The software is already expensive, yet almost every additional step costs more money. First, you pay for the software itself. Then each additional state return costs extra. On top of that, TurboTax charges separately just to e-file each state return. It feels like constant nickel-and-diming. What’s even more frustrating is the 3 state e-file limit in the desktop version. If you have income in more than three states (which is increasingly common), you’re forced to either mail returns or find another workaround. This limitation is not clearly emphasized upfront when purchasing the software. To make matters worse, the software provides very little guidance for paper filing when you exceed the e-file limit. There are no clear instructions, checklists, or mailing guidance integrated into the process. For a premium-priced product, that’s unacceptable. Will not use for next year.

Software doesn't change much year to year. I tried to do my taxes manually and a year I finally had to deal with a limited partnership, I gave up after 4 weeks of frustration and had to return to Turbo Tax. I had tried H&R block one year way back and found it deficient, so I haven't tried anything else. I found bugs this time again... percentages did not carry over to a worksheet from K-1 inputs, difficulty with K-1 inputs, notice that a certain form would not be generated from K-1, amounts not carried over from K-1, '.01' IRA distribution amount issue, and finding answers or help to questions is always a pain. Interface hasn't changed that much over the years and the walkthroughs are always helpful. I wish there was like IRA cost basis and other tax tracking summarreporting available in the package. efile submission is very quick and straight forward now, though it does not make sense to have to type in name/address information over and over. i did not like the organization of online help this year and thank goodness for Google's AI's ability to generate answers to questions.

Turbo Tax worked well for me - it has for years. I was surprised to see that when I prepared my return, the wasn't any notification of the IRS form CP53E, wherein the IRS requests direct deposit information (Routing and account numbers). This is apparently the IRS' attempt to move away entirely from paper check refunds. I think that there should have been a paragraph on this in the section where the filer would possibly select a refund by check, to advise that the IRS is working to move away from the check option.

I have been a long time turbotax user and familiar with using the software. This year my return was more complicated by the sale of an out of state property. I found TT to be vague to the point I needed to use an external AI product to figure it out. Also, it let me pay to efle a state return and then wouldn't allow the return to be processed. The process for requesting a refund could not be more confusing. This may be the last time using TT, will let others know as well

Edward was awesome! He was very helpful and thorough. He was polite and spent time to review the situation and help us through the process. It was nice to be able to have a good experience with someone who was knowledgeable and professional. You should hire more people like Edward!

Gets the job done. Few nice features that can be present are comparing Married filing jointly vs Married filing separately. And the ability to upload PDF forms for 1099, 1098, etc. I don't understand why the desktop software can't do it, if the online version can do it.

I will be actively looking for opportunities to ditch turbotax next year for your unethical business practices. I purchased premier desktop with a $25 fee for state efile. When starting it prompted me to select online and said it was free after finishing, to file would have cost me 270 dollars. So I went to desktop and was unable to import my completed return so I redid it on desktop and when I went to file the option to pay with a card was not working (probably a turbotax policy) so I had to pay an additional $40 to use the refund to pay and amazingly that worked, who would have thought. I think there are now better options than turbo tax.

There used to be a table that you could use to calculate the value of items donated to a charity. This year I could not find a table. The only option I found gave values only. Very, Very difficult to use. You could not search by the simple word "dresses". The options in this search section were very limited and did not include all of the individual type of items donated. Using this search and finding any kind of value cost took an extremely long time to use and then were not able to find the information needed.

I normally input data using the "Choose what I work on" menu. Just before filing, I check my work with the "Walk me through everything" script. Unfortunately, I had already filed before I noticed that the software had dropped my "5695 Residential Energy Credits" form from the package. I have a before printout, so I did not imagine this. I remember this sort of thing happening in the past as well. There seems to be a discrepancy between the two input methods. Thought you should be aware of this and warn the user. Thank you.

VA State return never asked me to indicate when income was earned, since I am retired and my only income is Social Security (not taxable in VA) and IRA withdrawal/rollover to Roth, all my income was in December. As I had a late payment for September, Form 760C was filled out all wrong. I had to find the form and correct it to show taxable income was al earned in December.