We have used TurboTax for many years and have been pleased with how user-friendly it is. Although we don't purchase TurboTax's additional services, we have great confidence in the annual Tax Return prep software and purchase the Deluxe version with Fed & State every year.

TurboTax in general help me to report tax but in some place, it give me headaches. At end of Federal tax, it will do a review and points out errors. It shows the error on tax forms instead of tell you which steps on the TurboTax you made mistakes. Sometimes, I have to understand how the tax forms works in order to correct the issue. The tax forms can be so complicated that I don't know how to correct the issue. It defects the propose of buying TurboTax.

I HAVE USED TURBO TAX FOR OVER 10 YEARS BUT WHAT HAPPENED THIS YEAR? I COULD NOT DOWNLOAD MY VANGUARD 1099 (MY PASSWORD DID NOT WORK - MAYBE BECAUSE I USE FACIAL RECOGNITION? I TRIED USING JUST MY PASSWORD BUT IT DIDN'T WORK). THE CHARITABLE DEDUCTION SCREENS WERE CONFUSING. I GIVE MY RMD TO A CHARITY AND FINDING THE QCD OPTION WAS DIFFICULT TO LOCATE. OVERALL WHAT USED TO BE A STRAIGHT FORWARD FILING TURNED INTO A LONG PROCESS OF CHECKING EVERY ENTRY TO MAKE SURE IT WAS ON THE RIGHT FORM AND RIGHT LINE.

Overall pretty good but unfortunately Turbo Tax failed to submit my returns because it needed an update.. It should have checked this before it to me to the final steps of entering ID and account info..I had to exit, download the updates, and start the final steps again. Also it des not always remember previous selections that you make. For instance when calculating mortgage interest it kept defaulting my HELOC to a refi when I was double checking my numbers for accuracy. i

For the most part I found doing my taxes fairly easy as most entries were pretty self-explanatory. However, there were some entries that were not and even when they had a help or explanation button, I still needed further explanation. I found using Chat GPT offered more in-depth explanations which was needed for me to feel confident in the entry.

I am upset you do not support form 8621 - a simple informational form. I understand there is a cost to programming the interview questions but most of us would be happy just having the form included in the software to fill out ourselves. This missing form means I can't e-file my federal return which means I can't e-file my NY state tax either. If form 8621 is not included in Turbotax next year, I will be using TaxAct which does support this form.

There were several bugs in the software where Googling the issue had a work-around. Also, need better explanations when things like Education did not quality and does not tell you why. I would like a little more feedback during entries to explain how values are calculated and determined.

Simply put, three phone calls and each person with the exception of the third phone call were not helpful and simply appeared to not be interested in rendering help that one would expect from a helpline. I made mistakes with not retaining my return when I started with a new computer. but the lack of guidance was grossly incompetent. A simple review that I was able to determine by working through the process would have yielded the solution. Instead, each person, with the exception of the third call, appeared to being more interested in getting me off the helpline.

Inputting multiple foreign taxes was not good. Read the additional information and did as instructed starting with the highest and selecting done. But when I then went back to attempt to add a second entry manually, it would not allow it. The second entry was not automatically inserted via TurboTax.

This year's TurboTax was the worst year I had dealing with the product. Most of it stemmed from not being able to use the interface to use a credit card to pay for an additional state download or the state e-filing fee. A customer service representative was able to help me get the additional state download after being on the phone for an hour. A second customer service representative indicated that because I received a partial credit based on an email that Intuit sent me my license was cancelled and I would have to purchase another version of the software in order to e-file my state return. This used to be easy and I fail to understand why the issues don't get resolved because i can see I am not the only person experiencing them.