Turbo Tax was very easy to use, walked me through a complicated subject, was fast an even went to my investment institution to download all me tax documents and place all the numbers into the correct boxes for me. I was very impressed. I spent about 2 full days working with the program, but this included reading just about every help menu and even going on the internet to find some answers. Compare that to spending at least 2 weeks of every spare moment gathers info for my CPA and waiting months to have him work on my return because he is so busy with large corporate clients. Turbo did a great job getting me the biggest return possible. It paid for itself many times over.

I did not get prompted that I had forgotten to enter form 1095-A, and this omission was not picked up during error check. As a result, my returns were rejected, and I had to refile. Also, I had to manually enter figures for the form 1095-A. Why can this form not be imported directly into TurboTax?

Generally positive. Two negatives: 1. When filling out information about our teacher's retirement, which we have been receiving on monthly basis for thirty years, questions about MRD are impossible to answer and seem irrelevant, as we have no input in how much we receive. 2. We have three IRAs, one of them an inherited IRA. For one traditional IRA I was asked the Dec. 31 balance, but was not asked this for the other two and couldn't find anywhere to enter it. Inconsistency makes me nervous and feel this may be a bug.

Many of the instruction use three letter acronyms that I don't understand. T-Tax made some errors that I had to correct. Why is that? The import function is clumsy and not useful. I should not have to import through the Intuit website. Why can I import form my financial institution as T-Tax had done previously

I've been a TurboTax user for approximately 20 years and I'd like to suggest two improvements. (1) I'm a single, senior taxpayer with most of my income through dividends and capital gains. I'm frustrated by TurboTax in that I can't actually see how my tax is calculated. The tax is not calculated from a standard table and I've never found a worksheet where you show the calculations. I'm left in the dark about knowing how my tax due was calculated and whether it's accurate. (2) I have never gotten through your foreign tax credit calculation without the final check showing an error. It appears that TurboTax doesn't auto-fill some of the lines in Form 1116, especially 1a and 3a - 3g, for which it already has the information. The definition of some of those lines is obscure, so if you're not going to auto-fill them, you need to provide clearer definitions for the user. I would be happy to speak with any of your people about this. /// Thank you

For the most part TurboTax Premier provided all the guidance necessary to complete my CA state return but, for some reason, it punted on addressing state FTB rules for carry over losses leaving it to me to figure it out for myself. Fortunately, I had a friend who is a professional tax preparer to advise, so I did not need to pay for expert consultation. But this situation left me perplexed as to why Intuit decided not to cover such a common circumstance within state tax law.

I read that top of the line computers with 64bit and the ESU could use windows 10. I cannot load win 11 on my hp zbook because there are too many possibilities I will lose old outlook email program and emails, and there is a chance of file loss. I had to buy a new computer to file so now i have two hp zbooks. very expensive. I will have to wait to see if irs accepts my filing and does not find any errors. It can take months because the irs does not notify filers of approval. I just have to wait months to see if they send me a letter. If I dont get a letter I will be happy and then I can rate TT

The desktop version has issues with fitting font sizes in various places. The most obvious is the 'File Edit View Tools Online Help" area at the top left. I started to look at the cloud version of Turbo Tax but did not feel comfortable using it and did not like the look and feel compared to desktop version.

TurboTax desktop: Install is problematic on Windows 11. Not to mention the TurboTax update just hangs and had to reinstall to workaround the issue by downloading the updated version. In the midway trying to launch the TurboTax program on windows 11 it gets blocked. There is no way run it even with Admin Privilege.

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.