I didn't like that I had to pay additional fees at the end to file my state tax return. That should've been disclosed up front. And it keeps on trying to bill my for the audit defense program when I wanted to opt out. Feels very bait and switch. Or I was force to pay the final fees at the end to file.

I have used Turbo Tax and Quickbooks software for years and I have found the software to be accurate, reliable and intuitive. The only problems that I have is the push to pay a high-cost annual online subscription that everyone is going to and outsourcing the customer relations to India where it is difficult to understand what they are saying as they try to speak English.

The HSA section needs a bit of help. I am on a family plan, and it only wants to know my contribution and if I also made contribution to my wife's HSA. By ignoring it an starting from scratch rather than try and import my return from last year, I was able to get it to work without telling my that I overpayed and I either need to withdraw or get charged 6%. I also have an under 25 son non dependent that is on the HSA plan, which I am guessing is what might have been causing some of the problems.

This year it was terrible. I could not install it until I talked with customer service. Then I could bring in 2024 Tax information. So I had to talk customs service again. This process took many hours.. When I finally was able to bring in 2024 info the program said it did but actually nothing was imported .

TurboTax is a great tool to handle taxes individually and applies a lot of hidden rules and credits. I drop a point though as 1) I needed two different version to handle my multi member partnership and individual taxes 2) I had a lot of manual work and did a lot of investigation to handle my home that is transitioned to rental mid year. Software although says rental feature, could not break the interest and expenses in both by giving it a date of separation. It also could not correctly calculate my primary home deduction rate (my loan is higher than 750K limit and can not claim all the primary interest and points.

Foreign Tax Paid was improved this year to allow more than 1 worksheet, which was helpful. But the instructions in that section were somewhat vague, and after reviewing Worksheet 1 I had to make edits because the first country's dividend entries were double-counted. Also, the default print settings result in images only 40% of actual size in the center of the page. It wasn't until I had printed the first time that I knew I had to change the print settings by expanding the details and making the adjustment. Very frustrating.

TurboTax Premier is easy to use. I always use the step-by-step instructions to fill out the forms. I have one complaint. I can download my information from my financial institutions as PDFs. Why can't I use these PDFs to import my information into TurboTax. I don't feel comfortable allowing TurboTax to log into and to access my data directly. I feel security breaches could occur during the import process. TurboTax had to access my information twice (2 divisions) even though my information is in the same main institution. Oh, it took a long time to select a unique nickname - please review this.

TurboTax is a useful tool; however, it could be much better. I would suggest you dry run it on folks with minimal accounting knowledge who are pushing the software to its limit. Examples would be dealing with an amended return from last year, K1s or multiple capital gain generating funds all of which gave me trouble this year.

This version is too buggy: 1. I purchased this in Jan. I started entering my personal info but held back entering income until the banks complete their forms. When I went back to continue my tax preparation, it made an update then asked me to register again. Then all the information I entered previously is gone. 2. I am not able to enter interest income in the guided view. I have to enter it directly in the form. 3. It told me it needs to calculate the tax penalty even though I am receiving a refund and I also received a refund from the previous year. 4. It asked me to enter last year's state tax even though it already has this information. 5. The font size is all over the place.

My overall experience with TurboTax Premier was positive; however, I encountered a system issue when I needed to log in after ending a previous session. I was asked if I wanted to install the software each time I logged in. In addition, there was a counter that was decremented by one each time I logged in. I was concerned I would not be able to log in if I exceeded the five log ins that were available to me. To avoid program log in issues, I kept the program live on my computer.