When change on Sch E on Fed level, turbo tax H/B software doesn't antomatic change in CA state form, should it be automatic pick up # by the state location of property?
This was the first time in a long time we did our taxes ourselves. In general, worth saving the money and doing it through Turbo Tax. But sometimes when you are trying to figure out where the program put a data point you entered, it can be frustrating. Also, it is not always clear when you have a choice to file an additional form why it doesn't let you do that. But we will be repeat customers.
What's great about it: Makes it as easy as possible
What's not so great: Once you run into a problem, it is not that straightforward. Add'l costs surprising.
I wish more info would carry over year to year. Bank info for refund didn;t carry over nor did State Refund amount. I wish the help info would cover W2 and 1099-R boxes that simply do not exist on some forms that come from companies. For example box 8 does not exist on my 1099-R from GE, but there is a box with no number called 'Account Number' with 'PEN' in there where Box seems likely to be. At least you could talk about fields not on these forms and what that means. Other than that the product works great. Thanks.
What's great about it: Consistent from year to year
What's not so great: State Refund doesn't carry forward well, Bank info for refund deposit did not carry over,