In preparing my federal return, I encountered a difficulty involving a distribution from an IRA where half of it was taxable and half was a qualified charitable distribution. No matter what I did, EasyStep would not properly allocate the distribution into a taxable portion and a non taxable portion. To resolve this I had to go into Forms, open the relevant 1099-R and in the bottom half of the form check the box ""Recipient, but was originally inherited from a spouse." I had paid estimated taxes to my state of residence, Pennsylvania. In preparing my Pennsylvania return, I found no way under EasyStep to enter estimated taxes paid. I had to go into Forms and manually add my estimated taxes.

The system is good and I have used it for many years to file my 1040 and California 540 returns. This year, the periodic requests to enter my keychain password threw me off and cost me time. The latter is a system I do not knowingly use regularly. Your explanations did not help me. There was no way to bypass these requests that I could find. Frustrating.

The entry of information and the generation of the return are excellent. I particularly appreciate import of stock information. My problem is some annoying interface items. I choose not to register my copy of the software. I do not need to be reminded every time I open my return that I have not done this. Give me the option of never seeing this screen again after the first encounter. When updating the software I want to see what is being updated and have the option not to update at this time. I do not need to sit through a multi minute update when I open the return just to enter a quick form that arrived in today's mail. The software used to allow this. I always updated to the latest prior to filing my return. In fact, I would be surprised if you allowed a filing without the latest updates. Two stars removed for the above annoyances.

turbo tax updates too often. During the season i get data together and update my return as data comes in or is organized everytime i open the program it wants to spend a lot of time updating and wasting my time Also this year for the first time i said to file the return and it said i was done but did ,not send it i found out because i was looking for confirmation of receipt by IRS That sucks Caused my return to be late even though I tried to file nearls a week early

I've been a Turbotax user for decades. But I am not discouraged with the product and may need to go with another provider next year. I have a Qualified Opportunity Fund and need to file a form 8997. I was very disappointed that TurboTax, unlike some competitors, does not support this form. I had to hard print and hand correct forms to meet IRS form 8949 requirements. I'm very disappoint in this lack of supper in what would be an easy fix. Please add for next year.

My experience this year was not as good as in past years. I hate the new way that you are facilitating importing tax documents from financial institutions. It is very off-putting and makes it seem like you are being given access and information that you do not need to fulfill the purpose. Because of this I opted to manually enter information this year which made the preparation process more difficult and less satisfying. I strongly encourage you to re-think how you implement the integrations and for what information you request when importing tax documents.

It would really help if individual pages & worksheets could be printed so we can recall how we answered specific sections or document the conclusions reached by each section of the software. Also, it would be very helpful if the donations section could be sorted or alphabetized to make it easier to find or maintain order. With these additions to the software, our rating would be a 5!

I have been a long time user of Turbo Tax and would normally give 4-5 stars. It feels like they have intentionally made the AI/search function less helpful this year to push people to selecting their "expert" option for an additional $60. I also had to move to another computer because of issues with popup screen, that would force some to select paying for their return from their refund for an additional $40 fee. I like the program itself but these issues will probably make me select a different product next year.

simple, and comprehensive 5 stars (only issue was the entry phase on an inherited non-qualified annuity, the system wanted to make it a RMD from a qualified annuity, but then caught the issue on the check phase, so good catch on a rare issue to boot)

In the 6 ish years since I"ve used T-tax, this was the most difficult. Problem 1. When I entered my pension income, then went forward, I got a notice that T-tax claimed I hadn't entered it last year. This caused confusion in me. Both Fed and State tax forms for 2022 show it on there. Trying to find it on TTax 2022 was very difficult. More generally, when going back, back, back....(multiple times at diffrerent stages) then going forwards through it again, often a different page would show or an old page wouldn't show. When I went to pay and changed my mind about efiling my IL state taxes, the program was forcing me to select to efile, even though I had gone back to click the "send a check" selection. No matter what changes I made in that area, it would stall. I called and spent 45 minutes with a helper who reached the end of his shift, and through no fault of his own could not help me...there was a major glitch. Now that I got to the filing stage, I am still not sure how I got through, seemingly skipping some steps without seeing the steps. I'm not sure if I am efiling my state....if I'm being charged for it or if I need to send a check to the state. It is very confusing