1. I didn't like having to wait until mid-January to have the "Investment" features updated before I could do a preliminary estimate of taxes. No opportunity to submit estimated taxes before Jan 15. Fortunately, I didn't need to. 2. I didn't like having to remove Tax Audit defense fee from the final pre-submittal screen. It should be an opt-in -- NOT an opt-out. That's a crummy way to treat your users. I pay enough for your software packages without being tricked into paying even more.

I have used TurboTax for years and have liked its features and ease of use. However, there are two areas that need improvement. 1. TT needs to be clearer about handling multiple IRA RMD's especially when I choose to take of my required RMD's from one IRA which is permitted by Federal law. I don't feel confident that TT understands and account for all of my RMDs. 2. TT eliminated "Its Deductible" software which was a VERY helpful tool when preparing for Non-Cash charity contributions. PLEASE give us back "Its Deductible".

TurboTax has been my go-to for 30 years. It continues to be an exceptional value and is now a normal part of my tax season. As I age I especially value following the prompts inherent in the expert system. It gives me confidence that I haven't missed anything. I took a star away this year because of the over emphasis on "guiding" one to download 1099s. It is a level of complexity that don't need, it confused me, and added an extra hour time for me to figure out how to work around the process to manually enter my data. In addition, the formating is not helpful. The screens don't show all the account information. Tell your developers to back off. Get me back to the relatively simple list of previous year 1099s. I could review the account information at a glance and make a quick update to the numbers. Plus, the prompt to log into the investment firm accounts is absolutely a waste of time as I have the hard copy 1099s before I start. There wasn't much screen help and it took me a lot of trial and error to figure out out to work out of the path you pushed me down. Stop pushing me into this unnecessary complexity. '

We worked on our taxes for 3 hours. 1/2 way through the program froze. We had to force quit. We were working on our laptop. All was lost. We had to completely start over. Instead of pushing your products, perhaps you should send reminders to save in progress.

I have used this software for years and at the end i still must enter my information two or three times.Turbo tax interface is the same as it was 5 years ago! i load my credit card info for staet return and hit transmit. Then i get an error message to correct my downloaded W2. Why am i getting an error message at that point! My daughter's return required a form 8615. Why could the software allow me to direct it to my Turbotax return. Secondly Form 8615 required Schedule D information. I did not have a schedule D. the software or your help options would not provide any details on what to do. Again, my comment is, "Your software is outdated."

I was really put off by the requirement to replace my apple computer in order to continue to use turbotax. Strongly considered switching to competitor. But in the end, more than 15 years good experience with TT was dominate factor. Still grumping about the "extra" expense, but now hope for compatibility will extend a few more years. The tack on fees for "e-filing" and processing refund were an unpleasant surprise and to my mind not adequately disclosed up front. The two state situation was adequately handled but instruction for handling multiple 1099-R were confusing as if you move mid-year you will get two from the same brokerage but your RMD doesn't change. TT gets confused and over calculate your RMD & add a tax or penalty, Note.My 1099-R from brokerage contained, and I entred, the 17 characters in the state withholding account number box as I was doing the federal tax. Only when I got to the state portion was this flagged as on 14 characters were allowed. After some searching, TT identified which three characters to omit. Should have been flagged in federal part but was not. Had to go back to federal form. Not efficient with my time. On the plus side, the comparison with prior years is extremely valuable to catch big variations year that may be real or typos or omissions. Bottom lime, will probably use next year.

I found this years product a little more difficult to use than previous years, asking questions that fidelity Financial didn't provide and said were not necessary since they are a Registered Investment Company. Example. we paid a foreign tax on a registered Investment mutual fund dividend; you wanted to know the amount of the dividend; had to ask our advisor to research and advise the amount. Hope we got the correct info since there were 50+ pages of dividends to review.

When it came time to file taxes, I was unable to do so because all of my credit cards had an expiration month after August. The user interface would not allow me to enter any month beyond 8. I used help and followed the recommendation, but they did not solve the problem. I find it unacceptable that a product has such a blatant bug that will not allow certain credit cards. I ended up using a reserve card that had an earlier expiration month. This was not my desired choice.

As an 11-year customer of TurboTax, it pains me to write a negative review, but it's time to face the truth. The truth is that in the age of AI TurboTax increasingly seems clunky and overpriced. I used FreeTaxUSA.com to complete the returns for one of my relatives. For relatively simple returns, it's a better product than TurboTax, and it's free. TurboTax needs to cut its price drastically to survive.

Have always been a fan of the product, but it insists I use e-file for my state return. When I print the state tax documents it even tells me not to mail the forms because I have sent the state return via e-file. Very strange and I cannot work around it.