Turbo Tax made filing very simple and easy. The accuracy and the fallowing of all the current law changes is impressive. This is particularly true as you use it year after year. However, there are some areas that could still provide some additional information of what needs to be addressed after it does its checks.

This year I did the Premier version still using most of the Forms from last year. The interview process did not check correctly for double form entries transfers and seem to forget that a 1099-R was taxable which I corrected. IRA withdraw showed in 1040 no tax taken out and BOX 7 option 7 selected didn't really fix that until you go to 1099-R manually goto "Verify Box 7 Dist. Code" and review the options and select A4 in my case else the Turbo TAX totally misses this review ck from what I experience. For ADU Labor/Material deductions I never could figure which form to use so I ended up putting it on Schedule C since this was to be used for support services. Section 179 and 1065 all that is confusing for that sort of tax deduction.

I am a first time Turbo Tax user and am pleasantly surprised by how easy it was to file my returns. The UI is very intuitive, the direct account linking and import of documents makes it super convenient and error-free to enter all the details. There is a lot of information online through other users and experts about how to handle specific scenarios. Overall very happy and would recommend this to all friends and family.

I use the import feature to import my 1099-Rs, 1099-INTs, and Consolidated Statements from my investment firm. This is easy and eliminates input errors. I also like several features such as the 1099-R summary that shows all my retirement distributions and pensions,. We have a basis (some tax free money) in our Traditional IRAs. The IRA worksheet tracks the basis and shows any Roth IRA conversions and balances by year as well as contributions and distributions. Makes it easy to review and track.

I have used Turbo Tax for over 10 years and am very pleased with the product. However, I had a significant issue this year when I tried to e-file a federal return for my daughter and son-in-law. I made the mistake of e-filing a federal return for their 16 year old daughter before e-filing the joint return for her parents. Due to this timing, the IRS rejected the parents' joint return and they have to file paper copies for both Federal and state. The Turbo Tax specialist that I spoke with said this situation with rejected e-file returns happens quite frequently. If that is the case, an advance warning within the Turbo Tax software would be helpful to help other parents easier avoid this frustrating and time consuming pitfall.

Turbo Tax 2025 does not work very well. It miss pulling a 1099 from my Fidelity Account and i had to manually add it to Turbo Tax. Also, when I looked at my dividends, it triplicated on the first download from Fidelity. Second download it doubled the dividends. I had to manually delete the duplicates. The system itself, each time I went to open it up wanted to update the system, and it never worked. I had to use AI to do a work around. When I was updating the HSA section, the data base locked up several times and had to Control Alt Delete and manually shut down TT and then reopen. Wow I think next year, I will use another software tax system.

It has become less user-friendly. e.g. found more errors and to fix them were not straight forward. No help on each page as easy as used to be. Now it goes to an online help that was not very useful. It seems it was made this way to "encourage" us to use the live help that would cost $60.

We've used Turbo Tax for years with no considerable problem and infrequent need for support calls. This year was different, troubling, and time consuming with hours of calls and no solution provided by support. The software would not allow e-filing because it kept asking to correct "errors" on simplified method for a 1099-R where there was no reason for simplified method as the 1099 provided the taxable amount. Somehow the software developed a glitch. But finally allowed filing this morning and other aspects okay.

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.

So much push to purchase products inside the program now. Also, the online linking is annoying. I prefer to keep my information off the internet as much as possible. Once was a solid 10 out of 10. Last few years it's sliding down. I used to be able to ask a question no problem now it is charge for this charge for that.