Next think I know, I get a message saying that it's complete. So I went to the IRS website and found the instructions and the form and uploaded them to Turbotax. The expert said that Turbotax cannot do this and that he basically didn't know what I was talking about. I had a large capital gain that I rolled into a qualified opportunity zone investment that needed to be reported on Sch. He didn't even look at the previous year's return or all of the supporting documents that I uploaded. The "expert" did not know what he was doing. I just had the worst experience with Turbo tax full service. I hope that Turbotax keeps this level of service at reasonable cost. So again, my experience is very positive. One of them followed up after our chat, doing additional research and sending an email with the findings and helping me to save $$$$ in taxes. The Tax Preparers that worked in my questions, claimed to have between 7-17 years of experience. I didn't know what to expect, but they really take the time needed to answer the questions, even some complex ones. For any question I had, I could open a chat window and after 3-15 minutes, a Tax Preparer answered. Also, she didn't put any pressure or try to sell anything. I found her to have a good professional experience (6-10 years). But she told me that I could do it on Turbotax Live and consult with the Tax Preparers anytime. I had to handle a special case that she said they couldn't handle in Turbotax Full Service. We discussed my general situation on the phone, as I'd do with any other tax preparer (she didn't ask for any amounts, nothing that wasn't needed for our discussion). I signed up to Turbotax Live Full service, and next day, a Tax Preparer (not a CPA) called me (10 minutes late, but it's ok). Here's my experience (very positive, congratulations to Turbotax!):
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