Artificial Intelligence: a program that makes you learn how it works rather than being one that is easy to use. Each and every year one encounters more and more idiocies. This year, the inability to file when a 0 dollar ETF didn't have the 'associated bank number last 4 digits' with it. Not only that, but on trying to do the electronic submission, it failed and didn't even point me to the point of failure.

I engaged with several turbotax representatives over the course of this process. All were very good. Some were more knowledgeable than others as some were "product experts" and some were "tax experts". It would be nice if I knew ahead of time which one I was talking to - many did say what they were up front but some did not. Additionally, it would be very nice if I could file my Oregon state business return on line. Why can't I??? Overall, a good experience.

The lady i worked with that directed me to the refund page because I ended up buying the wrong product was excellent customer service and the intuit team / software helped me get done what needed to be done at a decent price. Thanks again, repeat customer - J

I have been using Turbo Tax for my Sub S corporation for over 10 years and over 20 years for my personal returns. Information that was carried over in the past is not always carried over, requiring manual entries as I do not import from Quickbooks. This is annoying to me, detracting from the ease of use that I experienced in prior years

No box asking for 1099-R forms for a deceased retired person made the whole process really irritating. I use Turbotax for my personal taxes and you have the programming capability to step through all kinds of 1099 forms. Plug this into estate 1041 software. No step asking for sale of collectables or motor vehicle. Beneficiary is wrong saying has been paid whereas form says Schedule B line 9 "Income required to be distributed". This is giant error by Intuit because estate would have owed $35,000 if filled out as paid in 2024 rather than required to be distributed. No notation of generation skipping in K1 letters or forms.

There's always so many things that don't work. Individually, these are all small glitches, but they add up to hours of wasted time. So many things I cannot enter in step-by-step. I have to switch to forms view to fix some things. Then other things are impossible to enter until I run error checking and then the field I needed is magically available to enter. I would use any other tax preparation product but the others actually seem worse. So... way to go Intuit? Making your product marginally better than the rest of the terrible trash

Hard to navigate between step-by-step and return itself, and hard to search for subjects or help. When doing an amended return, it will not let you e-file - have to print and mail it in, which defeats much of the reason for buying the software. The state return also can't be e-filed, and some required forms are missing (e.g. PTE Tax form).

I prefer to use Turbotax products but I was disappointed that Turbotax Business (for a small trust) didn't include a way to upload mutual fund stock trades from Edward Jones. I was also very disappointed to find, after I had purchased the product, that I was unable to download New Mexico tax preparation.

1. 1099 Detail Upload - there needs to be a place to upload the detailed 1099 information when using the summary method. 2. Indiana State Filing - Indiana State filing needs to be added to desktop so I do not have to manually send the necessary forms.

Turbo Tax Business downloaded version does not allow you to import any 1099's or other investment information or attach any financial institution statements. That made doing my Federal 1041 tax return much more time consuming. I was also unable to do a New Mexico FID-1 tax return on Turbo Tax, so I was forced to do that manually - again much more time consuming. The customer service person I spoke to was unable to tell me whether the online version would allow importing documents but told me that I was unable to switch to the online version without paying again and was unable to refund my money for the downloaded version. I feel like this software is grossly overpriced for what it does, and Intuit's customer service is pretty poor.