I filed in five states this year. I had to manually enter information that should have been copied over. I was even asked to make calculations on data that should have been calculated by TurboTax. I was asked to enter final numbers for data that was estimated. I don't recall entering estimates. I was not able to change the data, as it was copied over from the federal form to the state forms. I was asked to "unmark as estimate" by using a drop down edit menu. That option was not available - it didn't work. I did a work around by chosing "override". I'm not confident in the final numbers or the overall results.
What's great about it: Copied much of the federal to the five states
What's not so great: Did not copy everything from federal to the five states
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion), I moved
I am spouse reporting. Been using TurboTax for years and felt like this year was more confusing than any other. Maybe I had more adjustments than before.
What's not so great: a little more confusing on roth IRA info than last year. still don't know if I'm right
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)
I don't mind paying taxes to my governments as much as other people. I just mind that it has become so complicated that its citizens, even those with graduate degrees, cannot easily negotiate income tax forms and rules. I spent several beautiful days off, sitting in front of a computer looking up files for dozens of small factual details required by tax forms. THIS is what I mind. TurboTax has done a great job of making doing your taxes less painful. Not fun. Just less painful. TurboTax is not perfect. It doesn't allow you to reorganize or alphabetize a long list of charitable organizations. For some reason, it didn't opt or ask me to pay State estimated taxes for the coming year. If you have a casualty loss, by default TurboTax does a carry-back but doesn't automatically allow the option of a carry-forward. You have to KNOW to do this. I didn't, and it cost me plenty. Next year I will likely capitulate and see a tax pro. It just shouldn't be this complicated to pay your taxes.
What's great about it: User friendly interface; allows easy switch from forms to interview questions
What's not so great: A select few quirks, like not providing option casualty carry-forward
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)
I was really dreading doing my tax return due to the new categories of Sale of Home, Sale of Stocks, lost my job and Inheritance. But TurboTax came to my rescue. It was so easy, and I'm even getting a refund!!!!!! Wow!
What's great about it: I has so many new categories this year but Turbotax waltzed right through them!
What's not so great: Would have liked default printing to print only papers for filing.
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion), I moved, I bought or sold investments
Have used TT for several years and I love it. I do not have the time or the ability to try and stay up with the Tax code-TT does it for me. I had a lot of problem with home office this year and I am still not sure how it turned out. We live in FL and summer in MA. My wife has started a small business and it was very difficult to get TT to adapt to 2 States easily. Other than that-loved it!!
What's great about it: Confidence-this is Turbo-tax
What's not so great: Problem with home office treatment