When signing into an investment account for Turbo tax to retrieve all information necessary for filling, be it a 1099 DIV or a 1099 INT or whatever, one assumes all information is retrieved. However, there are then prompts asking to go back and review that information, repeatedly. As well as referring back to what was filed the previous year.. somewhat redundant in my opinion.
I have been using TurboTax for years now, and doing my taxes is honestly kind of fun now. TurboTax has helped by providing me with the scaffolding, so I know how to categorize and file my return. It's also inspired me to find my own way of bookkeeping throughout the year and have a tidier process altogether. Very thankful!! Very thankful for the early bird pricing too!