I have used TurboTax to file my individual Federal Income Tax Return since 1990. I do not know what I would do without TurboTax. Returns have become so complicated that I would probably need to hire a CPA to do my return if it weren't for TurboTax.

When I filed my 2023 taxes using Turbotax, you failed to electronically send Form 5121 (City of Detroit) to the State of Michigan. This resulted in me having to do your work and manually send Form 5121. And then it took the State several more weeks to resolve the problem. Shame on you for allowing such a mistake to happen and cause me stress and writing a letter to do your work. Please refund me the electronic filing fee of $25 along with the cost of a postage stamp. Please make sure that this error does not happen again this year.

First time filing as a retiree, TT worked fine except for the ira deposit of $8000, i put in $8000 contribution in an IRA for me then $40000 for my wife, my refund was about $12000. Then i changed my wife's ira contribution to $8000 and my refund was $12600. Why would a lower ira contribution yield a higher tax refund? * I want free e-filing for state taxes!!!

2024 does NOT flow as easily as in years past. The way Intuit changed the way we have to enter 1099 Int forms is terrible... Also according to the State of Colorado, a tax payer who has deducted cash charitable contributions UNDER $5000. does NOT need to submit documentation. But, Intuit wants to include the submittal form with the return.

Need to provide the full breakdown of all the calculations during the entire process so the user can go back and review in detail if needed. Also, when use revisit a section, the previous answer and yes/no options should be already set clearly and allow the user to select continue without having to select the answer again where a mistake might be made.

The only problem I have is that I do my son's taxes for him also on Turbotax and TT only saves the files in the name of our surname and first initial. His surname and first initial are the same a my husband's so , when I try to retrieve last year's forms, I cannot tell the difference. Please allow more identifying info in the titles of the returns such as the whole name or several initials.

form by form - new entry method for 1099 investments is overly cumbersome and un-necessarily time consuming. All entry types for a specific broker should be able to be added on one screen. Data entry prompting and Help for determining basis or entering basis adjustments for sale of 2nd Home were non-existent.

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.

One suggestion: after e Filing I need to print forms for the Feds. For me I had to attach Form 8949 - two copies. Why didn't the software include those forms in the PDF I needed to print as a follow up for the e-file? I had to go to FORMS VIEW, find the forms, then print the forms from "inside" the data capture process. The software knows what forms need to be printed, it marked the "check box". Why do I need to do what the software already knows how to do and where the data is located?

I have been using turbotax for at least 15 years. and it has been great. The connect to expert is a great feature and very easy to use. The whole UI is well organized and easy overall. But this year the UI that lists all the different items of wages and income is VERY Bad. My wife and I have separate accounts but in the same financial institutions. It was very hard to figure out how to name them so that I can make sure every account is listed.