SteveS2
New Member

Optimizers should not run automatically in forms mode

I am using TurboTax Premier 2017 in forms mode to jointly prepare my T1 return and my spouse's T1 return.  For 2017, one or more of the optimizers (e.g. Medical, Donation, RRSP) seem to run on any change made to any form, any T-slip, opening my return, etc.  This is new and was not the case for all previous years of TurboTax/QuickTax (at least the past 14 years).  In previous years all optimizers were available for manual selection - as they should be.  This change is highly undesirable and removes one of the important functions of the product - the ability to quantify $ Changes in the Summary sidebar when moving deductions between returns.  The automatic running of optimizers results in background changes to the Balance or Refund amounts, with the end result being $0 showing in the Change line in the Summary pane.  This is not acceptable and needs to be fixed.