Form 1040 showed line 72 as me entitled to a refund of $5242. Line 74a showed that I wanted $5228 refunded to me. I think the program calculated this lessor amount, but I don't know how or why the program did this. It did not ell me why it was different than line 72. I would really have want it all refunded. The "errorcheck" said I had no errors, but something is wrong. I filed anyway, but still wonder if you have a programming error. This is the first ime this happenned in th eyears I've used T.Tax. Also, I wish you had people availbale to chat with us when we have a program issue. I do not like trying to find an answer in your list of thousands. I am never able to find the answer there. and it is very,very time consuming.
What's great about it: relatively easy to use
What's not so great: I could not find where the program was getting the basis for for their calculation at times.
I have been using TT for a long time and am very comfortable with it. As I begin to get earnings from my retirement accounts, I need more help in dealing with capital gains and losses, partnership income etc. I would like TT to provide more explicit information and guidance on these topics rather than referring me to other locations.
What's great about it: Efficient, good processes
What's not so great: Not explicit enough for more complex returns
For the second year in a row I've punched the "final" efile button (Transmit Return) only to find that at that late date TurboTax will not accept the amount entered in Box 14 of the W-2. The program demands that I change the figure to what it requires, even though I'm looking at a paper copy of a W-2 that says something different. This "correction" should occur when the figure is initially entered, not at the end after "reviews" upon "reviews". Second complaint: My income will change dramatically in 2014 and I needed the 1040ES worksheet. NOPE, not gonna happen with TurboTax. Used to be the estimated tax worksheet was included. Some of us need it.
What's not so great: NOT ready to file when it says it is; no est. tax worksheet
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)