No, I am not engaged to any of your Live TurboTax experts, although I'm sure that they are all wonderful individuals and I just realized the question was - DID, I engage a Live TurboTax expert? No, but I'm still sure that they are all wonderful people.

The performance of Premier was reasonably good. However, Intuit was sloppy in not including guidance on required documentation for Schedule D. No warning was given regarding the necessity of reporting non-covered sales on Form 8949 before e-filing. Consequently I now have to submit paper copies said form. Sloppy.

I called TT customer service to help me with not being able to enter my1099-B data manually. After a half hour on the phone, he could not help me until he finally said close and restart TT ... and this resolved the issue. But I had to restart TT for every 1099-B I wanted to add (for my Mac version)! And I've run into software issues with the Mac version before (for previous years). I've never had any issues with the Windows version. I don't think Intuit spends as much effort on the Mac version to make it run correctly as they do for their Windows version to make it bug free.

Was really disappointed in abrupt removal of the charitable donation estimation tool that I have relied on for years. In addition, I remain frustrated with the flow of walk-me-through for college costs and associated 529 withdrawals. Its very confusing. Final point is tax help--- i ended up using ChatGPT for research on specific topics. So much easier than the Intuit resources.

The third-party access authorization process was not clearly explained and required several trial error steps for me to complete the process properly. Reporting interest paid on my HELOC was frustratingly difficult. The IRS does not require lenders to issue 1098 if interest paid in the year is <$600. The software said intructions say: "if you have not received a 1098, request one from your lender." I contacted Turbo Tax for assistance on the HELOC process; the agent, Kristy, was very helpful but did not know how to resolve the issue. After spending several hours, again trial & error, I was able to input the information and complete the return with no errors reported and the information reflected as appropriate. I strongly suggest review and improvement to input of HELOC interest payments when the IRS does NOT require the lender to issue a 1098.

When you use the guide me through everything feature and finish a section it throws you to the top of the page which you then have to scroll down to where you were. Makes for a lot of wasted time scrolling down plus the confusion of thinking you are in the wrong place. Turbo tax in the beginning did put you back at the bottom and was easy to get to your next subject.

I have used Turbo Tax every year since 1998, and the CD is the only way I will ever do it again. This year I purchased the online installation Premier Turbo Tax, and installing was a nightmare. I got stuck in an infinite robot screening with photos that kept coming up with no end. I finally had my son, an IT specialist for Boeing, install it for me, and it took him an hour to get around that robot screening glitch. Never again.

I have used Turbo tax for more than 12 yrs. This years features were much more difficult to navigate and downloading was terrible. I had to go back and forth to my Intuit account to get the software activated. Older version downloaded and requested license code on the activation. Frustrating and not as compatible with HP new software.

I believe there are errors in your software so I had to pay $50 for help filling out my return. Then I had to enter my financial information by hand instead of turbotax downloading it from my financial institutions. I have used turbo tax since 2012 but no longer. I also had to delete a form because it would not allow me to enter the information nor would it let me continue until i filled out the form.

It was a pretty rough experience using the desktop version after years on the web. - UI not very responsive - Search functionality is vastly superior on the web - Lots of little pieces make life extremely tedious For example, when correcting digital asset names, every time I entered a name it overwrote the description. Using the UI didn't show any context for the question.