scarfinv
Returning Member

Vast differences between Turbo Tax Premier Online and Turbo Tax Premier Download

I was helping my parents do their taxes using Turbo Tax Premier Online, and then had a sticker shock when he was going to pay.

 

I have Turbo Tax Premier Download and had 9 unused returns, so we decided to do my parents taxes via my Download instead.

 

I was expecting the same results! There were some small differences (bugs) with the online version (T3 box 26 income NOT split.  Full amount on both returns, even though T3 was to be split 50%).  This was correctly split in the download version.

 

However, the pension splitting optimizer was vastly different between the two editions.  Online it said the optimal split was $13,718.  In the download version the split was $5,361.34.   As far as I can tell, all other information has been entered the same across both versions of TurboTax.

 

TurboTax online calculated a refund of about $3500.   Download calculated a refund of about $3000.

 

Am I missing something?