All my investment history did not import. I had to manually enter Names, Dates bought & sold, proceeds/cost basis. somehow it wouldn't accept it at first. It took several (3-5) times. It took me 2 days to complete. I probably will think twice next yr. about buying your Turbo Tax.
The easy at which one goes through in entire process is great, I can quickly go through the process without the worry of leaving something out. The questions guide me through the process making sure that I am thorough in my entries. The review process and flags help my return to me highly accurate.
Pros: My job status changed this year (switched jobs, lost a job, got a raise or promotion)
Pretty easy to use and seems to dig out all deductions. I found the online help not very helpful when trying to eFile. I had to completely exit then open the program to get all updates (which had no impact anyway) and was frustrated. I rolled the refund into next years estimated tax payments and was almost chastised!
I anticipated spending 4-5 hours to complete, but only took less than 1 hour. Down loading data saved me the time to look up all the information and reporting it in the proper section
TurboTax takes data from W-2's Box 1, and uses it to compute Wisconsin Form 1 Married Couple Credit (Line 30). When the W-2 Box 1 entry is for Other Compensation such as deferred compensation, this results in an erroneous result. (See WI Form 1 Instructions). I had to change this manually in the program work sheets to produce an accurate return
The TurboTax program needs additional questions to address a number of situations where W-2 Box 1 data need to be adjusted to assure an accurate return is prepared. Your 100% accurate guarantee was not achieved in my case.
As stated above all the forms was not ready when I started the return. After much searching I found a telephone number and the lady I talked to really helped me out and get thru my problems. You should have a phone number with your instructions. The on line help was not much help. Not your problem but I went back thru my return and could not find why my refund was smaller than last year.
Told me the State sales tax calculator are was under construction - really, nearly March and not ready. Under the intro area, I had it brows for the file of the return on my thumb drive and it would not choose the file since the extention was .13. For security I, i always put the return on a thumb drive, since every two years a virus is going to destroy my hard drive.