Contributions to a Roth IRA (post tax) account do not affect taxes as long as AGI is below the contribution limit. When this information is added into TurboTax, then the tax increases. As I mentioned last year, when you print your tax return using the PDF option, the password protection does not work. I can still open the file without a password prompt.

I was disappointed that the system would not calculate my 2024 Social Security Adjustment payment. I had to do a good bit of research to figure it out before I could file. Also, it required me to research my 2024 Spousal Tax Liability adjustment, another time consuming effort, even though I was able to import my correct 2024 Turbotax return.

TurboTax arbitrarily added a "Canadian Retirement" form, with a stream of questions pertaining to the phantom "Canadian Retirement" which persisted through the whole filing, even though we had no contact or income with Canada. At the final check, the form disappeared. If I had requested paid assistance it would have been a waste of the $60 fee, plus the time on both sides to resolve the nonexistent "Canadian Retirement" issue.

Only complaint concerns K-1 issued for IRA income which despite being informed during step by step it was not necessary to make entries because not my tax liability because was an IRA, YET could not complete FINAL REVIEW to electronically file without answering numerous and difficult to comprehend questions on the K-!.

I have used TurboTax for years, first when my husband was self-employed and we had rental properties that we were managing. Our taxes are now a bit easier, without the self-employment income, but TurboTax has guided us through everything that had tax implications over the years, including a fire on our property, and now, retirement income. I can't imagine doing our taxes without TurboTax, since the hardest part is getting all the information together, which I'd still have to do even if I was having someone else prepare our taxes. And TurboTax for Mac OS has become more robust over the years as well. And TurboTax offers all the support you could need or ask for.

It's fine, same as any other tax prep software. You fill in the blanks with the numbers that are in your forms. I use it year over year because it already has my information from the previous year. I'm going to stop writing this now because the AI keeps interrupting me and re-writing what I type.

I got $30 returned, just to pay $25 to re-file my state taxes because your software was wrong. I filed incorrect taxes because of you and had to pay $150. And you think a measly $5 was enough to cover the inconvenience? You should have refunded my original fee that I had to pay to e-file for my state, and pay for me to re-file. That would have been appropriate. Not to mention providing me your paid service to protect me if I get audited for free, which I paid the first time. THAT would be good customer service, and be a display of a true apology for the inconvenience.

Straightforward to go through. Intuitive and eas to use. Seems accurate (though, how would I really know?). Would be nice if the new senior deductions were shown explicitly, to see if I qualified for the max amount or if I'm in the phase-out range.

Turbo tax is a great software. The only issue for me is the miss leading information about their fees. I feel the information given to the customer is confusing, they should put this information at the beginning. Simple and to the point the purchase price is only for the using the purchase software. There will be an additional fee for sending the information to the Federal and State.

Importing is NOT picking up state differences on Treasuries. As of 4/9/26 I still was unable to get TTX to generate estimated tax vouchers, even blank ones. Each year something get a tiny bit better but then there seems to be a basic thing TTX cannot do, like ES vouchers! Frustrating.