After a respite where we had more complex returns given the death of two family members, we came back to compete our own return (which we had done for years previously). TurboTax never ceases to amaze me with its simplicity that can make a moderately complicated return seem easy with the guided process. The ability to import records from our investment providers is such a powerful function that make it possible for us to do the return ourselves. It's good to back with TurboTax!

I didn't speak with anyone at TurboTax. My concern is that when I was ready to transmit our returns there were 2 errors to fix before I could transmit returns successfully. Why wasn't this corrected in the review section before I got to screen that said everything looked good and ready for sending the returns? I never experienced this fault in all the years I have been using TurboTax. Thank you

I had a bit of a problem imputing my financial data from my broker but after three days of working with TurboTax I got the right person Linda who was able to help me get the necessary information to TurboTax I need for my returns, She deserves a 10. Thanks Linda

Not happy with this product, this time. I used it for the first time last year & it went much smoother. It cannot be our tax situation, since they are similar to last years. The State (NJ) Tax returns were particularly troublesome. With questions about the 2023 tax returns! Not understanding why since they have all that info!

Normally, I do my Turbo Tax on a Mac but this year my Mac wouldn't accept the O/S update to 14 so I transitioned to my Dell laptop. Not sure if that made a difference, but this year was definitely more difficult than previous years. It didn't ask me about my Social Security so when I was done with the income section, I tried to go back into it but the program wouldn't allow it. I had to wait until I got to the final review and then go back and add it. I tried to use your online help feature but the comments in there were years old. Several other instances caused wasted time as the program seemed to jump around and go back to previous sections. All in all I was disappointed with the functioning of the program and whether or not that had to do with Dell version or not, I guess only you can answer. I still appreciate Turbo Tax but will probably update my Mac for next year. Also when I tried to print the final forms, all it would let me do was create a PDF. Couldn't just hit the print button and get a copy.

I've been using TurboTax for decades. A couple of things * Form 1116 handling. There should be better help for this in the app. In particular, and explanation of "Various" and "RIC". Once you decide I need to work with foreign investments, you should brief me on what to do with Form 1116. It's a bit of a black hole now. It's the reason why I shell out for the "Premium" version * On-line submission failures You keep telling me that the problem is with my AGI number from last year (even though you filled it in, and even though it's the same number for both of us (but you say only one is wrong). I've mailed in the return, but in retrospect, I'm pretty sure it's the PIN. You should guide me to getting new pins. * This form (in particular, this field on this form) You seem to be continually parsing the contents of this field to update "AI-Generated Review Topics". When you decide to update the "Topics", focus leaves this form momentarily and you occasionally miss what I'm typing (or worse - moves focus to the end of the field as I type). It is *very* frustrating. Did you not test this feature?

I have used TurboTax for more years than I can remember. It easily and accurately pulls in information from my prior year return. I download the software to my computer vs using the online version. With having the software on my computer, I am also able to create an estimated tax return for the following year to aid in determining my estimated tax payments. When running the Smart Check, I usually only encounter a few items that need to be addressed. This year I used the Turbo Tax Community Support in mid January for my Wisconsin tax return in order to find out how to elect to take the new WI Retirement Income Subtraction to offset my pension income. There was a topic already started on this issue. The issue was eventually resolved later in January in one of the software updates (just need to be patient). However, I would like to see Turbo Tax make that tax benefit election more visible in Schedule SB. It currently is "hidden" in the "Retirement Income Adjustments" selection. But when this is selected, the next screen that comes up lists 4 obscure retirement items, but does not show the new WI Retirement Income Subtraction until you click "Continue" and then the question about electing this tax benefit appears (assuming one is eligible for it). The e-filing process for both the federal and state tax returns was easy and successfully completed. In fact, my federal return was already accepted shortly after filing. .

Sometimes it's too difficult to use the search function and find where to go into the program to change numbers that are not correct. Also, your glitch back in around 2021 or 2022 where my carryforward short term capital gains doubled from the correct amount (this is a glitch you gus apparently know about), caused me a lot of hours last night trying to figure out if my AMT carry over was really zero or not. Using AI I found an explanation of that issue plus a good discussion about how short term capital losses should count against my AMT this year and so I, through hours of work, reduced my taxes by $65,000 by finding the error caused by Turbo Tax and fixing it in my Federal Tax form and CA tax form, but it caused my a lot of pain, anguish, and lack of sleep.

It was very inconvenient & frustrating to not being able to connect & import data from financial institutions like Charles Schwab. This has worked with no issues in the past but was not able to get it to work this time & I have heard that others have ran into the same issue.

There are a number of bugs with TurboTax and also trying not to provide the 5 eFiles that are included in the purchase. 1) TurboTax does not work on Windows 10, 2) QBI form is included with all tax returns done even though there is no Qualified Business Income, 3) When checking the actual forms and then returning back to the tax questions it does not return you to the proper place, 4) the errors at before filing are TurboTax created because TurboTax does not fill out the forms correctly or completely, 5) Entering in this text is hard because many characters are skipped as you type. These are just the top 5 off the top of my head.