As usual I like how it pulls all my info from previous year and allows for import of financial documents. Sadly, it is still very difficult to sort out farm income along with farm rental income but this year I did figure out how to do it. The step by step query does not help. TT says i will need to pay back some of my ACA subsidy BUT gives no info on how to do this. (I think I need to go to my Marketplace account and update last year's?)

This is a great way to file your taxes every year. It's simple and they walk you through each step. This year I had a unique situation and paid for the extra help to get a question answered. Dana, the tax expert I spoke with was very helpful and friendly and answered my tax questions quickly.

Worked pretty well until trying to charge my state filing. "Let's get your mailing address" dialog box did not have a button to continue on, so was stuck there for a while until I found a suggestion to make TT full screen. Looking at some (useless) remedies involving checking internet connection, etc. it seems this bug has been present for a few years? It is especially annoying to be stopped dead at the end of the whole tax process by a dialog box asking for a mailing address for an online charge.

The changes made to the GUI for Federal the Taxes>Wages & Income>Interest & Dividends home page made navigation, entry and review very difficult in my opinion. Being able to see the summaries for each financial institution on 1 page was much better in my opinion.

TurboTax has a good dialog process compared to other software that I have used. It is expensive compared to others and whether it is worth is an individual choice. For very complex situations it is quite the same as some other software that do the same thing. I use Turbotax as I have gotten into the habit - the retrieval of investment information, carry over of prior years data for reference in the current year are some of the features that have me hooked, though at times I have tried to break out of it. The Turbo Tax community Q&A is good and has answered my questions in many cases for common issues.

Software has gotten less and less friendly over the years. State software is horrible, you have to manually go find each and every change. If it was not for the fact I have been using this for over 20 years I would likely switch. The value for the money is becoming lower each year.

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.

TurboTax suffered from many changes relative to prior years (I've used TurboTax for 20 years), and few, if any, of this year's changes were useful, and many were frustrating. Combining interest, dividend, and capital gains/losses into one intermixed user interface made it extremely difficult to keep track of progress during data entry. Having to navigate through a series of nested -- and poorly labeled -- input/editing panels for each statement's data entry was extremely irritating. Also, I had to question TurboTax processing integrity: I finished my tax forms, saved my progress, processed the program's online update the next day, and opened my tax form only to find that refund numbers had changed significantly with no explanation for the change. Lastly, TurboTax failed to copy my estimated tax payment numbers from the previous year without providing any reason why those very important values were silently omitted. I discovered this omission almost by accident -- my refund appeared to be too low -- and had to spend hours verifying Ttax's work by hand before discovering that Ttax had not included my estimated tax payments. All of this led me to question TurboTax's overall accuracy and reliability. I shouldn't have to debug the TurboTax program and I shouldn't have to wonder if TurboTax did its job correctly. I will give TurboTax one more chance next year; but if these errors, complications, and inefficiencies are not fixed, I will switch to a competitor's tax program. TurboTax has one job -- to provide trustworthy and accurate tax results. This year TurboTax failed. Please TurboTax, get your act together.

Start to finish, this takes me about 4 hours total desktop time. Turbotax has been my northstar for 28 years or longer. I began using their products on slower, older machines, and I also used Peachtree software to complete management financials. Everything from your organization seems to crush the grapes into the best wine, so to speak. No hassle, no complications, at least, none that aren't self-evident. There are a few occasions where you just have to do things long-hand. With TurboTax, those are incredibly few and far between.

I'm giving this product five stars because I have been using it for about 40 years and am extremely pleased with it. This year, for the first time, I found a bug in the product. In entering the RMD distribution, if your distribution has 'cents' it allows you to enter in in the product but when it enters that amount for you in the worksheet, it does not allows 'cents' there. It truncates the cents. It recognizes that they don't match, and won't file until you remove the 'cents' from the amount you took. I'm hoping the IRS allows this since it looks like I shortchanged my RMD.