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.

It works, but gets buggier every year. It acts like a bunch of web pages crammed into a seemingly native Mac app, but there are layout problems, editing brokerage trading entries is a nightmare, and going to the form display to try to make faster edits works terribly.

Completed my taxes with turbo tax okay. Tried to e-file and could not compete the credit card information. Tried 6-8 times and used different cards with same bad results. Your program to enter credit card information would not allow the expiration date month to enter using the pull down as directed. I am totally teed off. What a disappointment. I have been using TT for more years than I can remember. This year had to file by mail. Won't happen again.

There is an issue this year with how QCD disbursements are being reported by Financial Institutions. On the 1099R the financial institution in box 1 is reporting only the net amount (RMD-QCD). Turbo tax asks for the amount in box 1 and then ask later what your total RMD is for the year. Turbo Tax then treats the difference between the RMD and the amount reported in box 1 on the 1099R as failure to take the total RMD and subsequently treats the difference as a penalty and assess a penalty tax on it.

Navigation not intuitive. TT Claims I am not filing a calendar year, but I have no idea why and help was useless on this matter. TT also prevented from submitting my FDE state return. TT claimed I was missing a suffix on m y name, but I have no suffix, Per ChatGPT TT has hidden fields that can set with the user's knowledge. The only fix was 1) to add a prefix on my federal form, 2) Save this version and exit TT, 3) Restart TT and 4) Delete the prefix. This get-a-round worked after spending 4 hours fussing with TT. I am reducing my rating by 1 star for this inconvenience. Hidden fields should never be used with public software.

Generally, very good, and I've never had an accuracy issue. However, after I import all my forms, it moves to the update pages. Each box in these says need to review, and the pages has a link which supposedly leads to the review. However, when I click on the link, it wants to download he form again, and if I proceed it duplicates the form, doubling my income.

I have used turbotax for about 30 years. I am not pleased that year after year, I need to split out my tax exempt interest items in my 1099 from my taxable items into a separate 1099 to make my taxes work. Fix This! My Schwab OID forms also did not import and I needed to input them manually. Fix This! And when I went to first import my 1099 forms from Schwab, it requested access to my home network. Why does Turbotax need access to my home network?! I rejected this, and the import did not work. It did work when I went into my browser settings to allow this. still do not understand why Turbotax needs access to my home network to import these documents. And why didn't Turbotax warn me that they needed this access to import my documents?

I loathe the constant barrage and outright trickery trying to get your consumers/users to buy more and more of your accessories and ancillary products. I feel like I'm at McDonalds! "Do you want fries with that? How about dipping sauce? A desert? . . . "

Not as clear and informative as I'd hoped. Fortunately Microsoft CoPilot was able to answer any questions I had and guide me through many of the screens. Also there were several Learn More or Information links that just took me to the generic help support page rather than the specific topic the link referred to.

Turbo tax use to be easy to use, this year was not easy at all. It tool forever for forms to be ready and then sections would never clear, kept saying ready, but when you reviewed them they never updated. It was even more challenging to see what you were looking at, if you wanted to edit forms for example, seemed almost impossible as nothing seemed simple and easy like before. Clearly they want you to use the so called "experts" and pay more, so make the software complicated and difficult. I will be looking for something else next year.