My experience was somewhat frustrating. After purchasing TurboTax Premier because I had some capital gains this year through the sale of a house, I was prompted (encouraged) to switch to TurboTax Online. After entering all of my income data. I found the online version could not handle this level of input. Not wanting to somehow accidentally "double file" I clicked the "clear and start over" only to find out AFTER re-launching the desktop version, that it could have imported all of that data (which I had just deleted) FROM the online version.

Don't need the expert advice, because turbo tax is very simple, ease of use, it interfaces with my banks and makes transferring information easier and W2 is a breeze to import the information , Also the features are so simple to use and never for 10 years had any audit issues, accuracy and support is the best, why need experts...

The technical person that finally helped me download the TurboTax Desktop version of Premier (after waiting in queue for 45 minutes) was wonderful. She was knowledgeable and helped me get into the correct website to download and install the TurboTax Premier, so I could complete our taxes.

Worked in a comprehensive manner without the need for additional assistance for the most part. I did get hung up on importing data from Merrill Lynch as I selected the wrong line. The agent walked me through that. There was the issue with California involving Line 76. Just had to insert IRC 1362 or something like that. Think it is a glitch but maybe harmless.

First it only runs on Windows 11 which is an expensive upgrade. So you run win11 or mac OR you use the Web version. Its not very reassuring for all of your data to be on intuit servers. Every time you run TT it requires an update. The updates are SLOW taking hours sometimes. Cant you make a modular program with shared objects so updates are not to huge and slow. Its also undercut on price by several competitors.

This year was a fiasco. My return was rejescted twice because my last years info imported incorrectly. I was charged an additional $25 for a refile of my state return. I had to go to the IRS to find my tax form from last year to have accurate information. My old computer and file was unavailable. I also had emails hounding me to do mine online versus desktop. Online is where the corrupt file came from and tech support was only able to send me to the IRS. I deserve a $25 Refund of my extra costs.

I purchased the software version of Turbotax and then tried to compare it with the online version. I decided to complete my taxes on the software version, but the online version keeps trying to get me to complete my filing online! In fact, after i had filed my taxes, the online version told me I needed to file! Then I got a notice from the online version that my taxes had been rejected, but nothing from the software version. Today I went back to the software version, and it allowed me to file again. What the heck is going on!"

I feel Turbo Tax provides minimal support for the NY State package. I had a distribution from an inherited IRA for the first time, and the support and questions provided were quite minimal and confusing. I'm good with forms and was able to eventually figure it out, but I feel TT could do a much better job.

Overall, I really like TurboTax. However, I was disappointed in how it handled my 403(b) distribution, which as a pastor, was for nontaxable pastoral housing allowance. TurboTax did not allow me to add a clarifying statement to my taxes (i.e.- 1040SR, line 5c(3).) regarding why that distribution was not taxable. Hopefully, the IRS will not contact me asking me for additional information regarding that 403(b) distribution.

Every year I am unable to attach required documentation for the Ohio Scholarship donation credit to my Ohio state electronic filing. (Ohio Schedule of Credits, line 15. Scholarship donation credit) As a result, users are forced to file via mail at additional cost and significant time for response from the state. To resolve this, there needs to be a feature for users to add supporting documents to their return within TurboTax.