I REALLY hate the new section on investments. It was so much easier to update and click on the financial institution I was interested in - like the listing you get with all income. I found scrolling through confusing and since I imported the information, why was there stuff left from last year with 0s that I had to delete.

Got Premier to help with stocks and bonds, but I still have to do everything manually. Automatic import from Fidelity and Merrill is incomplete. It's normal to have internation stocks with foreign tax withholding, Turbotax doesn't help with that. It's complicated and they just link to the documentation and say figure it out. Not really a Premier experience. Just trying to get me to pay for advice by crippling the software?

I'll see how it goes this year. Last year I paid for California tax filing and it was rejected 5 times. Each time it passed the TurboTax review. I finally printed and mailed it. In the meantime I paid to file electronically, but there was no way to talk to a human for help or get a filing refund.

I could not get my Federal or State returns approved because I had obtained an IP PIN with the IRS in September of 2024. The Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security Number or Individual Taxpayer Identification Number. The PIN in my Turbo Tax return would only accept 5 digits. Since the two were not identical, the IRS would not accept my return, which cascaded into a rejection of the state return. After two rejected submissions, I canceled the use of the 6 digit IP PIN and my returns were accepted. Turbo Tax needs to be able to accept a 6 digit IP PIN issued annually by the IRS.

The product is very good. The only reason for not choosing excellent is because several steps were not intuitive and required exploration to complete and the application did not update quickly. The slow updates led to a great deal of doubt and frustration.

I have used TurboTax for several years but this year I had a greater difficulty in understanding some of the questions, so I hope I have answered correctly. I also completed a tax return for my mother-in-law as I have done for several years. This time it was rejected twice. It was rejected because my father-in-law's S/S showed that he was deceased, which he was in Jan 2024. TurboTax did not point this out such that the tax retunes would be accepted.

Really really bad software. Did the people who developed it even test it or try using it?? This is just your web product wrapped in a clunky application window. Half of the features don't even work. I can't even get it to print a copy of my return. I think you are actually trying to convince people not to use this product in the future with the way the product functions.

When I purchased, I felt l was misled into believing the state tax efile was included for free like the federal was. It took three tries to download my information from Vanguard. I know the authentication is a plus, but I don't like the one that Turbo Tax uses.

Very good especially transferring info from last year. A negative is that one must carefully review manually for any duplicates after importing. I imported a Computershare dividend file and had manually put it in before that (name was transferred over from last year's tax return) so one was in CAPS and the other was not. Luckily, I caught the duplicates on the dividend page or else I would have paid double tax. TurboTax should have a simple check to say hey I see you have a duplicate amount, is this really two different things?

Nightmare. Longtime TurboTax user. The new interface for 1099 Int/Div/B is not just horibble but fundamentally broker. I already had my 1099-Div show up from last year. Kept hitting "review" so I could manually enter this years data. Instantly took me to download and I kept trying to skip but just kept me going around in circles. Never could use the interview to enter data. I had to go into forms mode to do this. Completely frustrating. Who ever is in charge this year BROKE what has worked the last 30 years. Seems like many many many many users agree. https://ttlc.intuit.com/community/taxes/discussion/re-turbo-tax-2024-investments-display-window-changes/01/3505386#M1297149