I prefer to have my own copy of Turbo Tax CD but, I understand your reasoning to protect against abuse. That being said, the benefit of having Turbo Tax files being maintained via internal storage allows me to retrieve my file should my computer become corrupted.

Still a great way to do your taxes on your own unfortunately the workflow to mail in your state taxes has become convoluted and looks to push people into spending money to file state returns for a fee. Now you have to go back into the program and change a setting from e-file to File by mail for your overall return and then the option to file by mail is shown. If you have e-file set for your federal taxes then the only options given for your state taxes is 'E-file my state return now' or 'Do not e-file my state return now, I'll do it later'. If you print out the returns with it set to e-file then your instructions on the state also change to not show where to send the return and marks on the form that you filed it electronically which is not true. Go back to the old workflow. This is a bad customer experience all because of an attempt to get people to e-file state returns and bring in more revenue for Intuit.

TurboTax is fantastic. I have some brokerage account transactions that require a lot of tedious and error-prone (for me by hand) data transfer. TurboTax takes care of that for me flawlessly. The ability to link to my brokerage account and transfer data, select the correct forms, fill it all in - that is HUGE! Thank-you very much. And e-filing is huge - an awesome convenience. I am sure the IRS appreciates it too. The paymenrt options are great too. Why did I have to click to reveal more payment options for the state payment options? I am in Idaho. Did not like that.

Although this is my first year as a full retiree I did note that not having feedback on W-2s was strange but I was able to navigate the return process using only retired (1099) figures and data. Also, my 401K fiduciary changed before December 2024 and sent me Required Minimum Distributions (2). I had not withheld State withholding, so I had to deal with owing additional taxes to the State. Turbo Tax (and probably other Intuit products) could implement some cursor over or separate linked webpages to provide info for retirees who are navigating new IRS forms and rules for the first time. Luckily my case isn't complex so I was able to figure out what needed to be done. I did reach out to the Help Center for questions about paying through using my Federal refund. In the end I elected to use my credit card, which went well with the TT software.

After many many Turbo Tax filings, we are pretty comfortable with the straight forward format of the software. The downloadable feature from financial institutions works excellent. I also like to start another return called tax planning, and I run through different situations to get ready for next year. This software is invaluable for transition to retirement with all of the what/if scenarios. Thanks Turbo Tax.

I feel strongly that we should be able to speak with a tax pro without purchasing your additional service. Your information sheets didn't answer my questions. I had to go elsewhere and so much time lost and could have been answered with a simple response. I have been using TurboTax for almost 30 years

You still are totally incapable of handling a ton of transactions to be imported. Options traders generate lots of transactions and I have to enter this info by hand because you estimated that I owed OVER 5 TIMES the amount I actually owed. You do not include Form 8283 so I can't efile I have to print and mail it. Why bother using Turbo Tax then? You really don't have a good product for even a moderately sophisticated investor.

I have used Turbo Tax for years. I tried to save money this year and bought another tax software product. Big mistake. It was not the same experience. I wish Turbo Tax still included the disk but I ended up buying it anyway just to make sure my taxes were filed correctly with confidence.

Turbo tax continues to try and nickel and dime their consumers to paying for more services that you think you are paying for up front. Buying this is supposed to allow for the ease of use for Rental properties. That could not be further from the truth. It wants you to pay $60 for tax advice, $45 for audit defense, and $25 for state filing which is free through the state.

Excellent product. Easy to use and cost effective. The marketing is a bit slimy as it implies a state e-file is included in the premium package but they still charge you $15. I've tried other tax software packages over the years and none are as easy and straightforward as TurboTax. I highly recommend TurboTax in spite of their marketing efforts.