We have used TurboTax (desktop version) for many years and we like it very much. However, this year, we could not find a way of editing individual forms in the end. Sometimes we discover little mistakes and we prefer editing instead of going through the procedure again. We e-filed for the first time this year and it worked very well.

First attempt was rejected due to an issue with form 1116. All the explanation your site gave was that there was an error in processing which would be fixed by Feb 22. It did not say whether the processing error was yours or the Feds. So on Feb 27, I updated the program and reran things. There were still no errors to correct. The only difference was that form 1116 had zeros in lines 32 and 33 where they had been blank the first time. I resubmitted, but don;t yet know if it was accepted this time, but I don't have much confidence.

Very little on-screen help is provided to understand the questions being asked. Especially true if you have multiple sources of income from one fiduciary, or if you have more than one fiduciary reporting the same type of income. We were just baffled by some screens. While Turbotax may be the best product out there for an individual user, it certainly does not inspire confidence in the output.

Works great on Windows with no crashes Step-by-step interview is easy to use Finds the best deductions accurately Import feature with financial institutions very helpful E-file is simple and E-file status is a wonderful feature Makes filing taxes accurate and with confidence

Last year's version was easier to use in my opinion. It seems that more unnecessary separate screens have been added perhaps to appeal to new users. It took longer, and in some cases, it was difficult to get a complete picture of where the interview was heading. I had to look at the forms being completed to see if anticipated information was going to be requested or if I needed to look elsewhere.

Did not communicate with you. Couldn't download 1099-R forms this time. TurboTax seemed to push me into purchasing something else rather than letting me move on. Sometime my mouse wouldn't work and I would have to touch the screen. I've used TurboTax for decades and this was the most challenging.

Downloaded information was not correct but probably not a Turbotax issue more the financial institutions issue. Help finding 2024's AGI was not inline with my experience (my web portal must differ from what was anticipated by the help instructions. Same general ease of use beyond this. Even though I had the 2024 tax file my information would not import into 2025!

Excellent product, but please include an option from the start to opt for the standard deduction. We are seniors who have a sizable standard deduction and, therefore, do not need to go through all the deductions we do have because they do not come close to the total of the standard. It would make things much easier for us in the future.

The desktop version has issues with fitting font sizes in various places. The most obvious is the 'File Edit View Tools Online Help" area at the top left. I started to look at the cloud version of Turbo Tax but did not feel comfortable using it and did not like the look and feel compared to desktop version.

The software is already expensive, yet almost every additional step costs more money. First, you pay for the software itself. Then each additional state return costs extra. On top of that, TurboTax charges separately just to e-file each state return. It feels like constant nickel-and-diming. What’s even more frustrating is the 3 state e-file limit in the desktop version. If you have income in more than three states (which is increasingly common), you’re forced to either mail returns or find another workaround. This limitation is not clearly emphasized upfront when purchasing the software. To make matters worse, the software provides very little guidance for paper filing when you exceed the e-file limit. There are no clear instructions, checklists, or mailing guidance integrated into the process. For a premium-priced product, that’s unacceptable. Will not use for next year.