Intuit 608716 TurboTax Desktop Premier 2020 Fed Plus Efile & State

I've used TurboTax for many years and continue to be satisfied with the product and services. I find the explanations of revenue and deductible items very helpful. I appreciate the confidence it provides me. I plan to continue to use this product in the future.

For the second year in a row, the IRS rejected my previous years adjusted gross income, requiring me to again mail in paper returns. This year, as requested by Turbotax, I requested a transcript from the IRS of last years return. Received it and entered 2020's adjusted gross income as shown on the transcript. TurboTax resubmitted this return and it was again rejected for the same reason, the adjusted gross incomes do not match. I do not know where to go from here, so I am Remailing instead of Emailing this return. If I am making some error, or if you have any thoughts or a means to correct this problem, I would really appreciate it

I go through all the steps to claim the Other Dependent Credit, everything as it worked last year, only to be told "<x> doesn't qualify for the credit". 2+ hours later, after investigating everything line by line, comparing to last year's return, I find out the credit only applies if I owe more than $0 taxes. Why not just tell me the reason you just used to determine that the credit doesn't qualify and save me all that work? So unfriendly. And now, looking below at all the data analytics you want to collect before I submit this review, I'm more annoyed. I'm doing you a favor by writing the review, but it's not enough.

Easy Step is thorough in leading you through all the lines and boxes on the forms that you have received with your personal tax information and enters your data properly in the tax forms that you file. Forms mode is an option that you can use to update a couple of lines of information that is not handled well in Easy Step. My main problem is with Intuit's architecture of TurboTax for MacOS that causes Intuit to require that you update the release of MacOS you are using every year because the implementation of the form and Easy Step drivers is tied too closely with new features in the MacOS releases. In the ideal state, the TurboTax application would be written so that the internal drivers for the forms and Easy Step prompt and fill mechanisms would be completely independent of the new features of the MacOS releases. I still run Microsoft Office applications Word and Excel versions from 2011 on an old Mac Mini from 2010 under MacOS 10.13.6 very successfully. This shows that applications can be written with durability that lasts for a decade of upgrades.

I attempted to find information for recording taxes that I had paid for royalty payments received (city, county, school). I could never find the correct page to record those tax payments. Also, there was no place to include depletion of 15% on the value of my property. Someone needs to rework that section of you program!

The software dumbs down the process of determining actual numbers that go onto the forms. For example: the deductions summary appears as a column of values with a total at the bottom but numbers are not added to arrive at the total. Very poor convention. Also, the decision to use standard deduction is made by the program rather than the user. Poor.

Everything Worked Great With The CD. But I was never able to download my second copy which I use in San Diego to do my daughters taxes, which I have been doing for the last four years. So she had to do it herself with a free basic download copy, instead of the Turbo Tax Premier 2020 with I paid $76 for. It did not allow any form of a download to file a second tax return.

The help sections have such small text you need a magnifying glass to read. The software is also deficient at school district tax for Ohio. Keep ignoring tax already paid!!! The software should be smart enough to pick out the school district number from the W-2s

I PAID UP FRONT OF THE SOFTWARE BECAUSE I THOUGHT THAT WOULD BE IT. HOWEVER AT NO TIME DID TURBO TAX LET ME KNOW THERE WOULD BE FEES. IT WASN'T UNTIL THE END AFTER I HAD COMPETED MY TAX THAT I WAS MADE AWARE OF "TRANSMISSION FEES" THIS IS ABSURD!!!

IRS accepted e-filed return for 2020 quicky, but CA state return was in pending state for a week (even though the review prior to submission had NO errors). Then the CA state tax return filed ago rejected. Not sure what changed. Had to review again and to resubmit... we'll find out if that did the trick. Very annoying.