The import function is confusing; when I tried to add a form I had initially omitted, it deleted all the forms already there and only added the new one. I had to go back and import them all over again and then redo the updates. Also, there is an error or bug when transferring from Federal inputs to the State return, it completely omitted the split between specific state tax exempt muni interest and other state's muni interest that is not tax exempt. I had to call to report and fix this TT error, which I only caught because I keep an Excel spreadsheet in parallel.

I have used TurboTax for more years than I can remember. It easily and accurately pulls in information from my prior year return. I download the software to my computer vs using the online version. With having the software on my computer, I am also able to create an estimated tax return for the following year to aid in determining my estimated tax payments. When running the Smart Check, I usually only encounter a few items that need to be addressed. This year I used the Turbo Tax Community Support in mid January for my Wisconsin tax return in order to find out how to elect to take the new WI Retirement Income Subtraction to offset my pension income. There was a topic already started on this issue. The issue was eventually resolved later in January in one of the software updates (just need to be patient). However, I would like to see Turbo Tax make that tax benefit election more visible in Schedule SB. It currently is "hidden" in the "Retirement Income Adjustments" selection. But when this is selected, the next screen that comes up lists 4 obscure retirement items, but does not show the new WI Retirement Income Subtraction until you click "Continue" and then the question about electing this tax benefit appears (assuming one is eligible for it). The e-filing process for both the federal and state tax returns was easy and successfully completed. In fact, my federal return was already accepted shortly after filing. .

No help with Special Situations. I have an Inherited IRA with a basis, which means I'm supposed to file a form 8606. But because Turbo Tax can't handle this situation, I'm forced to use their 8606-S, for spouse. Because I file single, I get about 15 errors during the final review and can't submit electronically. Also, Turbo Tax still can't handle all of the entries in Box 14 for New Jersey. You woudl think a state with as many filers as New Jersey would prompt Turbo Tax to make the necessary changes. But I'm still forced to quess how to handle many of these items.

Very good, as usual. Though this year I had an issue with an IRA where part of it was spun off to a new IRA. Turbotax handled the resulting RMD requirement satisfied by the new IRA poorly, or should I say not at all without tricking it. Also sometimes the navigation back to old screens causes the subsequent forward navigation to skip steps. that were previously presented.

I mentioned this already in another review, but I don't think that I like that the Search button now starts the "AI Chat Box Assistant". I want the choice between a true Search field and an AI chat box. The old Search field brought up instantly any forms, worksheets, instructions to which I needed to refer. The AI chat box takes too long to load and seems to bring back to broad a series of topics. I prefer the straight up, type the form number and the search box takes me straight to the link. I like the AI chat box option, but it needs to be called that nominally, not the new "Search" button. Go back to what the Search button use to do, but add a separate AI Assistant button.

I completed my tax return early February but was not able to file due to Turbo Tax delay in Rental Depreciation software. Although I had no changes to the depreciation schedule, I could not look at or view the current schedule for accuracy without filing. Warning and transparent communication regarding the reason for the delay would have been appreciated. Instead, Turbo Tax updated the website and help page multiple times with unrealistic and inaccurate projection dates for repair.

The step-by-step interface always feels a bit scary because I don't quite know what it means. I was forced this time to use the direct forms view for ESPP this time because the step by step left it completely broken. The smart review made it worse because it tried to fix fields in an apparently random order with a claustrophobically small view of the form being amended. I finally cleared the worksheets in question and started over. I feel that for anything beyond a trivial filing that a form centered view with a step-by-step guide might be better. Anyone that is afraid of seeing and working through a form with smart guidance should probably purchase assistance.

1. Too much updates required. Everytime I start Turbox, it ask for update. 2. Collect too much infomation that are not needed. 3. Credit card payment form did not fit my screen. The buttons are out of my screen. I send this info last year and it did not change. I can not use credit card payment since the buttons are out of screen.

I am unable to e-file my friend's tax return. I have used turbo tax to file for him for two years with no problem. Error message keeps coming on saying there is a problem. I have deleted cache and cookies and nothing helps. Wasted time trying to make it work. Will have to file by mail. Very unhappy.

It seems this year the interface was not as clean as normal. Entering imported documents took you in circles. Maybe the support of Windows 11? Never saw this on previous versions. Make the page that requires you to enter your state ID OPTIONAL. The information is not required to file your Taxes.