I think this will be my last year of using TurboTax - there are other products out there much less expensive. By the time you are done paying for the software, for state e-filing, adding another state and paying to e-file there too there is nothing left.
imported mortgage interest from lender info went into main mortgage deduction automatically, without asking if it was for main home or rental property, I then put in manually in rental business and luckily I caught that it had been entered in both sections before I efiled. TurboTax did not pick up that the same amounts had been entered in 2 different areas. this should be a prompt when importing or at least during error check.
What's great about it: easy to follow, asks pertinent questions
What's not so great: can't go back to where you'd like to easily
- When I check "Married filing jointly" the program should automatically check whether a husband AND a wife's W-2s have been entered.
- Why does the program go all the way through before notifying that it will not be able to e-File for me? That is one of the reasons I bought the home-based version because it still offered e-File........this contradicts your advertising.
What's great about it: Fairly simple process
What's not so great: Disappointed in not being able to e-File
Generally TurboTax is an excellent tax preparation package, the best I've ever used. However, I have a couple minor suggestions:
Provide a uniform method for answering a question and proceeding. Some require checking a box, then click continue; some have multiple choice boxes to continue; etc.
Allow users to really print JUST the filed forms, and no worksheets. I asked for just the forms needed to file, about 10 pages, and I got 23 pages!! That's absurd! I don't want to print any worksheets, just the forms filed!
What's great about it: Vey thorough. Logical step-by-step process.
What's not so great: Non-uniform ways to answer questions. Prints too many pages!