TurboTax Premier is accurate, easy, and fills forms I would not know how to do. I like the forms method and simply enter everything directly. Simultaneously, I keep an Excel spreadsheet as a double-check. However, I am quite disappointed in the loss of Its Deductible, since I donate quite a bit. This software gave me confidence in pricing the donated items.

I have been a turbotax Premiem edition user for decades. It has a lot of state about my past taxes which makes it easy to do new taxes and I have a lot of complex partnerships. However, there are a number of things that frustrate me. 1) The import of imformation from Fidelity and Schwab is broken. It connects but fails to import anything. How can the 2 big brokerages not work with Turbotax? How could this not be tested? It seems to be a well known problem as people say "try try again and try again and then manually enter". This is absolutely frustrating and the first time in years that it failed so spectacularly. 2) I have a lot of K-1 forms from partnerships, with Section 199A reporting. These are extremely manual, because unlike most public traded partnership where taxpackagesupport generated txf files, none of partnerships seem to know how to generate a txf file. And the primary reason is that the txf standard does not allow for that information to be coded and imported! To be considered a premier product this HAS to be fixed. By manual entry, I am making a lot of mistakes whereas the business that is sending the K-1 form is better equipped to do the right thing and send a txf file I can import. 3) After entering a K-1 form, turns out there are many errors that one has to fix manually (often it is not clear how to fix them). The user interface should fix this before we move to next screen rather than having to go to forms interface to fix the errors. 4) Form 8997 is not supported, code Z for a schedule D transaction. This is opportunity zone investments and needs yearly reporting. The official workaround seem to be to not efile but do a paper mailing. This is a relatively simple form, why would this not be supported even in the premier product. 5) Multiple states. With real estate investments it is easy to get into a situation with multiple state tax forms. Each of them is horrendously expensive. We need a package where multiple states can be bought at a discount. I find it easier to manually file for states!

Turbo Tax does a relatively good job of helping one file their taxes. My two complaints would be: 1) Intuit needs to update the IRS address to send 1040-ES and 1040-V (estimated tax payments and payment vouchers) for states like California 2) California Form 3840 (Like-Kind Exchanges) has a glitch that prevents a taxpayer from efiling the CA tax return. The glitch is that the software insists that more than one property be listed in section A, part 1 for properties that were given up. There is frequently not more than one property given up and this glitch creates an error and therefore the CA 540 tax return cannot be efiled.

Turbox Tax is great until there is an issue you cant figure out. I have owned my home for years and this tume the program wanted to treat it as a rental home. What a pain. I worked around it but also couldnt find anything online that woudl help me fix it.

I have been using Turbo Tax for over a decade and never had any problems. However, this year Turbo Tax lost all my files during a SW upgrade which required me to re enter all information again, wasting several hours. And in the end the results were very different. I still can't go to each specific area to update it. Very very disappointed in this years SW.

rejected returns have not been helpful in identify the reason and provide solution (dependent exemption error and didnt tell which dependent was the cause- even though reject has the number provided but turbo tax does not display this). solved the problem with adding IP PIN (turbo didnt help show where and had to hunt that field myself)

Own Stock in INTUIT bt. in batches over 25 Years (over 100K) - Love TurboTax except Every Year I sign up Tax Defense - IRS hates me deducting Margin Interest on Schedule C although am a Frequent Trader and case law of Paoli -the Tax Court Judge has allowed it - THE PROBLEM IS TAXAUDIT throws their hands out as soon as the IRS claims that it is a Fraud - Then am left to defend by Hiring a Tax Attorney myself.

interface for inputting investment income(interest, dividend, sales etc) were cumbersome and hard to follow in Premier this year, taking much longer than necessary. 2023 and prior were much easier. "Help" staff offered suggestions which were outdated and not in synch with the 2024 screens. Please make the interface better next year.

Don't appreciate you forcing me into Windows 11. The further Microsoft gets from Windows 7, the worse their software gets. This is the second time you've done this to us. Will resume buying Taxcut for 2025 as there is only a few dollars difference between the two of you.

Every time I start Turbo Tax it takes an eternity to download updates and install them. This is quite unacceptable from a user experience point of view! 2. I have a $10 credit in my account when I purchased Turbo Tax but I was charged the full $25 for my state tax refund , instead of the $15 that I expected. Classic bait and switch move by Intuit.