TurboTax Premier - Desktop stepped me through all the needed reporting topics, with lookup help available. One problem was with the 1099-R form, line 1 entry, where one of my statements has a zero value. TurboTax flagged the $0 entry as an error and would not allow the return to be electronically submitted. The TurboTax help advised to add a description note to explain the $0 entry. This did not make a difference with the error detection. I am not really confident that the AI chat help is a coherent dialog. User input must be very specific and exactly on topic to get a pointed response. Not the same as a live dialog with a customer support person. Rephrasing a question still gets the same reply.

After all checks and balances and prior to filing return, you make it hard to figure out how to just print to a PDF so that you can review all information before you go back and file electronically. You don't want to print all data, but you want all data in a PDF so selective print and review

Really like TurboTax for our rental property. Makes the filing simple. I haven't used any oher program so I relly don't know if there is another one out there that would save me $. It also allows you to do different things to see if submitting a different way gives a better return. One thing I would like is to better understand how safe it is to do the online version. Always worried about identity theft and always used the download because I don't like all our info "out there".

Have used TurboTax for years. It makes tax filling simple, especially the new computation for tax on Social Security. On the other hand, I was disappointed that I could not use windows 10 anymore. So, I had to use my wife's laptop instead of my old reliable desktop. Also, would have liked guidance on form 8621, but I suppose that's too rare for Intuit to support.

I have been using TurboTax for a number of years and purchased for my daughter as well. I would not be able to complete my return without Turbo! It covers all of the complicated computations regarding investments, capital gains, etc. with ease. I will certainly keep using TurboTax in the future.

This year the program was very slow to load up. The federal and state updates were also very slow. The estimates of time remaining were way off. The importing from brokerage took much longer than prior. Regarding the actual calculations, it took a bit research outside of turbo tax to understand some of the significant changes in tax law deductions from prior years. Overall, it was a long slow slog to get through the program.

2025 was, to say the least, a very agrivating experience. And I don't think Im alone in saying that. Firstly, I could not download TurboTax 2025. I had to request Support to download 2025. When I tried to pay the first time, it would not take the Expiration Date of my Credit Card. I actually had to uninstall Turbo, then get a Support Person to download Turbo 2025. There were other items which were extremely aggrivating with 2025.

We were unable to import dividend and interest data from our financial institution, Merrill Lynch, into the TurboTax software, spent more than 2 hours with TurboTax technical assistance and were still not able to resolve the problem. Also, we were unable to exclude the AZ tax exempt municipal interest on line 15 of the AZ state Form 140, Resident Personal Income Tax Return, from the total tax exempt interest reported on line 2a of the federal 1040-SR, US Income Tax Return for Seniors.

Turbo Tax worked well for me - it has for years. I was surprised to see that when I prepared my return, the wasn't any notification of the IRS form CP53E, wherein the IRS requests direct deposit information (Routing and account numbers). This is apparently the IRS' attempt to move away entirely from paper check refunds. I think that there should have been a paragraph on this in the section where the filer would possibly select a refund by check, to advise that the IRS is working to move away from the check option.

Overall, filing my taxes was simple and I was satisfied with the process. The one major complaint I have this year what at the end when trying to e-file my federal return. As in the past there are to options to receive your refund, mailed check or direct deposit. Unfortunately, I found out as of Sept. 1, 2025, the IRS is no longer mailing checks. I received a letter from the IRS that now I have to submit my bank information for direct deposit. The software needs to be updated to remove or notify that the mailed check is no longer an option. And now, it is a major pain process for me to get on the IRS site and submit my bank information in order to get my refund.