I have been using TurboTax for many years and appreciate that it is pretty straight forward and easy to use. It was especially helpful when I use to itemize. I have multiple investment accounts, so I used the paid version of TurboTax to handle all of the investment information. I will usually use the import document feature but in my opinion, it is sort of a hassle and sometimes does not import all of the information, so I end up just entering the information myself.

Contacted expert one time, helpful in understanding on how to proceed with multiple Rentals needing separate input. With one Property Management 1099-MISC Form. Had conflicting understanding between desktop and online input. Was hoping to be able input data into desktop and upload too online input review.

I have used TurboTax and filed my own returns for several decades. The only real problems that I have had are with filing the forms for my complex trading accounts and strategy. It would be easier if import feature worked better. Both my bank and trading accounts are listed institutions, but the data still does not import cleanly.

Turbo Tax Premier needs to be able to incorporate additional items from broker statements such as Foreign taxes paid/accrued by country and tax-exempt income by state. I should not have to input these items manually. SDIT tax return for Ohio does not properly pick up Ohio income!

I enrolled in the live support. But it took me 3 times to get a person that helped me with my situation on RMD's with precious metals - using the option that you could pay from another IRA account so you didn't have to sell your metals to pay the RMD. (turbo tax software does not allow you to identify you are using one IRA to pay other RMD re4quirements. Austin was very helpful by saying that I could add a note explaining this. (hope this works).

Importing the tax information from last year was critical. We liked the ability to download information directly from our financial institutions (this save a lot of time). The questions posed by Turbo Tax are generally straightforward but not always. We liked being able to go back and review individual topics. In past years we had difficulty accessing Form 8606 for IRA distributions. We have learned to search for the form we needed under the list of forms - and we were able to fill it out with information specific to our needs. One criticism - at the end, when Turbo Tax is reviewing for errors - the alert said we had to fill in the box on line 22 on a 1099-INT, however, we had 16 1099-INT forms and it was a real pain to determine which one TurboTax had targeted. If the goal is to fix errors, then the software should just bring up the form that needs to be corrected. That would be very helpful. I think TurboTax gets smarter each year - and perhaps listens to customers reviews. Kudos to staff for the changes you have made over the years.

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).

The software worked well. I have had problems with having to continually re-activate the TurboTax Premier - Desktop program following each software update. The recommended solution was to delete my anti-virus software. This was totally unacceptable for me. So I rushed to complete my return before running out of the 5 available activations.

I've used TurboTax for many years and this is the first year I haven't given it a 5-star rating. It remains accurate but it is not as easy to use as in previous years. I wish I could pinpoint exactly what was so different but I can't. I love the way it brings the previous year's information forward very easily. I love that it can be used step by step or by topic. I always enter data by topic as forms come in. It makes the final job easier. When I have all my forms entered, I go through the step by step process to be sure I haven't missed anything, then I file electronically. I filed my Federal return but held back on the state as I wasn't quite done with it. When I went back to electronically file the state return, I had a terrible time getting back to it. I fought with the program for about 5 hours before I was able to electronically file my state return. But, both are done now and I will definitely use TurboTax again next year. It still makes the whole process easier.

Very good, as usual. Though this year I had an issue with an IRA where part of it was spun off to a new IRA. Turbotax handled the resulting RMD requirement satisfied by the new IRA poorly, or should I say not at all without tricking it. Also sometimes the navigation back to old screens causes the subsequent forward navigation to skip steps. that were previously presented.