Have used Turbo Tax for 15 years. Now I have to have your account to use product that I purchase - I have to sign in to download investment info - found my personal info was being saved on your site. At the same time it is not as user friendly. I'm looking up info that has already been entered but not pulled forward.. All in all Not what it used to be. In the past I would often recommend TurboTax. In the future I will not - I'm not even sure I will continue to use. Privacy has been lost and for me nothing gained.

My experience filing with TurboTax was very frustrating. I use Quickbooks to keep my business books, and I thought there would be a way to import my Quickbooks info into TurboTax. I tried many different ways and was on the phone with an agent for about an hour. She finally told me to download the desktop version. I did and tried importing my Quickbook files, but it didn't work. I was on the phone with another agent for about 30 minutes trying to fix a simple issue with my state tax. After disconnecting, she never called back and I ended up losing most of my progress and had to do the whole return over again.

Being a former tax pro, I found many of the entry screens to be confusing and/or misleading. The overall approach of the customer interface (of the desktop product, at least) is really dumbed down and often lacks adequate information/guidance to properly answer questions. If one is not a tax pro -- and in some cases even if you are -- some prompts lead to wrong answers/entries which then leads to problems completing the return, or worse, leads to filing an inaccurate return. And I find many of the pop-up help screens to be pretty useless, lacking adequate information to properly guide the preparer. If it were not for the 'Forms' view, I would have no confidence in the accuracy of my return.

I use every year because TT will pull in the prior year's information. However, it is sketchy when pulling in pdfs - sometimes it will and sometimes it won't -- it would be great if it would pull in all the pdfs I have for my tax year and sort them out and import the data where it belongs then ask me to fill in any blanks comparing it to the previous year for anything that is different or missing. I do think it strange that it asks me if I'd like to help out others with their tax questions -- why would I have trustworthy answers for their tax situations? Unless my occupation was Tax Advisor or Tax Auditor or something equally applicable. This year I had to search for a couple of the documents I knew I needed to enter but they were missing from the Q&A guided tour. If I hadn't known better, I would have missed out on some very important tax information that I needed to report. Also, TT shouldn't keep asking me to file a state return when it already is aware of where I live and where I earned my income for the tax year. That's an old bug.

I have used TurboTax to file my Federal and State income taxes for 30 years now and am pleased with how easy it is to use, how accurate and thorough it is, and the fact that it has saved us from having to spend hundreds, if not thousands, of dollars per year in accountant and bookkeeping fees. Most years, I have received a refund, while in other years, I've owed taxes. TurboTax has helped me ensure my taxes are done correctly.

TurboTax Step-by-Step is slow, plodding and repetitive. Some entries must be repeated every time a topic is modified or reviewed. It is difficult to see the overall picture of what is happening in the tax return. It is unfortunate that temporarily converting part of a residence from rental to personal use, loses past depreciation records which should be preserved in TurboTax until the property is sold. Turbo Tax crashed when it was necessary to change the checking account number for IRS refunds. It took several iterations to change the account number and save corrected pdf files. Nothing has been done about compatibility with Quicken. If a change is made in Quicken, it is necessary to the return from scratch in TurboTax. Does anyone understand that preparing a tax return is in iterative process, especially with Quicken or QuickBooks. I wish that Step-by-Step could switch to a form and return without losing context. I also wish that Step-by-Step had fewer windows and used tables to allow all expenses related to business or real estate to be entered on the same page. This would maximize comprehension and avoid errors caused by the "tunnel" view of Step-by-Step. I want to enter tax data in the order I find it, not in some pre-determined order for each topic. TurboTax should be able to track completed or missing data. TurboTax did not flag depreciation for a property that had been converted to personal use the year before. Carryover from prior year questions raise doubts about what TurboTax did in the prior year. If TurboTax has been used for many years, shouldn't TurboTax already have the necessary information. Finally, the infamous detail table overwrite bug has not been fixed as of the 2022 version. If a table exists, entering an amount overwrites the first line in the detail window.

My returns were rejected despite me using the walk me through everything option. My 1095-A information was not requested by the software. I do not know the ramifications of this yet but I am very dissatisfied. There are so many things the software prompts me for that I do not need or care about and something apparently so critical is bypassed. For example, when I know I want to use the standard deduction, why do I have to answer I do not own my home to be able to proceed with my return without gathering and entering the unneeded information. The same thing with medical expenses. There should be an option asking do you want to check your itemizable deductions or proceed with the standard deduction? Instead it is assumed if I have such expenses that they will be enough to exceed the standard deduction.

Pretty use friendly. Recommend even more side by side comparison to previous years filings throughout the process as it helps to gauge if the info is lining up accurately or if there seems to be something dramatically different on a rolling basis as the return is being prepared. Over all I like the process of Turbo tax and will continue to use it ongoing!

Generally easy to enter information, but have to dig to be able to enter fairly common tax situations (like PTE tax credit payments in several of the states). But, program is really buggy. Shuts down regularly for now reason. Information often is isn't saved after such a shutdown even if you've just saved the return before closing the file or the shutdown. Worst of all is it was impossible to e-file. The pre-filing review showed no errors in the multiple files (federal and five states), but program would not move past the final step before payment. Spent an hour on the phone with the help desk, and while the tech eventually got me to the screen where I could transmit the file, the program locked up 5 times during supposed transmission and I was never able to complete the filings, plus had to pay before filing was allowed, so out the fee for the filings that never happened. Finally gave up and printed the files for mailing, and even that took multiple attempts through shutdowns and having to re-enter information multiple times even though, as noted above, the file had been save multiple times during the process of trying to e-file and then print.

On Amended Tax Returns, if you want to enter an interest received which was not reported on 1099-INT there is no way to do it. Also, the instructions that are on the website are not accurate. They refer to sections of TurboTax that simply do not exist.