One little clarification. I did a IRA/Roth conversion and then it asked about Roth contributions. It was not clear that a conversion is not a contribution and that it is already entered when I put it as a conversion. Otherwise, all went very good. No hassles.

I have used TurboTax for several years and am general happy with the product. This year I started my 2024 return and was part way through the return and noticed that the comparison information from the previous year had not been uploaded. I don' t know what I did differently from prior years. I learned that since I had already started my return that it was to late to upload the prior year unless I started the 2024 again from the beginning. I would urge a warning or reminder at the start to caution users to upload the prior year if that wanted to included that comparative information.

changes were made to the 2024 software. input of 1099 info was changed to some bizarre new format that was extremely non intuitive for large amounts of 1099 information . other problems were encountered also. software used to be excellent- not sure why changes are being made to input not relevant to actual changes in the tax law...

I've been using TT for about 30 years. Seems to have gotten harder over the years. Maybe it's just the tax laws. My data didn't port over properly from the previous years. Has happened before. I do like the ability to drill down on a field to make sure I'm doing the right thing.

I use a Mac. The page for correcting stock transactions was cut off on the right side, and I could not find the edit button. After two days experimenting, researching on-line, and a call to support, I finally discovered that I needed to go through multiple pages of transactions before I could see the scroll bar. This needs to be fixed.

Mac software is very bad. Did not scan information only name and address but no other inputs. When pulling information from Ally every time got 0 as interest. It happened to 3 account. When we took picture and submitted W2 when it worked it added twice when filing jointly under both filers name. Also Try to give free filing from desktop/Mac software just like website if they quality as student.

The section dealing with foreign tax credits (for foreign taxes paid on non-US stocks) is inscrutable and is very difficult to work with. Asks for info (like total income from foreign sources) which is not always shown on brokers' tax or year-end consolidated statements. Also, It would be helpful up front to know how much the standard deduction is worth and to be given the option of skipping over all of that data entry for mortgage, real estate taxes, contributions, child care, adoption, etc. which is applicable only for itemized deductions. In the Massachusetts state program, you should tell me up front what the income limit is for a "circuit breaker" rather than forcing me to hunt down real estate tax and water/sewer bills, only to tell me at the end that I'm not eligible for a circuit breaker after I've added up and typed in all that info.

I've been using TurboTax for over 20 years. The only issue I've had trouble with is carry forward calculations regarding losses on one of our rental properties. Especially since the QBI program started. It's a rather complicated labyrinth of forms and calculations to track the numbers through a return.

Ease of use was fine. With a brand new computer and no other programs open, however, the program kept locking up or crashing. The amount of times I had to close and reopen just to complete my taxes. It also filled out a few categories wrong as I went along, so be careful on what it autofills for you. I just think for the price they charge, I shouldn't have to be dealing with all the crashes and data being incorrectly entered.

I've used Turbo Tax Premier for many years, but this may be the last. They changed the look and feel of it and I really don't like it. I liked last year (and previous years) interface for entering and displaying the information. In particular, I really don't like the new way it shows the information entered for all the 1099-DIV, 1099-INT, and 1099-B. The previous table format was MUCH better. Change isn't always good. It took me much longer to file taxes this year than previous years. Very disappointed.