Contributions to a Roth IRA (post tax) account do not affect taxes as long as AGI is below the contribution limit. When this information is added into TurboTax, then the tax increases. As I mentioned last year, when you print your tax return using the PDF option, the password protection does not work. I can still open the file without a password prompt.

Very frustratiing experience. One screen tells me everything is complete, then later it tells me I need to enter more information. There is no way to blow past that error and no way to file without the information. AND it doesn't help you with what information shoudl be entered or where to find it.

I struggle with taxes every year. This year, I noticed changes to the deductible material-goods donations in that the drop-down box for pricing assistance was more awkward and inefficient than it had been in the past (and it was a bit cumbersome in the past). Also, some of the info that was downloaded from my financial institutions seemed to come across incorrectly and I don't know if that is a TT issue or LPL. Once I paid for technical assistance, I did receive help from a very nice gentleman and it helped me get through it. There was a part where it said I had underpaid my “estimated taxes” last year and there was a fine. I have no idea what that was all about as I paid thousands of dollars in taxes last year and I don't do ‘estimated taxes' (my financial planner takes taxes out for me except for dividend and capital gains which are unpredictable). Because my numbers for this year were all messed up at one point, it suggested I should pay estimated taxes moving forward and I signed up for it. As it turned out, after errors and duplications were identified, I wouldn't have needed to consider that but I couldn't figure out how to get back to that to undo it. I will have to work on that tomorrow. What I like is that I have taxes for each year on my computer, that I can get (pay for) live help if I get stuck.

The program is not as self-explanatory as it has been in the past. When downloading from my investment account in previous years the program only required one connection to the internet, in this version there was numerous connections one for dividends, one for interest, etc. I often seemed to be stuck in a loop downloading the same information multiple times

Form is easy enough to understand and work through, until I was trying to input my interest and dividends income in the federal tax section. In the past it has given me the option of logging in/ linking my brokerage account, but this year it kept insisting that I re-log into the intuit account. Also there are some janky components in this section that made it so if I were trying to get to a certain page, it wouldn't give me the option unless I followed a VERY specific sequence. I ultimately had to manually input everything for this portion.

Not good product for general tax filer, it is lot of flaws. it seems the product is created for some software person, and even software professional may have problem to use this product. Every time i open the product it not open on the same where i left. It try to sync the information to online, but desktop and online version is not sync properly and I always getting alert about filing is pending. I am not comfortable to use this product.

I've used TurboTax since its inception and have always given it 5 stars, but this year is a breaking point. The software has become increasingly unstable, with constant errors and failures when downloading financial data, only for support to claim 'it's not our website.' Worse, the decision to terminate ItsDeductible (mid tax year!) is the final straw. For decades, that tool made TurboTax worth the premium price; without it, there is no reason to stay. It is genuinely difficult to walk away after all these years, but the program has simply lost its way.

I was disappointed that the system would not calculate my 2024 Social Security Adjustment payment. I had to do a good bit of research to figure it out before I could file. Also, it required me to research my 2024 Spousal Tax Liability adjustment, another time consuming effort, even though I was able to import my correct 2024 Turbotax return.

I've been using this product for 20+ years, and every year they try o make cute little tweaks, assuming that people are stupid. Maybe they are. There are endless pages that you answer "no" to, and when you go through a section those questions still pop up. There are lots of little glitchy errors. The "mark estimated" option appears to no longer exist. This was great if you didn't have some paprwork handy but didn't want to stop the whole proess to look for it.

You make filing split tax returns difficult to accomplish. When you owe nothing in state tax return and you want to file fed by e-file and state by e-mail your program is hard to get accomplished. I had to go through the whole filing process to get my state e-filed and forced to pay the $25.