The IRA rollover section was confusing. It was difficult to determine what to answer for the source and for the destination as far as category. It was a rollover, yet in some of the summary tables it would show that as income, though not taxable. This is very misleading in that it was a rollover, not income. The import function is limited and in boxes 12 and 14 for W2's my codes are always different then yours and I am not sure that the program actually captures COLA, and codes it does not recognize. Overall the questions need improvements because I had to experiment with the answers and then look at how it reflected it on the actual tax form and calculations. You need more help links throughout because of the poorly phrased questions--maybe give an alternative phrasing in a help button to make sure interpretation is absolutely correct.

TT handles most of the standard issues. I have some non standard issues with investments, LLC, and self employed health insurance. TT does not automatically review these. I understand what needs to be done so I can look for the forms that I need to maximize my tax deductions. Most people would not know what to look for and would miss deductions. I have raised this with TT for years but nothing has been done to correct the forms and process.

I was charged to file state and then couldn't e-file because it didn't like an answer on one of my 1099- g forms so now I have to mail both forms. this is ridiculous, I put in the correct information . I have used turbotax for years but am so frustrated.

Worst tax software I have ever used. Very hard to move around in. The chat bot is absolutely useless. The fact that you charge for more help is awful. Input screens are not in the best locations. Very hard to find what I needed. What a hassle to get to look at a draft after making changes. Last night the wait time for a phone call was 1 hour, 15 minutes yet it said I was "next in line".

The process to submit is ridiculous, with far more checks and approvals than seems necessary. Then after I hit submit finally, I get bombarded about every 1099 transaction, on whether it is a digital asset, and then looking for name and home addresses on every single transaction from my Chase account. That really sucks. What is up with that?

I'm a Turbo-Tax customer for over 20+ years. This is the first time that the software failed miserably. 1) The first problem was it wouldn't report what the error was. I contacted Technical Support (twice) for help. Although the technicians diligently worked with me to ascertain what was wrong, they both concluded that I had to start over. 2) During the second attempt, I was not able to IMPORT any of the 1099s from financial institutions for the search mechanism would not report any of the them.

Overall process and use worked well, as usual. I found the import process results to be confusing as presented on the screen. I ultimately figured it out, but not before TurboTax counted some entries twice due to my misinterpretation of the dat and the instructions.

Unfortunately, each year the program itself is more difficult to negotiate. I USE computer programs, I am not a programmer and of late the program is more responsive for a programmer and not the general public. I contacted 3 different assistants and all were extremely helpful and polite, but as I have a MacBook, they had difficulty helping me complete the program.

Turbotax H&B is not working as well as it has in the past. Importing from my brokerage failed this year, which was a first in the decades that I've used Turbotax (I had to take the manual entry route). That alone is making me consider alternatives for next year. Also, I had to go into the manual form mode in order to get around a 1099 bug - again, an all-time first. Finally, the state e-fing fee of $25 is bogus.

In general I am happy with turbo tax. What I am not happy with - is its ability to handle military spouses who work in a state with state income tax. There is no state where an Active Duty Military - who state of domicile is elsewhere - that has to pay income tax in a state just because they are stationed there. Having to go create a whole other tax return with just the military spouses information - in order to get a state tax return - which then cannot be filed electronically - because she can't file the federal return that had to be created just makes the state tax return work - is ridiculous. It feels like be discriminated against. Having to file a paper return and wait 12 weeks for a refund is not reasonable.