I feel a little uneasy about this year's return due to some issues with imported documents. Still love using TurboTax just wish that some things were better. (i.e.: I use TurboTax every year and every year you ask how much I paid for tax prep and I have to go look it up when you have that information) Other than that I will continue to use and recommend your software.

When it came time to file taxes, I was unable to do so because all of my credit cards had an expiration month after August. The user interface would not allow me to enter any month beyond 8. I used help and followed the recommendation, but they did not solve the problem. I find it unacceptable that a product has such a blatant bug that will not allow certain credit cards. I ended up using a reserve card that had an earlier expiration month. This was not my desired choice.

Basically user friendly if you have some knowledge preparing taxes. Some of the questions were hard to answer, I used to be able to import from my financial institution. Cant e file amendments. It would be helpful to have pictures of what the forms look like to make sure we are including all out information. It was not

Unfortunately the initial download process was very confusing regarding on line or desk top for me a long term desk top user. The transfer of the 2024 turbo tax documents to the new 2025 turbo tax did not work at all for m in the on line mode so I had to use the desktop mode which was difficult but doable. I also do not understand the advantage of going to the on line mode. Seems it could be hacked easier than my desktop.

I use it every year. If anything, the simplicity me question the accuracy, but each time I go back to review specific items it is always correct. It is also comforting to know I can get professional advice and audit protection if peace of mind is a priority.

You have a problem with the Charles Schwab import process, If I import a specific document from Schwab, existing Schwab documents were deleted. When I was forced to upgrade to Premier and reimport documents, documents were duplicated. There was no simple way to review the documents without walking through several screens of questions. Trying to make sense of this required two support calls and cost me over two hours of time on an otherwise straightforward return.

TurboTax just walks through common tax situations. Less common items can usually be found. This year I had a one time need to file a trust return. It was not available in my TurboTax version. I wound up doing it on paper. This year I thought I would try the online version. I found it difficult to navigate and wound up going back to the downloaded version. I did not see a way to go to forms online, for example.

The interface has the annoying property of returning to the TOP of a list when you finish one of the list item edits. Please change this behavior so the TurboTax interface shows the part of the list containing the item just completed by you. Your phone support is awesome! Nice, knowledgeable people.

I had a couple issues. First one was that I could not pay for adding state returns with my new credit card since the expiration date was after 09 (September). This could NOT be resolved no matter who I spoke with nor after following all advice I found online.. I had to use a different credit card with earlier expiration date. Second issue was that my Oklahoma Tax form forced me to fill out a form 561NR for capital gain deductions when I had sold a property in Colorado. I should NOT have been required to fill out this form according to Chat GPT, since I had no gains in Oklahoma, and I wasn't able to properly choose a "Type of property sold" for question 2 on this form. I had to pick "99" even though this was an invalid choice. Hopefully my return will not be rejected because of it!

While accuracy and features are excellent, I always have problems with finding supporting data worksheets that track to my 1099s, lacking in hot links to supporting worksheets. Foreign taxes are impossible to understand and track, finding worksheets for capital gains and losses, vs capital gains distributions are difficult to trace. Multiple 1099s from the same payer significantly complicates things unless you modify the payees title. My state does not have an income tax but TurboTax does not accept that.