Yes, I understand that the gross-up factor for dividends has changed in the past. However, my point was that for any given year, the gross-up factor and dividend tax credit rate would be the same, so I still cannot understand why Turbotax Desktop requires its users to manually input 3 amounts for a single item of income. It would spare users a lot of time and sore eyes, as well as the chance of human error, not to input the 2 extra set of amounts if Turbotax just incorporates the automatic calculation into the software. Also, why is the automatic calculation available for Turbotax Online, but not Turbotax Desktop?
I have been a Turbotax user for many years, and before that, I used a competitor. I switched to Turbotax even though it was more expensive at that time because I thought Turbotax is more "sophisticated", but in recent years, I am beginning to realize this may not be the case, judging from the required manual entry of 3 amounts for each dividend income source, to the limit of 5 lines on the T1135 for Part B(2). I am sure there are many more. If Turbotax wants to remain competitive with the many other choices its users have these days, it needs to listen to its users. The complaint about the 5-line restriction on the T1135 for Part B(2) has been going on for many years. How Turbotax thinks it makes sense to provide 40 lines for Part B(7) but not for the more commonly-used Part B(2) does not seem to make too much sense, especially after all the complaints received over the years. At the very least, why not move some lines from Part B(7) to Part B(2)? This has been a user request for many years, and suggesting that the user manually file the T1135 while netfiling the T1 is making things more complicated for the user.
I would like to stay with Turbotax so the above comments are made with the sincere interest of making the product better. I would think these are simple fixes, so hopefully, Intuit will listen to its users before they start to switch to competitors, as many have written about in this community. 2024 T1 season was already hectic with all the Netfile errors and other issues that were outside of Turbotax's control, but it would have been a lot smoother had there not been these issues with Turbotax Desktop. I will have to check back in January 2026 to see if any improvements have been made before deciding what software to use for 2025.
