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great product but it would be nice to use computer arrow keys for movement up and down pages and forms. Instructions to type in "refunded Taxes" to return to Federal interview couldn't be done since there isn't any space next to find and for that matter there wasn't "FIND" on my screen.
Piece of Cake!
TurboTax makes filing a snap. The support is helpful and importing various forms is easy. There was a glitch importing from It's Deductible but the support community advised how to fix it and I was able to do so while on hold for phone support. Phone support was equally helpful. Not happy that I won't be able to use the disc next year because my OS won't upgrade. Not sure what I'll do.
Tax Easy !
This was my first year with TurboTax and I found it so easy to use , to store and to continue and to file . It makes me sorry to have waited so long to use it and to have spent so much money in the past to use a professional CPA .. Will recommend it to my friends .
Turbo Tax Premier 2017
If you don't press Save under File on toolbar, you LOSE everything you've entered! Sucks Difficult to differentiate between Leased Mineral properties and Sold Mineral properties. Help section difficult to search. The Forms button on tool bar NEVER takes you to Forms. As much as I paid for this product, I'd think that would be available without an extra charge.
suggested improvements
I like turbotax but must re-learn it every year since you only use it once annually. 1) I only have 1099s to report and wish there was a quicker way to bypass the W2 info.... 2) I do not have enough in deductions to exceed the standard deduction. Why can't I have an option to skip over the deductions since they never apply to me? Especially next year with the standard deduction going to 24K for a married couple?
Easy to use
I used to pay a tax preparer to do my taxes, but I gave him all the information and he filled in the blanks. Now for much less money, I have been doing it myself for about 10 years. I love looking to see that I am in the green area for likelihood of an audit.
Software is great
Recommend Turbo Tax 2017 Premium as it is easy to use and readily walked me through the sale of some stocks. My guess is even someone who is not very familiar with entering data will find Turbo Tax easy to use. Took me 1 hour to complete my 2017 return but I had already compiled numbers and assembled data so once I received the disc, 1 hour later knew the damage.
A Generally Useful Product
TurboTax provides useful assistance in tax return preparation. In my case, its strongest advantage is the ability to import data from Forms 1099-DIV from mutual fund companies. For me, this is what mitigates in favor of using TurboTax instead of other tax preparation software; this capability is a *significant* time-saver. Generally, the software is easy to navigate, although I would recommend periodically "poking around" without intending to input data or to make changes to a return in order to get a feel for the software and what it offers -- unless a user manual (even if only electronic and built into the program) can be included to describe the purposes and the contents of the main macros. This year, some of the time-saving advantages were offset by some problems. First, due to the nature of certain of my investments (including one mutual fund), my Forms 1099-DIV and 1099-B from one financial services company are released at different times. I imported their data as they were released, but, fearful because of the lack of on-screen clarity about what effects partial importation would have on previously imported data, I opted (twice, as it turns out) to re-import data. Re-importation yielded several glitches -- most significantly, double-inclusion of certain data, as well as incorrect coding (e.g., repeatedly consolidating multiple trades on a single line of Form 8949 without including either a "date sold" or "various" notation for the multiple trade dates but instead referencing a non-existent additional statement for such information). Identifying these glitches and rooting them out was time-consuming and frustrating. Hence my second "con": identification of overrides as errors. Aside from removal of duplicate entries and line items, the changes I made to correct for glitches like those described in the last paragraph related to descriptive information -- not to computations nor to income, gains, losses, deductions, or credits reported. Having such corrections and clarifications flagged as "errors" (instead of, say, "items for re-confirmation" prior to filing) seems odd. Certain more cumbersome forms could bear greater clarity, precision, and transparency regarding queries about source data. I am thinking here specifically of Form 1116 (and its worksheet) for calculation of a foreign tax credit. A few of my mutual funds report every year relatively small amounts of foreign taxes paid (amounts which I could report directly on the Form 1040 if I were married and filing jointly but cannot so report because I am single). The line-by-line entries for this form often require calculated inputs, not simple transference of figures elsewhere reported. In order to understand the line entries, one often must click through the form to the worksheet and then, if fortunate, to lengthy narratives: An additional supporting computation screen showing the inputs for a given line would be useful in order to see immediately the elements of the calculation for each line entry in order to confirm their rectitude (especially when one is seeking to root out duplicate items, as described above). I recognize that Form 1040's direct foreign tax reporting limitations, as well as the complexity of Form 1116 reporting (particularly for exclusively passive income sources), find their sources in Congress and the I.R.S. (not Intuit), but greater calculation transparency in the software would be helpful for the taxpayer. Finally, I simply do not understand why the software concocts multiple page worksheets for each individual charitable deduction or each payer on a Form 1099-DIV. Presumably, the taxpayer has ample records to support the charitable deduction or the payer's own (frequently more efficiently presented) Form 1099-DIV information. (Some of these worksheets are poorly formatted, resulting in a single line running onto a second page.) This may sound like a petty observation, but it actually increases the array of documentation prepared, in my case, ten-fold (generating -- if only on-screen -- over 150 pages in connection with a 15-page federal return). This makes it difficult to locate supporting documentation, like worksheets taken from I.R.S. instructions. The intermediate viewing option which shows returns and key supporting documentation is pretty good, but it does overlook certain items, e.g., the Capital Loss Carryover worksheet (which, yes, is based on prior-year data but does result in a figure reported on the current-year Form 1040 Schedule D). Notwithstanding the inequality of verbiage here devoted to "pro's" and "con's," the former do outweigh the latter materially enough to merit an overall favorable rating for the product. The latter are presented primarily in the vein of constructive criticism which Intuit might consider as bases for future improvements in TurboTax and secondarily as a source of information to other uses who may be experiencing similar or identical problems to those which I faced.
Had me going back for things it missed asking. Required 'update' to SW just as I was about to transmit. fortunately I was able to recover all the work I had done. Really sucks. SW "really" needs some serious user interface work. OK - so where is the SUBMIT for this 'Quick Comment'? Is it labeled PREVIEW?
Filing stinks
I have used TurboTax for many, many years. This year may well be the last. Yes, I waited to file until the last day, although I did the work for everything ahead of time - I just wanted to pay at the last minute. Every time I tried to go to where I could pay the state fee to efile, my computer completely locked up. Tried for what seemed like forever. At the last minute I tried hitting alt-tab while the form was saving and it kept the turbotax window open and it worked, but by the time I was finished it was just after midnight. I have never been late like this before and I am extremely unhappy. I will probably die early after all this unneeded stress.
