Very good process but just a couple of snags. Myself and others seem to have gotten hung up on the "Canadian pension" issue that may need to be corrected. It appears out of nowhere. See comments. Also there was a note to determine my Capital Loss Carryover for the state return. But there seems to be no help notes offered.

Been using TurboTax for many years and have never been disappointed in the ease of preparing my federal and state taxes with the help of TurboTax! Will continue using TurboTax for as long as I have to submit taxes. Thank you for making this process less stressful!

I found this version worse than last yers. Why did you have to let me get all the way through the filing process before telling me I had to upgrade at the last step. I signed up for the $60 live advice but the advisors were never able to see my uploaded return nor view all of my screens, even after I opened up ll the permissions. It wa unclear what value of any that $60 got me.

After all checks and balances and prior to filing return, you make it hard to figure out how to just print to a PDF so that you can review all information before you go back and file electronically. You don't want to print all data, but you want all data in a PDF so selective print and review

Way too many ads asking user to buy more unneeded overpriced services from INTUIT. Many times it is impossible to determine where the software gets its information. For instance it insisted on claiming that I received a $14,000 state income tax refund which is not true. The software continued to ask what my farm income was even though I have never owned or operated a farm.

Turbo tax did not work correctly when I first entered my 1099R. Customer service did not help me. I had to try editing and resubmitting the information multiple times. Also, I thought that the software included e filing the return and was disappointed to see a $40 fee. I was just so frustrated by then that I went ahead and paid it and filed the returns.

Did not communicate with you. Couldn't download 1099-R forms this time. TurboTax seemed to push me into purchasing something else rather than letting me move on. Sometime my mouse wouldn't work and I would have to touch the screen. I've used TurboTax for decades and this was the most challenging.

Updater takes forever to run and there is no way to bypass it or really know how long it will take--the time remaining shown is not close to being accurate. Also, we were forced to pay more to update to premier unexpectantly just to include a 1099-B. I don't recall this being addressed in the packaging. Program always takes much longer to use than expected due to these unforeseen issues.

You have taken a historically effective product designed to file taxes and turned it into a continous unending effort at selling additional services. I found it difficult to earned tax credits and ended up using AI to walk me through your product to find the correct filing. You missed the first time at finding the credit and I corrected it your software with accuracy my correction guided by external AI was correct.

1)On a1099R form It showed the gross amount in box 1 and the taxable amount in box 2a. So I entered the info accordingly in turbo tax. Out of curiosity I said no which led me to the next screen asking me if the general rule or simplified rule was used. This is a form provided by the brokerage firm .How is an individual supposed to know that? This information in all the boxes shown in the 1099R was entered correctly into Turbo tax, Shouldn't the software have figured out if there was a taxable amount or not? 2)During efiling the forms for the state, a fee of $25 is charged, which is fine. Then you have the option of paying by credit card or have it subtracted out of your federal refund. If you select the deduction from your federal refund there is an additional $40 processing fee on the next screen. This should be clarified right before a person selects the option\ not after selecting the option 3) I had called in with a question and the rep asked me to share my screen. I gave him the screen share number but he said the screen was blank.??