The previous program was much better. It asks several times for the verification of the same things. Not properly transmits all the information from previous taxes. It does not show information from previous year. The information like names of financial institutions which are the same for years asks many times in different places. It was much harder to fill the taxes this year because of software change.

I really dislike how railroaded I am with the product and how difficult it is to review the numbers I have input in a streamlined way. Each rabbit hole only has a few numbers on screen at a time and there's no easy way to confirm everything which is incredibly annoying.

It's quite easy to enter most information by directly connecting financial institutions although some of them are no available. Hopefully most (including small local federal credit union banks) will be added next year. One small thing needs to be fixed. For 1099-INT, it keeps asking CUSIP No although the document shows NONE for e-filing. I found after Googling that it needs to be left blank to solve the problem instead of enter "NONE". It should guide to solve this kind of problem directly.

I did not interface with one of your live representatives. I have used turbo tax for years and I was comfortable with the format. This tax year was quit different. I was able to find answers to my questions. I was annoyed by the continuing up sales through the process. I don't remember this many in the past. Everything worked out and my return sent. Next year I may look for another service. I really don't like annoying up sales

TurboTax gets more painful to use each year, in terms of its internal features. There are many prompts and nag screens that try to upsell you and cross sell additional Intuit services. These add a little time and a lot of irritation for negative benefit. The state return for Massachusetts is poorly supported with minimal explanation of differences between MA and Federal tax rules. The TurboTax help and support system is quite poor and limited mainly to explaining the weird menu structure that makes it hard to navigate around the return when it is being prepared. However, I found that I could very easily get much more useful help by having a Gemini chatbot window open on my secondary screen. This provided answers to many questions where Turbotax sends you to review superficial help screens and then to a bulletin board community answers page. Unfortunately the switching cost to move away from Turbotax is high, so I will continue to use the product but I'd advise people with reasonably complicated tax circumstances to consider other products carefully before committing to Turbotax

they try to do too much stuff for me and aren't as transparent about potential entries as they should be. For example they assume you'll take th standard deduction and in doing so they chose not to show questions about potentially deductable expenses.

The system missed an incredibly obvious error in our Virginia returns. It asked how much income "you" (seeming, based on past questions, to mean "Nathan" and not "Gailynn") made in Virginia. It imported the amount of income that I, Nathan, made in Virginia. I did not notice until the second-to-last step that it in fact had been asking about BOTH of our incomes. The system absolutely SHOULD HAVE CAUGHT this, because it calculated a NEGATIVE income in Virginia, which is obviously impossible.

I was frustrated that TurboTax was unable to connect to my financial institutions sufficiently, even in the instances where I didn't need a document, it should have been able to determine that. Some information that used to transfer year to year was lost (like deposit info). The continuous effort to add added services I didn't use at additional costs is making me re-consider using TurboTax next year. I'm not sure I would recommend the service to others.

I found the flow of the TurboTax preparation process to be rather cumbersome and frustrating to navigate, with numerous repetitive reviews and re-inputting of data. Although it theoretically has the capability to directly sync with Coinbase and TIAA accounts, it was able to properly gather data from those entities for me. After significant futzing around trying to get that to work, I ended up just uploading documents and/or inputting data manually. It initially estimated a 2hr estimated completion time but it took more than double that. Also is filled with various "service upgrades" that they periodically try to sell you. I've been using TurboTax for 16 years and have been generally happy with results in the past, but I think I will use a different service next year.

i've used Turbotax for a number of of years and have found it to be a straightforward, easy process to use. I have experienced no problems from either the IRS or state agency with my returns. I intend to continue using Turbotax for my future tax filings.