TurboTax was very easy to use as advertised. It made the whole process of filing a lot simpler. There are a few problems however. The program does not provide any guidance on how to enter a foreign pension, only earned income. It also does not automatically remove the Form 4852 (substitute 1099-R) when I deleted the pension entry pertaining to this form. It took a lot of searching to find out how to delete this form.
I love turbo tax and have used it now for about 20 years. ( I can't believe I am that old!) I wish that the child income section was a little easier and that there was a specific section for inputting Alaska PFD info. I have entered the PFD information in the wrong spot for the past 6 years and always have to change it in the review. Overall a fantastic product that I will continue to use and recommend to others!
Great until I had to enter a pin # for e-filling when I WAS NOT E-FILLING!!!!! Could not get past this step until i entered a pin #. Poor rating because i had to enter information that was not needed just get my forms printed so I could mail my check with the forms.
For ordinary tax filers TurboTax should work great with no problems. For me, since my tax return sometimes involves very meager income from book royalty, TurboTax, contrary to my previous advice which they followed last year, failed to create a choice point at the start of the Royalty Income section to distinguish between property royalty and author/book royalty. This they really need to fix.
On the other hand, TurboTax retained the improvement I suggested two years ago to place book royalty income on Schedule E instead of C. This correction has been a great plus.
Strangely, the option to update the TurboTax files was placed this year at the end of the process; this should have been the first order of business upon opening the program.
Many of the questions asked were unnecessary in the extreme. A person like myself who is retired on a pension would never be involved in most of the issues raised. TurboTax ought to work smarter to use the information from the prior year to avoid having to report all over again what is the source/type of pension income. After all, that has obviously not changed and never would change.
Because of these unnecessary issues, going through the process took far longer than it needed to. There should be a choice point when one gets to the search for applicable deductions that immediately lets the user decide to just take the standard deduction when the user knows for sure that there could not be enough deductions to qualify under itemized deductions, something that is likely true for many users.
The program interface is much improved, and were it not for TurboTax's failure to provide time-saving choice points for the user to select, and failure to account for obviously unchanging income status items from the previous year, wasting time of the user, I would have given the program Five Stars.