while pulling data from financial institutions is that much easier in this version, the recording isn't as had to manually remove institution references integrated from last years taxes. When it comes to At-Risk declarations for business (rental property), the easystep is anything but, at times leaving one to address a question that otherwise appears comes from the left field without any guidance.

You were wrong about the Clean Vehicle Credit, You said my car qualified when it really did not. You did not as the question about the MSRP. Where it was $90k and the limit for the credit was $80k, thus it did not qualify for the credit. The error messages being returned were useless and misleading.

I've over three decades of history with TurboTax, so I know it well. That's primarily why I keep using it. But lately the UI has been deteriorating making more things difficult. And it doesn't handle or explain my special case situation well, primarily Schedule K-1. The prompts for "Walk me through everything" don't align with the data printed on my Schedule K-1. Also, the UI for adjusting stock option sales from 1099-B is primitive. Even on a large display the window doesn't show the full horizontal area and requires scrolling, and the scrollbar is only available on the bottom of a long list. Finally, the new page for INT and DIV entries is bogus. Clicking on a dropdown to see more info about a given 1099-INT scrolls the window back to the top. And I didn't see how to rename the 1099-B forms to keep my multiple accounts straight. I had to switch for Forms view for this.

been using since 2017, always felt good about filing. this year a different story. very confusing, not flexible, different results from last year, no explanations, help was not helpful (had to google). took much longer than before to complete. not sure if i did everything right, like in past years.

I needed assistance, call the 800 #, the automated answering was horrid. Fortunately the Turbo representative, Avila, answered and was very helpful, encouraging, and stayed one the line with me while I filed my return. She was professional and promptly spotted the Turbo error. Thank you, Avila!!!

overall good, still needs some proofing when it comes to wind lease/royalty payments. this has caused issues for at least 2 years. the schedule E autopopulates but error messages are received which prevent the return from being filed. very frustrating for myself and 2 of your help staff. the first female disconnected me somehow. the second put in an amazing effort but couldn't quite get it done. I was able to do it with override and completing the schedule E again.

I'm highly perturbed with TT for 2024. Maryland form 502CR was not included. I had to manually download the form and fill out by hand and then I had to USPS mail my Maryland tax return instead of Efile. Why would you not include that form when in all the previous years the form was included. I spend hours on the phone with TT support and Maryland tax support trying to figure this out. I wasted a lot of time. TT should be ashamed of themselves!

The software only lists "what should be" filled in; but I wish it would have told me "how" to fix the error. Or, at least, tell me "where" to locate the original source of the error. I paid $60 for help; but the help did not help me to solve the problem.

I have been using turbo tax for 20 years and love it. This is first time I used expert and he was fantastic. I had income in 2 states for the 1st time and sold 2 properties in two states and we sailed right through it. It took over an hour but I could never have done it on my own

I use TurboTax because of the simplicity of transferring previous year data and my familiarity with the format. I have noticed over the years that TurboTax often tries to sell me services (tax advice, etc.) in which I'm not interested. Asking me one time should be sufficient enough to gauge my interest. I don't care to be asked multiple times.