WAS FRUSTRATING, 4TH YR IN A ROW I HAD TO UNINSTALL AND REINSTALL BECAUSE OF AN ERROR
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Helpful that you can download your tax information via my account. Great option.
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Good but missing last year file import in Easy Step.
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I,ve been using turbo tax for years and always found it very good.how ever when ask to up grade to premium the charge was the same as if I purchased another copy.(ie there was no reduction for my original price I paid for the standard version. Also why is it cheaper to buy a hard copy from retail outlet than direct from turbo on line???? This years version would not import my personal data when I began my 2018 return.
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This product is very useful. I'm glad Turbo Tax brought back the Marginal Tax Rate information in the Tax Summary but it's not calculated correctly. This is important information especially if you are filing with your spouse so you can try to equalize the marginal rates. But everyone should know what their marginal tax rate is. Turbo Tax, please fix this for next year.
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Great product. Very simple to use, and helpful along the way to completion. Allows you to direct file at the end.
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I would appreciate future versions of Turbo Tax to have the ability to print the page showing on the screen. (print icon on each screen?).
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I was not clear how to calculate my medical expenses and if I qualify. The explanation was marred by double negatives. I was not clear about direct fillings of my different T forms.
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I like the product a lot, but it does have shortcomings. e.g. I find it difficult to get answers to questions about things like "why don't all items in CRA import show up in TT?" and "why can't I add notes to medical expense worksheet?"
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When done net filing both spousal returns it does not exit but goes back and asks if we want to save return. Note a clean close.
Also added the section on selling primary residence and looked for info. We don't know wherre this comes from!
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Still not a lot of explanations for what Quebec returns mean
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Any time I tried to save the program would freeze. I use the program for many years, but not sure I will use next year.
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Excellent product but a small issue which gave me trouble was the inability to type in the at sign @ when I was putting in my email address. I finally copy pasted it in from Word.
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1) On provincial profile, 2nd item, Ont senior home owners property tax grant: I found statement unclear. Is it referring to grant application or receipt of grant? 2) CONTINUE button. Suggest moving it to the left as it is often off my 13" screen. 3) Remote access. I had a pretty straight forward general question for your CSR. She wanted me to give her remote access to my account. That would have wasted time and effort for both of us. 4) DETAILED TAX SUMMARY: Provide drill down feature to ease clarification of background details. 5) At any point of forms completion, allow for print of any selected page so that it might be taken to my financial planner for analysis. It could be overlaid with DRAFT to avoid possible confusion.
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TurboTax is easy to use. Its needs to improve T5008's interface and find an easier way to input/edit data in TurboTax. Need more space in S3 SUPP.
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This product does get the job done with the exception of advising what is acceptable for capital gain/loss transactions or the total by account. Also the foreign security report does not permit more than 3 lines of dealer/country, adding a second page would be efficient instead one needs to file an additional T1135 form. tks
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great downloading from CRA site through TurboTax, nice and easy to use
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There should be a way to share T5013 entries and carrying charges with a spouse on shared accounts like for T5, T3, T5008 to avoid having to calculate split and enter on both returns.
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This was the first time we used NETFILE to file our returns and it was quite straightforward. We encountered no difficulties and the prompts were clear and seemed reasonably appropriate. We look forward to using TURBO TAX again next year.
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Very confusing. Either choose to use Easy Steps only or use the Forms method. Two years ago I had to request a review because data was entered in both formats. It took several days to find the problem & submit copies of the duplication. After that, the service was excellent. I received about $230.00 to correct the error. This happened again this year, but I think I corrected all the duplicated fields. However, it took several days of our time. Some sections should be broken down to simpler entries. Many sections are not understood as there are too many criteria for one to follow. Do not use abbeviations such as FMV????
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The T1135 is of no value , as it has room for only 3 transactions, There is no reason the field cannot be expanded to at least 20 entries.
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Generally very good. A few typos. Also kept asking me asking my self-employment income, even though I had said at the start that I had none Also did not ask about using capital loss carry-forward.
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Data input and calculations are quick and easy, but knowing how to navigate can be a bit vexing. Needs BACK button need Forms view.
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I had a significant amount of employment related expenses and the program was easy to use even when calculating CCA for vehicle write off.
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Simple to use. However, this year i was having trouble reading the full screen. The margins seem to be off this year.
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Have used TurboTax for many years and always found it easy and straightforward. But in 2018, it failed to transfer the details of my T5008 capital gains items to Schedule 3, so I had to input it separately. Also, had a problem updating the forms from the TurboTax website and had to go online with a TT rep for almost an hour to sort this out. But averaged over all the years, this is not a lot of time spent needing support.
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Easy to use The only problem was when trying to use the auto fill there was a log in problem with CRA asking to try later. When I went back to Turbotax I found that the program had crashed and I had to reopen and fill the information again
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The only thing I that needs to be included in future TT offerings would be an auto-info feature.
Something like hovering the mouse pointer over a box number on a T4,T5,T013 etc would automagically pull up a summary of what that box info is linked to.
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Turbotax should but doesn't offer this tip. If you are not sure how certain entry amounts will affect your taxes owing, or refund, after or even before completing all entries, go back and change one or more. In the upper left hand corner, you will see the changes to the total. This is especially useful when entering medical expenses and charitable donations. Helps you to decide to use an expense or donation this year or carry forward and use in next year's tax return.
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Overall, the program was quick and easy to follow. However, was disappointed at the number of pages of useless info (4) and blank pages (2) in the final printout of 27 pages for each relatively-simple return(s)
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