1) User interface is a bit clumsy. As you navigate the forms, there is no easy way to navigate back to an earlier set of forms (like a back button in a internet explorer environment). This forces you to repeatedly look up the forms over and over again. Right - clicking the mouse does toggle between 2 forms, but there is no navigational history beyond that. 2) T5008 forms that are loaded from CRA website CANNOT BE easily changed with a GLOBAL command to delete entire set of fields (like in an Excel SS). This is a major issue if you have to deal with reporting a larger number of transactions.
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I have found some changes that I don't like. At one time you were able to enter things like donations all on one page not a separate page for each one (I don't like to enter a total only)
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TurboTax did not tell users that the purchased copy has to be updated, otherwise the completed return cannot be sent out through NETDILE neither can it even be printed.
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Have used this for over 15 years and this year cannot get the net file to work
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It does not seem to take into account your age . Asks about RRSP when you are too old to use. I guess I just don't understand or it is an oversight
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Works well unless you have things like T1135, want to split charitable donations,etc. More sophisticated features are not kept up to date.
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The medical expense optimizer was not intuitive, and the CPP warning was totally useless and frustrating.
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When I needed help it was extremely difficult to find a way to talk to a human being. I was sent to the US people instead of for a Canadian return and after more that an hour on the phone my question was still not answered. I ended up going to CRA for my answer.
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Beyond Netfile, nothing new in 15 (?) years. Should be able to import or Cut and Paste into worksheets such as Medical or Investments or Donations. Help is Terrible - based on first version of Visual Basic in 1972. Time for a few improvements.
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There is an Error in this version. I have used the software for many years. I have severely handicapped son, 31 years old, that I claim as my dependent. This year I got a message: "You cannot claim Mark, because Mark was 18 or older on Dec. 31, 2020." Another problem: you refer to "Interview Navigator" when trying to remove the check in Child Care Profile that does not have this item.
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I found that I wanted to print a copy of a particular page (ie: page 4 of the first 8 pages) as I was working on the return but could not do so as it wanted to print out the entire return. This would have been helpful. I had to wait until the entire return was completed, then saved in a PDF file.
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I have used this program (or its previous version) for 10+ years with great results. This year it was nothing but trouble.
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Contextual help screens are not very useful... I ended up going to the CRA site for info. Data entry for Tslips is cumbersome for Fed and complimentary QC slips (ex. T5 and R3s). What information from the Fed slips get mapped where in the Qc slips is not intuitive. More QA with real users would be helpful
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I had difficulty entering the dividends and capital gains. The numbers were doubled and I almost accepted the numbers. Where was the warning. For some reason the capital loss that occured in 2016 was not able to be entered into my 2020 Tax Return. It wasn't a large amount of money but when the override feature does not work you just don't have faith in what happens to the numbers.
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Summary display should show the grand total refund/balance as well, not just two individual numbers. Medical receipts window shows only 3 receipts at a time, but could show more than 3 receipts.
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TurboTax hangs up when it attempts to download data from CRA. Only works if browser cache is cleared and history deleted prior to download if a prior attempt to download has been made.
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Hard to understand why there is still unused tuition transfer amounts even though I didnt need any more deduction and wanted to transfer the unused amount to a parent. Should be some explanation as to why Is it because it was carried forward from a previous year, if so please indicate this somewhere!
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Not helpful at all - had to use the "forms" to enter amounts properly for CPP and OAS! Not impressed with this for 2020 tax year!
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after preparing all work from home expenses carefully QuickTax rejected them and made me use the $2 per day method. Also with rental income I ended up retyping in all information because it wasn't clear how to access and edit previously entered information. This was frustrating. Better thought out navigation tools would have saved me a lot of time, I think its time to explore some different products.
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It is not that easy as people think. More info required.
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Usually a great product but major issues with the 2020 edition. Spent close to 4 hours troubleshooting, multiple installs and uninstalls and on the phone twice with tech support before finally getting the software to launch.
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I have used Turbotax for about a decade or more, but lately it has slipped in clear concise questions. For instance when doing medical expenses it asks for the total and then less the insurance portion, but the totals shown says we are paying the insurance price, not what we actually paid. Also netfile gave an ambiguous reason for rejecting the filing saying something is incorrect. I am going back to paper and pencil,
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Difficult to go back to previous sections to add or change information. To many prompts to upgrade or purchase additional services.
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Every time I start up the 2020 program I have to re-enter the Licence Code. I have to do this a couple of times before I can get into the program. I called the help line and redownloaded the program. It is still doing it, but at least I can get in after a couple of tries. Very frustrating.
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GLITCH WHEN UPDATED THAT REQUIRED ME TO REENTER LICENSE CODE
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Maybe I'm not the best to ask but I had to do a return for my deceased wife. It took a lot of calls to TurboTax and CRA to accomplish the task. Should be easier.
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Just Average! Hard to go back and forth on the return. Too many pages on the final return to run off.(25 pages??)
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This program is NOT as easy as last years... Tried several times to save only to run into errors... Program would close for no reason... would not let me save file... I have had NO problems since 2012... same machine... same equipment...
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I would have like to switch to French and English while preparing my returns
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I have been using Turbo Tax for many years and this year decided that it was advantageous to split the charitable donations with my spouse. The software will not allow you to do that unless you override the entry field and then your return can not be netfiled. The whole amount of the charitable donations can only be claimed on one of the returns or you can claim some of the donations on one of the returns and carry forward the balance to future years. This inflexibility of the software cost me several hundred dollars this year.
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