We've been using TurboTax for almost 30 years now, in six different states, with zero difficulties on either federal or state returns. Never got audited, even when we had some more complex filings. Choosing to let TurboTax go through everything often got us to remember certain one-time items that were important for the return. Keeping a pdf copy at the end has neatened up our storage - no more piles of paperwork (we pdf our receipts and expenses as well), and can readily keep everything sorted by year.

The convoluted sign-on process required for payment to me was a great step back from previous years. If you do something like this, you require the sign-on process when you initiate the product not at the end. I hope this is not a permanent attribute of the desk-top version.

TurboTax made it very easywas to complete our family taxes. Clear, concise and accurate. Very compatible to our software and appreciated the ability to transfer last year's turbotax submission information into the current year, saved quite a few steps and time. Being a longtime user very pleased.

At the place where it might be possible to list donations to worthy causes, perhaps add another step. It would say...How much total did you donate? We'll see if that will make a difference in your total tax. If it does, then you can enter them, one by one. If it won't make a difference, then you can avoid that fairly tedious step.

Easier than last couple years. Maybe because I'm getting used to the terminology and questions, but it seems to have been a little less hassle this time around especially with the ESPP 1099 Consolidated forms being imported. Last couple years it always said there was something wrong and had to go back and re-enter calculations manually. No issues this time.

All topics were excellent and as well as the Turbo Tax Live Experts Support, i.e. Mr. Alton, Ms. Candice and Ms. Tricia. Albeit, the Inherited Pensions is not taxable both Federal and some States and reported on 1099-R, your program should have some options for Other pensions so we may report the nontaxable pensions and to be populated on Schedule 1 Line z to shows negative amount to reduce the total taxable income. Or in other words Adjustments to Income. Like for example: Nontaxable Medicaid Waiver payments, to have a better accounting reports or easy to reconcile or audits the cited Returns.

For error IND-032-04, instruct us to check the input on the current year's data first. I spent hours following your instructions and got confused by the IRS, gov and you with all their privacy restrictions. Also, when inputting qualified dividend data, explain earlier that qualified dividends have to be reported as dividends as well as qualified dividends. The page app ears to indicate that they should be either as qualified or just ordinary.

We called Turbo Tax because the download we purchased & downloaded was a "mess" of us trying to enter information incorrectly. Amaya answered our call & spent a hour on the phone reloading the program & going thru every line of the tax forms we needed to fill out. Her instructions were very specific and she was so very patient . I can't say enough good things about her !

Although I have been using TurboTax for over 25 years, this year was the most accravating. Although I realize that the very recent tax changes have caused a lot of the constant updates and recycling back to subjects already covered and the messages about updates, this was the absolute hardest/time consuming ever.

The tax prep went okay generally. It seemed this year that the desktop software was experriencing a lot of bugs and would jump around. In fact you double charged me for the cost to submit the state return. As a result I have less faith in the Turbo Tax sofware. I tried the online version of the software as you requested. I found the online version difficult to use in that it was very restrictive and difficult to follow. I therefore returned to the desktop software. I've used Turbotax software for my taxes for 30 years. I confess I am looking for an alternative for next year.