There's always something that doesn't work. I owe $1600 federal tax and Turbotax says I need to pay estimated tax of over $6000 in 2025, that's WRONG. I work from home and pay estimated local tax to RITA. Form 37 doesn't work correctly. It says I owe almost $3000 in local tax. When I entered the tax I was obligated to pay Form 37 didn't apply it to my credit.

I've used H&R desktop software for decades. My state taxes always had to be filed on paper due to certain state credits not supported by their software. Complete pain in the behind. This was the first year I broke tradition and went with Turbo Tax instead. I was able to file both Federal & State together electronically. What a relief! Overall, the software is very informative and easy to use. Great import functionality with all major institutions available for electronic import. I will not be switching back to H&R desktop anytime soon, and I highly recommend this software for anyone on the fence in their software decisions.

I have been using Turbotax since the DOS versions. For non-old people that is the computer operating system before windows. Turbotax has helped me navigate through start-up and sale of businesses, rental real estate, and getting kids through college. Record keeping is still important but, once you have everything assembled, it is a breeze to get everything entered and e-filed. I can't see any reason to change.

I have used Turbo Tax discs for many many years. I dislike being forced to use the online version with no option to purchase the disc. Various subtle changes on the 2024 filing program are also not an improvement at all. (ie INT and DIV etc) I will research H R Block to do my taxes for next year if nothing changes.

I called TurboTax Help last year about a "Review" feature that incorrectly flags our residency dates (from 01/01/2024-12/31/2024) as an error (overlapping dates exceed 366 days). This is not an error. We live and work in separate states. I hoped the bug would have been corrected this year, but it wasn't. If nothing else, the Review flag should allow for an override to explain why the dates are correct. In addition, a bug exists in the 1099-B data entry screen. The "Learn more" link contains entries not in the "How did you acquire this asset" pull-down. I also inadvertently deleted a rental property asset and felt the best way to recover was to create a new Tax Return from scratch. It would have been nice if I could have run two instances of TurboTax, which would have allowed me to compare the two Returns side-by-side and then copy/paste from one into the other (as opposed to entering data a second time).

Turbox Tax is great until there is an issue you cant figure out. I have owned my home for years and this tume the program wanted to treat it as a rental home. What a pain. I worked around it but also couldnt find anything online that woudl help me fix it.

Walks through everything. It is accurate. I like that it pulls information from last year, but it could do more. There are a lot of things that it should already know and keep me from having to reenter, especially during the filing process. That would also speed things up! Not happy that in order to use in 2025 I will need to purchase a Widows 11 computer!!!

This year I had no problem with Safari compatibility. As far as accuracy, there is still a problem with seller-financed mortgages which usually counts the interest income twice and has to be corrected manually. I've had this problem for about 15 years and it's still a glitch that hasn't been corrected. I have to use the desktop version instead of online version because I have to be able to dig into the details of my fairly complicated return and make corrections manually. If you ever get rid of this option, I will no longer use Turbotax. I called support back in April when I was doing a first pass at the return and filling for an extension. Support person was knowledgeable and helpful. State return for Hawaii is not very user friendly and does not provide eFile option except for very simple returns. Seems to always send you to the Hawaii tax department website to answer most questions. The feature I like the best is the ability to move from EasyStep to forms quickly to find out how your answers are affecting your tax return. Turbotax could be improved, but I haven't found anything better yet.

A few features could really improve the experience. First, after an extension with a subsequent payment to the IRS initiated through Turbotax the program does not use this data when the final return is prepared. This needs to be entered manually, no reminder or suggested amount from the previously filed extension, etc. Secondly, for any late payment penalties there is no guidance on how to handle these penalties (i.e. add the estimated amount to the 'regular' amount owed or file and wait for the IRS to send a payment request).

I like that there are more options to connect my crypto transactions. I see that the uploading of the CSV file didn't error out. These improvements made my Filing Easier. There are some nags, but that's just to make sure you are entering the information correctly. I also like that I can connect my Turbo Tax Software with my online account. That's a PLUS! Audit Defense is always good. I found the process to be quicker this year and more precise, the Turbo Tax Lay out is not as busy and easy to navigate. I felt confident using Turbo Tax because there is no additional charge to talk to a live tax professional if I get stuck. I used them last year, they were a hit and miss, but usually a HIT! I didn't need them this year because I got very familiar with Turbo Tax and hope they don't change a thing. if anything, just add more automatic connections to Crypto Exchanges to Turbo Tax, like Uphold and a few others.