Could not upload documents here like we could on the regular website version. The program waited and provided a 1099 in my error check after I had already input all of the information. (the company did not provide me one directly). If this is an option why not provide it up front? Ended up doubling my income and had to be corrected.

In general easy to use. Annoyed by frequent pop-ups and ads for online Turbotax - "are you sure you want to use desktop Turbotax?". The need to manually make corrections to cost basis for options and RSUs is tedious as is the need to figure out the distribution of dividends between state in tax-exempt funds. Finally, a real pain that I couldn't port info for an LLC direct from online Quickbooks.

I find TurboTax to be quite comprehensive. Th only issues I had pertained to using the search function to drill down (foreign income and tax). I actually appreciate the level of detail and the pathways set up for me in order to leave no stone unturned.

I've been using it since it's beginnings and truth to tell the user interface has declined dramatically in the past three years. Navigating forward and backward in the program used to be intuitive. Now it is so clunky it slows me down tremendously.

I have found TurboTax to be very helpful for doing my personal, small business, and real estate taxes with the Personal and Business product. However, the federal is much more precise than the state. I would give it 5 stars if it imported (or filled out my schedule C) from QuickBooks Online. I also found it frustrating this year that it did not save my file when I came back to finish up and the program asked to update first. That completely lost all the data I had entered.

We were disappointed with how buggy this version of TurboTax is. There were three significant problems. 1. When we tried to import our financial data, everything was attributed to the Taxpayer, even if it belonged to the Spouse, and the numbers were not always correct. We had to delete the imported data and re-enter everything by hand. 2. The state tax review seems to think that Taxpayer and Spouse live in different tax areas. Taxpayer and Spouse have always cohabited and are cohabiting currently. This error could not be corrected, no matter what we did. 3. The state tax piece did not let us apply our refund toward our 2026 estimated taxes, as we have been able to do in the past. We were unable to find out whether or not this was a new state rule. We have directed that our refund be direct deposited instead, which will cause us some financial hardship, as we will not get the refund until after the first estimated tax payment is due.

The K1 input section doesn't seem to flow properly to the 1040. I had to not show any info for line 13 of the k1 and just net it from line 11 in order to get it to flow through properly to the 1040. If I input line 13 expense items they all flowed to Schedule A instead of offsetting K1 business income. Every year the K1 input section is very difficult. Also this year the federal return wouldn't print the nice summary page. Also for some reason I had to go into my intuit account just to use my credit card to pay the $25 state filing fee.

Turbo tax desktop kept prompting me to switch to online. I did so and determined that it couldn't handle my complex tax situation. I had to be on the phone for 6 hours to finally get switched back and filed without getting charged a second time. Customer service was a nightmare, nobody knew how to help me until I finally spoke to my 7th representitive who actually could help.

I have been using Turbo Tax Home and Business for over a decade. I find it easy to use, straightforward, and accurate. I have saved a fortune in accountant charges and I learn so much in the process. I feel like I'm more in touch with my business income and expenses, I like to see the figures for myself. I use a MacBook Pro and so far the software is still compatible. It's a 2020 version. I hoping it'll still be compatible next year. Fingers crossed.

I have one suggestion that may make Turbo Tax more user friendly for some of us. I had imported a consolidated 1099 from a brokerage involving original Issue Discounts, where turbo tax brings up blank lines that can be utilized to provide the additional needed information. However, the lines are not numbered so as you try to compare the data to the 1099 it is necessary to count down line by line each time, and where there are a lot of those entries needed it is exasperating. A simple solution is just add numbers to each line so that as one line is completed you know the next line to proceed to.