We did not get a 1099R for one IRA account because we did not withdraw the RMD. We took far in excess of the RMD from another. Since we did not have a 1099R, the program ignored the situation completely. In years past it at least asked the question and put in for the penalty if there were no offset.
I have used TurboTax for 20 years and this was the worst.
Also my computer has Windows XL with all the updates and I could not load the program.
What's great about it: Great if you have a 1099R form
What's not so great: Terribly inadequate if you did not get a 1099R
I HAD PROBLEMS WITH MY ONLINE EFILE. THE SITE WOULD NOT LET ME MAKE CORRECTIONS. I WAS CONNECTED WITH "TEYQUIAN" AND HE HELPED ME SOLVE MY PROBLEMS. HE WALKED ME THROUGH THE PROCESS STEP BY STEP AND WAS VERY POLITE IN DOING SO. THIS WAS PROBABLY THE BEST EXPERIENCE I'VE HAD WITH DEALING WITH A CUSTOMER SERVICE REP BY PHONE!
What's great about it: VERY HELPFUL AND POLITE
What's not so great: SEVERE PROBLEMS WITH THE ONLINE EFILE
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)