I didn't like the idea that I was turbotax was trying to force me to use the online method, and always trying to sell me more than I needed. The trouble trying to continue a return when Turbotax always wanted to start a new return instead. I will concider a different program next year.

I found this year's Turbo Tax to be easy to use. Much easier than previous years. Just so disappointed yu chose to stop supporting Windows 10. I had to go buy a new computer just to do my taxes. That should be tax deductible. I love Windows 10. Windows 11 not so much.

Turbotax totally botched my NYS tax. I filled in mid-Frebruary, supposedly after intuit corrected a major bug with the software. But my refund sat in limbo for over a month as not matched in the NYS tracking tool. I've filed an amendment over a month later, hoping the error is fixed and I can get my money.

The product is buggy and the amount of upselling is obnoxious. The first time I attempted to do my taxes I got to the end and the program crashed without saving everything. I had to do my taxes entirely over again. Half of the 1099 div/int forms I tried to use didn't work. At every opportunity Turbotax trys to funnel you into spending more money. When you say no, it wastes your time asking why you said no. I will never use turbotax again.

While it's better than HR Block for sure, but there were some quirks. It failed to import last year's HR Block return in .pdf form. It offered to upgrade me from Deluxe desktop to Premium online, but the online version seemed minimal with missing features. I went back to the desktop version. Sched D was not in the forms. I did find the Capital Loss Carryover and then Sched D was available. I DO NOT like getting the state return, but not being able to file the state return without a $25 fee. That's misleading and greedy.

Desktop version does not E-File if you are enrolled in IRS IP PIN. The IRS IP PIN uses a 6 digit number. Turbo Tax only allows for input of a 5 digit number, although the printout shows a 6 digit space. The 5 digit number is not printed out on the 1040 form. So you either print and mail, or opt out of the IRS IP PIN system.

Got tired of seeing up selling attempts. Why would I need to speak to a professional when the software is supposed to walk me through the process. It seems as though the interface was different this year. I have used this product many times and do not remember it being so confusing and difficult. The computer I normally used in the past still have Windows 10, so I had to switch to a different computer and start all my info from scratch.

Your prompting on how to handle 1099-R for RMDs was extremely confusing in the case where one has multiple 1099-R per owner, and the owner took the total RMD out of one of the accounts. It was not clear how to add a 1099-B to an account which already had a 1099-DIV and/or 1099-INT. Eventually I added another account with the _identical_ name, and that worked. You need to give some guidance as to whether-or-not it's going to be worthwhile going through a section if the user is going to end up with the standard deduction.

Did not engage with the experts. The product should ask for the date of a ROTH conversion. No underpayment penalty might occur if done in the fourth quarter. Could not actually let PA determine under payment penalty even though this was identified as an option. Did not have compatibility issues.

I've used Turbo Tax for years. Works well mostly. But on a student 1040, it missed the American Opportunity credit and I got an error message that was confusing, saying it couldn't transmit the forms until I corrected an enrollment status without telling me where I could do this.