Although I am a customer of +20 yrs this was the first time I used the online product, as opposed to downloading the program to my computer. The operating differences are a little disorienting, but the BIG difference is that at the end of the process TT will not let you e-file (!) because it says (incorrectly) that it has no record of you e-filing the year before. Took three calls to customer service to iron this out and save the time invested to that point. Turns out that if you used TT's desktop software last year, TT doesn't know that and it stops you cold.

After running into certain issues, I had to go back and edit a form, had issues locating it after the review point. I also uploaded my 1098, and the information the app withdrew was terribly incorrect. I Snipped it in case I would be able to report the error.

Severely lacking on ROTH conversions and state tax prep. I had a problem with an underpayment penalty being added to my taxes for a ROTH conversion with estimated taxes being paid in the same quarter as the conversion. I am a W-2 employee with taxes withheld and paid every 2 weeks. I was forced to annualize my income for both federal and state (AL). The annualized income entry for state required duplicating work and did not offer much help at all. I just had to guess what I needed to enter. For the amount of time that was required for me to enter everything I am seriously considering finding a CPA to handle this in the future.

Turbo tax is a great tool and helps to do your taxes quick and accurately. The one thing that is a negative is all the fees; you pay for filing, you pay for state tax, you pay for having it direct deposited..... roughly 35% of your return will be eaten up by fees and this is by using the cheapest method to file.

The interface and content are easy to use and understand. Be careful if you upload PDFs of your tax documents. It misread one of my documents and autofilled incorrect information, so now I just input everything manually to be safe. My main issue with the product is when e-filing, at no point are you prompted to enter your IP PIN from the IRS. So when I submit, I get an email saying my submission was rejected. Then at that point I have to log back on and enter your PIN, click through a bunch of stuff that I've already reviewed, then resubmit.

2024 SUCKED BIG TIME. First, you removed the Fed and State counter for Owed/Refund from the top left that showed the impact of every entry. If this isn't returned, I will not use Turbo Tax next year after over 15 years with you. Second, there was some known error with the K-I entry that took several contacts and calls with support to get resolved. Also, had to fight with the autobot to let me talk to someone about your technical error without trying to charge me for LIve Tax Support which I didn't need, just for you to address the problem with your software.

The method for retrieving 1099 forms from participating organizations is excellent. Selecting the option of manual entry of data from 1099 forms that cannot be retrieved is poor Back when I purchased a CD for turbox premier, I could easily switch from software entry to View forms. This feature is gone and I fail to see why.

I couldn't go back to certain sections to edit responses which was annoying. Also, I have a refund coming, but when I reviewed my forms, there were payment coupons indicating I owed money. The 1040 did show the refund, but why did the coupons then show a much larger amount that I would be sending by check?

I had to restart the app 2 times because it glitched. Once it just circled saying establishing a secure connection. The other time I would click continue and it would start the section over instead of advancing. This happened three times before I restarted the app. Other than that, very easy to fill in the info.

Turbo tax is great and I have been using it for many years. Unfortunately they sneak their live products in and make it unclear what product you selected and how much you are paying until the end. I accidentally selected live and the only way to remove it and not pay for it was to completely re-do my taxes...