TurboTax used to be rather simple. t is now complex and doesn't cover all I'm paying for, like covering K-1 specific line items, and what needs to be installed. Same with completing stock data...had over 10 errors looking for whether a line item is a digital asset.

It seems like the web version is more capable than the desktop version. I help some of my friends do their taxes. I tried importing one friend's stock trades in the web version (which included ESPP trades), and I did the same for my daughter (who also had ESPP trades). Both accounts were at Fidelity. The web version required the 1099-B doc to be dropped into the program whereas the desktop version imported it from Fidelity. The web version was able to resolve all trades, but I had to adjust the trades that were imported. Is this because Fidelity doesn't share enough info? I also import my trades from Fidelity, and I had to manually adjust almost a hundred trades in my return.

You need to work on the capital gains input forms, Terrible system. you continue to change it each year for the worst!!! Have someone enter 30 different items especially for bonds. There is no sorting capability and Cut and paste ability which you have had in previous iterations. I had to go through each one several bonds for 12 months each to enter cost and purchase dates. very annoying. In addition downloading information from brokerages is cumbersome, again you've made it more difficult.

The fact that state tax (Arizona) has none of the easy user interface question as the federal return is getting a little old. and that you can return to a particular spot like you can in the federal. State forms have not changed over the years and you just haven't put any money ino making them better. "Ok, It's taking more the a little time" was cute 15 year ago. Get rid of it and give more practical information about when the app will actually open

I have used TurboTax for many many years, and this year felt like the least complete I have ever seen the software. I ran into many bugs in the presentation, update program, historical lookback, and tax calculations. I expect Turbo Tax to be fully ready and bug free when I buy it, and if I see similar shortcomings next year I will have to find another software to do my taxes.

TurboTax just walks through common tax situations. Less common items can usually be found. This year I had a one time need to file a trust return. It was not available in my TurboTax version. I wound up doing it on paper. This year I thought I would try the online version. I found it difficult to navigate and wound up going back to the downloaded version. I did not see a way to go to forms online, for example.

When entering (credit card) payment information as part of e-file process the screen does not let me scroll down the expiration month beyond value 08 (August). I could not resize the open window and resetting windows system display parameters did not make a difference. The workaround solution was to use a different credit card with a month value less than 08. So, this problem still exists.

I've been using Turbo Tax since the 1990s. This year was a bit disappointing. There were several problems that needed manual updating to correct. One was with importing brokerage data. In preparing two returns, I had to manually delete double instances of INT & DIV forms. Additionally in preparing two returns, both kept coming up with "enter data for Canadian income", of which neither of us had any, this year or last year (imported last years data. While in the end we got filed. No errors detected. But it's buggy.

Screens to import 1098s from investment web site were confusing, had me stuck in a login loop. It's absurd that they charge $25 to file state. It's free with other software. And the cost of this software is already more than the other. And TurboTax is full of ads. I already paid too much, stop trying to nickel and dime me.

The initial download took quite a while and required on my part with continued restarts. Once I began using the program, it was very straightforward. I am not sure if you planned double up on the production of two copies of the file to mail packages. It just gives me another set of forms in case the first gets lost in the mail.