I engaged -- several times -- with Darlene D because she is so clear and easy to work with. She was patient with my errors and helped me understand lots of points about how Turbotax works. I enjoyed her good cheer and clarity. She went the extra mile. We made several "dates" so I could be sure to get her help.

Had to report 1099-B Proceeds From Broker & Barter Exchange Transactions - Tried to import the form from the broker and it failed due to the wrong web address. The interface dialog login box showed the web address but would not allow me to edit it. So I was unable to import. I had never had to use / report capital gain/loss using this form before (RSU) and it did not include the cash out I received. I upgraded to premium from deluxe and that did not help with any of the issues above. I'm concerned that the cash I withdrew (less than $1000) will be flagged as there was no taxes deducted. The 1099-B form also did not match the instructions. I decided to spend the extra $35 for Audit Defense just in case

This year was a mess as opposed to last year. This year forms from my financial institutions weren't uploaded correctly, and some questions were not correct (eligibility for the Trump account was incorrectly stated). As a result, it took me around 4.5 hours to complete it.

This year it was terrible. I could not install it until I talked with customer service. Then I could bring in 2024 Tax information. So I had to talk customs service again. This process took many hours.. When I finally was able to bring in 2024 info the program said it did but actually nothing was imported .

The program does a great job with all the tax calculations. It did have a problem finding an HSA error. I had placed the employer contribution in the information in the wrong area. I expected that once I had identified that I was on Medicare for the whole year it would have caught the excessive contribution by the employer before I submitted the document to the IRS and received a rejection notice. The help feature was not helpful. Chat did solve the problem.

I find this app to be overly cumbersome to use. For example, as I work through the various sections why on earth do I have to scroll all the way down, every time, to the next topic. When I complete one topic return me to the next one! I file MN. That is the very worst set up you've got going. Trying to verify that you've got everything and gotten it correct requires patience, experience in taxes, knowledge of what is or isn't necessary.used i Every year I say no more but because I used it the previous year[s] I don't want to lose what is populated and the year-over-year comparison.

My overall experience with TurboTax Premier was positive; however, I encountered a system issue when I needed to log in after ending a previous session. I was asked if I wanted to install the software each time I logged in. In addition, there was a counter that was decremented by one each time I logged in. I was concerned I would not be able to log in if I exceeded the five log ins that were available to me. To avoid program log in issues, I kept the program live on my computer.

Very frustratiing experience. One screen tells me everything is complete, then later it tells me I need to enter more information. There is no way to blow past that error and no way to file without the information. AND it doesn't help you with what information shoudl be entered or where to find it.

I've been a Turbo Tax Premier user for many years. I like Turbo Tax Premier but it makes absolutely no sense to me why Turbo Tax has to pop up a menu asking for my opinion right in the middle of filing. I have no idea why anyone thinks that is a good idea. Let me finish filing my return and then ask for my opinion.

Turbo Tax Premier needs to be able to incorporate additional items from broker statements such as Foreign taxes paid/accrued by country and tax-exempt income by state. I should not have to input these items manually. SDIT tax return for Ohio does not properly pick up Ohio income!