When did TurboTax become the worst tax filing software?

[Nobody Special]

"Only after you follow through with a competitor's product will you know who is doing a better job.

Good luck with your future tax returns."

I have used other products and have had great success with them. I also know several people who prepare taxes for others and most of them don't use Turbo Tax.

I can do them by hand and mail them in if I wanted to. Help keep somebody employed.

So, I feel pretty confident in doing future returns without Turbo Tax...and luck has nothing to do with it.

[eastern-skier]

@Nobody Special 

I could be wrong, but I think gcamp54 was implying in his post that he got the error from the CRA about his T4OAS amount being incorrect after he Netfiled, unless like you suggest, TurboTax gave him the error message after he auto filled from the CRA and later tried to manually overwrite the value.

[eastern-skier]

@Nobody Special 

"The issue is EVEN IF you aren't claiming/reporting capital gains it prevents people from filing."

It prevents me from filing because I am reporting bank interest (T5) in 2024 and annually since 1988, and bank interest is considered as investment income and investment income is used to calculate CNIL and CNIL is used to calculate the capital gains deduction and the capital gains deduction is used to adjust my lifetime capital gains exemption. 

So I don't need to claim a capital gain/loss in order to have the kinds of forms that the CRA is not ready to receive via Netfile.

My CNIL has been zero since 1988, but TurboTax has to remind itself and the CRA of this each year by generating a redundant T936 form.

[Nobody Special]

I still don't think you understand the issue.

If you are not now nor have you have ever in the past reported anything that could require an input on a  T657 or Schedule 3....it would STILL not allow you to file and you would get the error message.

[Nobody Special]

"That being said, I can't file mine yet because there's a warning about my OAS amount reported being incorrect even though it's the same amount as on my tax slip.  Another bug that people noticed over a month ago that still needs to be fixed. "

What he is saying is that Turbo Tax is giving him the warning.

[eastern-skier]

@Nobody Special 

My apologies.

Faced with your strong evidence, I concede that both you and gcamp54 could be affected by 2 different bugs in the software.

I remember a few years ago that when I added a slip, then erased it, and re-added it again, and I did not get the same balance. Tech support advised me to start over with a new, fresh declaration, and that worked.

While the software does behave to some degree like a spreadsheet, there may be a limit on how much one can tug and stretch it.

Right now, the moderators of this and the French TurboTax forums are suggesting, and I am paraphrasing here, that if you, the customer, are in a certain situation, and if you throw a wrench into the software machine in a particular way, you may be able to trick the software into standing up and limping across the finish line.

[gcamp54]

Yes, Turbo Tax is giving me the warning in the  “review” before you file. From another poster with the same problem, it appears that the $ amount people under 75 years of age would claim for a full year in 2024 is not being recognized as the correct amount for 2024 and any figure over the 2023 amount triggers a warning. My slip shows $8,618.04, that’s what I entered but I get this warning: The OAS reported exceeds the expected limit of $8,618.04 (under 75). 
Whether this is a CRA issue or a Turbo Tax issue, I don’t know. Turbo Tax is aware of this for over a month but still no updates to fix it yet.

[eastern-skier]

@gcamp54 

Complaints about this false T4OAS warning message in the review are popping up all over the forum.

The moderators are saying to ignore the false alarm by clicking the button  "does not apply to me".

You may have been presented with the option to do this and you did not know at that time to do so.

Perhaps to force the review process to re-initiate again, you may have to erase your T4OAS slip, jump through the EasySteps to the review process, complete the review process, go back and re-insert your T4OAS, and jump to the review section again and do it.

[Nobody Special]

"My slip shows $8,618.04, that’s what I entered but I get this warning: The OAS reported exceeds the expected limit of $8,618.04 (under 75). "

I would recommend trying $8,618.00 instead and leave the .04 off ...see if it makes a difference because not reporting the .04 is allowed.

Sometimes that's all it takes to "fool" a glitch.

*Also you can try just ignoring the warning as well and see if it allows you to file later on. As long as you are reporting your true income and TT allows it to be filed....no worries.

[Elcee]

Thanks for the advice.  It is easy to understand and do.  It doesn't apply to me this year, I just like how you positively responded to an issue.