The overall yearly experience was about the same. However, when the final chance to pay allowed credit cards or using federal returns, the wording was NOT clear about these options. Choosing to pay the $25 state e-file for California (really $15 - thank you for the extra $10 bump, Costco) from my return triggers a $45 additional payment for "premium services." I spent far too long searching for this and eventually on multiple phone calls to clear this up. I would prefer more transparency: "If you pay with your card, it's just the $15 fee... but if you choose this other option, it will cost you $60 to pay the $15 fee." Additionally, many questions used in the product are confusingly worded. You have to click the help option to bring them up and once you look, it's so simple and I don't understand why the question is worded in this way. For example: 1098-T question: Did (person) take college classes? The answer to that was yes, but the bubble indicated that it was for students who were in high school, so we needed to answer no. For a tax product, that clarity and precision of language is REALLY important. You could make this product better. Please do.

I am a long time user of Turbotax deluxe. This year I had problems importing my tax information from Ameriprise Financial. I finally figured it out after reviewing the community site. Otherwise, the process worked well and I am pleased with the results.

I have prepared my own Taxes for a very long time, using TurboTax. On another note where you ask "if you are a citizen and lived abroad in any ..countries". when you select NO, why do you ask questions about those countries ??? I liked last year's format better

This is a pretty easy program to use for tax preparation. The download of on financial documents from my broker was confusing: one could be led to download multiple copies of documents due to the confusing instructions and you'd end up with duplicate entries on your return. My advice is to pay careful attention; there are rabbit holes on can slip into if not careful. My last piece is to be mindful that TurboTax is relentlessly trying to upsell additional services. Their most flagrant in my case was offering to deduct the $25 state filing charge from your tax refund. Only after agreeing to this scheme, you'll be directed to a page that charges you $45 for the service. If you are not paying attention, you will be tricked into accepting this charge. This is very sleazy behavior, in my opinion.

The software is easy to use and walks you through all the steps. Due to investments my return is complicated and the ability to download the data from my investment company is a lifesaver. The support is excellent and always available when you need it.

I found it harder to input the required information this year than in previous years. Additionally, there were several times where I was forced to go to my previous year's return to retrieve information that Turbo Tas said i needed. WHY?? I have used Turbo Tax for many years and the previous years returns are all saved in the files that Turbo Tas originally put them in. Turbo Tax should be able to pull that information forward as needed, in the same way that they pull all of the other information forward.

I initially was concerned I would not be able to upload W-2 and 1099 information from financial sources. It was more difficult to find this year which lead me to wonder if Intuit was up to some of it's "upgrading gimmicking" again ?? Fortunately, after a few attempts, I found the option link to upload my information. I was verrrry happy !

Need to add back some of the detail screen for example for charitable contributions. Was not asked about basis for my IRAs. Not as user friendly as in previous years. Placing interest, dividends and investments all on same screen not helpful and a pain when returning to investment.

Filed my federal return early as I was owed a refund and the process was great. I had to wait to file the state return but when I reopened the software it won't let me continue but instead tries to get me to refile the federal return. I've been unable to efile my state return. I didn't have these issues in past software versions. Federal and state often have different due dates - I should not be forced to file them together.

TurboTax doesn't generate Schedule D where I can see all my stock transactions and capital gains/looses for the year. Very disappointed!!! Similarly, even though you have all the information with you, you didn't enter the date of acquisition and cost basis for Restricted Stock Units (RSUs). That resulted in you using zero as cost basis, resulting in huge tax, which was shocking. I had to do some research and go and manually enter data for all the lots that I sold. I will consider this as a software bug.