Had to utilize a tax expert - not for any tax assistance per se, but I could not e-file our returns. The linkage to pay the fee to e-file for CA was linked to your tax Assistance feature, which was declined. As it turns out this prevented up from e-filing and accepting our banking info. My recommendation is to make the features separate. I was concerned if I waited until the last minute, I might not have filed on time.

In theory Turbo Tax was going to generate a Form 1040-V after efiling. It never did, so I found a blank one and filled it out myself. I do always get frustrated with he way Turbo Tax does things. It is hard to jump back and fix minor things, you have to redo a topic from the start often.

I was unable to download any information from my Merrill Edge brokerage account. Support only recommended trying again later. After a full week went by, nothing changed. I still can't download from there and I find it hard to believe I am the only customer that has had that problem. Navigating the various menus was not as intuitive as in past versions of Turbo Tax. I've been using Turbo Tax for the past 20 years and it took me more than twice as long to prepare my taxes this year than in any previous years.

I use TurboTax because of my investments. Investments illustrates the good and the bad of TurboTax from my point of view. Assuming that TurboTax is correct in choosing to fill out the numerous schedules and worksheets that it does, then that is a good point because I would never have had the patience to do that. On the other hand, in investments as well as other categories, there is no way for me to check on the numbers that TurboTax generates until the return is completed, so I have t have faith that they are correct as I proceed through the data entering phase.

Another disappointing year using TurboTax Premiere. The import function is terrible, horribly inefficient and risky by launching your default web browser. The PC Enter button doesn't work for "Continue" on screens creating significant inefficiencies. The program works but causes annoyances and big frustrations

like the easy transition between guided entry and forms. some questions are slightly vague. do NOT like the newer (started 2024) format for seeing and entering 1099-int and 1099-div. can't see all items to be entered or deleted, based on previous year, on one page in a 'table' layout. cumbersome.

The software was difficult to load this year. I clicked on the windows option, but the button would not accept the input...said something to the effect of "windows not supported." I had to stumble around to find another way to load the system up. Also, the product got hung up on my W2 when I tried to enter in the paying institution address. It would not accept the imported input (which seems strange) and it said that only certain characters were accepted, but I only used "acceptable" characters...AND...it wouldn't let me progress beyond that screen. What it wanted (I finally figured out) was the address to be input via multiple boxes. I've had this W2 institution for 5 years now and never had a problem before.

turbotax works WAY too hard to transfer people to the online version of their product. It gives the impression that you want to own our private information. It makes turbotax look bad and gives me personally the idea that you have bad intentions. And when people's private information is involved, especially where the IRS may be concerned, it is a complete turn-off.

I have used turbo tax for 20+ years. This year I ran into an issue in which the turbo tax software had a glitch that caused me to have to file my return by paper. (It claims that I needed a form 7220 and this form is not supported. I do NOT need the form 7220 as my solar project was under 1 MW of output. I buy turbo tax to be able to file electronically. I also paid an additional $60 for expert help. All experts I talked to agreed that I was right, I did not need form 7220 but they had no fix for the issue and therefore I had to file a paper return. I would like a refund of the $83.00 I paid for turbo tax plus the $60 I paid for expert help.

I bought a new computer to be able house Turbo Tax 2025. I have used it for many years. All my files were transferred with the correct endings to saved files. Still, my data did not transfer from 2024 to 2025. The answer from AI after several in effective ideas was to enter the data myself. It seemed insulting. On my state return, I had to report numbers lower than actual, to make the program accept the math. It was only a difference of $16, but it was a hassle to find the error.