I didn't like the layout this year for investments where you enter the interest, dividends, and 1099B information separately, when they come together from the Bank. Also, you had to select one, go in and back out in order to get the prompt to add in order to download. I also suggest a function that would allow you to say no digital assets for all the following...., as I had to manually enter the information one by one on pages and pages of entries.

I had difficulty loading it onto my computer because the software was initially loaded onto my sister's computer. The solution was simple although I did not know it at the time. A customer service representative named Chris saved the day. It just required high-lighting the box with the code and clicking on it. So simple, but there were no instructions for downloading it when initially downloaded on another computer. I would suggest incorporating directions to instruct someone how to do this. It drove me crazy trying to figure it out myself and wasted ALOT of time.

Turbotax works really well, however for the firs time there was a bug with the capital sales worksheet. I got in a loop on one question and it would not move on. I had to research the problem online and finally found a solution and had to fix the problem myself in the forms. It took quite a while to figure this out. This is the first time I have had this type of problem with Turbotax. Otherwise it is quite a useful piece of software.

The process went well until I was ready to file and hit a snag that should have been fixed by now. I have a 1099-R from the OPM. When going through the review, I'm told I have to enter the State Distribution (box 16a) in Turbotax. The CSA-1099-R from OPM does not have a box 16a. Here's link to the solution: https://ttlc.intuit.com/community/retirement/discussion/i-have-a-1099-r-from-the-opm-when-going-through-the-review-i-m-told-i-have-to-enter-the-state/00/3542212

I used to love TurboTax...now, not so much. I had more trouble this year with using TurboTax than in previous years. In particular, I was unsure about filling out several things: foreign income behind foreign tax; at-risk own business; Medicare premiums and reimbursement; etc. I did not see how to rectify the at-risk box for Schedule A, so hope I got it. All in all, I am thinking that maybe I need to get a tax professional so that I feel certain my tax returns are legally accurate.

Been using Turbo Tax for 30 years - this year was very glitchy (i.e. sending me to Canadian retirement when I clicked on Social Security). The boxes to select 1099DIV or 1099INT are cumbersome. Pretty, but not fluid. I am actually not sure I will buy it again next year. The red boxes & exclamation points are a bit alarming when I've not had the opportunity to make an entry. They can wait until I miss something. Take it back to simple graphics.

The program is not as self-explanatory as it has been in the past. When downloading from my investment account in previous years the program only required one connection to the internet, in this version there was numerous connections one for dividends, one for interest, etc. I often seemed to be stuck in a loop downloading the same information multiple times

Foreign Tax Paid was improved this year to allow more than 1 worksheet, which was helpful. But the instructions in that section were somewhat vague, and after reviewing Worksheet 1 I had to make edits because the first country's dividend entries were double-counted. Also, the default print settings result in images only 40% of actual size in the center of the page. It wasn't until I had printed the first time that I knew I had to change the print settings by expanding the details and making the adjustment. Very frustrating.

It is more important than ever to check every line of your forms and understand what and if bad calculations were added. Intuit won't be paying your interest and penalties when they screw up. And they seem to do that more and more in unexplainable ways. If I didn't have years of taxes done in this format, I don't know if I would keep using it. At some point it probably makes more sense to just outsource this.

Overall I do like Turbotax. However, it could use more clarifying comments and/or examples in the instructions provided. Turbotax should be understandable and useable by a 8th grader. It should be absolutley user friendly and intuitive such that an 8th grader can resonably get through it. It should be user tested to see where most users get hung up, prioritize these areas for simplification and ease of use re-engineering.