I was forced to upgrade form Deluxe to Premier to handle the sale of ESPP shares (Employee Stock Purchase Plan) as Turbotax did not disclose that the Deluxe Edition would not have the required forms, it only said that Premier would offer extra help. After paying the upgrade charge, Turbotax Premier was extremely clunky and almost impossible to work with regarding the handling of the Compensation Income. The program interface would not allow me to input that the Compensation Income was not included in my W-2, attempting to correct this in both the Forms and interview mode. Eventually I had to delete all the information and re-do it, going through a very exact non-intuitive interview process that would have specific answers trigger the question regarding the Compensation Income. Researching Forums, this is issue has apparently been going on for years without TurboTAX addressing the issue.

85 % of support was helpful, all agents were very courteous and understanding. I thought the first agent I spoke with should have known how to import 24 returns after I forgot to enter them before starting on 25 returns. Wasted about 4-5 hrs trying through various channels until I asked Gemini. Gemini gave me the answer and took a few minutes to enter 24 returns, Evan after I started 25 returns. Was never able to contact professional help after Paid the $60 fee. I needed help with a trust KI schedule. I would like a g\credit of the $60

I always do my taxes the old-fashioned way(by hand) first to see my tax refund/bill. Then I load my all my financial tax data into TurboTax to see if my return agrees with TT. Then I know I have included everything I should before I file my return. This gives me piece of mind that I've done it correctly.

Two small issues: 1. Instructions for Form 8949 are obtuse. All I needed to include was the 1099-B detail page for trans with non-reported cost basis. 2. After deductions & credits, review page ERRONEOUSLY shows vehicle registration fees added to PRIOR year standard deduction.

I have used Turbo Tax for years without challenge or incident. I usually spend an hour collecting the required documentation, another 2-3 hours entering the data manually (I have not used the import feature), then I sleep on it overnight (just to see if I have forgotten any items). Electronic filing makes submission very easy. I like the product, it i nice that all of my personal info is auto populated from the previous years submission.

For as long as TurboTax has been specializing in tax preparation, I expect a better product. It's not all that easy to use. I don't like being up-sold constantly, hit up for free community help in a baiting manner such as referring to me as a "hero", and I think e-filing to my state should be included. I don't like inputting my account credentials to get financial data. Some other mechanism needs to be developed. How about using AI to read 1099 PDFs? The help system isn't very good, and the chat bot needs improvement as well.

Turbo tax used to really great and easy to worth with, even though some things can be confusing. but it has many issues. this year for example was the worst for clothing donations. What happened to the table chart to just enter how many of what you are donating. We donate a ton of clothing each year. It comes from 80 year olds that never got rid of anything. boxes of kids clothes in the attic and so on. So if we donated a box of kids clothes we could enter the date then check off how many pants, sweaters, tshirts, shorts, dresses and it used to lump it all and calculate everything. Now we have to look up the cost ourselves and enter each item seperately. It makes me wonder if you want us donating at all. Not a good change at all. Bring back the table. Also importing 1099 and stock reports. I had duplicate entries for everything. I had to g back and delete entries. and what was imported was wrong. I had 30 errors to fix at the end, all because of duplicate entries and the imports had the wrong address and Tin which messed everything up an wasn't asking the questions that I would have solved the error messages if they were imported correctly to begin with. I have to walk through turbo tax a second and third time just to make sure things were correctly imported.

Simple, easy to use - good instructions, helpful working through new tax situations not previously encountered or thought about that do come with life changes. Calculations have always been accurate even if they pointed to painful amounts of additional taxes due; did have occasional surprise refunds ;-)

Only complaint concerns K-1 issued for IRA income which despite being informed during step by step it was not necessary to make entries because not my tax liability because was an IRA, YET could not complete FINAL REVIEW to electronically file without answering numerous and difficult to comprehend questions on the K-!.

Hyperlinks to get more information appear to just go to the main TurboTax page. There an additional search is needed, rather than connecting to relevant information. Additionally, search results on the TurboTax page are less relevant than in the past. Also, tax return printing features are not as good as in previous versions. Printing of the tax forms for link defaults to printing of a copy for home records. Additionally, When printing is done, it doesn't ask if you want to save a personal copy, so you have to click back a low to get there.