I made a 1031 (like-kind property) Exchange last year. Filing requires a Form 8824 that's available but its Step-by-Step is hidden and there's little help. AI said to Search for "like kind" to find and use Step-by-Step. You need to create the replacement Sch E property. You must study applicable Fed Form instructions to understand given up and replacement property prices, fees, basis, and depreciation. Use Step-by-Step to answer questions and enter correct values. More detailed guidance is needed. After completing the exchange interview, switch to Forms view to verify that the Form 8824, 4797, Sch E, and depreciations are correct for both properties. I spent hours learning and trying different choices and values to get an error-free 8824 and correct forms. I called several "Connect with an expert" most couldn't help. I finally reached an enrolled agent with years of experience. We spent 5 hours figuring out how to answer the questionnaire. Later, I found the replacement property's basis was wrong resulting in a serious error in depreciation.

Had trouble with importing data from brokerage / bank. Caused a big headache since I had to enter everything manually, took a very long time. Had a few problems last year but this year was much worse. Worked great 2 years ago. Looks lke the product is getting harder to use not easier. Very disappointed. Will likely look at other options next year. I will not use your online service or your other services since this experience was so bad.

The data was easy to input, and I trust the calculations. I would just input some data each day. When I was finished, I clicked File and then Save. It would save a new Turbo Tax icon on my laptop each time, Who do I call? Turbo Tax also listed the same person's taxes as a new return 3 times. Even though I have only done 1 tax return, my Turbo Tax is showing 3 tax returns. I have used Turbo Tax for years. I never had this problem before.

You miscalculated the Georgia 2025 SALT Tax Limitation. I went from a $1000 refund to owing over $600. It took you until 3/24 to notify me of this change as well. The $30 filing fee reimbursement is a nice gesture, but not enough considering I now have to adjust for covering a large portion of money I wasn't planning on paying - since I trusted your software and planned accordingly

In the Miscellaneous Income section, I indicated that I have no debt to pay pack or to deduct. Yet, a few pages later, TurboTax asked me to tell it about my canceled debts!!!??? Huh? I indicated earlier that I have no debt. But in this page, it gave me 2 specific year to choose from (2020 or 2021) to tell it which PPP loan did I receive and was forgiven. WHAT??? What PPP loan? I never took out nor received any PPP loan!!! Worse is that I have to choose one before it allowed me to proceed. So I back tracked and see what I did to have TurboTax prompted me for my non-existent PPP loan. I ended up getting out of this section and skipped this particular portion in order to proceed.

I've used TurboTax for many years and like it. This year, I missed checking the box indicating I had QCD form IRA to charity, and wasted a lot of time then figuring out how to enter that. The first couple help screens I tried were worthless, telling me to click on an item that would not come up without that box checked, but said nothing about going back and checking that box; but finally I entered the proper words and got the video of how to go back to that screen and select the box to do it. That video should come up whenever "QCD" is entered as part of any Help entry. A second issue: I had to upgrade to Premier because of a 1099B from my brokerage firm for $1.90. I could have entered it manually, but it wouldn't let me download any of the brokerage info until I paid $35 and upgraded to Premier, all because of a 1099B for $1.90 income.

It is easy to use and intuitive, except that there are some improvements that I would suggest: Make home office deductions for partners easier to use and track and deduct from self employment income. Note that generally, partners who receive a K-1 do not file a Schedule C. QBI income and deductions should not require manual calculations.

TurboTax is mostly easy to use and gets the job done. This year I had more trouble than usual as some values got duplicated resulting in high taxes (but smart check said everything was fine). There were also some areas where it asked to fill out information, but the explanation was unclear. Still, it got the job done.

Turbo tax federal return was done correctly, I reviewed the paper copy and e filed the federal return. But I will NEVER file the Turbo Tax state return again. This is the 2nd year it INCORRECTLY listed the amount of US savings bond interest for my state return, which is not taxed by my state. I very carefully entered that type of interest as Box 3 interest from my bank's 1099-int, but when I did the math on paper, it was obvious to me that turbotax combined box 1 and box 3 interest as not taxable on the state return. I'll do my return on the state website so it will be correct.

Systematically the layout is very annoying. If I have forgot to add say an item to my Schedule C. Painful process to get back thru the interview every question has to be answered again...my initial answers are not saved. I wish I could arrow thru quickly like a web page set up. I'm sure I could just do the change in the form like an override, sometimes the program won't let me do it this way.