RMD inputs and guidelines are vague and poorly explained. More specific instructions could include dates relative to inputs. Also could include explanations relative to distributions on 1099-R and how the IRS obtains total RMD numbers when only a single IRA is used to satisfy RMD of multiple IRA accounts.

I am a long-time TurboTax customer (since 1998) and am disappointed in this year's version. The product brought forward 1099-INT & 1099-DIV from last year, but when I downloaded the information from the same bank & investment companies, new entries were added to TurboTax and I had to delete the entries brought forward from last year. Also, the feature to add additional details was problematic, usually didn't work in "Step-by-Step" mode. So I had to go to "Form" mode to add the information. Plus, marking an amount as estimated didn't work the same or as well as in past years.

You have a problem with the Charles Schwab import process, If I import a specific document from Schwab, existing Schwab documents were deleted. When I was forced to upgrade to Premier and reimport documents, documents were duplicated. There was no simple way to review the documents without walking through several screens of questions. Trying to make sense of this required two support calls and cost me over two hours of time on an otherwise straightforward return.

This is my third year using desktop TurboTax Premier, and I have noticed that the process of completing my return is taking longer and becoming more tedious. While it’s true that the IRS introduces more and longer forms each year, TurboTax is not developing enough time saving procedures to offset the increased time consumption from the new complexities. This is important to me because the primary reason I began using TurboTax was to reduce the burden of importing detailed information on capital gains, qualified dividends, and foreign taxes. Here are some examples of what would be more helpful to me: The system does not automatically gather all the information from prior TurboTax returns that it can. I prefer that every question on every page in EasyStep displays the value, information, or response I provided in the prior tax year. Search Topics tab is not useful to me. It requires users to use the exact IRA or TurboTax terminology to find a topic, for example “Nondeductible IRA” gets a hit, but “IRA nondeductible” or “nontaxable IRA portion” don’t. Queries beginning, “form for xyz“ also don’t yield results. I wanted to use this tab to jump to specific entries that needed checking or change in EasyStep or to directly access a specific document in the Forms section. I believe adding a bit of AI to the search routine would greatly assist users in navigating to specific parts of the application. When I return to a topic I previously completed it’s for one of two reasons. Sometimes I misunderstood a category and I need to start over, but more often, I need to change the data I entered in a specific field, such as including or omitting some components of cost in a total cost. In the EasyStep topics that have a series of prerequisite questions about the data that will be input later, users are forced to tab through or re-answer those questions before correcting the data. Answering those prerequisite questions are some of the most monotonous chores in all of tax preparation, and anyway that minimizes this repetition would be a big improvement. When saving tax documents, I want to save four different documents separately. 1) the exact set of pages submitted to the IRS 2) the exact set of pages submitted to the state tax authority 3) every page in 1) plus any other worksheets, schedules, forms, addendums, summaries, or reports used to calculate the Federal tax return 4) every page in 2) plus any other worksheets, schedules, forms, addendums, summaries, or reports used to calculate the state tax return

I had difficulty loading it onto my computer because the software was initially loaded onto my sister's computer. The solution was simple although I did not know it at the time. A customer service representative named Chris saved the day. It just required high-lighting the box with the code and clicking on it. So simple, but there were no instructions for downloading it when initially downloaded on another computer. I would suggest incorporating directions to instruct someone how to do this. It drove me crazy trying to figure it out myself and wasted ALOT of time.

Have used Turbo Tax for many years. This software update was more complicated with online information to be received and did not have capital gains identified separately on the wages and income summary. You had to dig down to determine if the capital gains entered were accurate. Previous versions had a separate line item specifically identified for capital gains.

I have been using Turbo tax since it was first started. Its a wonderful product. Keep up the good work. But I wish you would allow uploading brokerage information from a file on my computer rather than from uploading from the broker"s web site. Your disclousure states that I must agree to let you look at all my data , rather them just my tax statements.

I had one problem with the software when I could not easily find how to check for updates. In the past i remember there being a pop up to check for updates. this time I was prompted to check for updates before continuing but I couldn't remember where to find check for updates so i called TurboTax. While talking to the support person i remembered where it was.

I find TurboTax Premier very difficult to use. I choose to input forms manually vs importing information. I like to have control over my inputs. It is very difficult to navigate where to input forms and the step by step is no help. Additionally, my 1099's from my brokerage accounts have DIV, INT and B all on the same document. You have to input them in 3 different places in TurboTax, not 1 form with all 3 different inputs.

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.