Data from 2019 return was not transferred to my 2020 return. Had to enter data manually! This is the first year in many years of using this software that data was not transferred easily by the software. Tried to transfer the data after filling out the tax forms for comparison but the software started a new tax return. Could not incorporate the 2019 data in the first return filled in manually.
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Something wrong every year! So this year it ignored the medical expenses. Clearing it and reentering the software with no expenses then let me put them in again and they took effect this time.
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I have to manually split income - Pension and Charitable deductions in order to get my spouse with lower income Non-Refundable Tax Credits less than or equal to Tax Payable!
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I have used Turbotax for more than 10 years, but for the 2020 Turbotax program it won't allow me to Net File. The message I received was that more info was required, although it did not specify what. I've tried to net file my return for more that 10 days. I'd even contacted Turbotax with long delays and it did not solve this issue.
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It was easy to use. The forms are well developed except they should include pull down dialogue boxes for questions.
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My old computer wouldn't run turbotax because it didn't support Windows 10. Needed to buy a new computer as a result. Then, Turbotax had issues displaying the screen to enter the access code. Had to troubleshoot screen resolution and enter the code blind. It finally worked but was pretty upsetting given I had purchased a new computer.
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I have been using Quick/TurboTax for 20 years. This year a few issues: - great difficulty in the beginning -3 hours to launch program. Fixed in a few days. - when completed and attempted to save PDF- return counter had max'd, with no returns printed or filed. Corrected by support, but took 2 days and numerous call drops. - Odd error when filing T1135: Error flagged, but next screen appears ask something about income, but no field to fill. Filed OK by ignoring.
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First time using, had some program questions, difficult to talk to a human to get an answer. Did not like that
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Suggestions for improvement - For the netfile option provide a yes or no button . I pressed Continue and then had to figure our how to back track. - Provide an opportunity to print the Netfile confirmation number - Provide a remittance voucher for when payment by cheque is selected.
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The software should not be asking irrelevant questions like optimizing rsp deductions when no relevant income is earned or asking you if you need to file the previous year after you have imported last years' file. There are other redundant items. Also attendant care medical expenses are a pain to record. Like all business today Turbo's main interest is selling other services.
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Slower, glitchier product now that we are downloading rather than obtaining a CD yet the price was the same as last year. Noticeable delays between pushing button to move to the next screen and sometimes had to press more than once, The glitch regarding spouses DOB needing to be fixed before being able to Netphile is annoying and not yet cleaned up. Should have been corrected when first notified weeks ago. I am disappointed with this year's product.
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I have been using Turbo tax for many, many years. This year it is starting to feel like a patchwork quilt. It does not flow as it used to. It either needs a complete re-write or be thown in the garbage.
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Everything about this program is good. Been using for 20+ years (QuikTax). However, it asked me twice to register.
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You must have a BUG in your pgm as it shows my wife has Errors in a section. I have screen snips to show what error message was shown but not error existed.
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It would be very handy if when purchasing either the online or cd/download version, the information was interchangeable.
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Box 48 on the T4A creates an error as the system thinks that you are a business owner.
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Interview steps navigation is a bit (Left Bar) awkward unless your are familiar with it. The review process is very repetitive to the point of annoyance.
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Still seems buggy, errors are hard to rectify and mistakes hard to correct.
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I had TT installed for a month and carried forward some info and entered a limited amount then the system failed. Re-installed but had to start over with new forms. I am filing a joint return and ran into problems. Charitable donatiions I entered into my wife's return ended in my return after an update. Likewise medical expenses. A lot of backing and filling. Not good! All appears OK now.
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Link to CRA should be easier to exit. Never good to link to a government website!
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The software should prompt the user for moving incidentals - line 11 on the Moving Expenses Deduction form. It could also tell the user about the CRA standard mileage and per diem meal rates for moving. Also, the software didn't help me at all with the "net eligible income" for Line 22 - if I hadn't have gone to the CRA website I would not have known to deduct the items shown on about six lines of the T1 Net Income deductions section.
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I thought last year's Turbo Tax was the best version I had used. This year's has made some short cuts, but I felt less secure about what had transpired until I printed my return and read what I was submitting. That means I did not enjoy using Turbo Tax as much as other times.
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I have been using TurboTax to prepare 5-6 family tax returns annually, for over 5 years. This years' (2020) download was more difficult to use. The Forms at the bottom of the page were confusing to close, which 'x' in top right corner? it was closing the program and dropped some of the entered numbers.I went back & forth with split investment T5's, editing/deleting buttons, as one delete did not correct other pages of same investment. In general, I like the program.
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not sure why but it did not seem to be as easy to navigate or use as it has been in past years. I hope it is better again next year.
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Had much difficulty this year compared to many year previous. Could not open without being online. I am remote and internet is expensive Received error warnings even though entries were correct and this forced me to have to print out and send to CRA I even reentered info but it would not go. I was also told I was over my allowances and had difficulty managing returns.
I have had no previous problems prior to this season.
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Top menu too smal and does not change under increase text size
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The Easy Step process did not work well for the new Employment Expense when working from home due to Covid 19. It kept telling me I was not eligible when I was able to claim under the Temporary Flat method. I had to go directly to form T777s to enter my information.
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glitchy, froze on me 3 times 2nd time I lost my information and had to start the process from the beginning. The 3rd time it froze after filing husbands return through netfile ( I had received my confirmation number) when the program reloaded it showed his return as not being filed. Very confusing. I guess we'll find out when we get a late filling fine from cra.
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This year's version seemed especially awkward to use.
First, it kept insisting that we claim medical expenses against the lower-income earner. Yet, when we applied it to the higher-income earner, we got a bigger refund.
Also, there was no easy way to apply net capital losses using Easy Steps. We had to read how to do it on the CRA website, then go into the forms for this.
Next, the foreign income on a T3 was a real pain. There was a drop-down box that contained only USA, Country #1 and Country #2. Again, we had to go into the forms, and change Country #1 to Global.
Then when I wanted to file, Turbo Tax got mad, and told me I'd manually overwritten a field, and would have to mail in the form. I can only assume it was referring to the foreign income thing ... I really don't know. I selected to back out whatever alleged override error I had committed, and it did netfile in the end.
After muddling through all this, we did get our taxes filed in the end. But it was pretty painful. It took hours. I'm definitely going to look into other tax filing options when 2021 winds down.
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You need to make it easier to find answers to some questions.
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