Overall it went pretty smooth. One area that could use a bit more instructions was the following: When entering a 1099-R I got to this screen Titled: "Tell us which person may have qualified for a penalty exception". Since there was only one person I assumed I should select Continue, but that didn't display the exceptions. I finally figured out I needed to select the Edit pencil icon to see the Exceptions. I recommend something like: Click Edit to see the Exceptions.

I use TurboTax because of my investments. Investments illustrates the good and the bad of TurboTax from my point of view. Assuming that TurboTax is correct in choosing to fill out the numerous schedules and worksheets that it does, then that is a good point because I would never have had the patience to do that. On the other hand, in investments as well as other categories, there is no way for me to check on the numbers that TurboTax generates until the return is completed, so I have t have faith that they are correct as I proceed through the data entering phase.

TurboTax makes filing our tax return easy. The worst part of the process is when paying the filing fees. The page is too large on a laptop so you can't see Continue. I have to guess when to hit enter to continue, then I had to change my credit card because I couldn't see November or December on the drop down month.

TT kept telling me to return to my financial institution to repeat the attempts download tax data. This was frustrating and has never happened in previous years. I've used TT for many years without encountering this problem. I hope you can fix this.

It's a very wonky bit of software. I've used TT online for years and switched to Desktop this year because the interview process is so poor re K1 forms. It is surprising that the user interface is not improving despite advances in AI--which I used to overcome confusion with working with TT. Hard to see TT survive Claude et al.

I made a 1031 (like-kind property) Exchange last year. Filing requires a Form 8824 that's available but its Step-by-Step is hidden and there's little help. AI said to Search for "like kind" to find and use Step-by-Step. You need to create the replacement Sch E property. You must study applicable Fed Form instructions to understand given up and replacement property prices, fees, basis, and depreciation. Use Step-by-Step to answer questions and enter correct values. More detailed guidance is needed. After completing the exchange interview, switch to Forms view to verify that the Form 8824, 4797, Sch E, and depreciations are correct for both properties. I spent hours learning and trying different choices and values to get an error-free 8824 and correct forms. I called several "Connect with an expert" most couldn't help. I finally reached an enrolled agent with years of experience. We spent 5 hours figuring out how to answer the questionnaire. Later, I found the replacement property's basis was wrong resulting in a serious error in depreciation.

too many updates. Do your homework. 751 !!!!!! times I had to click no as to digital asset even though I answered the question in the interview. There is a 1099R glitch in that you have to manually enter the gross distribution in the state box despite the fact that it is blank on the 1099 in order to complete the return. The interview process for stocks interest and dividends isEXTREMELY AWKWAD AND NOT AT ALL STRAIGHTFORWARD. Half of the time when trying to delete the record the screen freezes and you have to shut down the form.

I don't have many investments, but it is still a bit confusing. The tax forms and questions though straightforward with the software, sometimes it asks questions that I don't understand. I then have to dig deep with search engines to figure out what it is asking.

There were errors on the import of 1099 from our broker which we did not notice until we reviewed the 1040 by hand. Result ed in a ($200,00) capital loss which would have not been carried forward had we not noticed it. Expensive goof with no noticeable error

There are errors in the TurboTax input. I get a 1099-Misc for Structure Income from an investment. TurboTax was trying to force me to file this as a Self-Employment Sch C. I only found out from searching how to work around this to enter it as other income. Also, I had answered the question if investment income was due to Crypto and I entered no. However, TurboTax asked again after completing inputs if these were digital. I had to double enter over 1000 entries to say no!!! This took hours to do.