I have been using TurboTax since it was called MacInTax. I prefer to do my own personal bookkeeping (Quicken) and taxes. ... and I really really really prefer doing it on my Mac rather than online. The ability to download my brokerage accounts is huge help. Schedule K-1s for publicly traded LLCs are a huge pain to do by handout maybe soon

As always TT simplified the tax prep process. This year I hit a couple of issues but managed to work through. (Example: I had manually add my CHET contribution to my state return (CT 1040) -- maybe I missed a question or a bullet on higher education contributions.

all went well, but do not like the Interest Dividend and Investment approach this year. While the accounts are organized by bank, that accounts do not show an account number, only a total value. It would be nice to have an account number or reference number to to use for referencing each individual entry, rather than $ value. Also payment for the $35 electronic submission does not allow credit card months greater than 9 to be used on windows desktop version.

Copying & pasting bank information saves mistakes, and saves time. Sending one state return included is the decent thing to do, not nickel & dime us and make us use a reddit card if we do not get a refund from rhe Feds. You should make us want to use you and recommend you, not make things worse, these taxes are enough agrivation We cannot recommend you any longer.

This year's software was awful. Screens were frequently skipped over and if I didn't know what I was already doing would have never known to go back. Information was imported correctly from W-2's or banking data. I was asked questions about last year's return when my previous year's return was already imported. I could go on and on about all the errors this year but the tl,dr is dont attempt this software unless you have some background in doing your taxes

I find this app to be overly cumbersome to use. For example, as I work through the various sections why on earth do I have to scroll all the way down, every time, to the next topic. When I complete one topic return me to the next one! I file MN. That is the very worst set up you've got going. Trying to verify that you've got everything and gotten it correct requires patience, experience in taxes, knowledge of what is or isn't necessary.used i Every year I say no more but because I used it the previous year[s] I don't want to lose what is populated and the year-over-year comparison.

2025 TurboTax Premier program not nearly as user fredly as previously. Montana State income tax could only enter 1 Medical Savings Account and we legitimately had 2. Worked with Turbotax help and hy indicted the 2025 program did not support 2 MSA accounts. Turbotax last year did so why not 2025. Not happy.

The changes in TTax 2025 were awful and not user friendly. The inability to use WIN 10 to run the TTax program was also indicative that Intuit does not care much about the user. The repetitive attempts to sell add on services - like Audit Protection, is obnoxious.

I switched to MAC this year from Windows. The problem I had was updating the program before transmission e-file was accepted There is no update on the menu so I downloaded a new Turbo tax program, transferred my return to it and then was able to file. Also there was no forms menu as in prior programs on Windows.

In the Miscellaneous Income section, I indicated that I have no debt to pay pack or to deduct. Yet, a few pages later, TurboTax asked me to tell it about my canceled debts!!!??? Huh? I indicated earlier that I have no debt. But in this page, it gave me 2 specific year to choose from (2020 or 2021) to tell it which PPP loan did I receive and was forgiven. WHAT??? What PPP loan? I never took out nor received any PPP loan!!! Worse is that I have to choose one before it allowed me to proceed. So I back tracked and see what I did to have TurboTax prompted me for my non-existent PPP loan. I ended up getting out of this section and skipped this particular portion in order to proceed.