Four stars given instead of five because had issue with update download requiring expert help form Intuit. Also down load of tax forms encourage using preparing taxes on line instead of using desktop. I did not like the online preparation, therefore, switching to the desktop format I find up better and easier to use.

I saw several issues where values weren't displayed as expected. Best example but not only example is W-2 Stae and Local Income, withheld amount just floating without a heading connected on PC version. Not like only some of your customers are going to have W-2's! Clean that up. Hopefully the underlying logic is OK? Seemed like lots of exceptions in 1099-B imports. Maybe it is time for a top to bottom refresh of the flow. some sections flow different than others.

It was alright until the audit check. I downloaded the investment information directly from my investment firms. During the audit check, before filing, I had to enter made-up information into fields that otherwise had no auto-filled information. Otherwise, I could not get out of the audit loop. Very annoying and inaccurate.

Product does a reasonable job of walking a taxpayer through topics but seemingly skips sections which must then be addressed through the summary page, when it becomes clear the tax software thinks a section is complete, yet entire topics have been omitted. A knowledgeable taxpayer can easily navigate, knowing what needs to be accomplished. Also, paying for a State filing with a credit card via the Intuit site is the most difficult purchase I've ever made online... incredibly poor webpage layout and clumsy interface. Just terrible.

I have a joint investment account with someone, not my spouse. The account tax number is mine. I was able to adjust the 1099-int and the 1099-div. But I found it difficult to adjust the 1099-B. I had to do some research on my own. I think I figured it out. Not sure if I did it right to avoid an audit, but did it good enough to avoid any penalty. Not sure if I have the correct code in column F on the 8849.

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

I appreciate how the program can either walk you through each possible tax area, or lets you jump to where you want to go in the tax filing process. I also really like the helpful information that is seen by clicking hyperlinked help areas on the screen.

TurboTax is getting better slowly, but it is still far behind in terms of accessibility. I hav ben usin TurboTax for over 20 years and have noted marginal improvement, which seemed to imply adaptation, but in a very methodical way; however, I have noticed that as I have gotten blind, the accessibility features do not keep up to date. I need someone who can see to help me navigate the interface sinc my screen reader does not know what to do with many of the unlabeled buttons and check boxes. I'm sure the interface looks good, but I would prefer a more stark interface that is more efficient. But, I am still using TurboTax so the interview interface and help menus are still very good. I have and would recommend TurboTax. sure

1 - The aggressive upselling for tax advice is very annoying. Ask me once, not repeatedly. 2- I'm lucky enough to live in a state with no state income tax. Turbo tax knows this. Why was I repeatedly harassed about a state return. My experience "Do you want to do a state return? NO! Are you sure you don't want to do a state return? NO! NO! Are you really really sure you don't want to do a state return? NO! NO!! NO!!!!....a few minutes later...We notice you didn't do a state return...are you sure...." What is wrong with you people????

When I was forced to prepare my return using Turbo Tax Online (TTO) so that the tax expert could review it, TTO flagged several areas which I needed to look at which Turbo Tax Desktop (TTD) didn't. Neither the online version or the desktop version filled in all of the entries from my 1099 DIVs. According to the tax expert, I had to add a duplicate in order for TTO to enter the missing information (since TTD didn't enter the information, I'm assuming it's the same. In order to file the most accurate return possible and to avoid any possible issues with failure to report income, Turbo Tax should fill in every field which has data entered. Neither TTO nor TTD support derivatives. Both flagged sales where the cost basis was $0 which is common (BTW, I wouldn't have seen this if I hadn't asked the expert to take a look at my return. TTD flagged this but it didn't display during the review.)