During the TurboTax powerup process, it went to update TurboTax and then while downloading updates ran into an error and went into the TurboTax application without any warning. When we finished and got ready to send the tax forms, TurboTax informed us that we had to update TurboTax before it could transmit the tax forms. We got out of TurboTax and re-startd it and it immediately went into a 45-minute update process of TurboTax. When it finished, it allowed us to transmit the tax forms. Pretty cool!!

Everything was great except that I did not notice that this year's versions of TurboTax would no longer work on Windows 10. So I had to move my tax info from my old computer to a brand new computer that I already purchased but had not configured which come with Windows 11 installed.

I had trouble at the very end when it required a final version update which disallowed my return submittal. I did not realize this until a number of weeks later when my credit card tax payment or my tax refund could be verified. Fortunately, this was before tax deadline.

Although I was careful to enter the actual dates of my estimated tax payments in 2025, I noticed when I was printing my state tax return (after filing) that the dates had defaulted to the estimated tax due dates, not the actual dates I paid. That apparently happened last year also, although I did not see it until TurboTax reported I'd paid my 2024 4th installment on January 15, 2025 (which is why I was careful to enter the actual payment dates). Other than that glitch, I am happy with how TurboTax works and its accuracy.

Turbo Tax is the best for downloading financial investments tax reports, and otherwise excellent for return preparation, except for certain New York returns. A Turbo Tax pop-up at the end of New York return preparation said it is unable to e-file a New York joint return of a resident and a non-resident, and that, in violation of New York's e-filing requirement, I must flle that return on paper. New York Dept. of Taxation told me last year there is no New York rule against e-filing such a return. Turbo Tax appears to have a defect.

The download process was smooth and simple. TurboTax guidance is efficient and typically easy to understand. The ability to import documents is a particularly helpful feature. Per the review process, our taxes are done accurately and have little risk of being audited. The e-file process was easy. The only objectionable aspect was the electronic filing fee for the state return, so we chose to file a paper copy. It seems to us that once we've paid for the product, we should incur an additional expense to e-file the state return.

This year's product is horrible. "Needs review" sends you into an endless loop of unnecessary downloads. The constant interruptions to buy upgrades are really annoying and distracting. This product is NOT easy to use and NOT user friendly. Come on, Intuit, you can do better (because you have in the past).

Been using Turbo Tax since 1995. First time I had an ID PIN. I do not recall ever getting an opportunity to enter the PIN. Submitted the returns and both Fed and State were rejected because no ID PIN was supplied. You need to do a better job asking if someone has an ID PIN so it can be entered before submitting the returns and subsequently getting them rejected.

I was pleased with TurboTax until I got to the filing section. I had to file a print copy of my federal return since I had to include Form 5329 and supporting documents. But I wanted to e-file my state return. For some reason, TurboTax would not let me do this.

I have been using Turbo Tax for over 10 years. I don't think this years edition is as easy to use as prior years. I downloaded my 1099 from RBC and when I reviewed my return I found it missed so of my income. Additionally, when I tried to download my corrected 1099 on March 18th it wouldn't download. After several tries I entered the changes manually.