I have been using TurboTax from its first release. It has evolved nicely but there are still a few wrinkles that need to be ironed out; especially with the 2024 tax year products. 1. Your search and help functions are atrocious. They are hard to use and in many case do not provide the user with the answer they need about basic product functionality; an example is the query, "how do I enter a k-1" 2. in many cases I have to double enter information from one form to another. 3. In the Schedule C prep, Other expenses, the IRS has flagged my returns win a line in the Other Expenses screen is left blank and I use a subsequent line for an item. Either clear out the blank lines or give the user the ability to delete blank lines. 4. On the top of the screen where amounts owed or refunds are displayed. Handle this area in a different manner when there are multiple state returns in the mix.

Beware of the retirement questions in the interview process! They ask if you contributed anything to a retirement account. You think they are asking about the tax year you are working on and say "No." Then you will pay tax on 100% of your all your previous years' contributions, even if 90 % were made after taxes. It cost us many thousands of dollars.

The software still does not handle two Schedule Cs (each having a home office) well. Also, the home office deduction requires you to enter info in one of two places depending on whether or not you will itemize or take the standard deduction. This information must be provided BEFORE you know which will be taken. Please fix this so that the data can be entered and then used however it should be used based on which deduction is better. Asking the taxpayer to remember to go back and change that is just asking for trouble.

First year I've had to file an extension. The process and layout / structure was changed this year. Noticed several times when re-addressed (finished filing) later in the year that several fields were changed and my California state taxes did not seem right... We re-entered some of the entries and then the data fixed itself. This "shot down" my confidence in using Turbo in the future because after all the work done, I no longer feel confident about Turbo Tax because of the increase in problems and difficulties. I wanted to use the new feature "ASK AN EXPERT ", but not sure how helpful it would be with the new problems showing up this year... I am also gathering that this new money maker for your company (ASK AN EXPERT = $60) is different than last few years of the "FILE WITH EXPERT) which I have purchased every year

Overall it is a good product. However, it does take some massaging between forms and easy step to get everything right. The weakest part for me is dividend foreign taxes which I still have to go through 1099's and calculate by hand and enter the totals and portions and respective countries. If the brokerage import could be changed to address this it would make it a five star rating.

Very complicated to manuever in and out of the forms and tasks. I have multiple business interests and multiple income streams and sometimes I discover something I have to amend previous work; it is SO HARD AND TIME CONSUMING to have to go back and work your way through a multitude of questions you already answered to make 1 change. I think it doubled my time doing it. If it was on paper it would take 20 seconds. On Turbo-tax it takes 5-7 minutes. Horrible

I have used TT for 35 years, but will look for other solutions next year as TT's attempt to push additional services and do away the helpful ledgers that showed a running entry of one's income and taxes due reminds me that TT has lost sight of the reason for its existence =-- which is to serve the customer. Since I have paid for the product, I believe I should be able to use the product without having to be pestered to buy something else when using the product. In addition, I found TT more difficult to use than anytime except for the first year I used it.

Many years ago, we barely had to enter into information onto the actual tax forms. Now, it seems that we are cross-referencing information and entering amounts into the tax returns ourselves more and more. Each year, the software provides less assistance.

When the IRS rejects a return due to the previous year AGI provided by Turbo Tax from the previous year return not matching the IRS record of the previous year AGI Turbo Tax needs to be able to resolve the problem. Me confirming the AGI and IRS rejecting the return again is a waste of time. TT needs to be able to determine the cause of the mismatch and either correct it or provide me the information I need to correct it.

I've used TurboTax H&B for many years. There appeared to be more confusing items and some of my business information doesn't appear to have transferred over from the prior year. There was also an odd issue regarding HSA for a spouse covered and it gave me an error saying that she had a gap in High Deductible plan coverage. I goggled the issue and found out that we are supposed to click none instead of Family covered (and even google says this isn't intuitive,) when my spouse is covered by my HSA and High Deductible plan