Account information downloads should distinguish between the different accounts within the same financial institution by referencing account numbers. You do that for capital gains but not for dividends or interest. This makes it difficult to track dividends and interest from same institution where you have many different accounts.

I use the import feature to import my 1099-Rs, 1099-INTs, and Consolidated Statements from my investment firm. This is easy and eliminates input errors. I also like several features such as the 1099-R summary that shows all my retirement distributions and pensions,. We have a basis (some tax free money) in our Traditional IRAs. The IRA worksheet tracks the basis and shows any Roth IRA conversions and balances by year as well as contributions and distributions. Makes it easy to review and track.

I found this version worse than last yers. Why did you have to let me get all the way through the filing process before telling me I had to upgrade at the last step. I signed up for the $60 live advice but the advisors were never able to see my uploaded return nor view all of my screens, even after I opened up ll the permissions. It wa unclear what value of any that $60 got me.

Did not care for the online download. Previously I used a CD for many years and never had problems. Took several attempts to get it downloaded. Then it was not able to import my documents from Ameriprise. System would say it had the information but when I proceeded I always got an error message so I had to manually enter all the info, taking hours longer than previous versions.

Previous years have been fairly easy without issues. This year there were issues with payer ID information. Allowed more than 7 digits in the entry screen but in the recap only allowed 7 and caused a error loop with no explanation. Had to call and get assistance. Passed the review process but then was rejected by Federal. Turns out there was an entry error that the review did not catch until it was rejected, Then the program highlighted it. This should have been caught in the review process. I did not expect these issues in a "premier" product.

Given extreme complexity of the tax code, TurboTax makes it relatively easy to enter and calculate, and is highly accurate. Audit Defense gives me peace of mind, and was extremely helpful one year when it was triggered. Downsides are that I have no insight into how the various taxes are actually calculated, it is difficult to estimate or try scenarios for next year's taxes, and I hate that loyal users are charged the highest price, if you choose to auto-renew.

The software was difficult to load this year. I clicked on the windows option, but the button would not accept the input...said something to the effect of "windows not supported." I had to stumble around to find another way to load the system up. Also, the product got hung up on my W2 when I tried to enter in the paying institution address. It would not accept the imported input (which seems strange) and it said that only certain characters were accepted, but I only used "acceptable" characters...AND...it wouldn't let me progress beyond that screen. What it wanted (I finally figured out) was the address to be input via multiple boxes. I've had this W2 institution for 5 years now and never had a problem before.

This was the worst year with turbo tax ever. I am seriously considering purchasing another product next year. Complete your entire return, it locks up, and then disappears and I have to start all over. It doesn't save as you go. Screw the on line feature, use the desktop. I am truly p-off. I wasted so much time and energy to have everything disappear.

My only issue I had - my 1099-R has the amounts in the "1. Gross distribution", "2a. Taxable Amount" and "9b Total Employee Contributions". I should not have to go through the "Simplified Method" screens. I know how much per month is non-taxable. Turbotax should take the info input. Only IF the 2a amount is NOT filled it should it make you go through all those screens. This was my first year with 1099-R. Bottom line: IF form 1099-R has ALL the info needed please do NOT make people go through the screens. It caused some issues and took too much time.

I have used Turbo Tax for many years. This year of course Intuit wants you to do the taxes on line. I chose to download the program. Turbo tax would not pull the data from 2024 even when I tried to load it. This cause a lot of aggravation. please fix this or at least warn people if they down use the cloud it's not going to work right.