I generally use Turbo Tax every year, however, I'd like to have the opportunity to apply any credits for electronic filing or anything else to the file of my choice, not have it automatically applied to whichever file is submitted 1st. I prepare other's taxes prior to my own and I have to hold off on transmitting those State returns until after I've electronically filed my own. This is frustrating.

Always when I get to the review section TurboTax demands some number somewhere. I research it and try to put in the right number, and TurboTax says "wrong, must be between X and Y". In such cases, I really wish there were a feature to tell me "what number is most favorable to the IRS"? Trying to figure out that number is almost certainly not worth the effort... I'd rather just put in a number that ensures I'm slightly overpaying and be done with it! Also... this year I hit the dreaded "we hit a snag" error screen. I nearly had a heart attack as I was hours into the tax return. It kept demanding I redo the same section again and again and would not let me advance. Fortunately I discovered I could X the error window, save the return, exit TurboTax, and restart it, and that fixed the problem. The help I found online suggested "restarting from scratch"! Yikes! In the past I had been more paranoid and frequently saved checkpoints. That is a good practice and I will certainly start doing so again!

Walks through everything. It is accurate. I like that it pulls information from last year, but it could do more. There are a lot of things that it should already know and keep me from having to reenter, especially during the filing process. That would also speed things up! Not happy that in order to use in 2025 I will need to purchase a Widows 11 computer!!!

I have been a turbotax Premiem edition user for decades. It has a lot of state about my past taxes which makes it easy to do new taxes and I have a lot of complex partnerships. However, there are a number of things that frustrate me. 1) The import of imformation from Fidelity and Schwab is broken. It connects but fails to import anything. How can the 2 big brokerages not work with Turbotax? How could this not be tested? It seems to be a well known problem as people say "try try again and try again and then manually enter". This is absolutely frustrating and the first time in years that it failed so spectacularly. 2) I have a lot of K-1 forms from partnerships, with Section 199A reporting. These are extremely manual, because unlike most public traded partnership where taxpackagesupport generated txf files, none of partnerships seem to know how to generate a txf file. And the primary reason is that the txf standard does not allow for that information to be coded and imported! To be considered a premier product this HAS to be fixed. By manual entry, I am making a lot of mistakes whereas the business that is sending the K-1 form is better equipped to do the right thing and send a txf file I can import. 3) After entering a K-1 form, turns out there are many errors that one has to fix manually (often it is not clear how to fix them). The user interface should fix this before we move to next screen rather than having to go to forms interface to fix the errors. 4) Form 8997 is not supported, code Z for a schedule D transaction. This is opportunity zone investments and needs yearly reporting. The official workaround seem to be to not efile but do a paper mailing. This is a relatively simple form, why would this not be supported even in the premier product. 5) Multiple states. With real estate investments it is easy to get into a situation with multiple state tax forms. Each of them is horrendously expensive. We need a package where multiple states can be bought at a discount. I find it easier to manually file for states!

This years filing was incredibly frustrating. When entering my K-1 forms, it did not ask the normal questions for Line 13 information. I had to enter it during the review. It also did not carry over the information related to the Passive Activity losses from previous years, and then asks for me to enter that information when going through the final review. Of course, I have no idea what year the numbers applied to nor why they were in there. And it would not let me skip and look for the information. I had to enter random information to get out of the loop. Then I could not edit the information at a later date. Sooooo frustrating. I basically had to redo the taxes to get them done. Then, when filing state taxes and trying to enter credit card information, it would don't let me select any expiration month beyond the 7th month. As my card expires the 11th month it would not take the information. I finally ended up choosing another card to use just to get it done, but these things should not happen. Filing taxes is hard enough without having to deal with these glitches. K-1s very much complicate filing and Turbo Tax should not make this harder for us.

I've been using turbo tax for years. That being said Just having an issue with the update and saving my progress from last year. When speaking to one of your help reps we noticed that last years taxes weren't saved for some reason even though I had already filed last year. Very strange, It should save the progress whether there's and update or not. It was a little annoying to say the least.

Own Stock in INTUIT bt. in batches over 25 Years (over 100K) - Love TurboTax except Every Year I sign up Tax Defense - IRS hates me deducting Margin Interest on Schedule C although am a Frequent Trader and case law of Paoli -the Tax Court Judge has allowed it - THE PROBLEM IS TAXAUDIT throws their hands out as soon as the IRS claims that it is a Fraud - Then am left to defend by Hiring a Tax Attorney myself.

I have been user for more than twenty years perhaps more. The software often askes individual to enter information from previous tax year return while it has access to those forms itself. At the very least it can say point me to those returns. The help is awful. Many times the help uses the same confusing jargon as the federal tax forms and doesn't simplify the explanations. Navigating has gotten worse many times it doesn't go to next item on the list and instead one has to invoke review again.

Program did not seem as straight forward as in the past. Don't know whether it was me or the program, or the Tax lasws. Took an awful long time straigtening out entry errors, based on misleading, to me, directions. But in yout favor, zipped through my own Returns, but it really got time consuming doing my daughter's Return, which I thought should have been easirer. BTW, why would you have difficulty with duplicate nicknames?

Massive number of significant issues without resolution. First issue was a required update (not option to not update) wiped out all my data. This is a known issue without resolution. Next issue is a state tax loop where the state cannot be downloaded to file state taxes. It just keeps looping to download state. This is a known issue where there is a separate executable to remove states that does not work. The next step is an uninstall/reinstall that does not work. State taxes will need to be prepared offline. Terrible product with too many bugs and they are known without adequate fixes. Extreme amount of wasted time trying to fix and make something work that is broken. Support knows this and can do nothing.