There are some things I would do differently if I were designing the program. I must tell you I was a systems analyst for the Pennsylvania Department of Revenue. I understand how difficult it is to design a program of this complexity. Also had the system go into a loop a couple of times, where it just went back to previous page.

Had a slight problem with reporting 1099 information. My previous year 1099 suppliers list was pre-populated (as in years past), but I was unable to edit them to report this years data. In other words, the edit button did not work and so I had to reenter the institution information fresh, then delete the same pre-populated institution, since I couldn't edit it.

I would like to skip the software update when opening the software sometimes. Currently the update is mandatory every time I open the software or my return file. Because I want to have more control when to update the software so I can work offline and only connect to internet when I need a update.

When i was preparing the VA state form, TurboTax indicates it will automatically optimize the spouse tax adjustment. When I did the final review, I noticed that TurboTax did NOT do it. It only gave me $179 adjustment instead of the maximum of $279. I had to manually made the adjustment by myself. Also, the program is getting so cumbersome it is taking much longer than necessary to complete the return.

TurboTax is a useful tool; however, it could be much better. I would suggest you dry run it on folks with minimal accounting knowledge who are pushing the software to its limit. Examples would be dealing with an amended return from last year, K1s or multiple capital gain generating funds all of which gave me trouble this year.

The font sizes on Windows are al screwed up. Some pages have extremely small font (e.g. help windows), some fonts are cut off, and some pages require you massively expand window to view all the details (e.g. the financial account report screen). Annoying and has not been fixed in years.

I enrolled in the live support. But it took me 3 times to get a person that helped me with my situation on RMD's with precious metals - using the option that you could pay from another IRA account so you didn't have to sell your metals to pay the RMD. (turbo tax software does not allow you to identify you are using one IRA to pay other RMD re4quirements. Austin was very helpful by saying that I could add a note explaining this. (hope this works).

Everything went fine once I found out that Turbo Tax is not compatible with Windows 10. I had to call in because it wouldn't work. I clicked on a link tha it would cost me $5 which I would get back, instead I got charged $70!!! Then I found out I had to move everything to my other computer (Windows 11). The person that I talked to got me through all of that. Once I was on-line in Windows 11, things went ok. Now to get my $70 back is the problem.

Started my return in the online version of Turbo Tax. Because I needed to switch to forms mode I had to purchase the desktop version and file my taxes with it. I prefer the online version because there is more help and explanations. The desktop version of help reminds me of the IRS tax booklet explanations. Please consider allowing the forms mode in the online version.

I am generally satisfied with TurboTax and prefer the desktop version to the online version. My main issue is related to importing 1099 data from brokerages. If you are expecting multiple 1099s from the same broker and you can't download all of them initially due to unavailability of some of them, then later on when you are able to download the remaining 1099(s) from that broker, even if you only select the missing one(s), TurboTax will still insist on downloading all 1099s from that brokerage (even if you don't check all the boxes) and any manual data for the existing 1099s you entered will be lost and have to be reentered. I don't recall this being the case in previous years. I would prefer the option to not automatically download unchecked items when you revisit a brokerage.