There was something odd about how Turbo Tax calculated my Connecticut taxes. Maybe it's on Connecticut, but I had worked half the year in NY, as a NY resident, and the other half in a hybrid arrangement in Connecticut, as a NYS resident (CT non-resident). Yet CT wanted to use my TOTAL (Federal) AGI as their initial basis for my CT Income tax. I had to manipulate the numbers until it was charging me CT tax on my legit CT income. That, or I totally screwed it up.

I've used TurboTax Premier for my federak and state taxes for ~20 years. In past years, I found errors in the program's ability to properly handle the taxation of in-state municipal bonds and in the calculation of the Form 1116 foreign tax credit, but this year I had no difficulty with the program for these, admittedly, common situations. The program worked well and had no glitches.

I was very disappointed in Turbo Tax this year. They did not have the software updated to handle multiple RMDs until well past February. When I talked to a TurboTax customer service rep about this, she was clueless than it was not performing correctly.

The overall products works very well. I have not issues about the product. However, after paying for this service, Turbo Tax not only charges $60 to ask a question to a tax advisor and charges $25 to file the state tax return electronically. Having been in the technology industry, the cost of sending an item electronically should not be charged as it should be part of the cost of buying your service.

I sold a rental property last year. That situation is not well addressed in the system. Specifically I had difficulty adding capital improvements to my cost basis and adjust it for the depreciation that I have taken so far. Secondly I would like to see a link between the Step by Step and Forms. For example, I noticed that my spouse phone number was incorrect on the Form but I could not override it. I should be able to override it or hover over it and see a link that would take to the right place in Step by Step to change it

your program has become very cumbersome to use. It is no longer a user friendly program because you are asking for different information than the original IRS forms required. An example is your 5329 form Premier has lines 52a&b and 53a&b asking for information that the IRS does not require. Also on your filing for FED Taxes there is no explicit instructions on how to change the Estimated PTPIN If you program this as a check point you need to provide specific instructions on how to do it. Seems like Intuit is allowing programming nerds to require inputs with poor instructions on how to execute. Remember you are selling your product to the public not coding experts.

I have been using TurboTax since...well, since the product came out! The prompts are intelligent and using the step-by-step makes completing the return a breeze. It's actually more time-consuming to accumulate all the data, but once you have, the program is a snap.

One of the steps required to finish E Filing asks for your Adjusted Gross Income for "last year". This is NOT clear. If working on the 2024 taxes in 2025, "last year" is 2024, not 2023. Why not put the specific year for which you want the AGI? I "assumed" you wanted 2023 info. Hope I was right.

You are only being rated fair because 1) you no longer provide CD's which is critical to my preferred way of using a computer, 2) your tech support for loading Turbotax onto a Mac and PC was not only terrible but falsely claimed that I could not use one license for both a Mac and a PC, 3) the answer on both the internet and from tech support was that I needed to buy two copies of Turbotax to load Turbotax (Premier) on a Mac and then a PC was not only false but it will be unacceptable in future years 4) Turbotax questions on state taxes are basically false since I live in Florida and it is quite agravating that I got at least 4 requests to file state taxes after Turbotax determined I did not need to file state taxes 5) the quality of your product has deteriorated since 2022.

Never had to use any help. Some of the pages will go to the next page by using the enter key. Other pages change what you have entered when you use the enter key. Lacks consistency! Causes potential mistakes and issues. Please address this issue.