Overall a good experience but did have problems with the software when trying to create a Form 8949 Part II without a 1099-B for input. Couldn't input an Adjustment Code and Adjustment Value as the software wouldn't allow. Could overwrite the form programming but final review tells you this is not something you want to do and tells you to cancel the overrides. So, what to do?

My preference would have been to send my file to you for analysis, in order to nail down the reason for my apparent problem. Nevertheless, I solved the problem, so all is good. The expert did what he could to assist and make constructive suggestions as to how I should approach my issue.

I've used TurboTax for many years and have relied on it to help me file an accurate return. This is the first year that I got to a point where I had no idea why the New Jersey state section was asking me for the previous year's distribution from a pension plan. When I went to the corresponding tax form, I saw the code G from my wife's pension, indicating that a General accounting method was to be used. There was no way to change that G and no way on a menu to go automatically to the source of the G on another form. I finally found that I had answered a question in the federal EasyStep retirement plan section inconsistently for my wife's plan. Fixing that error made the confusing question on the state EasyStep page go away.

I love TurboTax. I have one suggestion. I know that I will be using the standard deduction (like most filers) so I normally do not go through the items on the deductions tab. I discovered, however, that that is the only place where information about state tax estimated payments is entered. I assumed that the state tax form would seek the information but it does not. It would be nice if the state form asked if you made estimated payments.

I have used Turbo Tax and Quicken since the `1990's. This year's version was the worst I have ever used. I imported my investing data but the numbers didn't prefill in the form; I had to manually enter it. To top it all off, I still can't print my final return as of now. I will use Turbo Tax next year, but if have the problems II had this ear, I will move to a different product

Hard to search for answers to questions i have. I wind up using google. I also lost the ability to use my Windows 10 PC since Turbotax no longer supports Windows 10. I have this PC enrolled in the MS extended security updates so Turbotax saying that it's 'insecure' is a joke. They probably wouldn't have stopped me from using that PC if I used a browser to do my filings but they won't allow you to use the desktop software, which is what I prefer

Changes have been made to TTax. Did not like process for inputting income. Continued to ask if I wanted to import, told me items needed review but didn't allow me to open and edit. Would not allow me to delete old payer info if I did things out of (your) order. Also, after I finally deleted some old payer info, it kept reappearing. Preparing taxes was more painful this year than in past years.

NY estimated taxes caused an inescapable loop. They were calculated on the initial runthrough, but showed up as $0 in the filing section. I went back to state taxes and went through again. It came up as the real number, and I went back to filing section. I elected to have them deducted. The next page said in red letters that it was $0, and I couldn't change. I gave up and canceled payments.

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!

I have used Turbo Tax for over 20 years and have always been very satisfied, BUT this year I am very unhappy because of the inaccurate return they prepared. The final return showed I would receive a refund of $767. However, I received a noticed from the IRS that I owe $145! It seems that my social security is taxable. The IRS explained that the reason was because of my other income. Why didn't Turbo Tax know that?