It's pretty horrible. The more I use it, the worse it gets. Today I needed to import stock transactions. Since it was a managed account, they generated over 200 entries so no way was I going to type it all in by hand, so I imported it from fidelity.
First off, I have a half dozen accounts with fidelity. They ALL came across with the same name, no account number in the title. I had to distinguish them by looking at the amounts and figuring out what came from where.
Second, my 1099-B had about a hundred short-term, a hundred long-term, and a handful of uncovered that I knew I would need to update manually. Instead of any reasonable categorization or grouping, Turbotax presented all 200+ transactions in one large table (actually 3 large tables, each with 100, in groups of 25). ALL of them in one table. Sorted by DATE. So if I had multiple transaction with a single stock, I would have to find them all separately. Short mixed in with Long mixed in with everything else. And NO WAY TO SORT. To find the transactions I needed to update, I had to open each table, scan it, and then move onto the next table.
I've been using TT for 20+ years. If I didn't get this year's version for free, I would be looking elsewhere.
