interface for inputting investment income(interest, dividend, sales etc) were cumbersome and hard to follow in Premier this year, taking much longer than necessary. 2023 and prior were much easier. "Help" staff offered suggestions which were outdated and not in synch with the 2024 screens. Please make the interface better next year.

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!!!

1) Final Analysis should be done before tax filling. It is important to see and inspect and check what is different or missing. 2) The invest entry of 1099 are very cumbersome with all confusing imports and over-ride previous imports. 3) If there is a general import from banks then why the subsequent imports override other data imports?

I have been using Intuit's Turbo Tax for many years, and have never failed an audit. The software is very accurate and easy to use. I would recommend Turbo Tax to anyone who wants to do their taxes. By the way, you can also get the Audit coverage which might be helpful

Turbo Tax does a relatively good job of helping one file their taxes. My two complaints would be: 1) Intuit needs to update the IRS address to send 1040-ES and 1040-V (estimated tax payments and payment vouchers) for states like California 2) California Form 3840 (Like-Kind Exchanges) has a glitch that prevents a taxpayer from efiling the CA tax return. The glitch is that the software insists that more than one property be listed in section A, part 1 for properties that were given up. There is frequently not more than one property given up and this glitch creates an error and therefore the CA 540 tax return cannot be efiled.

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.

Don't appreciate you forcing me into Windows 11. The further Microsoft gets from Windows 7, the worse their software gets. This is the second time you've done this to us. Will resume buying Taxcut for 2025 as there is only a few dollars difference between the two of you.

Lots of technical issues and no way to correct modify or work for a correction. Missing information on e-file issues by code. Difficult navigation. Difficult to see real time summaries. Turbotax fails to capture carry forward values and prior payments from the prior year even as it captures other information from the prior return.

It allows to calculate taxes, all right. It is given that US tax system is complicated and it is not easy to create a product to calculate the taxes for all the possible scenario. The calculation part and following all the rules works mostly ok. There are some complex situations where handling might be better, like handling amortized intangibles when interest in partnership is sold. Anyway, with some ChatGPT help, I could figure out how to do in TurboTax what I need. What is ridiculously outrageous is the the TurboTax UI interface, especially UI for entering investment and interest income. That UI was always cumbersome, but with the 2024 change it become even worse. It only fits the cases when there are very few simple investments or bank accounts. If I need to enter multiple investments, the UI requires too much manual work and it does not even allow me easily see all or at least many my investments at once. The UI requires answering a lot of irrelevant to me questions. Please, change your UI design team, and consider using much more a compact spreadsheet format for entering information. It makes the large amount of information observable, and it also drastically reduces unnecessary clicks. Also, why the UI is so inflexible with resizing? People have different screen sizes and need to put more than one window on the screen. Why cannot I shrink the TurboTax window to what size I need? The accessibility of TurboTax is also terrible. Why cannot I make the font bigger? Some people using it do not have perfect sight. It is very difficult for people with weak eyes to work with TurboTax. When I work with TurboTax, a lot of things are not clear, and I frequently need to copy/paste some text from teh screen to chatGPT or search engine, or just a calculator to verify calculations. It is beyond me why copy/paste from TurboTax screen is not allowed. Overall, the experience with TurboTax is frustrating, and I will need consider other tax preparation products. I'm sure a product with such a bad UI might continue exist on thej market only because of a near-monopoly status of the vendor. Please fix the UI.

I have been a turbotax Premiem edition user for decades. It has a lot of state about my past taxes which makes it easy to do new taxes and I have a lot of complex partnerships. However, there are a number of things that frustrate me. 1) The import of imformation from Fidelity and Schwab is broken. It connects but fails to import anything. How can the 2 big brokerages not work with Turbotax? How could this not be tested? It seems to be a well known problem as people say "try try again and try again and then manually enter". This is absolutely frustrating and the first time in years that it failed so spectacularly. 2) I have a lot of K-1 forms from partnerships, with Section 199A reporting. These are extremely manual, because unlike most public traded partnership where taxpackagesupport generated txf files, none of partnerships seem to know how to generate a txf file. And the primary reason is that the txf standard does not allow for that information to be coded and imported! To be considered a premier product this HAS to be fixed. By manual entry, I am making a lot of mistakes whereas the business that is sending the K-1 form is better equipped to do the right thing and send a txf file I can import. 3) After entering a K-1 form, turns out there are many errors that one has to fix manually (often it is not clear how to fix them). The user interface should fix this before we move to next screen rather than having to go to forms interface to fix the errors. 4) Form 8997 is not supported, code Z for a schedule D transaction. This is opportunity zone investments and needs yearly reporting. The official workaround seem to be to not efile but do a paper mailing. This is a relatively simple form, why would this not be supported even in the premier product. 5) Multiple states. With real estate investments it is easy to get into a situation with multiple state tax forms. Each of them is horrendously expensive. We need a package where multiple states can be bought at a discount. I find it easier to manually file for states!