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.

I have had nothing but problems upon problems while using the TT software. First, I found it really hard to install TT on a MAC device. It seems TT is not able to create a Native MAC application. I have to use an Intel chip emulator on my MAC device to run TT. This is terrible. What happens when in the future MAC updates this Intel chip emulator is not supported? I will not be able to run my older returns. Do I file a lawsuit to get all my money back? So just after I pay up for State TT Software and am about to file my return. TT returns with an error saying transmission failed and some obscure instructions about not having the correct updates. Shouldn't TT be checking for updates constantly and saving me the hassle and stress of dealing with Transmission errors due to updates?? This is just a terrible experience. My taxes are fairly simple. Maybe I will move to another Tax software next year while really providing terrible reviews online.

Turbo-Tax would not let me e-file without entering a phone number. Why? The IRS makes a big deal out of saying they will never call you; they mail you. So why must I enter a phone number? An explanation when the question comes up would be helpful and informative

I used the desktop version of Turbo Tax Premium. The step by step instructions for calculating future year estimated taxes need improvement. While there is a specific step to enter W4 withholding, there isn't a step to enter expected withholding from social security, pension plans, planned/scheduled IRA distributions, etc. The only way to make these entries is by going to the worksheet form. This is not obvious from the instructions.

TurboTax is a useful tool; however, it could be much better. I would suggest you dry run it on folks with minimal accounting knowledge who are pushing the software to its limit. Examples would be dealing with an amended return from last year, K1s or multiple capital gain generating funds all of which gave me trouble this year.

I have been using Turbo Tax for several years and I am pretty happy with it. I like the features which allows one to scan W-2's and quickly import all information into the return. I also like the feature that allows me to import all my tax documents from my brokerage firms, simplifying the filing process. This year I purchase the live tax advice and I am pretty ha[ppy with it. Once I requested advice while preparing my return, I got a phone call in a fairly reasonable amount of time. Overall, pretty satisfied would Turbo Tax and would recommend it to others.

The reason I have used Turbo Tax for the last several years is the simplicity of Its Deductible for contributions. That feature was removed this year. The loss of this feature cost me several thousand dollars in deductions since I expected Turbo Tax to include Its Deductible and I had no time to perform due diligence on values when I filed my return.

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.

Had issues when recording installment payments for an asset we sold. Schedule E modified Form 6252 for a different asset, rather than creating Form 6252 for the asset we were dealing with. Had to go into FORMS mode and override the incorrect values and force a new Form 6252 to be created properly.

Account information downloads should distinguish between the different accounts within the same financial institution by referencing account numbers. You do that for capital gains but not for dividends or interest. This makes it difficult to track dividends and interest from same institution where you have many different accounts.