Turbo Tax is a great way to file our taxes. Easy to use/install/update/file. Context sensitive info available on each topic, line, and category. We have used TTax for 25+ years. Direct info downloads of tax data from banks, brokers, and investments. Never had any problems. Easy Peasy Thanks TTax

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

Very little on-screen help is provided to understand the questions being asked. Especially true if you have multiple sources of income from one fiduciary, or if you have more than one fiduciary reporting the same type of income. We were just baffled by some screens. While Turbotax may be the best product out there for an individual user, it certainly does not inspire confidence in the output.

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!

Have used the desktop version for years. Consistent, straightforward, and simple. I am confident I have not overlooked anything. This year I started with the online version and became confused. Unable to cross reference things as I went along. Simply not comfortable with the version.

I have used turbo tax for years and am happy with it. However, this year we encountered an issue with the four digit IPPIN that the IRS issues. I was able to get my IPPIN as the primary tax filer but could not get an IPPIN for my wife due to technical issues on the IRS end, This process is very complicated and involves linking the PC and her phone. We tried several times and gave up. We submitted our tax return with only one valid IPPIN and will see what happens. Is there a way that turbotax could obtain the IPPIN to facilitate the process?

The calculation for estimated taxes was not very helpful. I do not remember having to fill in some of the information and because I have a carryover on capital losses, I did not know what to fill in. I was only allowed $3,000 loss when I lost over $250,000. I realize that is not your problem but did not understand what to do for estimated taxes next year.

Almost gave it 5 stars, but I found when entering Foreign Tax paid to various countries, it wasn't user friendly. I entered every country (had several) and when I went to enter the amount for each country, the full country list would disappear. I think if you placed instructions to enter each country and amount one at a time, it would have made it easier for me to figure out what was going on when they kept disappearing. Just a thought. :)

I have used TT for many years because I liked the Q and A format and the ability to have TT do all the calculations. However, one thing that I have always resented is the inability to easily print the information on a TT screen that I was working on. I don't understand why TT will not allow a customer to do this. Regarding TT expert assistance, I was unable to find the option I was interested in, which lies somewhere between asking a question and having an expert prepare my entire return. What I wanted was to prepare the return myself, and then have an expert review the entire return with me and identify any issues that I may have missed.

I spent HOURS on a very simple return because the interview screens were blank and my college expenses could not be entered. I finally found a solution by google search to set as being run by an administrator. Guess what? Thousands of people are wasting time with this same question year after year. Why is this not a default setting? The pop-ups for the survey asking why I did not want to update my 5 federal e-filing desktop version to a single federal e-file was annoying and I couldn't get the window to close and could not use the software because of that winder. I finally discovered ALT+F4 made it go away. I also don't like the constant upsell for audit defense and tax advice. I will be using Tax Slayer next year.