Seems as a Senior, my goals are to simplify my life. I have used this product for many years (I've lost track) and each year, when I insert my new disc, I am excited to find that the software is easier and easier to use. I remember the maze of paperwork and forms I had to amass in the old days, and I'm so glad I made the decision to go with TurboTax when I did. I especially like the ways it quickly finds and scoops in last year's files. This saves me a lot of data entry and as I work thru the categories, I can compare this year's figures with last years. This is a great aid in reminding me of anything unusual in last year's return.
Also appreciate how clean and simple the various input pages are. I always hated working on the busy paper forms, and your methodology spreads all those questions out, attacking one at a time. I thought this year was the best ever for me, but with my life getting simpler, so are the items I have to report.
I have filed myself with Turbotax for years and find it convenient and economical. Turbotax can handle most peoples situations and has an incredible reputation and credibility to protect which gives me great confidence in the product. It would take quite a bit of increased complexity of my tax situation for me to feel like I had to switch to a professional accountant.
Choosing to apply a refund to next year's tax. This step is not easy to find nor logically placed. Everything else is easy to use but this could be improved.
also, entering the i.d. information for the state return was not clear. The return can be filed with this section not complete and thereby causing a rejection. It seems that the return should not be transmitted unless the i.d. information is complete.
Preparing tax returns is tedious--even if you have a fee preparer complete your returns. But TurboTax makes it easy to eliminate the third party: the fee preparer. The tedious "work" is gathering the information. TurboTax makes completion of the return relatively easy.
When you are entering income and deductions, you waste to much time scrolling to the lower part of the section. When you make an entry in a section, when you come back to the main page, you should come back to the area you just left. Now, you end up at the top of the section and you have to scroll down to where you want to make your next entry. A real pain in the neck.
makes filing taxes very easy for the regular joe. certainly no need to pay a professional to do it. TurboTax has your back and does its best to make sure you don't miss a thing.