Based on the comments I've seen on this forum over the last couple of weeks, don't use Intuit's new tax planning/advisor program (it seems too limited).

PhoebeRoberts

Intuit Community Champion

It's not intended for what-if planning - it's intended to suggest what-ifs you may not have thought of.

S

strongsilence

Level 10

I have bought CFS. I am trying it for the first time. Immediate problem: LC 2021 returns won't import easily into CFS tax tools.

The CFS tax tool tech support I spoke with today said two things: 1) LC has been encrypting data and this had made it more difficult; and 2) LC must implement the file transfer protocols on its side before a transfer can be made. (One could wonder if this is intentional on Intuit's part.)

If the CSV import method won't work then I'm going to get a refund.

EDIT later: I looked into this process, and I can tell that the CSV import method takes too much time. I didn't do it.

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