I've used Turbo Tax on Mac for several years. The 2024 premier product is just OK- the new format for entering interest and dividend income was meant to be easier, but just introduces extra clicks without really simplifying the process. Then, while filing, I hit glitches with the keychain access. Finally got that to work, then it wouldn't print my return, nor the paperwork I needed to mail in supporting documents. It kept saying the program needed 2-3 minutes to prepare the forms, but it never did. I've tried going out of the program and reentering, but no go. It should be simple to print forms, but I'm still waiting.

In general, massively helps slim down tax filing every year and is especially useful for highlighting boxes I missed (e.g. CA use tax) that would have otherwise flown under the radar without auditing. There's a lot of data collection particularly on what is ostensibly the splash page of the application (a direct button to create a new form would be a lot better - and as a yearly customer I've already filled out that form, whatever information you require from me for news/updates you already have, come on!) A particular pain point this year is that the e-file Intuit charge has to go through an Intuit account. Generally speaking, the app does a good job of suggesting creation of an individual Intuit account to streamline the process while not making it a requirement - bar the final step which requires an account and credit card just to view the billing statement. But even looking past this, the payment portal itself is somewhat out of date and requires direct plaintext input of credit card information, commonplace online but becoming more and more outdated as the years go by. It's also a risk factor for tax filers operating on insecure networks. It would be great if future versions of Turbotax supported payments via digital wallet, to guarantee long-term data security.

Good product. Easy to use. However, hard to read screens as type is too small and no ability to enlarge. Also, following calculations on worksheets is not easy. TTx adds & subtracts items without "showing its work". It takes some effort to be sure each item is accurate. Requiring people who do this survey to agree to "terms & conditions", including indemnifying Intuit and authorizing Intuit and its third party service providers to use my name, email address and other contact information for marketing purposes is outrageous and disrespectful. I complete this survey to help Intuit improve.

been using TurboTax to do tax returns since 2010. this has been the worst experience. the Step-by-Step was awkward in several spots. And its challenging to report any software bugs. The biggest problem I had was that the software did not handle required RMDs from an inherited Roth IRA correctly. The step-by-step did not ask for what the required RMD was. the back end calculations put in a made up penalty for not withdrawing the RMD...which didn't match any amount. I spent several hours trying to figure out what happened. and I had to solve the problem by going directly into the IRS forms to fix it.

Very bad. We have been using Turbo Tax for many years and this is the first year we have seen the package make mistakes. Further. after four telephone call, no of the staff was able to correct the problems. We had data that was not entered, data that was not transferred from input sheets to forms, and other problems. Too exhausted to continue this.

For the most part, Turbo Tax is a fine piece of software which covers most situations. Those it doesn't handle properly, however, remain year after year. As an example, Bond interest for "Agency" bonds are exempt from California State tax - but TT shows them as taxable in CA, and has done so for years despite a large number of complaints. It would be a simple fix, but they just don't. Annoying, but possible to create a workaround.

I have been using Turbo Tax for over 20 years and it is easy and very accurate. Especially once you have used it the prior year as it gives you a comparison to the prior year line by line so you know if you have missed something or so you can see things that have changed

Overall TurboTax is good. I like that it compares info to prior years, which helps to show changes over time and also to identify potential missed info. However, there are major bugs in the questions related to charitable donations of appreciated securities. Info from answered questions does not get entered at all on the actual return. Even though you can list multiple donations for a single charity. Don't do it, because you will get a default 20% limit on the donations. You have to enter each donation as if to a different charity in order for the program to work. Online help from TurboTax was helpful, although they had not seen the issue previously. This bug should not exist.

Service was excellent, had to talk to a Turbo Tax rep and he was great and walked me through the process i was having trouble with. I really prefer using the floppy disc, initially the system would not collect the info from my turbo tax file from 2023, but it finally did when I started the process over from the start.

1. We had to go back an update program before eFiling..that is a frustrating process with not clear instructions. 2. Could not print our tax forms from the TurboTax program. We are working on a Mac and after several tries including using the File dropdown, Print did not work. We did talk to an agent who also gave us a 'workaround' to save to a pdf. We were able to save to a pdf, but never got the dialog box indicating which forms we would like to save. The 3 choices of Tax Return Only, Recommended Forms and Worksheets, and All Forms and Worksheets never came up. I now do not know which one printed in pdf. I would like to note that this has never been a problem in previous years. Agent explained that this was a known glitch for this year and just hasn't been fixed yet.