Yes I interacted with a review experts. Fortunately, with Her help we were able to get the software "unstuck" trying to file them electronically. Afterwards, I was told that it was a "software" clich that hung up getting into the filling routine. We kept going "back" several times and like magic the the software decided to. open the next screen allowing me to begin filling my federal and state returns.

I love the product. However in some cases the explanations are lacking. When completing the Roth or traditional IRA input areas it is confusing . The term "contribution " needs to be further explained as it does not include conversions from a traditional to Roth IRS. Those are conversions not contributions.

I've been using Turbo Tax for decades. As a professional and then personal. I am overall very happy with the program. Very easy to navigate and walks you through everything and has been very accurate. However, I am very disappointed that Intuit has gotten rid of ItsDeductible. I used this for clients and for my personal donations and the interface was extremely helpful. The fact that they just left us without any tool is unacceptable to me. I may have to find a different program to use next year if this isn't resolved as it was the biggest feature setting TurboTax apart from other programs.

At the place where it might be possible to list donations to worthy causes, perhaps add another step. It would say...How much total did you donate? We'll see if that will make a difference in your total tax. If it does, then you can enter them, one by one. If it won't make a difference, then you can avoid that fairly tedious step.

Sold me air ware in late December. Had to wait over a month for updates to enter our pension and 401 withdrawal income. Even then entry was difficult (versus prior years) and entry did was not able to distinguish between pension income and 401 k in basis.

Need to have option of comparing Married Filing Joint and Married Filing Separately for both Taxpayer and Spouse. Questions need to be asked as to Joint Accounts and who gets to add interest, donations, etc. Also should include IRMAA brackets for those who both use Medicare.

I have been a loyal Turbo Tax client for over 20 years, subscribing and paying every year. Your tool CLEARLY says "E-FILE FOR FREE". This year I notice that in addition to the fees for purchasing the tool I now have to pay an additional $40 to e-file because I get a refund. That is the definition of a misrepresentation. I wil be looking for tax tools elsewhere next year.

The download function is now cumbersome. I had to manually put in information for each form I wanted downloaded from my investment company/bank. In previous years. TurboTax helped me log onto my investment company/bank and downloaded ALL tax forms Very cumbersome now! Also, with the additional tax break for seniors, it was impossible to see what if anything I am getting of the additional $6,000 standard deduction for seniors. The product needs work. It is not getting easier to use.

I found this year's Turbo Tax Deluxe - Desktop to be a lot more confusing than last year's forms. I must prefer the disk I downloaded last year. This year I had a hard time editing the entries. It definitely was not clear on how to accomplish this issue.

Fore the most part this is similar to the previous versions. I did have issues with when I saved the tax return I was working via "easy steps' and when I returned it did not take me to where I had stopped. I had to manually find that point to continue.