The software makes it easy to file taxes and I don't need to spend money on an accountant to do it for me. There were some changes this year to the software that made it a little more confusing entering 1099-B information. For employee stock RSUs, there was no Stock (Employee) option - just Stock (Non-Employee). I also felt like the entering of 1099-B information was not as straightforward this year as in years past.

I have used you for more than 25 years. There are still a few things to improve. In general, inputting directing from the forms received from Payors would be nice, such as 1095C and 5498-SA. Blocking the 8949 input was not helpful. I helped someone with your on-line system. I did not find it friendly. I will stick with Deluxe version, which has served me well.

Everything was going fine until I came to the 20.00 payment to efile my state return. I tried to enter my payment information but never could get past the first page where you enter your name and address. there is no continue button just a big dead end. I was forced to pay the 40.00 fee this is unacceptable.

It was more difficult than previous years to follow instructions and input figures. I had 286 separate stock trades last year and I had to go into to all of them and select if it was a digital asset trade or not. This needs to be fixed. It was extremely time consuming to check all the boxes. There should be a box/option so that I can select a global fix instead of individual, or digital trades must be reported differently by the financial institution.

Have been using Turbo Tax for a few years. This is the first year I have had a problem that actually confused me to a point where I paid for your tax advice consultants. I had two issues. one was with the Bank of America routing numbers. It would not let me enter a new number that was different from previous years. I had to call BOA . who said it didn't matter which routing number I used. Turbo Tax could not help. 2Nd was E filing. I set up a payment plan with routing numbers but Turbo Tax printed A 1040V payment form and said to mail it with a check. It did not say do not send if you are E filing. I was confused and paid for your tax consultant service to guide me through and told me I did not need to send it.

I've been a loyal TurboTax user since probably 2011, and for good reason. Overall, TurboTax has always been easy to use, fast, and accurate. Granted, I do not have a very complicated tax return most of the time: 1040A with the standard deduction so I cannot speak to how TurboTax works for really complicated tax returns. But I have always had a good experience, even the year I moved and changed jobs and had to file in three states and deal with an HSA and an FSA in the same year. My only real gripe this year was some aspects of the UI. I usually use TurboTax on Windows OS, but switch to MacOS this year. And I did notice that the "next" button was constantly "jumping" to a new location on the page as I used the application depending on how much information was on the page. I do not remember having that same experience on Windows, but I did notice that the UI on macOS seemed more utilitarian looking? I can't explain it well except that on Windows the application seems to have a more polished look overall and on Mac its sort of bare feeling. I did also run into one technical issue with importing last years tax return. I had to put my return into a specific directory just to get it to import. Even though there is an option to find the file manually, the import button doesn't actually import it. And no error messages pop up. It just does nothing. The buggy import and UI layout are the reason for the 4/5 star rating. Otherwise, this is a 5/5 application.

I could not file my federal and state taxes electronically, due to a programming error. I could not file my daughter's federal and states electronically, due o a programming error - after I paid for e-filing. the program ought to have confirmed e-filing success before finishing the processing of the credit card. after I entered direct deposit information for NJ, I was informed that NJ does not use direct deposit for partial year. that should have been captured BEFORE I entered the information.

As you have included Audit protection We have for many years used your application, only when we used it for NY DELAWARE and the federal taxes several years ago did we have a bill from NY as your application did not compute it correctly. Otherwise for years has been fine!

I am less satisfied with TT than I have been. You upgraded the OS requirements to where I had to buy a new computer with Win11. It is pretty slow now. TT no longer will automatically calculate and print estimated taxes. Yes there is a work around to manually override a form and print it individually. So, I have with a lot of consternation made it work. I will file paper forms because I have to mail a check anyway.

Used TT for many years. This year I filed using on-line - should have done if off line. Found it very unwieldy. Several times I would close out to research something and reopen my file only to find no edits had been saved. Would fix errors that were flagged and still they would keep coming back as errors. Felt like I was being rushed through.