This product is the worst iteration of Turbo Tax yet. I've used Turbo Tax for over 25 years, only occasionally trying other software. "Learn more" buttons don't work. No option not to download updates every time it opens (I prefer to download when I'm nearly done inputting). Sometimes opens assuming you want to start a new return, vs. what you've been using. And finally numerous ads to buy professional advice, which I don't need for my simple return.

Generally, well organized and thorough. Long time user of TurboTax and recommend it often. K-1 filing might be better organized for those who deal with these filings only once a year. In my case, the K-1 received has for the last several years both Box 1 and Box 2 entries, which means I must complete the Q/A twice, once for Box 1 and relevant Box info and a second time for Box 2 and relevant info. If correct (a big if), certain of the Box 3+ entries pertain to Box 1 supporting info and others pertain to Box 2 supporting info. If all entries can entered once, users might avoid both the tedium and anxiety regarding whether the entries are correct.

It would be great if TurboTax fixed the following: 1) TurboTax automatically assumes that any HSA distributions were taken for medical expenses incurred in the same tax year as the distribution. That is not always the case and makes it impossible to reconcile with state tax filings that do not follow federal tax laws (like California). PLEASE FIX THIS ISSUE. 2) The instructions for entering foreign tax withholding (in my case for dividends) is incorrect. I had to read several articles and watch a couple of YouTube videos in order to enter this correctly (at least I was able to do so eventually).

Good experience with Federal return and Colorado return, not so good with Hawaii return. I encountered some issues with Schedule E for a vacation rental, so I went to the Help Menu and my questions weren't answered. I had to use the most popular AI platforms to get the correct information explained to me with step-by-step entry instructions. I've used Turbo Tax for 15 years and have been happy with the ease of use until my returns became more complicated due to the purchase of a vacation rental in Hawaii and a temporary residency change to Hawaii. I found the Hawaii return Help Menu to be lacking the detail I've grown accustomed to with my other returns. I suspect AI will change how tax filings are prepared which might be the end of this product.

I love Turbo Tax, and have been using the program for many years, but I'd like to see one change made. When I have a question or need help for example, where do I enter Union Dues, where do I enter unusual medical expenses, what if my wife died, which she did, can I sign for her, do I file as a single etc.?? I don't want to log-in online or be returned to the Turbo Tax website for an answer. I would like to see you install a pro-active data base where I can enter simple questions at the top of your program where it says "help" and receive an immediate or simple answer like a "directory" of some sort and not be redirected to the internet or back to your company's website.

Imports previous year well, and you can move between Internet or Desktop - Desktop is more user friendly, you can see the full tax forms at any time. I had to use Support this year, and my agent was excellent - very helpful and patient. E-filing was very efficient.

Turbo tax should immediately display the amount of the standard tax deduction available -- BEFORE walking the customer through all of the itemized deductions. In my case the standard deduction for me and my wife was more than $40,000. I wasted a considerable amount of time and effort going through the itemized deductions because I didn't realize how huge the standard deduction was. If the standard deduction had been shown BEFORE walking me through the itemized deductions I would have quickly realized the futility of playing with the itemized deductions. I am angry about the fact that I can't save and print my return without needing to subscribe to Adobe Acrobat. I assume you get a sizeable kickback from Adobe at my expense -- I don't appreciate this gross inconvenience. It should be illegal for a company to not disclose such a policy -- forcing an unexpected subscription -- prominently to the purchaser before the purchaser buys the product.

This year your program was kind of buggy and the interface not as good as last year. When I went to enter data for 1099 forms the program would not let me enter anything. Spent the whole afternoon trying to get it to work. Finally had to search online to find a work around. Luckily it looks like it got fixed in an update. The way you display the list of accounts when doing 1099 forms takes up too much vertical space - don't need so much blank space around each account as it limits how much i ca see at one time on the screen. Also, why do you NOT do form 8990? It would not that complicated for the TT to fill it out. It is somewhat confusing (due to poor irs instructions) on how to fille out and takes me a lot of extra time as i need to figure out how to do it. Also, anyone who needs a 8990 must now file by mail not by e-file as there is no way to add it to the return.

Questions asked to make it easy to complete tax return. Various Help options are always available for unique situations. I import from Quicken which sometimes duplicates data like charitable contributions, which is easily rectified. I have been using Turbo tax Premier for many years. Never had an issue with Federal returns.

Overall Turbo Tax is my preferred tax preparation product. First time using the Premier and newly retired, some questions and area were new and not user friendly or clear. But the help boxes contained enough information to clarify what was being asked usually. And after going thru medical twice as i thought the total wrong but wasn't sure how, realized finally that the medicare costs were being counted. A reminder note for that would have been nice. First time ever i went for direct deposit. Not happy about giving my bank info out. Do i get a notice when it is deposited? I do appreciate the review at the end and risk of audit estimate. Thank you!