Everything good except a glitch on this item below. "Dependent Wks form is complete and filled out, associated Student Wk form is filled out and has dependent specified as a student for 2025 - High School (Secondary). People Wk for dependent has blank TP/SP Link that will not populate. Form flags this as an error, if you try to efile your return it requests that you fix this error before filing. If you try to bypass the error and efile anyway it will not let you."

The software requires the user to pay for e-filing before the filing process is complete where it was discovered that I was ineligible for e-filing and now I need to go pursue a refund, which is ridiculous. A customer shouldn't be charged until the very end of the process. And on top of that, trying to find out how to cancel a payment is of course not found anywhere.

State Filing section buggy. Requires sign-in even using installed software version. No way to exit short of signing in (didn't have a sign-in) or hard cancelling, which I had to do from task manager. And presses hard to do state filing even though WA doesn't have state income tax. Pretty stupid. Should be able to take "NO" for an answer. "Senior discount" new this year. Some explanation would be good. Spent an inordinate amount of time trying to find where that came from; whether was accurate.

I thought the software was pretty good this year. A place or two where the cursor could have been in the right location when the page loaded where it was not, some things where the wording was a bit confusing for me to understand. However, consider both of those nit-picks. My biggest issue is that I can't decipher how the software came up with the amount of tax that I owed. Seems to me that this is purely numerical once you have taken into account all deductions/credits and whether the source income is ordinary or qualified, but I could never make sense of it and that frustrates me.

The third-party access authorization process was not clearly explained and required several trial error steps for me to complete the process properly. Reporting interest paid on my HELOC was frustratingly difficult. The IRS does not require lenders to issue 1098 if interest paid in the year is <$600. The software said intructions say: "if you have not received a 1098, request one from your lender." I contacted Turbo Tax for assistance on the HELOC process; the agent, Kristy, was very helpful but did not know how to resolve the issue. After spending several hours, again trial & error, I was able to input the information and complete the return with no errors reported and the information reflected as appropriate. I strongly suggest review and improvement to input of HELOC interest payments when the IRS does NOT require the lender to issue a 1098.

kept getting error message - kicked up the question to Tier 2 support who gave an answer that I knew was incorrect. Error message was on field "enrollment status" and she said that it was caused by me filing Head of Household. I explained the software cleared me to file as HOH and I had done it the last two years with the same facts and she wouldn't discuss. Called back, got a completely different solution that resolved the problem by deleting a supporting worksheet and overriding form answers which is questionable and concerning

TurboTax is an efficient way to file tax returns. Imports relevant data from previous year's return to avoid re-entering personal data. Summary compare of current year Income/Deductions/Taxes to previous year. Imports 1099's from well known financial institutions which really helps with a history of investment transactions (TurboTax Premier). E-file return for quick and easy filing.

It's a useful tool - importing stock data is awesome albeit sometimes the accuracy is suspect. But a few things are annoying enough to mention, namely, no automatic software updates on Mac OS; second is having to click through embedded ads for "expert" tax advice and dozens of other questions simply to check an input. Getting directly to an input is a real pain. The ability to print specific forms is dysfunctional - you should be able to print from any form instead of having to wade through hundreds of pages deselecting hundreds of pages. Been using TT for 35+ years and will say that the last few years make me want to look at other products. Ok, wasted enough time on this comment when I'm not getting paid for it.

My tax situation is NOT very complicated, yet TurboTax makes it feel VERY COMPLICATED. Here are some of my complaints: - many of the "errors" or "problems" it flags leave you hanging and guessing what to do next (thank goodness for ChatGPT which has been a huge help this year). - Intuit has STILL NOT FIXED the ridiculous treatment of 1099-Q distributions when expenses have been paid - Jumping to a form to fix a problem, you often cannot replace values, and TT doesn't point you to where you can change the value. Then, after you're done, you have no clear way of returning to "where you were" before needing to pull up the form. - All these problems manifest themselves especially under "SMART CHECK" and "Final Forms Reviews" - Then, doing my Virginia state income taxes, TT acts like it has never seen my prior year state tax return. It asks "Did you file a Virginia state return last year?" Well duh - yes - and you have the data loaded! - Then, doing my Virginia state income taxes, TT ASKS ME TO TYPE IN LAST YEAR'S TAX DATA!?!?!? AGI, Deductions, Tax Due, etc. ...OMG just shoot me. BOTTOM LINE: I spend a lot more time trying to figure out what data to put where and dealing with Turbo Tax quirkiness than I should have to.

Federal is fine. Arizona is not. (1) Filing for a deceased person, but the form doesn't give place for preparer; rather, it populates "self-prepared." And it shows occupation as "retired" when in fact the person is deceased. (2) Also, AZ form lines 29a and 29b are exclusions that the TurboTax program doesn't allow for. TurboTax requires me to include those line items in a separate form for other adjustments, where the AZ form does not call for that. (3) Also, the new enhanced senior deduction of $6000 is added into that "other adjustments" total, but is not reflected in a separate line item, so it looks like I am simply adding $6000 with no justification. VERY disappointed with AZ turbotax