Unable to pay filing fee via credit card. Could not recall pet's name. Pressing help resulted in a script error. Was forced to pay surcharge for your problem. Was this the plan? I'd like a refund.
What's great about it: Reload of prior years information and data
What's not so great: Unable to pay filing fee via credit card
I've been using TurboTax exclusively for about 10 years and plan to continue. While the step-by-step input may occasionally feel tedious, its friendly tone and prompts for more information give a feeling of reassurance that everything relevant will be included. I appreciate the way TT automatically generates each applicable IRS form and accurately cross-references the math among them. The ability to switch to form mode at any time facilitates error checking and provides a way to see the return itself as it is developed. The final analysis, review, and e-file processes help increase my sense of confidence that it will be correct and acceptable to the IRS.
What's great about it: Previous year baseline info saved a lot of time and helped prevent overlooking things.
What's not so great: Pinpoint navigation within step-by-step mode is sometimes awkward.
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)
It is so easy. All my historical data is automatically transferred. Last year's figures are presented for comparison. Being retired, my taxes are relatively easy to do, but my return was completed and filed within one hour... and that's including installing and updating the program. I was confused when it first told me that I didn't need to file a Florida state return, which I knew, but then kept asking me to download the software and complete a return.
What's great about it: Simple to use.
What's not so great: Told me I didn't have to file a State Return in Florida, then kept asking me to download the software & prepare return.
in more than one location. It was not until I was all most ready to file that I discovered my error and had trouble getting back to the right location and correcting the return.
What's not so great: It was difficult for me to know where to record information about my S corporation. I ended up recording my informatio