Contributions to a Roth IRA (post tax) account do not affect taxes as long as AGI is below the contribution limit. When this information is added into TurboTax, then the tax increases. As I mentioned last year, when you print your tax return using the PDF option, the password protection does not work. I can still open the file without a password prompt.

It's easy and great to use! It's accuracy to detail, both Fed & State are indisputable. The walkthrough and questions ask during entry are excellent. It is such a relief to use, removes all the anxiety of doing taxes!! Makes me feel like I know what I'm doing! :-}

I had a bit of trouble at the beginning as you had made a number of changes to the program. I got through it, but it didn't sit right at first. There were some categories that were very simple but you over-explained them. And there were other categories that were not so simple (mostly definitional) and you didn't explain them at all. It was kind of weird. But I still like using you.

The tech helping on the phone call was very helpful, but didn't seem to have the best personality with empathy as she was helping me through the issues. She wasn't mean or negative, but I was hoping for a little more encouraging attitude. She was nice, but just a little short on empathy.

I have concerns about the 2025 TurboTax Premier accuracy since it did not catch the missing data required by the IRS. Our return was rejected until I went back in to fix it. 20260414 This is the 3rd time I am submitting our tax return to federal & state due to TurboTax Premier not catching federal return errors!!! You need to hire me to do due diligence in testing TurboTax thoroughly. As a computer programmer of 40 years, I would never turnover to production this faulty software! Please offer me a job there so I can save your business. I am serious!

Turbotax is not for the fainthearted. Many steps were not intuitive, and the software issues that came up required extensive searches through forums to resolve. This happens year after year. It's still cheaper than paying a professional, but easy is it not.

I started entering the forms that I had. I didn't have everything yet. Turbo Tax Premier Desktop started giving me notices "We recommend you revisit the last topic you were working on to make sur ll your info's correct." It wouldn't let me continue and no matter what I went back to, it kept saying the same thing. I went into your AI help and tried thing after thing and it took over five hours of my time to finally get past this issue. Your AI said this is a known issue with Turbo Tax Premier Desktop. I wondered if you were making this more difficult than any other year in order to force us to put everything online instead of using a desktop version. I almost gave up and thought I would have to go to a tax accountant. Thankfully, the AI Robot helped me considerably.

I encountered a problem with importing rental property information from 2024. I have been using TurboTax successfully since 2015 to report rental income and deductions, and especially loved the depreciation tracking feature. Turbotax automatically computed the rental's depreciation in all prior years, but not this year. I found a problem report about this issue on your support site, and it indicated that the issue was fixed, so I updated my software and started a new return (importing my 2024 TurboTax files, of course). Unfortunately, no rental information was imported (all of my other info was successfully imported). I finally found a workaround with the assistance of your support staff, but no one directly addressed the apparent import bug. Please resolve this issue so that I am not forced to use other tax software next year.

Turbotax does not handle foreign tax credits well. If you have a brokerage account in which you paid foreign taxes in more than one country, you have to break up the 1099 for the brokerage account into multiple 1099s in turbotax - one for each country for which you paid foreign taxes. It would seem a simple fix to allow for the entry of multiple countries for any one brokerage 1099.

Previously liked using Turbotax, but getting spammed with many requests to buy Tax Advice several times at the beginning, throughout, at the end, and even a survey why you did not buy the Tax Advice is annoying, so much that likely will not use Turbotax in the future. I do not mind being asked once in the beginning or at the end, but I do not pay to get spammed with ads to buy more. If I want paid tax advice I would pay an accountant.