This was a great experience. I know very little about taxes and TurboTax broke it down in simple steps. And the encouragement during the process rocked too! I felt empowered and cannot thank you enough!
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)
For some reason the cost bases and purchase date for my employee stock purchase plan did not transfer (48 entries). My first attempt was to look at the forms. I thought the forms were open in a separate window and closing them caused be to lose four hours work. After redoing my earlier work, I returned to the forms and manually changed the 48 times three entries which took five hours. When I went to check the return, Turbo Tax told my that I could not file electronically with manually inserted data on the form. I went back and removed the manual inserts. Finally upon returning to the stock section, I noticed the second inner slide-bar and found the proper place to change the data.
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)
I like knowing what is going to be in the Turbo Tax Software. I usually use the Deluxe and it has been efficient, up to date, and have not had any problems for about 10 years.
I have used Turbotax now for more than 10 years. It is a very user friendly application in which the programmers have thought through the questions and problems ordinary persons face when trying to understand the tax codes. I am particularly satisfied with the manner in which the program automatically transfers data from year to year. Although I have never been audited, I am confident that I will have no problems if I am.