The product is accurate and does a great job in reviewing all aspects of tax categories. I always had success with using Turbo tax in past years and will continue in future years. However, I have had challenges with the product, namely: The UI is outdated and clumsy; small font is hard on older eyes and navigation is not intuitive. I had to use the wizard to enter data instead of entering directly into forms.

Some of the prompts are confusing and make you double enter your data twice even though you imported the document already. Also please work on the Mortage Crdit Certificate forms, they are very confusing and hard to figure out which interest amount I should enter. Please add area to type in your questions throughout the program would be more helpful to get live chat answers on a specific page rather than have to wait on the phone for a live person.

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.

Had to manually enter my CA Employee retirement system info. The program would not let me enter this years in the saved file. When I would try to enter it, it would take me to the "Download from your investment account" page. I finally just entered it as a new 1099-R and then deleted the old one.

Every year Turbotax continues to get more and more frustrating. Endless popups to try to sell add ons. Poor directions. Forcing me through interviews I don't need. I am beginning to think I should switch to a different option or just pay a professional.

Product does a reasonable job of walking a taxpayer through topics but seemingly skips sections which must then be addressed through the summary page, when it becomes clear the tax software thinks a section is complete, yet entire topics have been omitted. A knowledgeable taxpayer can easily navigate, knowing what needs to be accomplished. Also, paying for a State filing with a credit card via the Intuit site is the most difficult purchase I've ever made online... incredibly poor webpage layout and clumsy interface. Just terrible.

The HSA section needs a bit of help. I am on a family plan, and it only wants to know my contribution and if I also made contribution to my wife's HSA. By ignoring it an starting from scratch rather than try and import my return from last year, I was able to get it to work without telling my that I overpayed and I either need to withdraw or get charged 6%. I also have an under 25 son non dependent that is on the HSA plan, which I am guessing is what might have been causing some of the problems.

Not very user friendly. There should be additional guidance or an explanation on each page. Biggest complaint is when filing in multiple states. I have a rental in another state. I had to keep switching back and forth from the federal return to the other state return so I could manually input information on the state return that was already included on the federal return.

TT has eliminated "It's Deductible" and the quality of useful hints on each screen has deteriorated or been eliminated. They are obviously pushing customers to premium online support and paid tax advisors instead of the self-help tools that historically were an advantage of TT. I used AI to research many of the questions TT failed to address and will be opting towards AI instead of TT up-sale items in the future.

Everything was great except that I did not notice that this year's versions of TurboTax would no longer work on Windows 10. So I had to move my tax info from my old computer to a brand new computer that I already purchased but had not configured which come with Windows 11 installed.