I've used turbo tax for years, but I have to say this year it was not as user friendly as before. Forms I needed were difficult to find. And previously the program would remember that I have 2 RMD's and ask about the other if not completed. Slightly disappointed. As well, all the sales attempts to make more money are ridiculous. I think we pay enough for the program that at least the filing should be free for both federal and state.

My only issue I had - my 1099-R has the amounts in the "1. Gross distribution", "2a. Taxable Amount" and "9b Total Employee Contributions". I should not have to go through the "Simplified Method" screens. I know how much per month is non-taxable. Turbotax should take the info input. Only IF the 2a amount is NOT filled it should it make you go through all those screens. This was my first year with 1099-R. Bottom line: IF form 1099-R has ALL the info needed please do NOT make people go through the screens. It caused some issues and took too much time.

Always good enough and sometimes superb. Having done my taxes through job changes, sale / purchase of homes, brief unemployment, dependents, multiple states of residence, etc., it has ALWAYS been better since I started using Turbo Tax. Easy to use, if you have no knowledge of tax forms, but sometimes confusing if you're done the most complex things by hand. (i.e. how do "all those questions relate to the forms" has to be "let go" before I became comfortable with everything being covered by TurboTax.

85 % of support was helpful, all agents were very courteous and understanding. I thought the first agent I spoke with should have known how to import 24 returns after I forgot to enter them before starting on 25 returns. Wasted about 4-5 hrs trying through various channels until I asked Gemini. Gemini gave me the answer and took a few minutes to enter 24 returns, Evan after I started 25 returns. Was never able to contact professional help after Paid the $60 fee. I needed help with a trust KI schedule. I would like a g\credit of the $60

Been using TurboTax since you came into being; will use it next year too. Hate the new graphic interface; prefer the old. Dislike having to log in to account to get a question answered. Used to be able to click on a number and get either the IRS document or the TT explanation straightaway. The download from Fidelity failed because the documents weren't ready but I couldn't tell that from TT - it just froze. Be really nice if a TT message came back saying something like "Documents not available for download". Bonus points for giving a predicted date for availability.

I want to enter data myself, not pull from institutions. on the laptop that means scroll down, pick enter myself for every number entered. two extra steps for each financial piece of information. tedious. direct pick for entering numbers would be nice. i prefer to efile feds and mail state. yes to save money. to get to state print i have to go thru a step saying i want to paper submit my fed taxes (after i have already efiled feds). not clear. not intuitive. need a direct or better explained way to get to state paper submission

I appreciate the ease of entering information into the different tax areas. As we move forward in retirement, there are some items that we were novices. Turbo Tax covered these items comprehensively and with ease. There were a few errors but those were on us and corrected as we reviewed our return.

The estimated tax section for federal taxes could be GREATLY improved by making it like the NC estimated tax section, which shows the $ values from last year, so you KNOW what where data was entered, and can enter the same $ value, plus any expected changes. I could find NO WHERE to put my social security earnings. My ROTH Conversions went buried under other income, which I could not find without asking help. Please...make this simplier.

Still salty about last year's bait-and-switch on filing fees, and the behind-the-scenes mistreatment of an IRA payout which required amending a filed return. (I don't ever want to go through that again). At least I knew not to believe the "offer" this year, but then I ran into year's big surprise which was the loss of access to prior years' Turbo Tax return file data, making it necessary to re-input a bunch of stuff by hand. Sure feels like the whole operation is geared towards discouraging people like me from using desktop PC software, which continues to decline in quality and usability. Intuit doesn't get it--I will NOT have my personal information stored on someone else's computer, so I will NOT use the online version. EVER. Which means I've been scouting for alternatives, and given that I had to input everything from scratch this year anyway, I figure the barrier to taking up a competitive offer from another tax system provider just went to zero. Total bummer after decades of being a customer. Oh well.

I found importing data from brokerage firms was very confusing, difficult and frustrating. The steps necessary were different from years past. As data was imported and additional accounts were imported previous imports were identified as duplicates and actually, they were not.