This is my second year using Turbo Tax and I completely love it. I used to do my taxes on paper. It was not all that difficult but it was always a bit of a hassle to make sure that I got the right forms downloaded and printed and filled out correctly and got all the information entered onto them and in the right spots. With Turbo Tax, all this is done for you without you even really having to think about it. The small purchase price is absolutely more than made up for in ease of use, time saved, and peace of mind. I consider myself a loyal customer.
I have used Turbo Tax for several years. This year was not as easy and not as informative. I was particularly disappointed when I asked for help regarding one of the pieces of information.
I had created an account at some point in the past, but I didn't remember all the pieces. So, they asked for the answer to a security question that I didn't recognize. There was no option for another question or to bail out. I was so frustrated I just left the computer and TurboTax timed out. When I got back there was no way to log back in or shut down the program so I could do a restart. It ended up I "Force Quit" my computer so I could clear the drop down screen. It took me almost as long to get checked out as it did to actually do my taxes. It's a good thing I like TurboTax!
Turbo Tax is great. This year I had trouble with AZ state capital gains form. Turbo tax had all the data on my federal return but did transfer the data they were asking for with my state cap gains.
Every from that I printed the bottom line is cut off. This is the same every year. I don't know if its my computer or turbo tax program, but it happens every year. Other docs that i print are just fine, only problem with turbo tax.
Turbo Tax has been my preferred tax software for years. When my taxes were easy to complete, then I found this software to be very easy to use. The step-by-step process was a piece of cake. Now that my taxes are more complex, I wish that some of the question prompts were written in more plain English, e.g. in the AMT section, rather than in tax jargon. Would still use this product again next year.
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion), I moved
.....since 2004 did I encounter a significant error with the online application. An error was detected on a 1098 entry. When prompted to double-click on a particular field, the online application did not react at all. After nearly 1/2 hour on hold waiting for a technician, and then another 2 hours with the technician, my problem was resolved with a desktop download that was used to correct the 1098 and complete the e-filing. The technician was extremely helpful and patient through a java update download that was found to be needed so that he could access my desktop, after which he assisted me with diagnosing/resolving.