I have used TurboTax for several years to complete my personnel tax forms. I continue to use TurboTax because the software continually updates itself. Sometimes this is annoying when you are eager to start filling out your taxes, but I like the regular updates. It gives me peace of mind that i am not using outdated information to fill out my tax forms. The format has stayed consistent each year unlike Windows and other providers who feel the need to change everything they possibly can each time there is an "improvement " made which triggers updates.

I usually don't have issues with Turbo Tax, but I use turbo tax to file taxes for mine and my children (minors). My return was rejected and it still counted it as one of the five allowed transmissions, because of this it wouldn't let me re-transmit because I exceed the allotted amount of usage. Since this was a rejected transmission I don't think it should've counted and the re-transmission should've been accepted.

I most needed turbo tax early, - end of December till 15 Jan 2026 - in order to determine my tax liability for lump sum distribution of Social Security. Turbo Tax was not updated for key interfaces until end of January 2026. But the Federal Tax IRS information was also not complete as late as Jan 21, 2026 for IRA Distributions. Turbo Tax would not allow partial inputs for key elements in attempting to manage my liabilities for 2025. I framed my taxes manually early January in order to pay 4th quarter Tax payments. Early April, I returned to Turbo Tax and updated to finalize tax filing for 2025. The software hung up on the previous inputs accomplished in January. I completed my taxes manually. After complete, I started Turbo Tax over with a new file and it worked smooth. Generally the flow was good, with notes, recommendations, and explanations. Not having the forms available during the program made it difficult to follow some of the instructions. Bottom-line, Turbo Tax provided a good backup to my manually prepared forms.

The 1099R filing forminformation could be somewhat cleared. My problem stemmed from having 2 IRA's, but taking the total tax payments from only one account. So when I entered my distribution information from the 1st account I took no actual money from it. In entering the 2nd IRA distribution I added the total amount of both account distributions, instead of just the amount of the 2nd accont. I therefore increased my distributions by the amount of the 1st IRA, as well as my total income. Hence, I had to file an amendment to correct this error.

I have been using TurboTax for a very long time. I think it does a good job of transferring last year's tax information which saves time. However, given that I already pay a large sum of money for the use TurboTax, I strongly feel that electronic filing for the state taxes should already be included. I could understand if the system limited the use of the electronic filing to one use, but electronic filing would be made so much simpler if the cost of e-File for states would be a major advantage over any other method.

TTax still makes 1099-R's confusing when 2 people have one or more each. You have to research your account number to associate it to which person when it shou know when you import it based on the account number and name. TTax should know the Capital Gains threshold for State reporting - and stop trying to push State filing down our throats when it's NOT REQUIRED. IF TTax can save our SSN's for annual review, why can't Driver License be remember and just reviewed as well? You know if a license is expired based on prior entered date!

I have been using Turbo Tax for about 20 years, and I will say that it is very easy to use. If you do not understand something, there's a helpful topic list, and help center to assist you. I only gave it 4 stars because sometimes you have to go to the form and override the information and input it in yourself. Other than that, save yourself some time and money by doing it yourself. You might just learn a few things about taxes that your tax preparer never mentions.

There is an error in your New Mexico State tax software. New Mexico changed their law effective January 1, 2025 that no longer allows a deduction of 40% of capital gains. Your software is still giving that deduction. It is causing a huge disparity. The 40 % deduction is only allowed for capital gains related to the sale of a New Mexico business. I'd suggest that you fix it quickly. I will have to use another service or file directly myself with the state. Unfortunate.

I would give it 5 stars if it were not for the fact that Turbo Tax still forces you to create and then dele a Schedule C form when you enter a 1099-Miosc for Other Investment Income. This issue has been around for at least 4 years. It would be great if you could fix that. If you do, 5 stars for next year.

I was unable to file my State Return in the online interface. I finally had to open the app which was I glad I had downloaded. I knew how to use because I had before. Finally my State Return went through. You need to fix the online interface for state returns. It sucked.