Not very user friendly. There should be additional guidance or an explanation on each page. Biggest complaint is when filing in multiple states. I have a rental in another state. I had to keep switching back and forth from the federal return to the other state return so I could manually input information on the state return that was already included on the federal return.

I used TurboTax Online this year, and I will never use it again. First, it allows me to submit only one set of tax forms, which is ridiculous. Second, it messed up my submission to the IRS where what they received on form 5695 is not what I show on my copy. The QMIN (line 29e) was missing, which caused delays while the IRS investigated and reached out to me. I submitted that information, and they corrected it. But then I found out that the credit amount on line 30 was wrong (it submitted the amount from 29e [the total cost] instead of the credit). The IRS then removed rejected my credit request and issued my refund, which means I need to file an amended return. This has cost me hours of time and has delayed my $2,000 credit by months. I couldn't be more frustrated. I work in IT, and I can't imagine how something like this could get through QA.

Overall, good as always. Two suggestions: 1. Keep the desktop version available until the online version UI is EXACTLY like the desktop and 2. The estimated tax payment section is extremely confusing, especially for entering retirement income like pensions, IRA distributions and social security. FYI, the IRS calculator is no better. I got more accurate results with Excel and 2026 tax tables and deductions.

Turbotax sent me a version on auto renewal that based on last year's return required me to purchase an additional $19.95 upgrade to enter brokerage data!!! Last year I also had brokerage data. The upgrade should not have been necessary. Also FIX MY RETURN could not be found on the desk top version. Otherwise an excellent prodcuct

I've used TurboTax for decades and this year was disappointed to see it had misleading information about Massachusetts bank interest. It also put dividends from an irrevocable charitable trust into Schedule B without informing me so I had to search around online to find out why there were no numbers in Schedule E. I expected better from TurboTax (I was using the Premier desktop version.)

I bought the desktop version and was offered free filing for my State form if I tried th online version. I started online verson but couldn't find my way through it and went back to the desktop version. I really though it would transfer the information I had already entered.! BUT NO. I ended up completing my tax forms twice and no free State filing!

Basically good, but a few items need fixing. When exploring on my own, after finishing each section, top of page is initiated. This is confusing because one looses focus All medical amount lines will not accept an entry. Must use form itself. Foreign Tax can use Schedule A or Form 1116. A good way to choose is needed without going to the form itself.to enter. Under Deductions and Refund Amount from previous year applied to present year, should have been entered automatically when transfer was made from previous year at the start.

You have a problem with the Charles Schwab import process, If I import a specific document from Schwab, existing Schwab documents were deleted. When I was forced to upgrade to Premier and reimport documents, documents were duplicated. There was no simple way to review the documents without walking through several screens of questions. Trying to make sense of this required two support calls and cost me over two hours of time on an otherwise straightforward return.

I am totally satisfied with the software's versatility, ease of use, nice interface, and the ability to either be guided through all topics or work individually with forms and schedules. It incorporates critical help topics for almost every possible scenario. All calculations are being performed automatically with high accuracy. The TurboTax Advantage subscription is very helpful because it provides uninterrupted service year after year.

TurboTax should have warned me that the IRS was not accepting returns with an energy-saving credit and when to expect to file. Intuit must have known about this prior to March 4 when my return bounced. Now I have waited until the date TurboTax supplied after the bounce, and I'll see if the return is accepted.