The down load information from the website basis information was not consistent with the 1099 printed information. Turbo tax failed to flag a very low basis number $18 for a $5000 sale. It would be useful for Turbo tax to look for such situtations.
What's great about it: Code is complex and turbo tax attempts to simplfy
What's not so great: Poor job of integrating downloaded information and actual 1099 basis information
It seems when I start my return every year I always am missing something and don't find out about it until I am in the middle of entry. Would be nice if I could enter data off of the more common tax documents first (i.e 1099's, DIV, INT W2, list of donations, etc) and have those entries automatically picked up as I reach that section of my turbotax entries. Another suggestion is to have a checklist that appears first based on last return called "Do you have this information ready?".
What's not so great: Would like to be able to enter all this info first
IRS wrote me about my 2012 taxes saying I failed to include our social security earnings. finished 2013 return, filed and accepted. realized I didn't include ss again. went back reviewing entries and was unable to find any queue to enter ss. had to type in form ssa-1099 to get info. did not seem to affect my refund this year. also had to call tech support to get me out of a three error report loop that never found any errors. 104933
What's great about it: simplifies complicated tax laws
What's not so great: did not tell me to include form ssa-1099