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.

In theory Turbo Tax was going to generate a Form 1040-V after efiling. It never did, so I found a blank one and filled it out myself. I do always get frustrated with he way Turbo Tax does things. It is hard to jump back and fix minor things, you have to redo a topic from the start often.

This year was the most miserable year using your product. Program was buggy and needed updates. Could not get it to load a saved return in progress when I returned to it the next day. Finally need to be completely reinstalled to submit my return when completed. I have used the Windows desktop versions for several years, this is the first time with Mac and there may not be a next time for me. Help was AI and very ignorant. I am so glad I am not doing this on April 14.

TurboTax is the best tax software I’m aware of. I do not like the change to the way the Interest and dividend forms must be selected and edited. There used to be simple list of payers under “interest” and a separate simple list of payers under “dividends” that could be selected and edited. Someone at Intuit thought combining these entries by the payer was an improvement, but it’s not (hence 4 stars instead of 5)

It would be nice to see examples of completed forms I'm working on ---it would be nice to know how to make corrections without guessing.. Also...I wasn't sure if corrections I made took care of errors correctly... a positive response/example would helpful.

I have been using Turbo Tax for years and this year has not gone smoothly. The 529 program errors caused me significant frustration--had to 'fudge' book expenses numbers to get the correct result--no tax due (until you corrected) I do taxes for my family. Just e filed the second Federal return. And I get a message that I've reached my 5 submission limit for Federal!! When I go to file the next return it better not charge me or I'll ask for a full refund on my Turbo Tax purchase.

Most of the steps went smooth, but TXF file import for 1099-DA (Crypto Filing) was not smooth. Due to TXF file format is still not fully compatible with 1099-DA format, it asked to select whether it was for digital asset for EVERY SINGLE TRANSACTION, which was not feasible for near 1000 transactions I had. I ended up using import feature which is only available on online edition of TurboTax.

When attempted to file the returns, the program put me into a loop from which I could not ignore. The fix was a simple check mark in a box about Schedule A which had not been checked. Why is there not a solution available when such a situation exists? This is unbelievable and sincerely damages the branding of TurboTax product.

I have used turbo tax for many years and have been completely satisfied. All exceptions in my data this year result from Charles Schwab downloaded info. I cannot manually reconstruct the data Schwab has provided me. Either their systems are flawed or turbo tax is substandard (who would you pick). Exceptions noted present zero or otherwise minimal monetary changes to taxable results. I have already spent 50 hours attempting to rectify. Turbotax will not allow me to electronically file as is.

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.