Program generally works well. Easy to save and file. Forms I didn't know I needed get automatically added and calculated. Updates continuously come in, which makes me wonder if I should file or wait for ny more updates. Reviewing the entries seems to regenerate the already answered questioins about foreign bank acoounts.

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.

I do my return as well as my daughters. Turbo tax confuses the states and I lost out on my one free state because it drew from my daughter's return - a state where I don't file. When I go to e-file my returns the list includes the state my daughter lives in and when I go to e-file her returns the list includes the several states I file in. The returns should be maintained completely separately.

I had trouble at the very end when it required a final version update which disallowed my return submittal. I did not realize this until a number of weeks later when my credit card tax payment or my tax refund could be verified. Fortunately, this was before tax deadline.

I AM CONFIDENT THAT MY TAXES HAVE BEEN CALCULATED CORRECTLY THIS TIME. I WAS ABLE TO VERIFY THE CALCULATIONS BY SWITCHING FROM THE LEAD ME TO THE FORMS PAGES. I WISH THAT THEY WOULD HAVE A LINK THAT WOULD GO DIRECTLY TO THE IRS INFORMATION AND INSTRUCTIONS FOR BOTH FED AND STATE TO INCLUDE A LINK WHERE THE VALUES CAME FROM ONE FORM TO ANOTHER. I REALLY DO NOT LIKE DOING TAXES AND THIS MADE IT EASY. WORKING FROM MY SPREADSHEET TO TURBOTAX WAS SEEMLESS. THERE WERE NO INTERFACE PROBLEMS AND THE UPDATES BEING LOADED BEFORE WORKING ON THE RETURN NEVER FAILED. COMPATIBILITY GOOD.

Generally favorable experience, however this year estimated taxes were quite confusing and rather complicated. Plus, there appears to be a known and obvious and significant error in the calculation of quarterly estimates for federal taxes that had not been corrected as of Apr 9! The vouchers for my case were about 1/4 of what they should have been, so I will have to manually enter my value and not use the TT vouchers. State was ok. That error could have incurred significant penalties next year.

I was pleased with TurboTax until I got to the filing section. I had to file a print copy of my federal return since I had to include Form 5329 and supporting documents. But I wanted to e-file my state return. For some reason, TurboTax would not let me do this.

I would prefer better information and direction on 1098-T and 1099-Q information. The software is not particularly clear when it comes to 1098-T data that is split across the current tax year and subsequent tax year. I would also prefer more direction regarding work in another state other than my state of residency.

this was extremely easy software to use, the interface was clean and understandable. The general support answered all my questions. There wasnt any feature or functionality that was missing from what I needed in my return. I run on windows and it was 100% compatible which is nice. I am sure the accuracy will be fantastic.

TurboTax is an efficient way to file tax returns. Imports relevant data from previous year's return to avoid re-entering personal data. Summary compare of current year Income/Deductions/Taxes to previous year. Imports 1099's from well known financial institutions which really helps with a history of investment transactions (TurboTax Premier). E-file return for quick and easy filing.