BAC / TurboTax (Intuit): The interface between Merrill and INTU failed during importing data from Merrill into TurboTax. After brief time, TurboTax displayed message saying the data import failed try later. I retried many times; created new TurboTax files again but still failed. Eventually, I entered the Merrill data by hand. Not only was the manual process tedious but the chance of error was greatly increased. Note: TurboTax was able to import data from Merrill Edge successfully. Note: Each attempt to import data from Merrill, I received email from Merrill, “We received your consent to share your account info with Intuit”.

Simple, easy to use - good instructions, helpful working through new tax situations not previously encountered or thought about that do come with life changes. Calculations have always been accurate even if they pointed to painful amounts of additional taxes due; did have occasional surprise refunds ;-)

Not focused at all for foreign based people with no W2, rental income in the USA left behind, stocks (with foreign withholding pecularities) and other very common but confusing situations. There is really no good slution for the millions fo folks abroad and it does not really get better as the years move on.

THE WORST SERVICE EVERY YEAR. I PURCHASED PREMIER BUT ONLINE DOESN'T ALLOW ME TO ENTER A PRODUCT CODE SO I HAD TO PAY $25 AGAIN TO FILE A CALIFORNIA STATE RETURN. YOUR SERVICE IS HORRIBLE!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

I got $30 returned, just to pay $25 to re-file my state taxes because your software was wrong. I filed incorrect taxes because of you and had to pay $150. And you think a measly $5 was enough to cover the inconvenience? You should have refunded my original fee that I had to pay to e-file for my state, and pay for me to re-file. That would have been appropriate. Not to mention providing me your paid service to protect me if I get audited for free, which I paid the first time. THAT would be good customer service, and be a display of a true apology for the inconvenience.

Not happy with this product, this time. I used it for the first time last year & it went much smoother. It cannot be our tax situation, since they are similar to last years. The State (NJ) Tax returns were particularly troublesome. With questions about the 2023 tax returns! Not understanding why since they have all that info!

Once I would have given turbotax 5 stars. But no longer. Don't use online vendors such as Big HomeTax to purchase Turbotax software, as they are unreachable and have apparently scammed me with a SOFTWARE license number that was cancelled the day before they sold it to me... The problem with Turbotax here is that they can clearly see that Big Home Tax is operating online and they DON'T SHUT THEM DOWN. INTUIT/TURBOTAX, SHAME ON YOU FOR BEING BIG ENOUGH TO BE THE #1 SOFTWARE FOR TAXES BUT NOT STOPPING FRAUDSTERS / SHUTTING DOWN THOSE WHO ARE STEALING FROM YOU AND YOUR CUSTOMERS in BROAD INTERNET DAYLIGHT.

This year your program was kind of buggy and the interface not as good as last year. When I went to enter data for 1099 forms the program would not let me enter anything. Spent the whole afternoon trying to get it to work. Finally had to search online to find a work around. Luckily it looks like it got fixed in an update. The way you display the list of accounts when doing 1099 forms takes up too much vertical space - don't need so much blank space around each account as it limits how much i ca see at one time on the screen. Also, why do you NOT do form 8990? It would not that complicated for the TT to fill it out. It is somewhat confusing (due to poor irs instructions) on how to fille out and takes me a lot of extra time as i need to figure out how to do it. Also, anyone who needs a 8990 must now file by mail not by e-file as there is no way to add it to the return.

Turbotax works really well, however for the firs time there was a bug with the capital sales worksheet. I got in a loop on one question and it would not move on. I had to research the problem online and finally found a solution and had to fix the problem myself in the forms. It took quite a while to figure this out. This is the first time I have had this type of problem with Turbotax. Otherwise it is quite a useful piece of software.

I had a couple of issues that made doing the taxes more dificult than it should have been. 1) when putting information for 1099-dev, 1099-int and another 1099 topic I downloaded the information from my broker. When it asked me to review the information for each, it only showed the broker name. I have 7 accounts with that broker. It should show at least PART of the account number when I get to that stage. 2) on my 1095-a , my column B was zero for all months. Although it did not affect me as i do not itemize, it would not let me enter the form as it was sent to me. (You don't believe me? I will show you) I made up a reasonable number and submitted that instead as it didn't matter. 3) If I leave the "interview method" of entering information for whatever reason, I would like a button to return me to the interview where I left off. Could not find a good way to do that other than getting out of TurboTax and returning. Other than those things, I love the product. Have been using it since I did it character based on my 286 computer under DOS. Thanks