I appreciate how the program can either walk you through each possible tax area, or lets you jump to where you want to go in the tax filing process. I also really like the helpful information that is seen by clicking hyperlinked help areas on the screen.

Consistently simple to use every year with ability to import from most major institutions to ensure accuracy and be able to file the return with confidence.

Doing taxes made easy. able to pick and choose areas to work on without the need to answer questions on topics I knew did not apply is a big time saver.

Worked in a comprehensive manner without the need for additional assistance for the most part. I did get hung up on importing data from Merrill Lynch as I selected the wrong line. The agent walked me through that. There was the issue with California involving Line 76. Just had to insert IRC 1362 or something like that. Think it is a glitch but maybe harmless.

The calculation for estimated taxes was not very helpful. I do not remember having to fill in some of the information and because I have a carryover on capital losses, I did not know what to fill in. I was only allowed $3,000 loss when I lost over $250,000. I realize that is not your problem but did not understand what to do for estimated taxes next year.

Yes useful, the accuracy, compatibility, features, interface, and support are good topics to give good consideration to the various steps and situations

I had conversations with two online associates as my older computer would not update. They were very patient and a huge help. As it turned out I feel pretty sure it was a filter block on my internet connection. I took the laptop to the office and used the business internet and it worked find.

I love TurboTax. Long time user. Generally easy to use. This year, when completing severaln 1099 forms, I noticed that when I started it knew I had 1099s from prior years, and listed choices to pick from. The list was too general, in that I had multiple 1099s from the same brokerage, but the list was not specific, so when I clicked on a 1099 to complete, I did not know which one was going to open. When I clicked I opened a pre-populated form. I started my taxes before all my 1099s were received, so I felt I had to hunt for the specific 1099 that I wanted to complete. Eventually I got them all completed.

I like the personal live advice from Turbo tax, appreciate the support I received in reviewing all the forms and guidance from Turbo Tax live support.

No matter how many ways I tried, TT would NOT load last year's information into the 2025 software. I had to re-enter everything manually, which made me very unhappy. If next year's software does not address this issue, I will no longer use TT. A primary selling point is that you CAN upload the previous year, both to save time and to facilitate comparisons.