I purchased the tax advice service get answers to questions regarding some 1099MISC income from my wifes clinical trial for alzhiemers that paid use for attendance for infusions. When I talked to the support person she was very helpful in identifing the problem but then referred me to the tax advice service which i then purchased. In then requested the service and was given an expected call back in 9 minutes. I tried to get a call back several times over a three and a half hour period with no response. I think I resolved the problem and filed my returns the next day (today}. Not impressed with my $50 dollar fee for nothing.

As a first-time user I had problem finding some of the input pages. Prior year overpayments should be connected to estimate page. Banking information should be with personal information, not hidden in file section. Since software allows for 5 returns suggest an input place for another preparer.

Completing the return on my MacBook Air was fairly easy, however the program failed when I attempted to print a review before filing. Trying to find help brought me to a page where other Mac users stated the same issues but there was NO resolution. Very annoying!

Overall it is good. However, I miss the options in printing the returns. In the past, there were options to print tax returns only for either the Federal or state taxes. Now I had to scroll the full return in order to take out the pages I do not want to print.

I have been using turbo tax for 20 yrs. or more. It seems to have gotten worse. You should allow the user to go directly to the page he wants rather than having to go through a series of pages/steps. And user shouldn't have to re-enter the data he entered before. More terms need to be defined.

My husband has had stock options that vested over the past few years, and we have had more transactions to record. Because of that, I upgraded from TurboTax Deluxe to Premier, but I'm not sure it was worth it. The software told me that California differs from federal rules in how it handles capital loss carryovers, but it didn't help explain those differences to me or help me know whether they applied to our case. I ended up Googling the information and going through the state guidelines myself. We also got a 1099-Q because we used our 529 to pay for our daughter's college tuition (our first year doing this). Payments were sent directly to the university, so the form was sent to our daughter. We actually didn't need to report it because 100% of the expenses were used for tuition, room and board, but when I first added it, TurboTax didn't tell me that. It also told me that my daughter might need to pay taxes, which I'm pretty sure is wrong (there were no other sources of income to report, so there's no reason why my daughter would need to pay taxes on 529 funds that were used for qualified education expenses. After Googling this and calling the 529 customer service line, I learned that we didn't need to include the 1099-Q at all, which is something I would've expected TurboTax to tell me. (By the way, the Live tax expert service has bad reviews, which is why I didn't bother. I didn't want to throw good money after bad.)

I have used TurboTax since 1996, so I like it. But the function where you estimate your following year income, deductions, etc to arrive at estimate tax payments should be improved. For retired folks whose income is mostly from pensions, investments, etc. all of those things get lumped into "Additional income" in the estimate. It would be more helpful to provide more detailed categories.

LOADED SMOOTHLY AND RECEIVED TIMELY HELP FROM SUPPORT. WOULD LOVE TO SEE BASIC SUPPORT FOR FORM 1041 AND GRANTOR TRUST STATEMENT, SO THAT I WOULD HAVE ALL THE FORMS I NEEDED TO FILE ELECTRONICALLY. I E-FILED THE NORMAL WAY, AND LATER I WILL AMEND & MAIL TO IRS JUST SO THAT I COULD FILE THOSE TWO FORMS. I STARTED A FAMILY TRUST LAST YEAR.

Couldn't Transfer my info from 2023 return Instead it transferred the ENTIRE 2023 return. Called for help and was told I would have to input myself Make it easier to locate area for Roth conversions ditto for applying refund toward next year taxes all of the above appies to the state taxes as well

Turbo Tax usually does a great job of tax prep. This year I missed a check box, and it would not process the return as it contained an error. The software then asked me to fix something other than that missing check box. That made no sense. I paid extra for support that was good and directed me to the proper place after being misdirected by the software, as it was a known error. Making a faulty product and asking for money to fix it isn't fair or ethical in my opinion. That's why I give it a low rating.