Unfortunately, at this time, there is no way to automatically optimize or do transfers with the whole family in TurboTax. You can only do that between spouses who are preparing their returns together, and some optimizers are not available in TurboTax Basic CD/Download.
The pop-up for the T-Slips in Basic is the same for all versions of TurboTax CD/Download. The higher priced options have the option to enter your information using the EasyStep interview mode, which is more aesthetically pleasing, but less efficient if you have many slips/receipts etc… to enter.
