The changes to this years taxes were difficult to navigate. It included new issues with my 1099s. They also treated my 1099 R from my Gov. Pension differently, asking for information about my pension and asking me for my CSA number. I would have appreciated a heads up on changes this year so I would have been better prepared. I spent considerable time having to research the information you wanted. I expected Turbo Tax to make filing easier, I was disappointed. I will be looking at a other software for next years taxes.

Turbo tax is a great software. The only issue for me is the miss leading information about their fees. I feel the information given to the customer is confusing, they should put this information at the beginning. Simple and to the point the purchase price is only for the using the purchase software. There will be an additional fee for sending the information to the Federal and State.

I've used Turbo Tax for decades. This year I bought the premium package so I could import cryptocurrency information. Tubro Tax advertised that you could import CSV files directly into their software for ease of reporting and processing crypto gains/losses, however, they never got that portion of the software working. Many people are very upset about this. Your product does not work as advertised.

I have been using TT for decades, and my impression is that the quality of the product is declining. Every year there seems to be more manual entry required. At the most basic level, I couldn't even import my USAA 1099's. I'm willing accept tha increasing complexity is part of the problem, but what you've done with charitable deductions is unconscionable. With It's deductible, entry was relatively easy. The new system is more that cumbersome, it's an abomination and creating a new form 8283 is insane.

I don't want to e-file my state return because of the $25 charge. I need to send a check for my state tax return, but Turbo Tax did not give me the proper instructions to do this. It gave me the instructions after e-filing which is absolutely useless to me. I had to go to the FTB website in order to get the correct information.

Prior years I received exceptional support. Short waiting time and knowledgeable personnel. This year I had to deal with an 800 number that only wanted to text/email an address before offering a Human. Not sure which was better. Humans that I spoke with (on 3 different occasions) were very polite, friendly but not very knowledgeable specific to my questions. Several times your phone system dropped me. On one occasion the staffer called me back (unexpectedly). The s/w is very complex and you need experienced users available to answer unique questions.

Everything was great until I got to Foreign Tax Credit. Your instructions were a little to brief. You mentioned that their was 3 ways to handle it and you only gave instruction on 2. Trhe missing one was what to do when the total tax was less than $600.

It was good experience with desktop software but while transmitting files for eFile, initially I had failure because I had to update desktop version (I downloaded the software just a week before) and retry again. It could have proactively checked the desktop version and advised me to download the updates before even I attempted for eFile in first place.

The federal tax return went well. The CA state return was not well implemented with TurboTax. I had to manually enter much of the information without any confidence that the data entered was correct since there were no instructions in TTax for the CA return.

Overall OK, but the program can't always tell me the source of certain fields in the forms. For example, it put $1070 in a line for a REIT on QBI summary. Turbotax says the source is from a K-1 that DOES NOT EXIST! I can't get rid of it and still file my taxes electronically.