I've used Turbo Tax for years with generally good results. I had problems with an IRA rollover this year and ended up paying income tax on it that should not have happened. I'm not sure if it was another example of IRS confusion or personal "operator error", but it's rather irritating whichever it is. I'm certainly confused...but still glad Turbo Tax is keeping up with IRS changes so I don't have to blow my own mind over it.
What's great about it: Walked me through the landmines
What's not so great: Problems with IRA to Roth Rollover
Would be helpful in future if during review/check if potential error is found, you could see form and prior to making change, you could be directed to spot within program that deals with the error. That way you can read through items and make a better/more informed decision on how to answer. Very difficult to find right spot now as things exist. Should be easier.
What's great about it: On Computer and Fairly Easy
What's not so great: Difficult to get to certain forms to review and then get back to spot on program to change or update information
NY State Pensions are not taxable in most states, especially NY. My NY State Pension was taxed under NY law last year, according to your software. I just realized the error tonight when i did my 2013 taxes. Not only that, I made what i thought were necessary changes and the software taxed my pension anyway. Have to reconsider this software if that does not get straightened out.
What's great about it: I think your softward logically guides you through the tax laws
What's not so great: I reviewed my 2012 NY Taxes while doing 2013 and realized your software made my NY State Pension taxable for NY and it t
This year turbo tax seemed very buggy to me. I had to keep saving. The program would no longer open as usual, it put a pin on return when one was not previously selected and I could not choose to apply refund to next years taxes, though I asked the question. The options or selections given were never offered. I have used turbo tax for 10 plus years and would like to continue, but I will have some reservations for future use.
What's great about it: All necessary forms are available
What's not so great: Program wasn't performing as usual