Very hard to use for first-time users. I am training my grandkids on using Turbo because they cannot follow everything. How about a "beginner's version" of Turbo? I had trouble because I double entered information for a 1099-NEC. I entered it as a source of income and then entered it for my Schedule C. Your instructions need to warn folks about entering as a source of income if it was part of business income.

The software is straightforward to use and ensures that the calculations are accurate. However, Intuit charges $25 to e-file my New Jersey return, even though the state offers free e-filing. This is unfair to loyal users. I would have rated it 5 stars, but I am very disappointed with Intuit's policy of charging for a free service. Intuit really needs to reevaluate this option for the benefit of the consumer rather than prioritizing profits.

Glitch with downloaded deluxe version. System reads scanned W-2 from DFAS and inputs box 14 information into box 12 causing error in tax return. I.e.> box 14 K- pretax dental and vision. This error will cause system to add this amount as an erroneous tax.

This year the TurboTax Premier program did not allow me to effectively use the "walk me through method" to properly enter my IRA and Pension accounts. It caused great confusion, and I had to expend many hours trying to identify the problem. Eventually, I needed to go to the Form View, identify the problems and enter the correct information.

It would really help if individual pages & worksheets could be printed so we can recall how we answered specific sections or document the conclusions reached by each section of the software. Also, it would be very helpful if the donations section could be sorted or alphabetized to make it easier to find or maintain order. With these additions to the software, our rating would be a 5!

1. Direct form downloads from Fidelity brought down multiple empty forms along with actual forms provided by Fidelity. Extra hassle to delete them. 2. The TT Premier has bugs that are slowing down respond to go from page to page when you click next buttons. Finally, the worst part is that when I tried to pay by my visa to pay for state tax transmittal, it said the card did not go through even though the payment was made. When I called Tech help, that rep and I struggled for an hour so I could finally get the taxes filed.

I am a part time resident of Costa Rica (Expate) and the program did not include much support for foreign income and/or deductions. I believe I was able to figure it all out and make the proper disclosures and filings/inclusions regarding my Costa Rica Bank accounts, savings, assets, all being less than $400K for 2024, so, all good but it was a little tough navigating the foreign investment portion of the turbo tax program. But, all good for now and I believe all went well. Filing complete and maximum refund obtained. In my retirement years, mostly very happy with Turbo tax. Thank you and many blessings.

In preparing my federal return, I encountered a difficulty involving a distribution from an IRA where half of it was taxable and half was a qualified charitable distribution. No matter what I did, EasyStep would not properly allocate the distribution into a taxable portion and a non taxable portion. To resolve this I had to go into Forms, open the relevant 1099-R and in the bottom half of the form check the box ""Recipient, but was originally inherited from a spouse." I had paid estimated taxes to my state of residence, Pennsylvania. In preparing my Pennsylvania return, I found no way under EasyStep to enter estimated taxes paid. I had to go into Forms and manually add my estimated taxes.

Software is easy to use; we've used it for each of the last 8+ years. Note: It does NOT provide you with a list of required documents to be mailed with a PA state e-filed return... you need to keep track of that yourself... would be nice if the program was enhanced to provide a printable page of ANY required mailed docs for either Fed or State.

The software does not direct to file Form 8936. it needs to manually pull out the form for filing. Also the e-file for federal return, it asks $45 mistakenly even though not sign up for audit. However, when setting up to pay by credit card, it only charges $25 for state e-file only as previously years.