This year TurboTax didn't perform as in the past. The transport of information from financial institutions did not work correctly so it required manual entry. My state does not require state filing of taxes but TurboTax is now set up to almost require you to file unless you take action not to. The software should be aware of which states require filing.

You really took a step backwards this year. The investment import and presentation on your screens is very poor. Also, there's no way to tell if the information was imported once or twice. Search was horrendous also. I searched for how to delete a (duplicated) form and got no help at all from the search function. Fortunately, I clicked through all the choices at the top of the tab (file, print, view, etc.) and found a "delete form" choice. I also searched for "IP PIN", but the choices were quite cryptic. I'm thinking of changing next year because the product is moving away from user-friently.

I appreciate the walk-throughs and the pop-up bubbles that give brief explanations along the way. I also appreciate the 'forms' button so we can see how the information is entered onto the actual forms. I'm not sure that we are using the correct Turbo Tax, however. --premier version. I'd like to explore our options to properly identify the correct version of Turbo Tax moving forward.

The return was rejected, same as last year, because there are no prompts asking about marketplace health insurance. After I received the rejection notice, I remembered that the same thing had happened last year. I don't know how many others have had this same experience, but it has happened to me two years in a row. Maybe I just seem to overlook this or maybe the software needs a little adjustment?

I continue to use T/Tax because my data in on it for over a decade, but the quality of is really getting bad. Last year a had to do an amended return and hadn't heard back...hired a tax expert to go over my return also. This year ran into problems with form 4562... it drove me crazy .

Download is better than using CD. The only issue is at the very beginning when asked if TurboTax can make changes to your system, this is misleading as it sounds that something foreign is going to mess with your set ups. if you answer "NO" then download does not happen. you need to let the user know a "YES", is OK & allows the download & any updates to system, to happen. Updates relate to TurboTax only.

Not as intuitive as web version. There was an extra 1098 and because it didn't mark as "connected to primary residence" it didn't count the interest as a deduction. I had to go to the "manual forms" review to find it. It didn't even warn me there was a duplicate 1098. Also errored right before e-file because I didn't update, even though it never notified me there was an update. I guess that's why it's cheaper than the web version.

Software has gotten less and less friendly over the years. State software is horrible, you have to manually go find each and every change. If it was not for the fact I have been using this for over 20 years I would likely switch. The value for the money is becoming lower each year.

In the easy_step, I has not been able to find the place for the Identity Protection PIN. Because of missed Identity Protection PIN, my efile return has been rejected twice. And, after updating my return, it is difficult to find out how re-save a pdf file.

relatively easy to use. there were a few confusions: when asking for additional entries, it could be more clear to avoid double entry. e.g., for foreign tax paid, it would be better to specify that is in addition to the ones automatically extracted from the investment account, instead of asking "did you pay any foreign tax".