I have been using TurboTax for nearly 20 years to prepare my Federal and NY State tax returns.Having spent more than 20 years prior to TurboTax doing my taxes manually, I am grateful to have such a reliable, comprehensive, dependable and easy-to-use tax tool at my disposal. I must say though that I find the desktop version much more user-friendly than the on-line version.

1) Please add the ability to apply part of a NY State Tax Refund to the following year's estimated tax. 2) I find the summary of the Fed and State estimated tax amounts on the Summary page for Deductions and Credits very confusing. It is not obvious where the summary $ numbers are coming from. 3) And why don't you let the user enter Extension payment amounts on the same page as Estimated tax payments instead of on a different page?? They are all tax payments.

I prefer to do my taxes on my desktop but the program did not save a link there and each time I opened the program, I had to search for my files especially when my operating system updated. I liked it much better when the system loaded on my computer with the disks i purchased 2-3 years ago!

I had a couple of issues that made doing the taxes more dificult than it should have been. 1) when putting information for 1099-dev, 1099-int and another 1099 topic I downloaded the information from my broker. When it asked me to review the information for each, it only showed the broker name. I have 7 accounts with that broker. It should show at least PART of the account number when I get to that stage. 2) on my 1095-a , my column B was zero for all months. Although it did not affect me as i do not itemize, it would not let me enter the form as it was sent to me. (You don't believe me? I will show you) I made up a reasonable number and submitted that instead as it didn't matter. 3) If I leave the "interview method" of entering information for whatever reason, I would like a button to return me to the interview where I left off. Could not find a good way to do that other than getting out of TurboTax and returning. Other than those things, I love the product. Have been using it since I did it character based on my 286 computer under DOS. Thanks

i do like the push toward online, i prefer the desktop version. but everything seems to pushing toward online while the desktop did allow import from financial institutions, i had to find that on my own in the tool it should be more informative about that option and heavily integrate the import option in the interview questions

Generally, I'm happy with TurboTax. However I've run into one glaring issue two years in a row. Starting with last year, and continuing this year, I paid significant foreign taxes. With one investment 1099, there are often two or more foreign countries to which I pay taxes during the year. I'm required to file Federal Form 1116 to document these taxes by country. But the logic built into TurboTax is way too simple and does not account for the taxes they way they are paid: When you select an investment account tied to foreign taxes, the system automatically eliminates that same investment account when you go to report additional countries. That account previously selected just "disappears" from you go-forward choices. That's NOT the way foreign taxes work. As mentioned, one individual investment account often has MANY foreign holdings. TurboTax does a terrible job of handling Form 1116 reporting. It's so bad I'm considering a move to another provider after many years with TurboTax.

Pretty nice software though sometimes info carried over from prior years doesn't fit right in. As in a 1099 Int form, if TurboTax can't link to the company to download the form you need to manually enter the info. Even if you entered that 1099 Int form from that company in prior years it is still a manual entry.

Everything was great until I got to Foreign Tax Credit. Your instructions were a little to brief. You mentioned that their was 3 ways to handle it and you only gave instruction on 2. Trhe missing one was what to do when the total tax was less than $600.

Program is no longer intuitive to use. Several issues again this year. Your daily program updates give me zero confidence in Turbo Tax being well designed tax prep software. I like to download the software rather than use the online version so I see the daily updates. For this same reason I feel the same about the online and assisted offers you have.

Edward was awesome! He was very helpful and thorough. He was polite and spent time to review the situation and help us through the process. It was nice to be able to have a good experience with someone who was knowledgeable and professional. You should hire more people like Edward!