When using the step-by-step procedure it should be made easy to "put the next step aside" for later handling, and then have Turbotax jump to the step just following the step put aside. It should then be equally easy for the user to access a listing of all "steps" previously put aside, to allow the user to select which to go to "now".
Right off the bat I had a problem. I couldn't copy information from my last return. That was one of your selling points, right? I ran into that any time I was offered the opportunity to copy something.
I was fine with this program once I got going until I got to the review stages. I kept being returned to a section regarding a charitable contribution. There was no explanation. I redid the contribution twice. I ended up cancelling it. So, I lost money there. It was a small amount, so I decided to lose it than to continue trying to figure out what was happening.
Right before I filed, I received a message saying more information was needed. It brought me to line 10 of my W2. It wanted more information. Line 10 is blank. no matter what I did, it kept bringing me back to it. I had to go all the way back to the beginning and re-enter nothing.
When closing out, it asked if I wanted to pay for turbot tax using my credit card number or deducting from my refund. I had already give my cc number before I downloaded the software. I prefer to have it deducted from the refund so I selected that. I'm assuming that there won't be a charge on my credit card. If there is, there shouldn't be a deduction from my refund.
The survey question format is easy to understand. I like the fact that everything is double checked and allows me to override any automatic entry of data if needed.
I do not have a lot of complications to my income. TurboTax has allowed me to painlessly file my federal and state taxes. All I need to do is to have all of my documents, and I am able to complete all of the forms in one sitting.
I have used TurboTax for several years. The program is quick and easy, provided you have everything you need at hand. Explanations are simple to follow and easily readable.