The software only lists "what should be" filled in; but I wish it would have told me "how" to fix the error. Or, at least, tell me "where" to locate the original source of the error. I paid $60 for help; but the help did not help me to solve the problem.

I've been using Turbo Tax for 20 years now. Once you use it for the first time you will appreciate all the information that is carried over the following year. I have numerous investments so I must use the Premier version. I use the import feature for my investment statements which makes a world of difference. I will say though if you are someone that likes to play in the gray area's for the tax codes you may find Turbo Tax frustrating. If not, the software if very thorough.

CA 540 (EasyStep) could be more automated; specifically, Cap Gains Carryover could have automatically pulled figures from referenced Federal 1040 and done calculations on CA540 Cap Gains worksheet. Also, would be nice if TurboTax could pull "Income from Government Securities" from info provided by my brokerages (-- instead of having to download info as PDFs from my brokerages, then manually look up and calculate percentage of income derived from Govt Securities for relevent mutual funds).

In some instances, the amounts to input and the TT sections to use are not intuitive. Also, considerable problems/difficulties were encountered with the entering of Foreign Pension payments - work arounds were required and this needed much research. Also, TT doesn't pick up all foreign income in the calculation for the utilization of Foreign Tax Credits. Specifically, it does not pickup foreign income if that foreign income does not have Non Resident Withholding Tax associated with it. As with foreign pension income, work arounds had to be developed.

The experience was good although I have trouble with compound questions like did you do this and this....because if one is no they both are....and that always makes me nervous. I had a great deal of anxiety because I had gotten used to using the CD (that is what I learned first) and I am a disaster with the computer...more so as I get older. I would have preferred just paying the $10 more up front...as it turned out I was able to call and get some help but it makes me nervous. I am taking care of an invalid parent and this just adds to the anxiety and stress I feel. I may soon have to take the taxes somewhere because it is stressful and my taxes aren't even that complicated.

As a TurboTax Advantage member, I was supposed to pay only $20 for my state filing. When I went through the process, my state filing charge was $25. What was I supposed to do at that point? Not file my state return? I paid the $25. I do not like being misled - especially by a tax prep service.

The Turbo Tax program has become better every year. When I first started using MacInTax in 1998 I had to be very careful not to make any errors inputting my data because making corrections was painful. It was very difficult. Today, we can even use a "what if" strategy to help make decisions before December 31 and it's easy to do. There are also checks and balances to help reduce errors which is helpful. Love it!

this year software was confusing. I use the auto download feature for banking and was terrible. It had several lines of data from one bank. It would have been easier just to use the 1099-INT from the bank. When you click the review button, it wants to download again. It doesn't acknowledge it was successful in downloading your data. Nor can you review it as a summary

I have used TurboTax for the last several years and loved it- never had any issues. This year is another story. There were times when I would select the return i wanted to work on and I would get an error message 70001 " Already Running Under Another Account" . i would reboot, start up turbotax again, click on the return i wanted to work on & would get the same error. Just so frustrating when i was only running one Turbotax.. after a couple hours of struggling, the error message finally stopped showing, so i could get on with working on my return. the second big issue was after I saved my return and exited TurboTax for the day. Started Turbotax 2 days later and select the return to be worked on, a window would pop up saying loading the return, at the bottom of the window it said something about this taking longer than usual and then that window disappeared. and then turbotax aborted. so i rebooted and started turbotax again, selected the return - same thing. i repeated that sequence several times, and FINALLY I got to my return to make a couple of changes. and then my last issue- e-filed my returns. in an hour I was notified that both e-files failed. I brought up TurboTax, it showed me that both e-files failed and had a button to click on for each return- the federal and state. i clicked on the one for federal and it told me my IP PIN was missing. & it told me where to update it. I don't recall TurboTax having ever asked me if I had an IP PIN. I did fill it in. There was no way to go back and see why the state e-file was rejected..I e-filed both returns and my federal return was accepted this time. Usually my return takes 2-4 hours using TurboTax, but due to the issues with Turbotax, it took me about 11 hours this year. And the stress of each issue and wondering if I was actually going to be able to file my returns was extremely stressful - and my blood pressure shows that. so that's all the negative. on the positive side, it did import information from last years taxes, so my capital loss carryover was easily able to be used.

I was extremely unhappy with the overall experience this year. It did not take my initial registration and I had to perform these steps EACH time I accessed the software 3X this year. The first pass I could not connect to Schwab and your software gave a crap error of internal server error. THIS IS THE ONLY REASON I USE YOUR SOFTWARE!!!! For the first time in many years I will consider an alternative for 2026!