I have been using Turbo Tax for over 10 years to file my federal and state taxes. The past five years I have used the Turbo Tax Home & Business software edition. The application allows for a step-by-step walk through of all possible situations. The instructions are easy to follow and inputting the data as needed. It is also easy to make changes if you forget something along the way and it applies those changes to all the coinciding forms automatically. The built-in final review processes also provide another opportunity to check, verify, and print your returns before you finalize filing your return. I would strongly recommend Turbo Tax for anyone who does taxes for their home or business.

I really appreciate the ability to download trade data from the brokerage firms. One thing new to me this year was reporting the sale of collectibles for Schedule D. TT wasn't real clear on how to open up and manually enter the info on collectible sales after I finished downloading the brokerage data. I was able to guess and figure it out under the term "Other" but I think that TT should have more clearly guided me to that application and displayed an example. I had a confidence problem until I worked my way through it and saw the final result on Schedule D. (I am happy with the way it worked out; was just nervous doing it.)

The changes to entering dividends, etc is very confusing. I spent more time deleting duplicated forms, etc than it took to actually complete the return. We also have to click NEXT too many times. Please include 2 or 3 questions on a page before we have to click NEXT

I've used turbotax for years and was a little disappointed this year. The download from my financial institution was glitchy and it took 3 attempts to get it downloaded correctly. Also, when I ran error check, several errors were flagged but I had to search for the individual forms to make the corrections. I should be able to do that from the input pages if it is input that I need to make rather than have to find the correct form to make the correction.

Usar TurboTax en la computadora ha sido una experiencia mucho más completa y confiable que la versión en línea. El software ofrece acceso a todos los formularios, permite revisar cada detalle con más control y evita muchas de las limitaciones que aparecen en la página web. Lo mejor es que el programa calcula todo con mayor precisión, especialmente cuando se trata de depreciación, gastos de negocio y formularios avanzados. La interfaz es clara, las instrucciones son fáciles de seguir y el sistema permite regresar, corregir y revisar sin perder información. Para quienes necesitan exactitud y quieren asegurarse de que sus impuestos estén bien hechos, la versión de escritorio es definitivamente la más sólida y profesional.

The program added many questions - especially on the OID section and asked for information regarding Digital Assets which was totally new. I googled the item and got an idea of what was being asked. My financial company did not provide the answers in my download. I eventually called my financial advisor who gave me the answer needed as I do not know how the company handled the investments. Once I entered the question plus 19 more of the same question, Turbo Tax process started it process again and got me to the end. Another problem, I accidentally downloaded the same information twice. I got most of the forms deleted, then had 40 OID items of which I needed to keep 20. As I deleted an item, Turbo Tax then reshuffled the remaining items. Finally I devised a method that then allowed for review of each form and I was able to keep one set in my forms. Also, you kept advising for other services to purchase which I found annoying.

Step by step approach to completing taxes was not intuitive and I found it confusing. It's questions about IRA's was clunky and almost caused me to make an error. The average person will need to pay extra fees for tax help because the program is complex especially if they have capital gains and IRA's. Calculations are generally accurate although last year it miscalculated my income and deductions. It doesn't ask questions in a straightforward manner.

The question on the taxability of social security income earned outside the US should have a LARGE warning if the user says "yes" to confirm their choice as it is easily overlooked and the wrong answer can have a huge impact on the tax liability or refund. I only caught my error because my social security was being shown as zero taxable didn't make sense so I started digging and found the question I answered wrong at the BOTTOM of the screen.

Did not update the sections as I went along. I would "save" for the day and return to it, only to find that the refund amount was different. In addition, when I came back what I saved, it would take me to a form that didn't include all that I had finished the day before. I had to search for a copy of what I had actually finished, without any idea of where to find the most up-to-date form. It would turn out that there were multiple copies saved, rather than each save writing over what had been saved before to ensure that when I came back to it, there would be only one copy, the most recent.

Ever since I went to a tax prep "expert" in 20023 and saw them entering information on a website, I said to myself, "Hey...I can do that!" I have been using TurboTax since then with no complaints! The software is easy to use and employs everyday language. As a senior citizen with moderate tech savvy I would VERY HIGHLY TurboTax!!!