I've used TurboTax for years. Very satisfied. However, this year it was really frustrating completing the State Tax side. When I did the state review for Idaho, there was something to be filled in on one of the state forms. When I opened the form, I was not able to get back to the Step-by-Step. It kept routing me back from the beginning--so even though MOST of the previously filled in amounts were there, I had to answer about 15 questions repeatedly (that is, each time I attempted to go back from Forms to Step-by-Step. No fun!

Not my favorite software and not my favorite activity to be doing taxes. I am not thrilled with TurboTax. The interface looks like something that hasn't been updated since Windows 95. It's a bit clunky. I used it because my brokerage account gets complicated and (after significant effort disabling browsers and turning pop-up windows on, with no guidance from within the software, but rather looking up problems other people are having) it's useful to be able to have that part done automatically.

Turbo Tax has gone down hill over the last few years. I have been a user since its inception. I am not happy with the screens for adding dividends, interest and stocks. These used to be separate and generally easier to enter data. This year my submission failed because the IRS was requiring pins from us. Why did'nt Turbo TAX alert me to this requirement before I submitted the return. On one of the last screen there are 5 digit efile pins but the one the IRS wanted was a 6 digit pin and both myself and wife had to acquire those from the IRS. and search within Turbotax to enter those, never prompted. I really should be giving TT a two star review instead of 3.

I have used Turbo Tax for at least 10 years, and up until this last year, the interface was virtually the same. This year the interface changed requiring me to search more than in the past. Also, losing the 'It's Deductible' reference was significant. It forced me to create another methodology to calculate the donation deduction. Please bring that back if possible.

I have been a long time turbotax user and familiar with using the software. This year my return was more complicated by the sale of an out of state property. I found TT to be vague to the point I needed to use an external AI product to figure it out. Also, it let me pay to efle a state return and then wouldn't allow the return to be processed. The process for requesting a refund could not be more confusing. This may be the last time using TT, will let others know as well

I've been using Turbotax for probably 20 years. Last year, when I filed my 2024 return, you estimated a $1216 State Tax refund. Several weeks after filing, South Carolina Dept of Revenue came back and said that was wrong, I was only due a $309 dollar refund. I didn't argue wit them, I looked at it and they seemed to be right. That is the one mistake that has ever come back to me. I do appreciate how you keep track from year to year of capital gains and loses.

There is an issue this year with how QCD disbursements are being reported by Financial Institutions. On the 1099R the financial institution in box 1 is reporting only the net amount (RMD-QCD). Turbo tax asks for the amount in box 1 and then ask later what your total RMD is for the year. Turbo Tax then treats the difference between the RMD and the amount reported in box 1 on the 1099R as failure to take the total RMD and subsequently treats the difference as a penalty and assess a penalty tax on it.

Overall, I give you a A Minus. Some of the screens dealing with IRA's and Annutities need to consolidated. Asking the same questions about disaster relief over and over is irratating. Our 1099R from OPM did/does not have a box 3, but Turbo Tax keeps treating it as an error. I had no value for a box 3 entry. This needs revising. It seems to me you use an excessive amount of worksheets for the forms that are actually required to be filed. It would be nice if you provided an advance look for the following year without having to regenerate a new return.

I believe TurboTax has accurate and omplete computations, however, the program continued to give me a "not-responding" message. This occurred too many times to count and sometimes lasted as long as 5-6 minutes. It's not my computer because my computer is new and powerful. If it's my ISP, thats beyond my control. I don't have any other answers.

I use a CPA every year to confirm my filings even though I'm taking the standard deduction. For $50 it's worth it and I sleep better. The software is easy t follow though since you can import almost any investment bank or broker data and the program inputs it in the right places why bother to do it yourself. I've used the desk top version since 1996 because I want to see the forms as I fill them, not just at the end.