I was able to enter my Schedule D data, but there was no column on screen to display my gain or loss by individual transaction. This made the checking process longer and more difficult.
What's not so great: Schedule D entries do not calculate
I have been a Turbo Tax customer for many years. I have always appreciated the question and answer format which makes it very easy to complete the necessary forms.
I always do the "interview" and as usual it considered every possible situation. I'm confident it left no stone unturned. My taxes seem to get a little more complicated each year and this year for the first time I encountered two adjustments to interest income on bonds from the same payer. The adjustment screen for this didn't provide for two adjustments, so I called tech support. Todd was very diligent in searching for a solution and in the end found a work around that did the job. One change I would make. The screen to apply your refund toward next year's taxes should be in the same area where you decide whether you want your refund by check or direct deposit. That's a more logical place than under Other Tax Situations. All in all I was happy with the way Turbo Tax handled my somewhat complex return.
What's great about it: Tech support very helpful
What's not so great: Difficult to find where to apply refund to next year's estimated tax.
In previous years I was able to transfer data from USAA (but not RBFCU) but couldn't do it this year. Instead, had to type in everything by hand. Will this improve in the near future?
What's great about it: Simple to use
What's not so great: Needs better ability to transfer data direct from financial institutions