Given the complexity of our tax filing, TurboTax greatly simplifies the process. That said, TurboTax remains awkward when addressing the more complex investment issues such as1031 Exchanges. TT further fails to allow brokerage account renaming after account download, thus losing detailed account description.

They DUMBED down the PC/Mac version greatly. Yes it works and gets the job done but no more online help or online community to reference help as one example. Now Intuit keeps hawking "Live" help for $60 insteado on the front page as you work on your return. Also when you save your return apparently you can't save the numerous worksheets working behind the scenes as you are working on your return. I like referencing that detail in future years preparing my next returns. Now all you get are the sheets in your actual return as filed and a few worksheets. Where is the detail?!?! In previous years my detailed tax return file contained around 220 pages...this year I have is a scant 58 pages to save/print :(

I don't have many investments, but it is still a bit confusing. The tax forms and questions though straightforward with the software, sometimes it asks questions that I don't understand. I then have to dig deep with search engines to figure out what it is asking.

It use to be super easy to get the product and do everything from your computer without signing into anything and mailing. Now you make it near IMPOSSIBLE to do it. It's a miserable experience trying to do it the more private way. WHY do you do this when people are paying for the product? It's not like I am trying to get something for free.

Your tax software is so complete that I can prepare my federal and NC returns accurately within just 2 hours. I have been using TurboTax for at least 35 years and I can confidently say that I could not do my own tax returns at all without TurboTax.

I did opt for Tax Advice from your Experts and paid for it, but the guy failed to help me correctly. So I did figure out the problem on my own efforts. The advice your Expert gave me was wrong. I did the opposite of his advice and that was correct. TT does a very poor job of properly guiding people with 1031 Exchanges, and I assume those are fairly common. I probably spent twice as much time on my TT efforts this year than last year because of the poor guidance given by Intuit-TT on how to properly report a 1031 Exchange.

I really like the financial documents import feature, it saves a lot of time. I couldn't get my 2025 Turbotax to transfer my personal data from my 2024 return and I could never figure out why, so, big disappointment. Turbotax is certainly a very good product but in my opinion could still use some improvements and polishing in numerous areas, but I'm still going to give it 5 stars.

I use the desktop version for Mac because it gives me access to the forms. I find the 'interview' process sometimes skips over or grabs the wrong information. I wish TurboTax had (a) imported my brokerage transactions with the 1099-B; (b) given me the choice to enter my brokerage transactions; or (c) imported my brokerage statement as a PDF. At the end I got the unwelcome message that I now had to find and print the statement with forms 8949 and 8453 and mail them to the IRS. This is unnecessary and more painful than any of these options. Overall though, it's OK. Outrageous however that Intuit lobbies the US government to stop them simplifying tax filing and allowing us to deal direct with the IRS as in other countries. I shouldn't really be giving you my business at all.

Turbo tax is unclear and confusing when completing the form Form 1115 on Foreign Tax Credit. While it request info by country where foreign tax is paid in subsequent sheets it does not allow entry by individual country even though up to 4 can be included. Result is that I had to do summary of all and list as Various. Also there are NO prompts or instruction on completing the reconciliation of this form. This is very frustrating and it is not clear whether the form are properly completed and proper credit received.

The WA state section of the turbotax program is crappy. WA is a no state income tax state. As a resident in this state, the program should automatically bypass this section of the program as the user is going through the program. I had to loop back through it twice because the program said it'd found an error where there was no error.