For over 30 years, my go-to tax prep software. Handles many situations and forms effectively for personal and business returns. Customer support is excellent. Each release has numerous changes to the data entry functions, most are great, some are cumbersome. For example, Release for 2024 taxes includes a new step-thru selection process for 1099-DIV, 1099-INT, K-1's, even in "I'll select what to work on" mode. For example, it does NOT display a list of K1's from last year's return to select from - and you often get K1's at different times. Also, not all relevant fields are show in the summary list of 1099-DIV and 1099-INT that have been entered, so you have to go into each one separately to see them (e.g., US Govt interest on 1099-INT and US savings bonds 1099 from the Treasury).

Overall, I have been very happy with TurboTax. However, this year I had a bit of difficulty with the e-file. I downloaded the 1099-INT and the 1099-DIV directly from Edward Jones. When I tried to e-file, TurboTax notified me of a problem with these forms. The zip code of my address was supposedly not formatted properly. Except, when I checked it, it was formatted exactly as it was supposed to be. I had to file by mail instead. That was after I had already paid $15 ($25 - a $10 discount) for the state e-file. I am not sure how that will work out yet.

User interface was much more awkward than previous tax year. Tried to download tax forms for two accounts from a brokerage, and it always deleted the other set of forms. Very difficult to review all 1099's that have been entered because you have to select and expand each one - there is no easily available summary.

Error message "Hyrdied is marked as estimated" is very confusing. It should be changed to YEAR DIED. This happened on two different inherited IRA forms and took hours of my time and that of two staff at the TurboTax help line to figure it out. Also, the value was not in italics or a different color, so it was not clear where the error was. Thanks

After many hours of work, I had all my forms finally (!) completed and pushed to file it electronically, only to get a message that it couldn't go through and was told I needed to update the TurboTax software. I asked through the message box how to do this, and was told to quit the application and restart. I followed the instructions, and discovered that all my information was lost. I had to painstakingly re-enter all my information. It's painful enough to do your taxes – to have to do them twice is a nightmare!

The desktop version has always been easier to use and jump to forms, but some changes this year have limited that version. TT does not handle well the foreign tax credit when more than one country has data from brokerage. I had to pay for the tax advice to get this done and still was cumbersome. I may have to look for another program next tax season

There's always something that doesn't work. I owe $1600 federal tax and Turbotax says I need to pay estimated tax of over $6000 in 2025, that's WRONG. I work from home and pay estimated local tax to RITA. Form 37 doesn't work correctly. It says I owe almost $3000 in local tax. When I entered the tax I was obligated to pay Form 37 didn't apply it to my credit.

It gets the job done. Usually in review there are errors that I have to figure out what it needs on some line in a form, I thought that is what the software was for. Also, It is very very annoying that EVERY time I open the software to work on taxes, I have to wait through 3-5 minutes for updates. The software should be done when I buy it, why does it need to update every time I open it.

TurboTax download worked well. My only problem this year is my credit union does not participate in the 1099-INT download program. I was trapped in the program looking for the button to allow me to manually input my 1099 info. I eventually entered my info after some digging.

Why your products dont communicate with each other is besides me... And that I can't access the returns I filled from years past is lame (since I switched to the desktop version). Quickbooks doesnt output TXF files? Wow. Let's keep making things difficult and inefficient.