It was good experience with desktop software but while transmitting files for eFile, initially I had failure because I had to update desktop version (I downloaded the software just a week before) and retry again. It could have proactively checked the desktop version and advised me to download the updates before even I attempted for eFile in first place.

1) When I used the search in the window (top of ) a side bar opened (acting like an AI interface). But is doesn't look at the questions, you can change the question a little and get the same 1 or 2 answers every time. :( very bad. Grok helped me, maybe I'll just let Grok fill our taxes next year! 2) the IP PIN entry field should be in the last several pages when filing, not in Other, it's not an other, IRS failed me 2 years in a row for this same problem. Your users, don't know your software like you do, information. This should be a workflow step somewhere.

We have used Turbo Tax for many years probably since a full version for pc was available. So it appears to be 24 years and we have not been audited and have never lost the tax file to work on. I tried to use my saved progress one morning recently and the .tax2025 was gone. We had to restart after 5 hours of working on the program. 5 stars except for the loss of the tax file.

It was a bit confusing when efilie both h the Fed 1040 and CA 540 income tax returns. I saved the forms in one file. Does Turbo Tax only send the IRS the IRS forms, or did they transmit my Federal and Cal forms to the the IRS? Also do I receive a second confirmation showing when the Fed and Cal Tax returns were sent to both taxing agencies?

This year's Turbo Tax is a little tougher to use. I can't find how to print "Only" forms used for filing. I need a pdf that does not include worksheets. This file is useful when companies ask for your Federal Tax report. A form with all these worksheets means it must be edited to remove those worksheets via a 3rd party pdf application. Turbo Tax used to allow a Filing forms only option when printing, that is not there anymore or it is not easy to find.

TurboTax helped me file tax return for years. It's easy to use and have good support. But it does not have form 8997 for Opportunity zone fund. I need to send separately by mail. Next year Opportunity zone fund needs to pay capital gain, please add this into tax return, so I can still use TurboTax to file tax return. Thanks.

Two issues arose. Older computer would not allow turbotax use. Had to revert to another computer which meant transfers.' Download from Financial Institution would not work after multiple tries. Heard from another person that ter download did not work for the either.

You need to work on the capital gains input forms, Terrible system. you continue to change it each year for the worst!!! Have someone enter 30 different items especially for bonds. There is no sorting capability and Cut and paste ability which you have had in previous iterations. I had to go through each one several bonds for 12 months each to enter cost and purchase dates. very annoying. In addition downloading information from brokerages is cumbersome, again you've made it more difficult.

Support for your software is non-existent. Whe I installed the program and started it, it did not bring up the previous year's files. I went to the "community" FAQ and found nothing that would help and wasted a lot of time. Eventually I solved the problem on my own but it was frustrating and time consuming. Your lack of product support cost you 2 stars.

1. Put the charities in alphabetical order or give me the ability to do this I have a lot o fcharities on the list. As I go trough receipts, I have to hunt for the charity to open 2. the prior method of entering charities was much better and streamlined. The change you made went backward. Please dont change methods unless its an improvement. 3. valuating item donations is less usable. There are fewer choices to select from, and require constant entry of dates for the same bag of items. My question to IT always is, are the changes made because some change is required every "X" years, or maybe a project for an intern? I've used TurboTax for more than 20 years and it was bothersome to use the revised method. 4. I was surprised I could not find an answer to what I feel is not an uncommon questioin. I am retired and have three income sources that need an RMD. But I take all the RMD from two of the three. The total of the withdrawals from the two more than cover the third. This is OK per discussion with others but wanted to see such in writing from Turbotax. Could not find anything from questions in the forum or in help.