TurboTax is the best tax software I’m aware of. I do not like the change to the way the Interest and dividend forms must be selected and edited. There used to be simple list of payers under “interest” and a separate simple list of payers under “dividends” that could be selected and edited. Someone at Intuit thought combining these entries by the payer was an improvement, but it’s not (hence 4 stars instead of 5)

I bought a new computer to be able house Turbo Tax 2025. I have used it for many years. All my files were transferred with the correct endings to saved files. Still, my data did not transfer from 2024 to 2025. The answer from AI after several in effective ideas was to enter the data myself. It seemed insulting. On my state return, I had to report numbers lower than actual, to make the program accept the math. It was only a difference of $16, but it was a hassle to find the error.

The CA state return walkthru is poor. For such a large state I would expect it to be more like the Fed. The MA was somewhat better when I used to use that. There is not a good way to track your accrued interest for bonds which would be nice. Or at least asking about it. And charging $25 for e-file a state return is robbery. NY may have a lot of problems but outlawing this seems appropriate.

No, I am not engaged to any of your Live TurboTax experts, although I'm sure that they are all wonderful individuals and I just realized the question was - DID, I engage a Live TurboTax expert? No, but I'm still sure that they are all wonderful people.

the software / program is terrible. The experts were great. I spent over 15 hours on the phone resolving program issues. I want full refund. I have used Turbo Tax for more than 14 years but never again! Turbo tax should pay me over $1,500 for the time I had to waste due to program issues!

The "guided" option for data entry was clunky and confusing. Did not seem to follow a logical sequence - jumped from one 1099-DIV to another. Seemed to be easier if I just entered all the data from one company's set of 1099 forms at a time. Going back and forth between individual companies 1099 forms was confusing and the process could been better designed.

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.

The interface was execrable. I've been using TurboTax for almost three decades. Until this year, the software has been straightforward and easy to use with no issues. This year, I encountered multiple instances where TurboTax led me into software "roach motels" -- situations where I couldn't continue unless I entered a dummy value (after laboriously checking elsewhere to determine that the value didn't actually affect any calculations or the validity of my return). The final insult was the $40 processing fee related to refunds--I finally figured out (again by going to other sources) that it wasn't going to be applicable in my case, but would never have guessed it from the way the charge was described in the TT software. I'm guessing that you used an AI application to design things this year and didn't do sufficient human testing to verify usability. I plan to investigate other tax software next year. You need to fire someone.

I've been using TurboTax for many years, but this year I got no CD, and I found it very difficult to transfer data from the 2024 TurboTax file stored on my computer. I felt as though I was being forced, by your software, to use the online vs the desktop option. It took me hours of screwing around before it seemed to me that I was getting the same ease of use from the 2025 software version as I had become used to when using prior years CD based software. I will likely not be using TurboTax again.

Previous donation valuation tool was much more efficient and helpful. The current tool just released (late in the tax filing season) seem to be the same tool (same item descriptions) but made MUCH less user friendly. Big disappointment. Wound up opening last year's tool and hand transferring the data.