I normally input data using the "Choose what I work on" menu. Just before filing, I check my work with the "Walk me through everything" script. Unfortunately, I had already filed before I noticed that the software had dropped my "5695 Residential Energy Credits" form from the package. I have a before printout, so I did not imagine this. I remember this sort of thing happening in the past as well. There seems to be a discrepancy between the two input methods. Thought you should be aware of this and warn the user. Thank you.

Interface between interview mode and looking at the forms was easy and helpful. The download feature for my investments was quick and it had security features for my protection. The accuracy of the review process was spot on. This version of the software was compatible with my needs.

I was using the guide me feature for everything. It never asked me for Social Security Income. I had go back and enter it manually. I also had to initiate Crypto sell even though I had checked that I had sold Crypto. Another thing is that it carried a direct rollover of an IRA to another institution as income when comparing previous years income to this years. Last years return was clearly marked that it was a direct rollover. It showes that I made over a hundred thousand dollars more last year than I did. I did not pay taxes on it last year, but Turbo tax carried into this years software as income when it compares the two years. Too many things wrong. These are simple errors in the software. Not something complicated. I have been using TurboTax for over 10 years. There always seems to be something it does not do what it should.

I have used Turbo Tax for at least 10 years, and up until this last year, the interface was virtually the same. This year the interface changed requiring me to search more than in the past. Also, losing the 'It's Deductible' reference was significant. It forced me to create another methodology to calculate the donation deduction. Please bring that back if possible.

I believe Turbo Tax did not carry forward certain 1099R (spouse's distribution) info to my state tax return calculations. I caught it and went back to Federal to re-enter the same informaton and it then showed up on the state return. The information was never missing from the Federal return

Straightforward to go through. Intuitive and eas to use. Seems accurate (though, how would I really know?). Would be nice if the new senior deductions were shown explicitly, to see if I qualified for the max amount or if I'm in the phase-out range.

There are a number of bugs with TurboTax and also trying not to provide the 5 eFiles that are included in the purchase. 1) TurboTax does not work on Windows 10, 2) QBI form is included with all tax returns done even though there is no Qualified Business Income, 3) When checking the actual forms and then returning back to the tax questions it does not return you to the proper place, 4) the errors at before filing are TurboTax created because TurboTax does not fill out the forms correctly or completely, 5) Entering in this text is hard because many characters are skipped as you type. These are just the top 5 off the top of my head.

It is helpful & covers everything (I think), but can be a bit confusing to use: Pop-ups come up behind the screen you are using so you don't know they are there (our biggest frustration); you need to delete some forms that you no longer need or it keeps trying to get you to fill them in; once you are returned to the main list of items to complete it takes you to the top & you have to scroll all the way down - again.

TTax still makes 1099-R's confusing when 2 people have one or more each. You have to research your account number to associate it to which person when it shou know when you import it based on the account number and name. TTax should know the Capital Gains threshold for State reporting - and stop trying to push State filing down our throats when it's NOT REQUIRED. IF TTax can save our SSN's for annual review, why can't Driver License be remember and just reviewed as well? You know if a license is expired based on prior entered date!

I love TurboTax and plan to continue to use. The only issue I've had came up this year as I needed to use Form 5329 and it wasn't available on the on-line version. So after all the years using the online version I will have one year not included in my online history. I've been told that I will not be able to upload this years into my online account so that's unfortunate. Hopefully the Form becomes available in future years' online version.