Everything was great as usual. There were a few places where I searched the web to gain a better appreciation of the tax rules. I also think you could have communicated better regarding the delay due to tax changes affecting depreciation for rental properties.

Accuracy: Instructions for some requested information is incomplete and/or incorrect (in particular, investment expenses are requested and are used in generating CA state return; however, there are important qualifications not included in the directions describing what should be entered). Compatibility: worked fine with Apple Silicon Mac Features: access to forms is very helpful in tracking down and understanding deductions Interface: interface is generally good; however, there needs to be better documentation on how to use it.

I love TurboTax Home & Business software. I have been using for 5 years now and it's so easy to use. Just answer yes or no and input income information from your business docs or W-2. I love the smart check feature which checks your returns for errors. My refund has never been denied or delayed.

The software was easy to use but I had to call twice for some explanation/help. Both times all went smoothly and the reps were very helpful and answered all questions. Only issue was when printing certain forms, the system set up for that seemed confusing. Other than that, the TurboTax system went well.

Have been using you for years but it's getting worse not better. The WV state return that's included never goes smoothly, it seems I'm always having to recheck and manually complete some forms. Fed works ok but it's expensive. I really only continue with you because it's easy to import the information from the previous year and I don't want to have to manually configure my business depreciation.

I owe zero State tax and elected to e-file Federal taxes and file state taxes by mail. You don't make that easy. It keep asking me efile my state returns. I had to back up and select file by mail for everything so it would print my state forms for me to mail. It also keep telling me "not to forget" to print and sign a payment voucher for federal taxes when I already efiled them. This is not necessary.

Hi - Very much DISLIKED the new dividend and interest input function. Before, all of the previous years' entries were brought in as default info. Now, the new format requires a lot of redundant keying. Got very tedious quickly. The other input functions were good... as expected.

All went well, as usual, except for the estimated tax section, as usual. My only problem is that I like to adjust my payments per quarter, some all in the first quarter, some in all quarters, and some with more in last quarter. In the state estimated section, this is fairly easy since I can go to forms and adjust them in forms. However, I cannot do that in the Federal Estimated Tax section. I have to print out the form and use white out to change the amount that I am paying. If the Federal was as easy as the state estimated tax section, that would be fantastic! My only other problem is with QBI, qualified business income. It can go from 20% to 0%, but it is very hard to trace why, and trying to find a place to import or type in UBIA (Unadjusted Basis Immediately After Acquisition). I could not find how to do this and my QBI was $0.00 instead of an amount closer to 5% or 10% of the maximum QBI. Have more screens and information about QBI deductions and input of UBIA.

User experience still feels early-1990s-like, and the persistent bug of not calculating the mortgage deduction correctly has persisted for at least the past 3+ years. I have to hack it every single year to apply the 750/1M limit correctly. Have been a loyal customer for > 20 yrs, but doubt I will use again next year.

Generally very good tool to lead you through the labyrinth of tax rules and forms. It would improve the product for users to help distinguish between whether farm income and expense is best entered as self-employment or as farm income. The program will let you enter the same information in both areas without any warning that you are double counting.