Excellent software. Very intuitive and step-by-step if you are a novice but it gives you the ability to skip the step-by-step if you are more experienced. The best of both worlds is that you can choose step-by-step for the areas that may be new or more complicated and skip it for the areas where you are more experienced. Nice integration of live tax advice and good detailed explanations within the software itself if you have a question about a specific line item or source of information on a line item.

For most part I like Turbo tax. Makes it easy to do your own taxes. I don't like a change they made to entering 1099 info. They made is much more cumbersome to enter this information. Must really want us to import the data. I also wish they had the option to not print complete ssn on printed documents. Or at least just show the last 4 numbers. I have to black it out on almost every page.

Even though I entered all the necessary info, Turbotax did not create/attach the forms needed to efile my state taxes. It needs to be sensitive to state requirements for itemized deductions when the standard deduction is used on the federal form. I had to generate a form myself and mail my state taxes, wasting my $10 credit and costing me another $10 in postal fees.

This year TurboTax changes deeply disrupted my productivity entering 1099 Div/Int/B with the UI changes. See https://ttlc.intuit.com/community/taxes/discussion/turbo-tax-2024-investments-display-window-changes/00/3444765 Seems many upset customers with this years unproductive and inefficient changes.

Would have given 5 stars except for the confusing "40 processing fee" when filing federal return, which after doing a google search was determined to only be applicable if deducting your state filing payment from your refund. When using a credit card to pay the $15 there was no additional charge. The instructions in TT were misleading, seeming like you had to pay $40 to e-file federal taxes - hence the deduction of one star. Otherwise we love this product.

I've been using TurboTax for my personal returns for more than 50 years. Normally I give it a five-star rating but this year I am only giving it four stars because of total cost and because the help regarding form 1095-A was a little vague and misleading which added an extra day's work figuring out what the form was for and if it applied to me or not.

I have generally found Turbo Tax a great way to do taxes. This year, however there were a couple of things that were annoying. The main one was when going to review Interest and Dividends and wanting to look at the drop down and I would have to continually scroll down to the section I wanted, instead of the dropdown keeping me right where I was.

I would given a 5 start rating but I cannot believe that TurboTax does not have coverage for Opportunity Zones. I did my kids taxes with TurboTax but will be switching to TaxAct for everyone going forward now that I am having to use TaxAct because they provide coverage for Opportunity Zones and TurboTax does not.

Always have trouble saving PDF file. Says there is a problem. Also have problem opening PDF returns that Turbo tax was finally able to save. Also, price keeps going up with no better interface. Next year there is a tax preparer in my town that charges $75 buck. I think I will use him and just drop my stuff off to him. Less headache.

All was pretty straightforward. Regarding estimated tax payments, your form/screen should make clear to NOT include estimated tax payments already included in the previous year's tax return. I almost had that amount added twice because it was not clear on your form that this amount of extimated tax payments was already included. I also do not believe estimated taxes should be labeled as "uncommon".