax, have agreed that Turbo Tax program should have included husband's income in calculation, which would result in a combined $1090 refund. After 5.5 hours of speaking to 4 Turbo Tax staff this weekend, this problem has been forwarded to their Technical Team. 4 days later, I still have an open "Incident #" and no resolution. This is totally unreasonable!
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I have used TurboTax and it's predecessors for over a decade. I was very disappointed in the ?Help and imbedded links to help topics. Most of them only took you to the Using Help page. This has always worked in previous years, to my knowledge. Hopefully there were no other bugs. Otherwise the software is fantastic as always.
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Easy to use. But does not split capital gain/losses between the spouses.
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Good tool and very helpful but it would be far better if the Help functionality included easy access to a human being to answer questions or provide assistance.
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I downloaded my T5008 info from the CRA and when I went to netfile it indicated errors. My T5008 as downloaded had about 80 entries and Turbo tax would not indicate which one had the errors! It is confusing to follow the stream on the netfile option if you already have a account. My 65th birthday was in December and Turbo tax took issue that they were no payments in2019
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Spousal optimizer is simple and doesn't handle anything but the simplest situation. Spousal optimizer doesn't take into account that one spouse has no tax owing when running the optimizer. Keys off of spouse with lowest income only. Not easy to correct the changes made to your prior selections.
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Too many ads. Always prompts to download tax slips - should be able to shut this off when done. The software seems to randomly change from one spouse to the other.
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I was not able to install with Windows 7x64 bit, Had to purchase a Windows 10 machine. Hard to navigate between forms, had to use Lookup Forms. Not as user friendly as previous versions running under Win7
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I made a mistake and entered all the medical expense on the higher income earners. When I wanted to correct I had to delete all the entries on my return and re enter them on the spouse's. Should be able to change designation … much easier.
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Need to improve your Help files. selecting a highlighted topic often only brings up your help window, without ANY relevant information on the current topic. 2 How the do I pay my taxes owing????
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There was an error in reporting net capital losses from other years toward capital gains of this year. For some reason turbo tax called an error when I claimed these losses. Turbo Tax wanted me to only claim 50 percent of losses against the gains. It would have resulted in a loss of $1,000.00 in my refund for this year. I called CRA to confirm I was reporting it properly, so the error was Turbo Tax's error.
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HARD TIME CLAIMING RENT ON PERSONAL HOME OWNED BY MYSELF AND WIFE. WE ALSO LIVE IN HOME. FILED IT INCORRECTLY BUT FILLED ANY WAY.
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If you make use of the Autofill feature and not all of your T4s are downloaded it does not go to another screen and ask " Do you need to manually enter any T4s from paper slips that were not imported?" It just goes to another screen that asks if you have tax information to import. . ):
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Works well other than the T1135 which is very poorly done and doesnt allow you to add lines as required.
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Basic stuff is easy. How to off-set capital gains this year with Capital Losses of prior years really takes some digging into. Program will NOT tell you when you should do it or don't do it. Program does not expound on final RRSP contribution on Dec 31st of your 71st year. Over-contribute or not? Why? Why not?
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Your info does not agree with Government forms printed. EG: T5008 S/B T5007
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they only have the option to have 2 lots of employment expenses however i can and do have more than 2 employers and carry expenses for each. This does not make sense, also they have made it difficult to claim the spousal amount.
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Took me 3 days to complete. Crashed too many times.
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should be able to click on on the box number and a definition will appear Example =book value of stock
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Quit unexpectedly. Did not prompt to import previous year's info-had to go look for it under file menu Claimed CPP Optimizer was available under Tools, but wasn't even with Premier-remained light gray=unclickable False warning at the end "You indicated that CRA has an approved Disability Certificate (form T2201) on file or that you are choosing to claim...". NO we did not! Very annoying as it leads you to believe that you somehow checked off a yes somewhere where you shouldn't have...wasted time reviewing both my and my spouse returns looking for a non-existant error. I have used this product for years and have not encountered these problems before...not impressed
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Autofill didn't work, had to enter info manually. I have a laptop with very high resolution display, text and icons are super small and hard to read. Software should adjust its self for best viewing on any display.
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The price is high and the product is not easy to use even with the easy step. Print function does not work yet but customer is not aware of this and kept trying to print resulting in loss of time,ink and paper. Quebec capital loss for 2018 not included and had to be input with worksheet for Qloss.Might switch to another product.
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You need to take into consideration people living outside of the country. We're retired found your program very difficult to use if live abroad.
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my spine was broken in 2 places, 12 years ago and I got behind on literally everything. TURBO-TAX is helping me get my act together, and I will be a customer in the future as well. The account set-up pages should be reviewed, they are not user friendly at all if you use the pane/box on the right.
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It was sold to me as a update when I was half way the process and in a rush when I did not use the upgraded featchers and did not need it in the end. There are many places where a little experience from the user's side would help.
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TurboTax Premier stopped ("Not Responding") every time I attempted to download tax information slips from the CRA website. I downloaded the latest Chrome in case mine did not meet the CRA's requirements but it still stopped responding. It took hours to manually enter the data. I'll look for an alternative tax software for 2019.
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When the amounts on T5 are reported in US dollars by the financial institution, the T5 input screen in Turbotax (CD version) should allow me to input exchange rate and then Turbotax should automatically re-calculate all amounts into CAD dollars, instead of me manually converting every individual T5 entry into CAD dollars on a calculator. If T5 is in CAD already then the exchange rate could simply default to 1.00 This would make the T5 input screen so much more helpful.
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"Auto-fill My Return function (import data from CRA)" is broken and not working in the CD version of 2018 Turbotax premier. Please have it fixed. Turbotax support wasn't able to help.
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Very frustrating to use when reviewing and being told you can not use the deduction that it previously processed. Had to close down program and reopen to continue reviews with the proper information. Last update caused a lot of grief not able to save any changes as you would always get an error code. System busy error codes when trying to e-file or print after last upgrade.
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Does the job quickly but when printing it prints many pages that are useless wasting paper and expensive ink.
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