Using the desktop version I could not import 1099 files saved on my computer. The customer support person said this could be done with the online version of turbotax but not the desktop version. I could not figure out how to add a supporting document regarding a mistake made by a financial institution concerning missed RMD distribution.

GREAT AS ALWAYS BUT..... DOING AWAY WITH THE PHYSICAL DISK SUCKS.. WAS TEMPTEDED TO SWITCH TO THE COMPETION. THE WHOLE WORLD DOESN'T HAVE THE FASTEST INTERNET CHANCES ARE IF THE DISK DOESN'T COME BACK, I WILL SWITCH AFTER BEING WITH TORBO TAX FOR OVER 20 YAERS

Turbotax is becoming increasingly annoying. It repeatedly asks questions and confirmations during the process. It pushes tax advisors over and over. It overcharges for state returns and to submit returns and pay taxes. In other words, it is annoying and clunky software.

The Foreign Tax Credit process is just AWFUL. They make the entire process far to complex for even the Turbo Tax help experts. I spent quite a long time with one and finely she connected her supervisor and, after well over an hour, I think it was done correctly (frankly I'm not entirely sure they figured it out either). Most everything else with the software went smoothly. Hopefully they can fix this deduction process for next year!!

i had a little difficulty downloading the software, but Maria was able to help me. The panes were covering up the downloads, so I could not see that the pin sign in was there. Perhaps there is a way to tile them rather than have the panes one on top of the other.

You should have a menu of the tax return sections off to the left hand side so you can easily navigate to different sections / return to a previous section easily. I tried to revisit a previous section but it made it look like I had lost all the work that I had previously done. Also, it is fairly easy to get duplicate income sources because the name of institution is slightly off. Once you have a stale entry, it is very difficult to remove it. Should have a button right next to the income entry to delete it.

The "Importing" of tax information from financial institutions is TERRIBLE! The import from Wells Fargo Bank only had ONE account, not all my others, and it did NOT have the IRA account from Wells Fargo either!!! It screwed up all my numbers because I trusted your import, and had to re-do everything MANUALLY! Thanks for NOTHING!!! Then you don't even list the financial stock managerial firm, "EQuiniti Shareowner Online Services". And they are HUGE! What's wrong with you? Why don't you have this BIG financial company listed for import?

The authentication process was excessive. I don't like being forced into the turbo tax sign in. The entry process was less friendly than prior years. It kept jumping to the top and yo had to scroll down. It never let you opt out of auto download so you had to answer the same thing again and again. The foreign tax credit is TERRIBLE. It pretends that you can enter multiple countries but you really can't. Overall way less friendly than before.

The needed forms were eventually available, but a few did not appear until February. Also, I was able to find the Colorado Sales tax refund item this time, but it still takes some digging. That should be automatic for anyone who is filing without having to search for the line item.

The IRS manuals are terrible to read. TurboTax has a couple sentences to summarize. They have a link if you need to have a more in depth description. Also by doing this myself. Years ago I got one Tax Company to do my first time rentals so I had a good primer. I now know my tax details well. I was audited years ago three times. And won all three times. I was off by $123, so I wrote them a check. Not bad for about 40 years with TurboTax.