I'm doing multi-state filing using the software, and was very confused as the software made me choose the resident/non-resident option when other AI tools were telling me to choose partial resident filing due to my partial existence between different states. That led me to pay extra for possible defense and confirmation, but software itself gave me little confidence while navigating

For the most part, this is a very good product.... There are a few changes I would suggest. I try to import my 1099 forms to speed up data entry. During the review process, the program would post a form (in my case a 1099) with one of more fields that were missing or needing review. However it would list list the broker, but not the account number. I have multiple accounts with several of my brokers, so this leads to some confusion. Also, your auto-import tends to translate blank fields as zeroes. Sometimes zero is not an acceptable value for the field and I have to manually change it back to a blank. Finally, at the start of the process, I am asked if forms from the previous years (1099-R, INT, DIV) are still applicable to the current year. I assume they would be, but some accounts might have a one of these one year and not the next depending on whether withdrawals were made. Then during the review, I am asked to fill in amounts for a form that doesn't apply, for an uncertain account (see note above) not realizing that the form is not needed at all this year. I would suggest that when the review process finds a totally blank form that was expecting, you would first just ask if the form was still necessary for this year.

There are areas that are really confusing the way TT has them set up. I used AI support to make sense out of most of the process, taking screenshots and asking what to do. Specifically with regard to identifying investment income for OK. Having to edit every single one just to continue is such a waste of time. You need to recognize VARIOUS as an entry for date sold. This review is really awkward and poorly constructed!

I have been using TurboTax since 1995 and find it very helpful; but, here are some areas that could use improvement: 1) Every time I opened Turbo Tax it updated the software which is great; however, when I tried to continue where I left off, it started me off at step one which was very frustrating. I expect it to only return me to the beginning if there are changes to that area, and then it would be nice to go directly to the affected area. 2) When performing verification of my income from my investment accounts, I accessed my investment account, and downloaded all of the information using the digital process and it had listed several items as individual 1099's where each one would result in a repeat of the pre-described process for the same investment accounts. 3) When it came time to look at capital loss carryover, the software was asking me to go back and look at my previous years return and verify that I had or did not have any loss carryover; I expect it know that answer because I use the create the current year from my last year's return. 4) It keeps bothering me about filing a state tax return; however, my state does not have a state tax return. I expect it to know which states don't have a state tax requirement. 5) Since Its Deductible is no longer available, it would be helpful if there was a csv import option for importing from other online charitable donation software systems.

The User Interface needs serious work and updates. It has gotten worse over time and it's clear there is very little UI testing. Examples of needed improvements include: 1) A user feedback on each page/screen 2) Multiple places where it doesn't retain the answers to questions (e.g. IRA info) if going back through a topic again. 3) Confusing import screens where it imported the same data twice (vs. asking if I wanted to replace the prior import).

I got stuck with a login issue, I used the Live Tax advice and quickly resolved the issue. Then I got stuck with the Federal Review and / Fix. The form would not advance. I used Live Tax advice again, however we went through lots of menus of grayed out options (likely due to I'm on a Mac). So I started my taxes again from the start. I got to the same section again. Then I had to pay for Live Tax Advice again, since I lost my previous privilege. The person I got to this time quickly showed me how I had to verify and validate my 1099's and cleared up everything. From there everything worked AOK.

I rely on TurboTax for my tax issues. It is relatively easy to use and so far, its accuracy has been reliable. It does do a lot of calculations and data transfers from previous filings and it does not explain them, but adds forms and data that appear to be superfluous. A subsequent explanation of such added forms or reasons why data was used, would be appreciated.

Turbo Tax should not be assigning penalties on returns. If the IRS wants to assign a penalty for under withholding, it is their right and their decision to do so. No way should Turbo Tax assume this task and make this determination. Even more ridiculous, Turbo Tax assigns penalties on returns getting REFUNDS. How insane is this! I work in a tax office in Texas that does thousands of tax returns every year. No matter the circumstances of the taxpayer, we have never encountered a taxpayer who received a refund getting penalized by a penalty. Some overzealous intern on your staff must have gone off on a wild goose chase and put this feature in your software. I suggest you take it out immediately. If the IRS wants to assign a penalty, they will. They don't need Turbo Tax running amuck and sprinkling penalties. It makes you look like idiots.

I had been using Turbo Tax for more than 10 years now. But, I do not understand why there is no option to print the screen shot. Software tech must work on this so that we can do that for record of certain data. That also includes info about refund analysis & prior years AGI chart etc.

Turbo tax did not work correctly when I first entered my 1099R. Customer service did not help me. I had to try editing and resubmitting the information multiple times. Also, I thought that the software included e filing the return and was disappointed to see a $40 fee. I was just so frustrated by then that I went ahead and paid it and filed the returns.