Turbo Tax Deluxe is great, but flawed. For my State of Maryland 502 tax return, there is a deduction for contributions to 529 accounts. The 502 clearly states to attach the 502SU, which is a long list of additions and subtractions. The 529 deductions are one of these. While Turbo Tax has the form with the appropriate information, it is not included in the return to print and file. I did this manually. And for my records, I used Adobe Acrobat to add it to the 502.

Entry into Form K-1 is confusing. In my case, I had two amounts in Box 20, Code AJ, but the entry form only allowed one. Same for Box 20, Code Z, although I finally was able to enter 3 amounts after TurboTax later asked me if something was missing for Code Z and gave me the 3 captions and boxes I needed to enter my amounts.

My parents couldn"t deduct my education expenses beccause i made too much to be a dependent . I tried to input the 1098T on my return And it said I couldn"t deduct it becasue i may be a dependent on my parents return, which I wasn"t I''ll need to file an amended return with your help.because of the glitch.

DATA entry was smooth, but got hung up on an entry on the Tax Summary page. Item was not identified & no matter what I did - looking for overrides and estimated amounts, the error persisted. This required me to print out on paper federal and state tax return forms. E-file was not available. Tried unremittingly to force me to sign up for Audit help which I did not want.

TurboTax saves me time by doing all the math for me with 100% accuracy. In some cases it also helps classify some data and gets it on the right line on the right form. It also does a good job of finding any errors I make (errors of omission mostly) so I can correct them before sending my return to the IRS. It's well thought out and easy to use.

First off, cost me thousands of dollars a few years ago by incorrectly directing me to pay state taxes in the year I moved from a state with no income tax. It led me to pay state taxes to my new state for dividends and other earnings that came before I was a resident. It was too late to claw it back by the time I realized the error. Two errors this year almost cost me several thousand. First, it mishandled IRA transactions and had me paying taxes on $13,000 that was tax free. Fortunately my financial advisor was able to help me find where TT had made an incorrect assumption and we fixed it in the forms. While making that correction, I noticed that I had accidentally duplicated data in a 1099-NEC & 1099-MISC, so I was paying taxes twice on the same earnings. None of its internal checks raised a warning that I had two identical earnings from identical sources. That placeholder -MISC form amounted to an extra $1000 tax burden! TL;DR: Yeah, TT costs less than hiring an accountant. In my case, I got what I paid for, and the hours I spent diving into uncertain situations and divining answers from complex forms and the anxiety of not wanting to have a follow-up chat with the IRS were not worth the savings.

We have used Turbo Tax for many years and appreciate the ease of use and the accuracy we can always count on. They make it easy to navigate and address any questions we may have. Their products are fairly priced as well. It is a relief knowing that we have the most up-to-date information and error checking to ensure that our tax return is accurate. Keep up the good work Turbo Tax!

Impossible to describe the frustration level with 2024 Desktop version of TurboTax. Kept getting a "hit a snag" error pop-up when trying to pay for state e-file and their $40 Audit Defender. Was never able to get to the point to pay for those extras. Spent 2 1/2 hours over to nights with TurboTax service advisors (who were very gracious to work with) but we could never get to the root of the problem which is now forcing me to file by mailing my return which is very irritating to me after so blasted much time with service advisors.

When I was doing my taxes in February, you told me the new efiling charge was $25 but due to my status as a subscriber (or whatever the term is) I would only be charged the $20 rate. When I filed om Feb 13 you charged me $25 How do you think I might feel about your product because of that? Actually I have used Turbo Tax for many years and it has generally been helpful. Aside from some glitches in the way you have dealt with calculating IRA RMDs and the difficulty (in a previous year) of filing a return when I had taken the exact same amounts out of 2 of my IRAs (and had to add a penny to one withdrawal and deduct a penny from the other -- then finding out thru your Community Help feature that this was a known glitch and TurboTax had no interest in ficxing it wasnt encouraging). I expect I will continue to use TurboTax at least for this next year but it's getting to where I might start asking for opinions about other programs.

TurboTax is great piece of software, but it may not be for everyone. If you have a simple return and source of income, then it's great for you. However, if you have a return that is moderately complicated with various sources of income, W-2, short and long-term investments, rentals, proprietorships, K-1s, 1099-xxx, etc., and different type of expenses, then you must have a fair knowledge of what you are doing. Relying strictly on the interview process may land you in hot water as it will not guide you through everything. You must know enough to ensure that you've filed all the required forms or at the very least be able to search the Internet for solutions. You can't search for a solution if you don't know what the problem is. TT is not a magic wand and certainly not a substitute for a professional tax preparer if you are a novice at this.