VERY DIFFICULT TO AVOID "ON LINE RETURN"!! I USE DESKTOP AND WILL NOT USE ON LINE!! RESULTS ARE GREAT, BUT USE BECOMES MORE DIFFICULT EACH YEAR, I EXPECT TO DOWN LOAD TO DESKTOP AND SHOULD NOT KEEP GETTING "CONTINUE ON LONE". PLEASE CORRECT THIS FOR NEXT YEAR. I HAVE USE THIS TAX SOFTWARE EVEN BEFORE INTUIT BOUGHT IT OUT. KEEP IT SIMPLW STUPID.

TurboTax said that I had to paper file my federal return because of signatures needed on form 8283, but also that, because of the Massachusetts state Schedule 4% Surtax, I had to eFile my state tax. This is impossible to do in TurboTax. I had a PDF version of form 8283 with signatures that I could have inserted into the federal forms, but TurboTax does not let me do this.

I had two returns that would not electronically file because your software said i had errors. I entered the information correctly from the forms. Your software said that it was wrong. It was not wrong but there was no getting past it. Your software allows to receive a check and I have someone that does not give out their banking information, Well the IRS sent them a form and said that they could not give them a refund. That makes me look stupid. Not sure if next year I will be using turbo tax software.

I did not engage an expert. I thought I did not need one given 30+ years using the program. Annual changes to the program can be a pain. Even then, I was able to find everything I needed. Being an ancient one, the nonuse of menus, navigating by icon or swipe drives me nuts. Do not eliminate menus please. Reporting is good.

I abhor the changes you have made to the system, that will "conclude" a direction without offering the detail to back it up. For example, I couldn't easily get to Att A since you concluded I shouldn't itemize. That's great, but I STILL want to see the detail. Else, I cannot determine if I made a data entry error that sent me in a direction that was not the way to go. Also, if I have a broker who reports div/interest, and I also have a capital gains tx with that broker, why do I have to "Add Investment"? Why not just go to that broker section, and add the capital gain? That took me several minutes to figure out. NOT LOGICAL.

I have done TurboTax for over 30 years and will continue to do so, but this year was much more difficult since I had to buy a new computer (Win 10/11 issue) and no physical disc. Therefore I wouldnt add anything more to my plate, even though I was offered a "free" use and filing online with pro help. I like the security of having my data etc. in my own hands.

Overall, 5 stars. My tax time is soooo much easier since I started using TurboTax years ago! However, I was frustrated by the need to cycle through the download option every time I wanted to enter 1099-DIV, INT, B form information manually There should be an option to bypass all download in favor of all manual entry. Additionally, I think there should have been a warning about Executive Order14247 - an e-filed return was rejected because the option for a physical mailed check was chosen.

All went well, as usual, except for the estimated tax section, as usual. My only problem is that I like to adjust my payments per quarter, some all in the first quarter, some in all quarters, and some with more in last quarter. In the state estimated section, this is fairly easy since I can go to forms and adjust them in forms. However, I cannot do that in the Federal Estimated Tax section. I have to print out the form and use white out to change the amount that I am paying. If the Federal was as easy as the state estimated tax section, that would be fantastic! My only other problem is with QBI, qualified business income. It can go from 20% to 0%, but it is very hard to trace why, and trying to find a place to import or type in UBIA (Unadjusted Basis Immediately After Acquisition). I could not find how to do this and my QBI was $0.00 instead of an amount closer to 5% or 10% of the maximum QBI. Have more screens and information about QBI deductions and input of UBIA.

I feel some of the enhances you have made makes it harder to enter certain items at times. I understand you are designed for user who need your strict guidance to enter things correctly. As a professional I find this to be a block to entering slightly unusual items/

There is no federal or state tax law that prevents withholding income taxes in excess of 50% of wages. Form IRS W-4, Employee's Withholding Certificate, Step 4: Other Adjustments (C), Extra withholding. Enter any additional tax you want withheld each pay period, allows for withholding up to 100% of your wages. For "supplemental wages" (like bonuses) exceeding $1 million in a calendar year, the IRS mandates a flat withholding rate of 37%. When combined with FICA (7.65%) and potentially state/local taxes, the total withholding can easily exceed 50%. The IRS does not penalize you for overpaying your taxes. Any amount withheld that exceeds your actual tax liability for the year will be returned to you as a tax refund after you file your return. Unfortunately, TurboTax software assumes the information on the W-2 is incorrect if withholding exceeds 50% of wages and therefore will not electronically file federal and state tax returns. Why your software doesn't asked the taxpayer to confirm the W-2 information rather than preclude electronic filing is unconscionable. Is there anything you can do short of forcing me to physically mailing income tax returns?