I reached out to an expert named Doug. Doug was patient and researched and answered every question I had. He spent a lot of time with me and never made me feel like he was in a rush to finish with me so he could help someone else. I was relieved when I finally submitted my tax forms and felt supported through the process. Thank you, Doug!

We've been using Turbotax for several years now. Overall, it's fairly easy to use and seems to do the job just fine. My biggest frustration is at end when you're just about to file and you have to enter in your information (bank accounts, etc) several times for the federal and state filings. Seems like this part could be streamlined to make it easier for the user.

I do not have the option to refuse audit defense. This railroading has me going to a different tax software of provider in the future. As it is I have to file a paper return because you have me locked up in a never ending circle of purchasing your stupid support. I know AI will ignore this and you don't even respond to anyone asking these questions. Your support on how to refuse the audit defense is not accurate and it's a scam.

Worked in a comprehensive manner without the need for additional assistance for the most part. I did get hung up on importing data from Merrill Lynch as I selected the wrong line. The agent walked me through that. There was the issue with California involving Line 76. Just had to insert IRC 1362 or something like that. Think it is a glitch but maybe harmless.

Having been using TurboTax for few years now, it's quite supportive with the features of walk-through step-by-step and the check for error are very helpful. The matching with the forms are very accurate and very compatible. The downloading of the software and communications with the IRS and states for transmitting files, and the online payment are very convenience.

I was deeply disappointed that TurboTax would only run on Windows 11. My computer could not be upgraded so I spent $1000 to buy a laptop. I did not like the changes. I was confused at how to download my information from the Merrill Lynch site. The program kept asking me if I wanted to download from QuickBooks or some other file. I finally stumbled on the correct way to get to the site. I think there should be a number to call if you're having trouble navigating the software. (Is there?) I was disappointed that when I could not figure out how to subtract my before-tax charitable contributions from my RMD, my only option was to submit that question and have another user answer. In summary, I can figure out how to calculate my taxes, but I always have some frustrations using the software. I don't need a tax expert, but sometimes I would really like to talk to someone who understands the software. I did manage to get through it.

My only issue I had - my 1099-R has the amounts in the "1. Gross distribution", "2a. Taxable Amount" and "9b Total Employee Contributions". I should not have to go through the "Simplified Method" screens. I know how much per month is non-taxable. Turbotax should take the info input. Only IF the 2a amount is NOT filled it should it make you go through all those screens. This was my first year with 1099-R. Bottom line: IF form 1099-R has ALL the info needed please do NOT make people go through the screens. It caused some issues and took too much time.

I will NOT be able to finish the return without extensive help and constant consultations with ChatGPT. There were numbers of issues, answer/choices selections, etc. that were difficult, especially for a novice /senior user. The internal help was useless!

The UI/UX on this version of TurboTax was terrible. It started off by constant reminders to do taxes online. I don't want to! The section on income/investments was confusing and unclear as to what was done and what needed review. The app constantly threw modals up asking for feedback. Just stop. Also, the typeface and leading were terrible small/tight and not adjustable.

Turbo Tax is overall a good tax perpetration my experience over the years has been taxing with the downloads freezing in mid process. This year it was good quick down load and as usual the install took some time but that is a given with the software. I can not speak on compatibility because most of the inputs except financial down loads are manual. Have not used any other tax soft ware ex. tax act so I can't comment.