I've used the Desktop version for the past two years and have been unable upload the previous year's return successfully. I would like to understand what I need to do to facilitate the upload. I've saved all the documents, but when attempting to upload, the error message states the file is to BIG?

I have been using TurboTax for years. This year I found it annoying. The save feature didn't work on my MacBook and the encrypted save made it worse. I found it too automated and opaque so I was never sure what was going on in the background and whether the automated calculations were accurate or correct. Not a happy user. I will try another product next year.

Works but I lost confidence in the product this year. It seemed a little buggy this year. The interface treats the Payer ID differently in the input and review sections for foreign 1099-DIV that have no Federal ID. Input requires zeroes, and review section requires blanks. Interface requests for forms not included in the filing and requests the same information multiple times and at times unexpectedly. Printing form 1040-SR without truncating forms at the bottom was a real challenge on MacOS with an HP 2035. Printing behaved differently depending on where the print was selected. Only "Print forms for filing" got satisfactory results.

TurboTax is generally quite excellent. I find just about everything easy to use, with one exception. A couple of years ago, a change was introduced in the 1099-DIV/1099-INT/1099-B section. This section is now very clunky and hard to use. From the "I'll choose what I work on" page, when you click on any of Dividends, Interest, or Stocks buttons, it takes you to the same page where you have dividends, interest and stocks all intermixed. Then, if you want to see the details of stock sales, it takes you to a table which is VERY clumsily depicted, with column widths that you cannot change and text that wraps around to next line making it very hard to see. (I use a MacBook Air computer with TurboTax downloaded). What I would LIKE to see: when I click on Interest, I want to see only 1099-INT forms. When I click on Dividends, I want to see only 1099-DIV forms. When I click on Stocks/Bonds, I want to see only 1099-B forms, and when I click to see the details of stock transactions, I want to see a table that is formatted nicely.

It was a bit confusing when efilie both h the Fed 1040 and CA 540 income tax returns. I saved the forms in one file. Does Turbo Tax only send the IRS the IRS forms, or did they transmit my Federal and Cal forms to the the IRS? Also do I receive a second confirmation showing when the Fed and Cal Tax returns were sent to both taxing agencies?

Importing from Fidelity was a disaster. I have multiple accounts set up for different asset types. Have individual and joint accounts for both my wife and I. Last year I couldn't get Turbo to import my wifes info from IRA distributions and her individual accounts so I entered manually. This year I was going to do it better. I went through the import process for my info , then had her go through it for hers. I ended up with duplicates for our joint accounts. I then started deleting some of the duplicate entries. I ended up with a mess and finally deleted the tax record created and started over . Part of the problem is also in QCing the import data. You don't bring the account number with the data so I am randomly chasing individual data across accounts to verify. I was very unhappy over the import process. The rest of it went well. Particularly handling K-1s.

There are areas that are really confusing the way TT has them set up. I used AI support to make sense out of most of the process, taking screenshots and asking what to do. Specifically with regard to identifying investment income for OK. Having to edit every single one just to continue is such a waste of time. You need to recognize VARIOUS as an entry for date sold. This review is really awkward and poorly constructed!

Edward was awesome! He was very helpful and thorough. He was polite and spent time to review the situation and help us through the process. It was nice to be able to have a good experience with someone who was knowledgeable and professional. You should hire more people like Edward!

What I would really like is if you made the font size readable. You've got this whole big window and the information takes up a small part of it for most pages. You could make the font quite a bit larger and all the information would still fit. I get eyestrain every time. Don't suggest adjusting the font with my screen options BECAUSE THEN THE BUTTON TO ADVANCE DISAPPEARS AT THE BOTTOM OF THE PAGE ! and you can't scroll down to it.

TurboTax was awesome all these years. But this year it was a mess when it came to College Expenses. It didn't ask questions regarding room and board which resulted in my 529 distribution being taxed. Saw a lot of complaints regarding this exact topic on the TurboTax Community. No fix for this bug was provided by TurboTax despite it being reported for months. I'm not sure if I will continue with TurboTax next year as I will have the same college situation and not sure if TurboTax can handle this scenario anymore!