The EasyStep pathway for entering information for a property that is rented-out part-time and used the owner part-time that also ceased to be a rental property after 10 days in January was terrible. Not only did EasyStep come-up with the wrong entries, it also blocked me from overriding many of them on the forms. It has real issues with depreciation and passive activity losses for properties like mine (admittedly, very specialized). I had fewer problems in other years where I did not cease to rent-out the property but found the questions in EasyStep to NOT lead the proper classification of the assets depreciation schedules and various special treatment options (like Section 179 or Special Depreciation). It would have been nice to be able to force in the depreciation schedule and special treatment options via EasyStep with some kind of override.

Good basic walkthrough for standard income, deductions, credits. It doesn't give you any specific help or suggestions to cut your taxes or save money - e.g., it doesn't suggest you can file in a certain way for some cases, but it does select standard vs itemized deductions. The "click here" support links just take you to the main support page, not to specfic topic pages. They also make you download and pay for state taxes that do not have state taxes. It kept pushing me for paying for additional WA tax even though Washington does not have any taxes and there was no need for filing there. They make you pay $25 for each state.

I tried the online version of TurboTax, but there was a problem with the OH state version that caused my return to be rejected. I was told that a "fix" had been identified, and that I needed to wait until 3/19 to fix my return. Unfortunately the fix didn't address my issue. I was forced to revert to the desktop version, and mail my state return.

TurboTax Premier - Desktop stepped me through all the needed reporting topics, with lookup help available. One problem was with the 1099-R form, line 1 entry, where one of my statements has a zero value. TurboTax flagged the $0 entry as an error and would not allow the return to be electronically submitted. The TurboTax help advised to add a description note to explain the $0 entry. This did not make a difference with the error detection. I am not really confident that the AI chat help is a coherent dialog. User input must be very specific and exactly on topic to get a pointed response. Not the same as a live dialog with a customer support person. Rephrasing a question still gets the same reply.

I have used TT for many years because I liked the Q and A format and the ability to have TT do all the calculations. However, one thing that I have always resented is the inability to easily print the information on a TT screen that I was working on. I don't understand why TT will not allow a customer to do this. Regarding TT expert assistance, I was unable to find the option I was interested in, which lies somewhere between asking a question and having an expert prepare my entire return. What I wanted was to prepare the return myself, and then have an expert review the entire return with me and identify any issues that I may have missed.

The handling of foreign tax credits is horrible. The instructions seem to encourage skipping the credit altogether. Following the instructions requires multiple passes through the calculations to build a file that can be e-filed. This is not professional and does not build confidence in the final answer. Another issue is it is nearly to impossible to match the 1099 downloaded to Turbo Tax with the pdf download so that I know how to answer the question. In addition, question were asked to fill in numbers that Turbo Tax should know from the downloaded 1099.

Although the software is nice, I only give it an average because there are issues with it that caused me lots of problems. That is when I ran into a problem. This is the second year. I use Norton Anti-Virus. The anti-theft protection build into TurboTax Desktop evidentially can't "Call Home" to verify that the product has been activated so it displays an activation box and makes you activate the product. Last year I ran out of activations even though only had it on one computer. This year I googled and found a solution. Whenever it asks that, you have to exit, disable all of your Norton (and other companies) antivirus software to avoid getting the Must Activate message. Yes, now I have a workaround, but one would think that Intuit programmers would figure out a way to check your account for activation without making you disable all of your protection to do so. Especially since this is NOT the first year of this problem.

I find TurboTax Premier very difficult to use. I choose to input forms manually vs importing information. I like to have control over my inputs. It is very difficult to navigate where to input forms and the step by step is no help. Additionally, my 1099's from my brokerage accounts have DIV, INT and B all on the same document. You have to input them in 3 different places in TurboTax, not 1 form with all 3 different inputs.

Had a lot of trouble with Turbo Tax this year. Could not enter our 1099-Rs. That feature seemed to be frozen. I noticed other filers were complaining about the same thing. Also, we couldn't file because of missing updates. Why aren't updates automatically downloaded? Or at least a notification that updates were available, which is the usual procedure. Also, what if I had filed before these updates were available? Wouldn't my return be inaccurate if these updates were not included? Turbo Tax seemed unprepared this year.

I had to do my New Mexico taxes a second time, due to the fact Turbo Tax did not have the distribution taxes figure out at the time I filed first. Being that taxes is what Turbo Tax does and you get paid for it, you would have the program checked and ready to be used by the filers.