As usual I was able to do almost everything without a problem, however, one of my 1099Rs listed both an IRA and a Roth IRA distribution and TurboTax would not accept it as correct and would not calculate correctly. I finally had to create an additional 1099R entry so I list each entry on the original 1099R as a separte 1099R.
Also, I could not list my actual sales tax deductions if I used the large item sales tax calculator.
What's great about it: For the most part very easy to do
What's not so great: Had problems with sales tax deduction and entering a 1099R
Turbo tax was very easy to use. I wish I had purchased the deluxe version which would have included my State return. That might have been my fault for not reviewing the different versions more closely, but the difference was not very apparent on the packaging. Perhaps having a note on the cover similar to "includes State tax forms & filing" or something to that effect would have influenced me better.
What's great about it: very thorough & easy to use menu driven
What's not so great: the extra offers for more $$$
I have used Turbo Tax for several years with excellent success. The product keeps getting better each year yet it remains simple and easy to use. The steps to guide you through the tax return are detailed yet easy to understand.
I made a serious mistake thinking this was thorough. It set up for "married filing jointly" ok. But when entering retirement for one person, it did not tell me to re-enter all the information for the other person.
I erased it when the page came up, thinking the 1099-R information was added in. Did not tell me to repeat the process for the second person in the same retirement pool (The State of Florida)
It took me a long time to figure out why my withholding amounts on Turbo did not add up to my worksheet I made.
should have a way to PROTECT THE PDF'S DOWNLOADED TO THE COMPUTER. TOO EASY TO HACK....
What's great about it: Thorough
What's not so great: Did not allow for husband/wife on SAME SOURCE retirement accts.