Generally good; however, it doesn't perform all needed calculations - especially when providing information to avoid penalties resulting from irregular timing (usually mutual fund distributions at the of each year). Also, TurboTax fails to recognize my son's disability status correctly. I find myself looking for the TurboTax error each year and overriding some information.

I've used TurboTax Premier for several years, and overall it gets the job done, but the process felt more complicated and time-consuming than in previous years. A few recurring frustrations: state e-filing costs extra even though federal is free, which has never made sense to me. There are also several prompts pushing add-on products and audit protection services that can feel more alarming than helpful—they read more like upsells than genuine guidance. I appreciate the desktop version's Forms Mode, which lets you view and verify the actual tax forms directly. This is useful for more complex returns. The interview flow, however, can lead you into unnecessary forms or circular loops, particularly around foreign tax credits and investment income. California filers should be aware that the state return includes many adjustment screens that aren't clearly explained, so some sections required additional research to answer correctly. Bottom line: good for investment income and moderately complex returns, but not always intuitive. I'd recommend it primarily to users who are comfortable reviewing the underlying tax forms, not just following the interview prompts.

my 2024 Turbo Tax data did NOT transfer to 2025 Turbo Tax as an input in many areas, so no comparison was able to be done. During Electronic filing of 2025 Federal and Ca State, the 2024 AGI was INCORRECT, and both Federal and State were rejected. 2024 AGI has been manually corrected and submitted to IRS for 2nd round of filing. I have lost some confidence that my 2025 return is correct after experiencing multiple errors.

I've used Turbo Tax since the 1990's. However this year, with the fact that the downloaded local version will NOT work on Windows 10 really a problem now. This fact cost many HOURS of extra time given I had to use 3 separate computers to compile information, go back and forth because some computers would not connect to each other and also would not network together and the some computers would not accept a USB thumb drive. In addition one of these computers is NOT able to upgrade to windows 11. NOTE I Do not want my stuff uploaded to the online version so that was not an option either. Given Windows 10 is still extendable for another year through Microsoft, it should have been supported.

It seems like this year, TurboTax had some features removed. This is my second year of using TurboTax for Mac rather than Windows. Word is, the Mac version is not as user friendly as the Windows one. But, this time, when I used the Mac version, I discovered that I could no longer specify which documents to print. I like to print just the documents for filing for my records, and save a .pdf of all of the forms and worksheets for reference. No more! Another feature that disappeared was that I could work on two returns in the same download. The names of the two people would appear when I first opened TurboTax and I could click on the name I wanted to work on. Now, if several days had passed since I had worked on the return, when I click on the icon, a new form appears and I have to search for the one I was using. At first, I thought that I had lost all of my entries. Regarding the price, the price of previous editions included a disc or download at no extra charge. Not the 2025 edition! I had to cough up an additional $45 to download TurboTax for the Mac, on top of the $80+ purchase price!

Overall it was a good experience. The call line was very responsive. It should be easier to change bank account numbers and to change between getting a refund or applying to next year. It took quite a lot to change from applying refund to next year to come out on the face of the statement. I could change in the worksheets, but it would not come out on the face properly. The support line helped me with however and it was fine.

I have used TurboTax for more than 30 year. I will. not be using it again. It is very user unfriendly. The changes which may have been intended to be helpful were horrible. This is the only computer interface for any purpose that does not allow larger print.

2025 TurboTax Premier Mac version crashed so many times! I can't believe this. What going on? Didn't you test your product before rolling out? How can I trust you my tax is done correctly? Not only crashing issue, when I saved my tax return as PDF and set a password to open the PDF. The PDF opens directly without asking for password! This is so bad.

The software has fallen down t just average now in a competitive market. there are bugs in the help and text guides in several places. These are annoying things like referring to a search tool that isn't there or referencing medical insurance premiums paid in the state form when there is no way to enter the premiums paid anywhere and the online help has no information. there are things that shouldn't exist in an application as old as turbotax. The linkage of the forms to the step by step guides continues to be poor (especiallly when the when your checks identify a problem )

I have a lot of trouble filling in Form 3840 (Like-Kind Exchange). I sold 2 properties, each in exchange for 2 other properties and the online version does not allow me to enter this properly. Due to this Im forced to use the desktop version where I can key in manually