TT is not as user friendly as it once was. It does not easily link to source data and does not have much good info on the help pull down. I feel that they really want you to buy their expert help, and I don't know how "expert" that help really is, other than the operation of their software.

I like the importing of my brokerage tax documents. I was a bit disappointed with the help feature. I expected it to have more of an AI feel. I wanted clarification on a schedule B Div item and it was all over the place and useless when it came down to it. I posed the question to Gemini and it gave a perfect response. It won't be long before Gemini is doing taxes. Overall I'm glad I used the product because my taxes are done.

I always seem to run into some type of issue. This year I could not pay the $25 fee to file state taxes last night. Ended up working early this morning. Still had problems with the foreign tax credit and had to use the same workaround I had to pay Intuit for advice last year and I kept getting a strange error message about during the review about having my state taxes directly debited--didn't have much confidence they'd actually get debited so I'm mailing a check. I've used TurboTax for over 25 years and the last few years I say this is the last year I'll use it.

I have been using Turbotax to complete my income tax filings for years. I don't think I could complete this miserable task without the help of your computerized system. This year, I had an error in my return that prevented me from finalizing it and submitting it electronically. I could not solve this problem myself and had to revert to your in-person support. What a Godsend! The representative was competent, calm and kind. When dealing with software issues, I find that automated help functions rarely lead me to a satisfactory resolution. I REALLY APPRECIATE the fact that your company offers this personal contact option!

I purchased the Premier version since it is supposed to take care of investment rental properties. It does not handle a conversion of a primary residence very well. The issue wsa the partial year as home vs. rental. Clunky interface and I ended up working around the system to set it up as if it were a newly purchased property. Improvement is needed to make things easier.

i have several accounts with my financial institution. Turbo Tax (TT) works well in downloading them. However, I can find no way to easily distinguish between them; they all show up as "name of institution." Several years ago, I was able to add the last four numbers of the account to that title, but that no longer seems to be possible. Also (although it's a nit) on the download from financial institutions page, TT shows logos from various companies. Among them was the logo of Wells Fargo Advisors. But when I tried to download, the two options for Wells Fargo was the bank and "Wells Fargo Clearing Services." I finally figured out that "WF Clearing Services" was "WF Advisors," but it was frustrating and took time. I really miss "It's Deductible," which was a simpler format than that used when entering items into TT. Also, without Its Deductible, I no longer have an easily entered way to keep track of items for the current year. That said, I have been using TT for over 20 years and expect to continue doing so.

1. The unnecessary gigantic summary pages when using "choose what I will work on" are hard to read, confusing, and unnecessary. If I choose "choose what I will work on" that's what I want. I want to see the whole list. I don't want unnecessary giant banners that force me to scroll and figure out what the heck does it want. 2. If you no longer support something basic in deluxe you need to tell the user and add an error message. don't just leave the UI and have it run in an inescapable loop and require the user to waste an hour trying to figure it out and then spend another half hour calling support. If youre going to require us to pay more, then have the guts to admit it up front. Don't trick me.

I've used Turbo Tax for decades. This year I bought the premium package so I could import cryptocurrency information. Tubro Tax advertised that you could import CSV files directly into their software for ease of reporting and processing crypto gains/losses, however, they never got that portion of the software working. Many people are very upset about this. Your product does not work as advertised.

TurboTax Premier - Desktop had improvements in ease of use this year, particularly with bringing in forms electronically. However, TurboTax initially assumed that getting a federal refund would mean that I would get a state refund and encouraged me to proceed with the state taxes to get it, when instead I owed a fair amount. A minor point, but annoying.

Overall OK, but the program can't always tell me the source of certain fields in the forms. For example, it put $1070 in a line for a REIT on QBI summary. Turbotax says the source is from a K-1 that DOES NOT EXIST! I can't get rid of it and still file my taxes electronically.