Turbotax does not handle more complex situations very well. It cost a sizeable penalty because an NOL statement was not included in a state tax return and the NOL carryforward was denied. That is just one example. There have been others. Also, the "continue" buttons when ordering state tax software products on a laptop is below the fold and has NO way to scroll down to access it. The right hand bar to move the page up and down is MISSING! I actually had to save the tax return and email it to another computer where the screen was larger. Problematic and buggy.

Overall, I was able to complete the tax return needed for my trust. However, trying to get to the right outcome of no taxes due was not intuitive since I needed to enter the amount of the distribution to not be taxed on the trust return... 100% was not the right answer.

Poor state support in allocation of income between states has resulted in years of overpayment and need for amendment. Nonresidents have income exclusion rights available in certain circumstances! Fell short when it comes to subtracting state income generated in other states and generating State K-1, Failure to provide form 7217 is glaring error. State of Maryland Forms are not available on State return but are on Federal side, resulting in inability to efile if a trust K-1 is involved .. area.

The online experience is ridiculous. It is not user-friendly, it's confusing, and ultimately, it is a pure hassle every year. Finding the section to actually download the product is a mystery - I literally have to just go to google and search "download turbotax 2024" as it is impossible to find it when you're logged into your account. I consider myself a marginally intelligent person, but geez ....

I am disappointed because I was led to believe the Defense Audit was included in my purchase because I enrolled in the Membership. It was nowhere to be found, and so I purchased the Defense Audit separately; therefore, I will cancel my Membership. L.Parker

Intuit forced me to move to Quickbooks Online by telling me they no longer supported the desktop version. So now I have to pay for the online version and then I find out that it won't import to Turbotax so I have to enter all my tax data manually. Way to alienate your loyal customers Intuit. You own both of the products - how lazy can you be? Enjoy the money grab. Won't recommend your product anymore.

I am surprised how many times I need to enter name, address, phone, email after registering the software and attaching it to my Intuit account. When stepping through the guided process, there are numerous topics such as electing Section 179 depreciation or "safe harbors" for which even a single-sentence hint or link to the IRS web page covering that topic would be hugely helpful. I'm also surprised that, when the validation logic finds an error, that the field that must be corrected or over-ridden is not over-ridable without going back to the menu, and performing multiple steps for what should be a one-step process. It was also a pain in the butt to get TTAX to "see" the drive letters that are mapped to my SMB file server. When browsing for files it should show the same drives and folders that show up on file explorer, not require me to re-map an SMB share as a network drive. For the money and years that the product has been out I'd expect to see more integration and usability.

Perhaps it is a bug or perhaps the UI is just not intuitive enough to figure out how to correct the "calculation" TurboTax performed for a 2 member LLC where one member has an 80% interest and the other the remaining 20%. TT correctly calculated 80% of liabilities on the federal K-1's but did not on the State (CA) K-1's ...for no apparent reason and with seemingly no way to correct the incorrectly calculated numbers. Wasted hours trying to figure out how to correct the error and finally gave up and submitted anyway. Will see if CA flags it or not :-/

Federal e-File involved printing, signing and scanning a form - very manually intensive. Unable to file state returns electronically - very frustrating/disappointing/ I used TurboTax Business because of my seamless experience with TurboTax for personal filing. Business does not feel as polished/mature.

Turbo Tax is very intuitive and easy to use. It walks you through everything. You just need to answer questions, fill in numbers, and you're done. It doesn't confuse you with Form numbers and industry lingo. It auto-populates all forms relative to your financial situation.