Jerry (sp?) was wonderful, patient and professional. He got us out of a vicious circle and took his time double-checking as the problem was a glitch. We had spent an hour by ourselves trying to figure it out and Jerry did as well. So, Jerry gets the 5 stars but your software gets a 3 as this was the second glitch we encounter. The first glitch was resolved by looking at the responses of others who encountered the same problem.

I thought the software was pretty good this year. A place or two where the cursor could have been in the right location when the page loaded where it was not, some things where the wording was a bit confusing for me to understand. However, consider both of those nit-picks. My biggest issue is that I can't decipher how the software came up with the amount of tax that I owed. Seems to me that this is purely numerical once you have taken into account all deductions/credits and whether the source income is ordinary or qualified, but I could never make sense of it and that frustrates me.

I have used Turbo Tax since it's beginning when it was on many small disks I would load into a very small Mac. It has greatly improved over the many years but can still use more improvement. It needs to handle K=1 forms better. Also there are many financial institutions that cannot download info directly to Turbo Tax. Some information from the previous year such as prior depreciation does not carry over to the new year.

(1) I think TurboTax should be easier to enter qualified foreign dividends by asking it for each mutual fund as mutual fund information is entered (vs. the way it currently works by asking for the overall amount during error checking), (2) currently TurboTax just includes the total carryover of IRA basis -- it would be helpful to also include the carryover by year generated to facilitate proofing; (3) it would be helpful to offer additional flexible options on the step-by-step screen for estimated taxes. In addition to rounding up by $10 or $100, it would be helpful to round up by an additional amount just in case an IRS adjustment would potentially cause an underpayment penalty. Currently, the user needs to go to the forms and override the amount, and then the amount in the instructions differs from the amount on the quarterly forms; (4) For K-1s that have different income types, rather than having to create a new K-1 set for each type, it would be much more straight forward to enter the info on just one K-1 group; (5) it would be helpful if TurboTax would track the tax basis (including the amount that each line in the K-1 affects basis, by year) of K-1-type investments like partnerships

Terribly difficult to use. Impossible to use charitable donations (non-money) this year. Last year it was so easy to have non-cash items cost estimated and entered. Impossible to save. I continually lost my saved forms and had to start from beginning. So frustrating.

TurboTax Premier is easy to use. I always use the step-by-step instructions to fill out the forms. I have one complaint. I can download my information from my financial institutions as PDFs. Why can't I use these PDFs to import my information into TurboTax. I don't feel comfortable allowing TurboTax to log into and to access my data directly. I feel security breaches could occur during the import process. TurboTax had to access my information twice (2 divisions) even though my information is in the same main institution. Oh, it took a long time to select a unique nickname - please review this.

Past years program was easy to interface with prepare taxes. Has become much more difficult, program kept asking for import of information from RWBaird that was already provided with first import. Also feel betrayed by the $40 processing fee for federal return, advertised as free for first 5 federal with premier. In summation, I found the whole experience this to be very frustrating and difficult.

You have made filing much more difficult this year. I've used Turbo Tax Premier Desktop for many many years and have always had the ability to save PDF version or text version on my computer (not on your online listing). This year, every time I attempt, to do that, you ask me to sign in and then start to make things more difficult.

Basically good, but a few items need fixing. When exploring on my own, after finishing each section, top of page is initiated. This is confusing because one looses focus All medical amount lines will not accept an entry. Must use form itself. Foreign Tax can use Schedule A or Form 1116. A good way to choose is needed without going to the form itself.to enter. Under Deductions and Refund Amount from previous year applied to present year, should have been entered automatically when transfer was made from previous year at the start.

Turbotax sent me a version on auto renewal that based on last year's return required me to purchase an additional $19.95 upgrade to enter brokerage data!!! Last year I also had brokerage data. The upgrade should not have been necessary. Also FIX MY RETURN could not be found on the desk top version. Otherwise an excellent prodcuct