Not as intuitive as previous years. Could not electronically pull in data from investment companies like JPM or Fidelity. Got "flags" in the summary view that my entries for IRAs and pension "Needed Review" but no links or instructions of how to do that or why it was being flagged.

TurboTax does not handle 1099-R forms correctly when the Taxable Amount is less than the Gross distribution. According to a Level-15 member of the Community regarding input of 1099-R forms, "TTX messed it up totally this year." I struggled with trying to get TTX to enter the correct amount and bypass the need for the Simplified Method Worksheet. Thankfully, I received great advice from the Community member that allowed me to avoid that confusing form.

This is Alexander's grandmother and I do his taxes for/with him. I have used Turbo Tax for years. I am both familiar with it and quite comfortable with it. I have faith that with correct information input that there will not be a problem. I find it reliable and relatively easy to use. They offer great support and make it easy to get questions answered.

Two areas where TurboTax should edit the questions to make completing the return more clear and easier to understand. 1) Ask better questions for filers who have made a Qualified Charitable Deduction from their IRAs. On my first attempt at completing the form I ended up with a penalty for having not taken all my required RMD because I donated part of it directly to charity. I had to manipulate the screens at least 3 times before the software wouldn't record a tax penalty for that amount. 2) I have PINs issued by the IRS that must be entered before electronically filing. In spite of reviewing all the entry screens I couldn't find the screen that requested that 6 digit PIN. I ended up going into the tax form itself and entering the PIN, and then triple checking to ensure that PIN was properly included in the file that was electronically sent to the IRS. In previous years the screen asking for the PIN was obvious.

It works, but gets buggier every year. It acts like a bunch of web pages crammed into a seemingly native Mac app, but there are layout problems, editing brokerage trading entries is a nightmare, and going to the form display to try to make faster edits works terribly.

Bought Turbo tax online and bought state return option because I sold real estate in NC even though I live in Florida. After entering all info and ready to file state of NC required return Turbo Tax tells me Florida does not require a state return which I know but no way to prepare the NC return. When you charge for a state return you should make clear that only applies to home state. I paid for something I did not get.

Way too many ads asking user to buy more unneeded overpriced services from INTUIT. Many times it is impossible to determine where the software gets its information. For instance it insisted on claiming that I received a $14,000 state income tax refund which is not true. The software continued to ask what my farm income was even though I have never owned or operated a farm.

This software is very easy to use. I purchased a more expensive version because we have rental property in another state and have gone through extensive renovations which we could not use as a deduction before. This version allowed me to list money spent on my rental property, but I found it difficult to do the same with my primary residence. I renovated three bathrooms in my primary dwelling, but I couldn't find where to list this expense($9000). I also replaced my gutters for $6500 and again I had no easy resolution to deducting this expense. In spite of this problem, I am sure that my regular deduction covered most of this situation.

Had problems this year. Some how the software decided I had business expenses when I didn't, and wanted to know my employer for a UE form. I did not have business expenses. Also, when I decided to submit my PA state taxes later after I had selected to efile both, but I couldn't back up, so I just submitted the federal tax forms. I was forced later to efile my PA state taxes because I couldn't get out of not doing it.

I have used TT Premier for many years and the 2025 version was slow in coming but straight forward to follow. I required some advise for which I paid. This advice was not particularly helpful and no follow up was permitted. I also consulted a TT expert -based in Texas- who was very helpful in sorting some difference between VA and CA filings. For the second year I used the TT download but these filing are not uploaded to TT. This is something I wish could be rectified.