1. Inconsistent presentation in each login. In the days of AI, it loses what was said earlier. 2. I got confused with my 1099-R auto-downloaded data. 3. When I thought Review was successful in one run, it asks mor questions on the second run if I happen to logout and login. I dont know why it discovers to questions after a successful review.

2nd year of TurboTax after over 20 years with another program. Love that it incorporates my Arizona state forms correctly so I don't have to paper file Love that I can do up to 5 federal forms with efile. The information is generally well explained. Had one minor issue when I loaded the state program, it was glitching and not asking questions, but after closing and reopening it worked fine. I really don't like the push to use the webbased services. I do like that the desktop version is compatible with all my companies for downloading forms and also works for PC and Mac. It is a little more expensive, but the features make it worthwhile.

I have used for so many years. Disappointed in amount of marketing stuff I have to wade through. Really unnecessary to do so many times. Especially after having reviewed and going back through. Like being able to go between step by step and View. Like chat capabilities. REALLY don't like that I have to do a product update EVERY time I open the return....even a year after filed. Should be able to skip this step if choose to. REALLY don't like. I don't want the software update to change anything I may have submitted to IRS.

I love TurboTax but encountered a few problems this year. First, since I still have a Windows 10 computer, I was unable to download this year's program. Fortunately I could go to my Mac; however it was unable to retrieve info from a previous return produced on my PC. Second problem: Computer locked up before I had saved my return, and I lost and had to re-enter the info. Third problem: TurboTax offered to take my state filing fee from my federal refund. Only at the last screen did I find out that it was going to cost me $40 to process the $20 fee. So, I checked online and found out there was no fee if I paid with a credit card. That meant going back and changing the payment option. Why didn't it tell me this before I got so far along? That feels sneaky. That last issue is why I didn't give 5 stars. Do better, my friends!

Forms flow works great and is an excellent enhancement on top of step-by-step method. Step-by-step did not accomplish all that I needed; however, I was able to process using form mode. One function did not work well this year (but has in the past) - the ability to pull in investment information from third party investment houses (1099-INT/1099-DIV/1099-MISC/1099-B) did not work this year. The login was clunky and not documented well. The functionality absolutely did not work....ended up typing in manually. This functionality has worked in the past.

For the past several years Turbo Tax has been advising that I do not need to file the FBAR. Initially, it indicates I do need to file an FBAR but then a few prompts later it changes and indicates I do not need to file it. This is incorrect. The FBAR needs to be filed if an individual has foreign financial accounts, the aggregate value of which exceeds $10,000 at any time during the calendar Year. The data I unput clearly falls under this category.

Turbo Tax Online was too complicated and tedious. After We were able to complete the forms; We were notified that we could not e-file because our 2924 tax e-file had not been accepted. This was an error we could not get past. We continued filing with the desktop version, we were able to report last year's AGI and our filing was accepted.

Over the past few years there have been situations where I have been able to access the forms and edit them. This year there was an issue with the Canadian Pension. Even though I kept clicking NO it asked for info. I think that finally got fixed. I found it very frustrating.

I have used turbotax for years and have been very pleased with the results. This year I ran into a snag as I had to wait for Form 4136 to be available, after it was ok to file I did so only to be denied by the IRS. They calmed there was an error on form 4136 that turbotax didn't catch. But in your defence I found no error to correct so I filed without that form. That situation was a disappointment as it caused me to loose a $51 tax benifient.

I purchased TurboTax to get the IRA Roth conversion right but Turbo Tax didn't have the updates until March. Seemed very, very slow to get the updates in place. The law has been out for a long time. I wanted to make an estimated payment at the end of the year - Turbo Tax was not helpful.