I find TurboTax Premier very difficult to use. I choose to input forms manually vs importing information. I like to have control over my inputs. It is very difficult to navigate where to input forms and the step by step is no help. Additionally, my 1099's from my brokerage accounts have DIV, INT and B all on the same document. You have to input them in 3 different places in TurboTax, not 1 form with all 3 different inputs.

While getting the correct info is always troublesome, the software handles most situations. Getting through the submission of the data is very difficult and this year it was not possible. The reason for the e-file not getting through to the IRS was first (the software needed an update) that was wrong because I reloaded the software and there were no new changes. The second (there was some sort of State not agreeing with previous state submissions) . The issue was impossible to find to make things correct.

My experience was somewhat frustrating. After purchasing TurboTax Premier because I had some capital gains this year through the sale of a house, I was prompted (encouraged) to switch to TurboTax Online. After entering all of my income data. I found the online version could not handle this level of input. Not wanting to somehow accidentally "double file" I clicked the "clear and start over" only to find out AFTER re-launching the desktop version, that it could have imported all of that data (which I had just deleted) FROM the online version.

TurboTax Seriously dropped the ball this year. First, it took until the end of March before I was able to accurately enter the values associated with my children's 529 plans, and I had to muck around in forms mode to get the numbers to work correctly. Second, it required a lot of shifting between forms mode and the normal interface to get my K-1 investment income to be entered correctly. Third, I saved and submitted my returns, and then TurboTax CHANGED THE NUMBERS after saving. Until everything processes/clears, I can only HOPE that TurboTax actually transmitted accurate numbers. Fourth, as I sit there typing this feedback, your feedback interface keeps deleting/changing the characters I'm typing in. It's as if TurboTax no longer cares at all about accuracy or usefulness. What the heck happened to this once great product?

Having used TT in the past, nothing seems much different. Although the detail was almost excessive, I understand that I must wade thru all of that because it does apply to some people. Although I really don't understand the need for the driver's license info if a state return is not being filed.

Was very easy working with this year's product. Investment information upload is a great feature. I had one problem with entering RMD information. I had to divide the RMD amount between the IRA distribution to me and the QCD. There was no instruction on this.

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.

Questions asked to make it easy to complete tax return. Various Help options are always available for unique situations. I import from Quicken which sometimes duplicates data like charitable contributions, which is easily rectified. I have been using Turbo tax Premier for many years. Never had an issue with Federal returns.

Overall I like using TurboTax and how it walks you thru income and tax categories. The only reason I didn't give 5 stars is because it kept creating an error 2 years in a row on a W-2 import of a US based company wanting a selection of which foreign country it was from. The returns couldn't process until I deleted the import and manually entered the information instead.

I used macintax and turbo tax for many years and this year's "update" was terrible. Hated the AI "we do it for you system", where you can't easily get to the tax forms and is difficult to navigate. The non-AI had some "improvements" which make it difficult to navigate to fix errors. Likely won't use turbotax next year after a few decades of using it and macintax.