Ripoff!! More difficult to use than EVER!! And more expensive to boot. Also now charging for direct bank deposit. Will look for another Tax Prep next year. Done with TurboTax!!!!
For the most part, Turbo Tax is truly helpful. Some of the features that help designed to assist you in gathering the necessary information can lead to frustration because there may not be a simple yes or no to the question and therefore deciding what to include can be rather stressful. The FAQ section may not always give you the best response to those complicated questions. ON the other hand, it is very streamlined and easy to read. The ease in uploading and or accessing information from outside sources is quite precise and therefore convenient. I like the ability to snap a picture to upload documents. I have used Turbo Tax for years, and the accuracy is spot on!
#1 TurboTax needs to keep the user more connected to the tax forms and schedules and worksheets, as it used to. This year, the user answers questions but cannot switch to the forms and worksheets while in progress to examine them. This makes me uncomfortable. I hope I can find the summary sheets and comparison sheets that made prior versions of TurboTax so helpful. #2 It needs to allow the user to tell you that ALL data will be typed in. I should not have to answer this question repeatedly for every financial institution. It's redundant and annoying. #3 The Tax Tools function did not appear on my screen until late in the process. I clicked it and nothing happened. There should be a message under Tax Tools telling me what must be complete before the tool is active. I was concerned with saving and printing the forms and worksheets. #4 You need more categories on the left-hand navigation screen so the user can click in and out of sections in a more refined/precise way. This software made me repeatedly answer the same closing questions in order to leave a section. Precision has given way to a fake sense of "simplicity of using TurboTax." I used to be a big fan, but no more.