This is the first year I wasn't completely satisfied with Turbo Tax. I had to figure out on my own that I had o upgrade to Premier to get the feature I needed to file my taxes. Software works well with Win 11. I did have to contact support but I figured out the issue before they called back. They did call back sooner than promised.

Why can't the software recognize I live in a no state income tax state and just skip that whole section and stop asking me to file a state return? The ask a question function does not work very well. Could not help fix an Income Review glitch. Had to reload the program. TurboTax is a necessary evil for a terrible system and Intuit does everything it can to make free filing impossible

Last year's version was easier to use in my opinion. It seems that more unnecessary separate screens have been added perhaps to appeal to new users. It took longer, and in some cases, it was difficult to get a complete picture of where the interview was heading. I had to look at the forms being completed to see if anticipated information was going to be requested or if I needed to look elsewhere.

The experience was a lot less intimidating than I thought it would be. Especially since I am a) not a math person and b) not a technology person. I did need a little hep but utilized the reasonably priced live help and it made the process much less stressful.

The section on Roth conversions was way too confusing, especially having to go back years to see when Roth conversions were done and for calculating the basis. The questions were very generic and no definitions provided on Traditional vs Rollover and when to include which accounts.

I've used TurboTax for many years and this is the first year I haven't given it a 5-star rating. It remains accurate but it is not as easy to use as in previous years. I wish I could pinpoint exactly what was so different but I can't. I love the way it brings the previous year's information forward very easily. I love that it can be used step by step or by topic. I always enter data by topic as forms come in. It makes the final job easier. When I have all my forms entered, I go through the step by step process to be sure I haven't missed anything, then I file electronically. I filed my Federal return but held back on the state as I wasn't quite done with it. When I went back to electronically file the state return, I had a terrible time getting back to it. I fought with the program for about 5 hours before I was able to electronically file my state return. But, both are done now and I will definitely use TurboTax again next year. It still makes the whole process easier.

The overall Turbotax experience continues to worsen. Especially in the past two years. It is very obvious with the continuous upsell marketing of LIVE HELP, that this is where where you are putting all your energy and resources. Your interface is horrible, with confusing and often unbearably and unworkable functions (ie .. import of previous years tax return data, import of financial institution data, printing for review and saving return, etc.). Support is non existent for these glaring software shortcomings.

BAC / TurboTax (Intuit): The interface between Merrill and INTU failed during importing data from Merrill into TurboTax. After brief time, TurboTax displayed message saying the data import failed try later. I retried many times; created new TurboTax files again but still failed. Eventually, I entered the Merrill data by hand. Not only was the manual process tedious but the chance of error was greatly increased. Note: TurboTax was able to import data from Merrill Edge successfully. Note: Each attempt to import data from Merrill, I received email from Merrill, “We received your consent to share your account info with Intuit”.

All of the pre-set questions and guidance in the TurboTax program really helped guide me through the entire process. I've used TT for many years now and I've learned to navigate the process pretty well. There were two or three points where I had to stop and read the directions and requirements for certain areas again to refresh my memory of my proper filing information. But these notes and details helped me resolve my issues without having to reach out for additional assistance. That's why I like TT so much. It guides me through the process and helps me enter the right information. Several years ago I was concerned I was missing information because my numbers seemed off. So I took my files to an accountant who charged me $275 to review and confirm my information!! My returns were basically correct, with the exception of one are I had entered incorrectly. This proved to me that TT was right on target and I've never looked back and I've been doing my own taxes with full confidence ever since. The program features are easily compatible with my system, although I did have to upgrade to Windows 11, but no further support was needed. I started on the Internet version this year, but transitioned to the desktop interface, simply because this was the format I was accustomed to.

Importing from Fidelity was a disaster. I have multiple accounts set up for different asset types. Have individual and joint accounts for both my wife and I. Last year I couldn't get Turbo to import my wifes info from IRA distributions and her individual accounts so I entered manually. This year I was going to do it better. I went through the import process for my info , then had her go through it for hers. I ended up with duplicates for our joint accounts. I then started deleting some of the duplicate entries. I ended up with a mess and finally deleted the tax record created and started over . Part of the problem is also in QCing the import data. You don't bring the account number with the data so I am randomly chasing individual data across accounts to verify. I was very unhappy over the import process. The rest of it went well. Particularly handling K-1s.