I had a little trouble with the program not putting my wife's RMD info in correctly. It kept showing it as an early withdrawal from her IRA, which was not true. I had to go back in twice to fix it. If I didn't fix it, we were going to owe 25% tax on the RMD. Otherwise it worked out and I will continue to use the software.

The walk through instructions for Foreign Tax Credit need some work. I needed to enter information for 3 different investment accounts and had 3 different foreign sources (RIC, Ireland and Canada). I could enter 2 sources OK, but the third source did not allow me to select the proper matching account in which I paid the taxes. I recommend that the software allow option to select any of the accounts and not limit the selection. I had to go to individual form 1116 and manually enter the correct information.

I have been using TurboTax for a very long time. I think it does a good job of transferring last year's tax information which saves time. However, given that I already pay a large sum of money for the use TurboTax, I strongly feel that electronic filing for the state taxes should already be included. I could understand if the system limited the use of the electronic filing to one use, but electronic filing would be made so much simpler if the cost of e-File for states would be a major advantage over any other method.

I had major problems with the installation of the software. Spent over 2 hours with technical support trying to fix it. Reinstalled multiple times and very frustrating. After getting it fixed I did not like all the attempts to try to get me to use the online method. Very pushy and opaque on what would happen if I switched to online.

Several times this year I seemed to get stuck in loops concerning importing data. I started by importing forms and then when I got to the respective interview areas I got stuck in a loop wanting to re-import the data. Eventually I skipped the import and got past but I found that process confusing and I ended up with multiple forms imported that I had to delete.

Overall, good product. You need to know when to dig deeper, for example, Turbo Tax initially wanted to tax the earnings on my qualified 529 withdrawals. If I didn't dig deeper, I would not have gotten to the point where it would take that off. Link the 1098T with the 1098Q. Big issue in my opinion. Ultimately, you don't even need to report the 1098T and Q if the 529 withdrawal is qualified. Also, more annoying than anything - I had multiple 1099s from brokerage firms that were available early, but for some reason, the program would not even look them up to download that because the date was prior to when they thought it would be ready. Delayed me filing by about a week. Meanwhile, I had paper copies that I downloaded in hand. ESPP functionality is very good, surprisingly. The program easily led me to determining my adjusted cost basis, which is why I buy the premier version. Kudos. Just have the same flow and functionality for college expenses/529s!

There are two areas that are lacking in my opinion, that would need to be improved for me to give the program 5 stars. Those areas are (1) the estimated tax section and (2) the state tax section. Re the estimated tax section, the interview consolidates too many line items to be useful. One has to crawl around in the forms to figure out what's what. The same applies to the State section with the added annoyance that the program asks for numbers that TT already has from the prior year. One more small beef - TT does not give the option to pay the Federal Govt by Direct Pay.

I have been using Turbo Tax for over a decade. I never like Turbo Tax but there is not much of choice when it comes to DIY tax software. Here are the items Turbo Tax should fix but just never did. 1. When running final check, I keep getting errors and not sure how to fix. The most recent example is the error, "QBI Passive loss c/f should not have a value when no previously disallowed losses are present for regular tax purposes". There was no help to fix. Why does this error come up. Turbo Tax should know from prior year return and auto fix this. Very frustrating. 2. I expect Turbo Tax to carry over automatically ALL of cary-over from last year return. This does not consistently happen. Example: On the CA state return, why does TurboTax still ask the prior year asset depreciation (difference from Fed 30% to 50% accelerated depreciation) taken when this information is available from prior year

Number 1 issue was downloading data from my banks and financial institutions. This was a major pain and took many hours to resolve/work around. Even after TT modified software I still had to copy URL from my default browser (Edge) into Google Chrome to get it to download. Don't understand why TT requires dividends, interest and foreign taxes paid to be broken down by 4 date ranges...For the most part that data is available from my financial institutions downloads.

I experienced a few glitches that I was able to circumvent. I had a problem on State taxes of a swirling circle displaying "Calculating" & took a long time (+10mins) before I aborted the application. I attempted to contact your Turbo Tax live expert, but I had a difficult time to locate & access the right WEB online site. Instead, somehow I got to a WEB site "Ask for Advice" & needed to pay $50 for a 30 min session. Long story short, I managed to bypass the problem after researching thru AI, and getting an alternate method to resolve the problem without having to pay the $50.00. Additional glitch I encountered, was when the Final transmission of my Electronic filing for Federal & State, the status checked off for Reviewing, Preparing, Validating an had a swirling circle on Transmitting; that brought me back to the beginning start screen to file for Electronic taxes. Very frustrating to repeat process.