I have been a user of TurboTax for decades, and have found it to be the one of the best tools for dealing with the complexity of tax preparation/filing and navigating the changes that come with every new tax year. I like its approach to gathering the data with a user-friendly, question-driven interface. I also like the ability to import and compare tax documents from previous years with this year's return.

The input screens need better a better format. You either go through the questionnaire which is redundant after going through it several times or you skip to input directly into the forms which are hard to drill down from in some cases. Separately, the supporting worksheets that lead from one schedule to another (Sch B to 1040 as an example) need totals showing the sum of the parts. For example, taxable interest is net of amortization, but made up of maybe 6 different 1099s. It isn't explicit in the worksheets how the results on the 1040 are derived. There should be a grid to input to Form 8949 instead of inputting by tabbing down a list of inputs one by one. There should be a way to list your 1099s in a rational order rather than when input. PLEASE fix the input defaults for US obligations v non-US obligations so that you can input the matching amortization to the right category instead of the system proportionally applying amortization across categories.

The new format for entry with "squares" for the different accounts to pick a square, then import or hand ennter is very non-user friendly. The sequence is select an account, select import or hand enter, then present the needed fields. It kept switching between the entry methods without m asking it to switch.

Great experience with Turbo Tax. I will be honest with you. In 2023, I was having difficulty with the module to physically pay for the California state e-filing option. I had issues going from your app to the Turbo Tax payment app. It was frustrating and time consuming. I ended up trying to contact your organization by telephone but apparently did not reach you. Ultimately, a hacker got through to my computer and created a big problem for me. That experience caused me to switch to H&R Block for 2024. However, the style of the software wasn't as good as what I had been accustomed to expect for all these years (decades actually). So, I switched back to your product and was very satisfied with it. Especially the seamless paying for the California e-file option with my credit card. Am back to being very satisfied with your product. Great accuracy, features are great, guidance continues to be excellent. Interfaces improved per my discussion above.

I have used Turbo Tax for many years and have found it reliable and pretty easy to use. I thought I would try Turbo Tax online this year and it was a disaster. I will never willingly try the online version again. The interface seemed not as easy as in past years. Maybe I am just getting older.

I've used TT for over 20 years, possibly more. One thing I found this year that wasn't as good as usual was that if I exited the program in the midst of entering information, when I re-opened it, I wasn't at the place I had left off. Occasionally had to go through questions I had already asnwered to get to the right place. I don't remember this ever happening in the past.

Many issues remain but one can eventually find a work around. Such as, TurboTax continues to incorrectly treat passive interest earned from lending securities through a brokerage account as earned income subject to self-employment taxes. TurboTax continues to insist that I file a State return when I have no income from a State with income tax. This gets VERY annoying. The automated "Tax Help" only give very off-the-wall answers to my questions. It is worse than useless. That said, the live assistant (non-expert) was very helpful. I was surprised when I was able to get help in around 10-minutes.

Had a little problem with the interface between federal and Arizona state, particularly it didn't see the state refund I received and where I recorded it on my federal for. Accepted return with error. Accuracy is good. Features are good. Guidance is good.

1099-Q has a place to enter on tax return software but there is no place to enter the expenses in the software that offset the income it generates. If someone isn't aware of this problem in the software, they will be paying taxes on unnecessary income it generates. This has been an issue for weeks and no one has fixed it yet.

Social Security and Pension areas were not readily available, I had to use the help menu for guidance. Schedule C was also difficult to get to. I will be ready next year to move faster now that I have familiarized myself with the program...if I remember how to find them next year.