I have thought Turbo Tax was a great way to do your taxes in the past. This year I've had more challenges. They took away the It's Deductible feature for non cash charitable contributions, that I used and liked. It was an easy way to value donations. I had to go to the forms feature more to make some changes and modifications. Also, in trying to amend last years tax return, I unfortunately had to amend twice and I had real difficulties in getting the software to do what I wanted. Luckily, AI was very helpful for me in this area.

I have used this for years, still a little confused on what may be required each time needs to be a little more in "English", a definition no IRS talk. Overall like using. Also, I use Quickbooks, but find that the catagories I put items in to on Intuit Quick Books are not the same as IRS forms and I have to combine items.

Importing information into TurboTax was a nightmare. I had to repeat it many times and then where were errors that I had to manually correct. I have requested for YEARS that charities appear in alphabetical order rather than randomly. TurboTax ignores me.

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.

After so many years with TurboTax, I did get very frustrated this year. Several factors, including: 1- Deductions for non-child disabled elderly parents are no longer available, or so severely limited by the new government regime that only the rich and upper middle class can take the deduction. 2- It took me 2 days to try to get the forms transmitted since there was a 1095-A document that was not correctly completed by the respective insurance company, causing a loop in the software. 3- Re: #2 above, I contacted the live support and back and forth removing the form, reloading it several times, finding that the 3 columns need to have correct data, but PENNIE only entered columns A and B. 4- Live support was excellent, and I strongly suggest using the team since our corrupt government is too busy stealing from the poor to enrich the billionaires, as they continue to remove deductions for the poor and middle class.

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.

Everything went fine with using the software. I didn't appreciate the lie that my state e-file was to be included with my purchase of TurboTax Home & Business, but rather my state e-file was held hostage until I paid an additional $25. You even tried to swindle me out of another $40 had I allowed you to deduct that $25 from my refund.

1) Created duplicate forms that I needed to delete one. 2) My 1099-R State Distribution was blank on document. Turbo Tax complains : "withholdings can not be greater than or equal to gross distribution or state distribution." I had to manually enter the box 1 gross distribution amount 3) Asks to re-enter data it could easily get from my last year's TurboTax info.

Each year my California return has been found to be in error. I hope it works out this year. CA LLC: Also, I'm sending CA $1700 for form 568, and also 800 and 900 for two other forms. In the past, CA has refunded my 1700 as duplicate. Not sure what's going on. With the assistance of your call-in line, we found where to select that I had an LLC, it was hidden pretty well. Please bring that forward into the Business section next year. I'm happy with the e-filing processing, and the general formatting and data collection and review.

Kept getting errors when trying to transmit tax returns even though previous checks didn't give any errors. Error messages were very vague and not helpful. Previous years, there was more information on errors with links you could click on to get more information. Now they want you to pay for help when you already purchased their software.