Possibly due to a Microsoft update, I was unable to open TurboTax2025, one day after completing the tax submission information. I was able to contact Ms. Kelly, in western Tennessee, who provided excellent support in replacing my software with a uncorrupted version of TurboTax 2025. I was able review and submit my tax returns. Ms. Kelly was very professional, friendly and patient, as it required some time to correct the problem. She is an outstanding representative of Intuit-TurboTax. You are fortunate to have her as an employee.

I could not find a way to access Indiana State Schedule 6 (for credits for taxes paid to a foreign country) from the software directly. I had to go to Forms and force it to open Schedule 6 and enter information on to the form directly. When it asks at the beginning if there are income earned in other states and taxes paid to other states, it only allows me to pick a state in the US and not a foreign country. If that option was available, perhaps the software would automatically bring up IN State Schedule 6 related inputs.

TurboTax is very thorough. My taxes are complicated, but it is able to handle every situation. Also, when you enter one amount at the point where it is requested, the program automatically puts it in all the other boxes where it is required. The explanation boxes are very informative.

I filed an extension with my underpayment. Now that I needed to file the submission was not smooth. The program asked me how I was going to pay. In fact I am expecting a REFUND as I overpaid to avoid penalties. I would have expected the program to recognize that I had filed an extension and ask how much I had paid. Then it should ask me where I would like my refund sent. By not doing that I had to check that I was going to make a payment. As this was not what I expected to be doing I had to first research the topic and received answers from the AI that were partially correct.

The ONLY reason I can't give you 5 stars is because I can't transfer my downloaded Turbo Tax to ANOTHER computer when my first one was not working. I was supposed to DELETE it from the first one and REINSTALL IN THE 2nd ONE, and THEN I had to do my work ALL OVER AGAIN! ARGH

I have been using Turbotax for a very long time. My only complaint is that it cannot handle proper reporting of PFICs (Passive Foreign Investments) as it does not support form 8621. PFICs are not uncommon. Many are listed on US exchanges and owned by Americans. Please include form 8621 in future versions

Turbo was unable to properly handle the loss reporting on Schedule D regarding the sale of collectible items. Turbo tax apparently treated these sales as an investment rather than a personal loss and used the loss as a capital loss and included a $3,000 loss on the return and a carryforward loss to future years. The only way to correct this was to delete the transactions and not report these sales.

With regard to my TurboTax Case # 1788173869336, the specialist was able to help me quickly. My TurboTax program would not download my state tax documents. The specialist sent me a link to the state forms, all were downloaded OK, and I was able to complete my 2025 income tax return, federal and state. I was on the phone with the specialist for about 5 minutes. Relatively quickly, from my perspective. I give her a 5* rating. Likewise, I had another problem with the Turbo Tax Federal Individual Tax software, also described below. Case #: 1790675205659. This time it was a problem with using Turbo Tax to transmit my Federal tax return online. Charles helped me. Within less that 10 minutes of his assistance, I was able to transmit my return. I had to use the “Run as Administrator” function, but my return was transmitted. I also give Charles a 5* rating for his help. But. Can I give a negative rating for Turbo Tax software? See discussion below. However, there is a broader issue here. I purchased TurboTax for preparing my tax returns for about 10 to 12 years now. With the 2025 software, I have had to call TurboTax Help three times now! I never had to do that with TT programs from prior years. All situations were at different points in the program, but the same function error. The first. When my Federal return was done, the program required me to save prior work, then check for any updates. I clicked OK for the update. The download wheel would spin, but nothing happened. The program would not go to the next step. It kept asking me to check for updates. An endless cycle. That was my first call to TT Help. That was resolved. Likewise, when I had to download my state tax program, the same thing happened. Before the download, it saved my work, click “download,” the download wheel would spin, but nothing happened afterwards. I didn't get the state tax program. I was again instructed to download updates, again. An endless cycle. That was my second call to TT Help. That was resolved with the first case above, # ...9336. The third problem was similar. When my Federal tax return was done and ready to send, I clicked the “Transmit Return” button on Turbo Tax. Same events. I had to check for downloads, wheel spins, nothing happened. Pop up again, Check for Updates. Endless cycle again! It wouldn't transmit my return. I had to call TT Help again (!), case #: ...5659. Charles assisted. With all of these incidents, and every time I started my TurboTax program to continue where I left off, it would take an extremely long time for the home page to come up, where I could click the button to “Continue My Tax Return.” To open the program, the blue TurboTax box would appear for 3 to 5 minutes; “It's taking longer then expected.” Then a white box would pop up, saying there was an error. It referenced numbers, components of the program? I didn't understand it, but I clicked the “OK.” The home page would then appear about 30 seconds later. I could then click and work on my return where I left off. The white error box popped up Every time (!) I opened the TT program and with each download. Even with these set backs, above, I was able to complete my federal and state tax returns. What was wrong with the 2025 edition of the TT software?? I am hoping that by going into these details, TurboTax can find and repair these errors before the 2026 TT programs come out. If I encounter problems again like those described above, I will likely be looking for other software for tax return preparation.

AZ Schedule A / AZ Itemized Deduction Adjustments, line 6 (Adjustments to Charitable Contributions): the program is taking the PRIOR 5 year CARRYFORWARD amount instead of using the CURRENT YEAR contribution amount to adjust the CURRENT charitable contributions. In our case, we did not claim a credit for any contributions made/paid in 2025 but yet the program adjusted our Federal Sch A charitable contributions by our total AZ prior 5 year carryforward ($4680). I had to override the amount to "0". ALSO, it would be nice if we could attach a statement (i.e. to capitalized RE taxes v deduct taxes on unimproved and unproductive raw land) to the return. All it would take is a blank sheet of paper that we could type our statement and have it attach to the Federal ITR. Because we can't currently attach a statement we have to FILE PAPER FEDERAL, ARIZONA AND CALIFORNIA ITRs. Very frustrating. I've been requesting this for at least the past 7 years.

I have been using TurboTax for many years, but I haven't seen much improvement. The biggest problem I face, and the one that wastes the most time every year, is fixing errors. When I run Smart Check, it always finds some errors. When I switch to “Forms” to investigate them, most of the errors are caused by missing data. However, those fields either cannot be entered through “EasyStep,” or I already entered the information in “EasyStep,” but it does not appear in “Forms.” I don't understand how the same types of errors can continue to exist year after year without being fixed.