I have used this software for years and at the end i still must enter my information two or three times.Turbo tax interface is the same as it was 5 years ago! i load my credit card info for staet return and hit transmit. Then i get an error message to correct my downloaded W2. Why am i getting an error message at that point! My daughter's return required a form 8615. Why could the software allow me to direct it to my Turbotax return. Secondly Form 8615 required Schedule D information. I did not have a schedule D. the software or your help options would not provide any details on what to do. Again, my comment is, "Your software is outdated."

Turbotax is less intuitive than ever. Questions are not clear. Needed options are hidden. Help button is a robo thing that doesn't help at all, nor does the "community." The agent tried very hard to help me for 90 minutes and was kind and patient, but "not a tax expert." Because the problem I had was with TurboTax, they did let me eventually speak to a real tax expert without the crazy extra fee and she was able to help me.

I like the importing of my brokerage tax documents. I was a bit disappointed with the help feature. I expected it to have more of an AI feel. I wanted clarification on a schedule B Div item and it was all over the place and useless when it came down to it. I posed the question to Gemini and it gave a perfect response. It won't be long before Gemini is doing taxes. Overall I'm glad I used the product because my taxes are done.

I don't like the fact that some of the data from my Fed taxes did not automatically transfer to my State taxes. I also had an issue where the State process required me to choose a second state with income from the second state even though I clearly stated, in the beginning, that I lived in this state for the entire year.

I've been using various editions of TurboTax Desktop for around 30 years. I'm both very comfortable using it and confident with the results. The interface is great, allowing for both guided and direct updates. The ability to download forms directly into TT is fantastic. eFiling has never been an issue. I've use TT for both business and personal taxes, and I've filed returns in PA, NY, and NC. The product just works.

I feel Turbo Tax provides minimal support for the NY State package. I had a distribution from an inherited IRA for the first time, and the support and questions provided were quite minimal and confusing. I'm good with forms and was able to eventually figure it out, but I feel TT could do a much better job.

TT is not as user friendly as it once was. It does not easily link to source data and does not have much good info on the help pull down. I feel that they really want you to buy their expert help, and I don't know how "expert" that help really is, other than the operation of their software.

There are two areas that are lacking in my opinion, that would need to be improved for me to give the program 5 stars. Those areas are (1) the estimated tax section and (2) the state tax section. Re the estimated tax section, the interview consolidates too many line items to be useful. One has to crawl around in the forms to figure out what's what. The same applies to the State section with the added annoyance that the program asks for numbers that TT already has from the prior year. One more small beef - TT does not give the option to pay the Federal Govt by Direct Pay.

Turbotax doesn't recognize joint accounts, so downloads forms twice. This means downloading information from our financial institution doubles the entries, which then have to be manually removed. All that is needed is to check the account number with the records already downloaded. This process is troublesome and a shame as otherwise the process would be significantly easier.

The tax forms are fairly easy to fill out. Security and payment is getting to take as long as doing taxes. There has got to be a better way without entering a billion numbers at least 2 times. I understand security and scammers BUT you are making it almost easier to just print and mail.